2024-05-14T15:05:36-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-01-01 581681015 NORTH CAROLINA MEDICAL GROUP MANAGERS NORT 7043650565 1300 BAXTER STREET 360 CHARLOTTE NC 28204 JORDAN ARCHER TREASURER 7043650565 2024-05-08 1 JORDAN ARCHER 999009999 0 JOHN NORMAN P01506766 7049985200 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z NORTH CAROLINA MEDICAL GROUP MANAGEMENT ASSOCIATION JORDAN ARCHER 1300 BAXTER STREET 360 CHARLOTTE NC 28204 476642 0 X WWW.NCMGMA.ORG X 1971 NC THE NORTH CAROLINA MEDICAL GROUP MANAGEMENT ASSOCIATION (NCMGMA) GIVES THE PROFESSIONAL ADMINISTRATOR A RICH SOURCE OF INFORMATION AND CONTACTS FOR PROFESSIONAL GROWTH. SINCE OUR FOUNDING IN 1971, WE HAVE BEEN REPRESENTING THE HEALTHCARE INDUSTRY AND MEDICAL PRACTICES ACROSS NORTH CAROLINA. OUR MEMBERSHIP INCLUDES EXECUTIVES AND MANAGERS OF PRIVATE GROUP PRACTICES, ACADEMIC MEDICAL CENTERS, INTEGRATED DELIVERY SYSTEMS, AND COMPANIES THAT SUPPORT MEDICAL PROVIDER ORGANIZATIONS. 9 9 0 28 0 0 0 0 498110 471740 1530 4902 0 0 499640 476642 0 0 0 0 0 0 0 0 0 509406 509843 509406 509843 -9766 -33201 254098 232864 96573 108540 157525 124324 X NCMGMA MAXIMIZES THE VALUE AND EFFECTIVENESS OF MEDICAL GROUP LEADERS THROUGH EDUCATIONAL PROGRAMS, INFORMATION EXCHANGE, NETWORKING, ADVOCACY AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. ITS CREDO IS "LEADERS FOR TOMORROW'S HEALTHCARE." (CONTINUED ON SCHEDULE O)ITS VISION IS TO BE THE LEADING AND MOST RECOGNIZED RESOURCE FOR EDUCATION, NETWORKING AND ADVOCACY FOR MEDICAL GROUP LEADERS IN NORTH CAROLINA. 0 0 280748 471740 NORTH CAROLINA MEDICAL GROUP MANAGERS (NCMGM) DBA: NORTH CAROLINA MEDICAL GROUP MANAGEMENT ASSOCIATION (THE ASSOCIATION) IS A NORTH CAROLINA NONPROFIT PROFESSIONAL MEMBERSHIP ASSOCIATION ORGANIZED ON JULY 16, 1987, TO PROMOTE THE BUSINESS OF MEDICAL PRACTICE MANAGEMENT IN NORTH CAROLINA. MEMBERS PAY ANNUAL DUES TO PROVIDE FUNDS FOR OPERATIONAL EXPENSES. CURRENT MEMBER SERVICES INCLUDE THE FOLLOWING: (CONTINUED ON SCHEDULE O)CONFERENCES CONFERENCES TO EDUCATE MEMBERS IN THE ADVANCEMENT OF MEDICAL PRACTICE MANAGEMENT ARE HELD ANNUALLY IN THE SPRING AND IN THE FALL.COMMITTEES 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.WEBSITE THE WEBSITE PROVIDES USEFUL INFORMATION ABOUT THE ASSOCIATION AND HAS RESOURCES FOR MEDICAL PRACTICE MANAGERS.NEWSLETTER/E-NEWS BLOG THE NEWSLETTER IS USED TO DISSEMINATE DATA AND BUSINESS INFORMATION.JOB POSTINGS THROUGH THE ASSOCIATION, JOBS MAY BE POSTED. 280748 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 X TERI MILNER 7049407395 1300 BAXTER STREET SUITE 360 CHARLOTTE NC 28204 X AMANDA MCKINNEY BOARD MEMBER 2.00 X 0 0 0 MATT JOHNSON MA MBA IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 CHAD GHORLEY PRESIDENT 2.00 X X 0 0 0 LISA HOOKS TREASURER 2.00 X X 0 0 0 CHARLIE FURR PRESIDENT-ELECT 2.00 X X 0 0 0 AMBER POPHAM CIC CRM SECRETARY 2.00 X X 0 0 0 MICHELLE WALLACE BOARD MEMBER 2.00 X 0 0 0 JORDAN ARCHER BOARD MEMBER 2.00 X 0 0 0 CARRILEE ANDREU-NEEL BOARD MEMBER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 SPRING CONFERENCE 900099 151057 151057 FALL CONFERENCE 900099 146755 146755 MEMBERSHIP DUES 900099 118193 118193 GENERAL SPONSORSHIPS 900099 22600 22600 33135 33135 471740 4902 4902 476642 471740 0 4902 195321 12330 2646 1726 4871 243161 2729 BOARD AND COMMITTEE EXP 12989 BANK CHARGES 11054 23016 509843 3388 55001 190911 133804 59799 44059 1802 1802 0 0 254098 232864 10661 5697 85912 102843 96573 108540 X 157525 124324 157525 124324 254098 232864 -33201 0 X 0 1 X 1 0 0 1 0 1802 1802 0 0 X 476642 0 476642 0 476642 509843 0 509843 0 509843 PART X, LINE 2: NCMGM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND UNDER RELATED STATE STATUTES. THE ASSOCIATION IS REQUIRED TO FILE AND DOES FILE TAX RETURNS WITH THE INTERNAL REVENUE SERVICE (IRS) AND OTHER TAXING AUTHORITIES. INCOME TAXES FILED BY THE ASSOCIATION ARE SUBJECT TO EXAMINATION BY THE IRS FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING REVIEWED BY THE IRS, TAX YEARS SINCE 2020 REMAIN OPEN. THE ASSOCIATION IS LIABLE FOR FEDERAL AND STATE INCOME TAX ON INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE. FOR THE YEAR ENDED DECEMBER 31, 2023, THE ASSOCIATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD HAS DELEGATED DAY TO DAY ACTIVITIES TO BE CARRIED OUT BY MELISSA KLINGBERG, EXECUTIVE DIRECTOR. MELISSA KLINGBERG IS AN EMPLOYEE OF TH MGMT, INC., AN UNRELATED MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS SIX CLASSES OF MEMBERSHIP AS FOLLOWS: ACTIVE, STUDENT, AFFILIATE, TRANSITIONAL, HONORARY, AND EMERITUS. ALL ACTIVE, AFFILIATE AND TRANSITIONAL MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS PLACED BEFORE THE MEMBERSHIP AND TO SERVE ON THE BOARD OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWED AND APPROVED THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR. IF AN ISSUE ARISES DURING THE YEAR, IT MUST BE BROUGHT TO THE BOARD'S ATTENTION. IN THE EVENT OF A POTENTIAL CONFLICT, THAT MEMBER WILL RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19 IN ADDITION TO THE FORM 990, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.