CAROLINAS MEDICAL MANAGERS INC

EIN: 581681015 Community Improvement

CHARLOTTE, NC

Total Revenue
$537,739
Total Expenses
$637,794
Total Assets
$219,083
Net Assets
$-2,873
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
NC
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 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.

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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%)

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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

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Liquidity & Cash Position

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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
28

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
5
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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