CAROLINAS MEDICAL MANAGERS INC

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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

1971

Legal Domicile

Principal Officer

LISA GOUIN

Phone

7043650565

Tax Period

2025-01-01 to 2025-12-31

CAROLINAS MEDICAL MANAGERS INC, founded in 1971, is a small nonprofit in the Community Improvement sector that reported $538K in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $638K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE 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.

Program Service Accomplishments

Program 1

CAROLINA 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...

CAROLINA 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.

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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 $4,000

Program Service Revenue $528,211

Investment Income $5,528

Other Revenue $0

TOTAL REVENUE $537,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $637,794

TOTAL EXPENSES $637,794

Year-over-Year Comparison

	2025	2024	Change
Revenue	$537,739	$497,069	+0.1%
Expenses	$637,794	$522,595	+0.2%
Net Income	$-100,055	$-25,526	+2.9%

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

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
MICHELLE WALLACE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JORDAN ARCHER	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
LISA GOUIN	TREASURER	2.00	Officer Director	$0	$0	$0
AMBER POPHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
CHARLES F FURR	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
CARRILEE ANDREU-NEEL	BOARD MEMBER	2.00	Director	$0	$0	$0
DORAL JACOBSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MARC MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
QUINTIN SMITH	BOARD MEMBER	2.00	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	$537,739	$637,794	$219,083	$-100,055
2024	No data	No data	No data	No data
2023	$476,642	$509,843	$232,864	$-33,201
2022	$499,640	$509,406	$254,098	$-9,766
2021	$48,091	$32,354	$368,202	$15,737
2021	$356,604	$415,731	$334,531	$-59,127
2020	$273,489	$309,349	$296,461	$-35,860
2019	$351,519	$357,215	$344,360	$-5,696
2018	$389,817	$388,449	$391,702	$1,368