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Nonprofit · EIN 45-5586998

WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC

Tax-exempt · ASHEVILLE, NC 28803

Financials

$1.5M$1.6M2023$1.5M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,511,390$1,452,692$58,698$2,451,301$158,761$2,292,540
December 31, 2023990$1,533,547$1,555,753-$22,206$2,385,854$182,957$2,202,897
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$846,767
of which government grants
$100,000
Membership dues
$134,920
Program service revenue
$613,691
Investment income
$48,070
Net gain from sales of assets
$7,704
Other revenue
$2,862

Expenses

Grants and similar amounts paid
$22,631
Compensation of officers, directors and key employees
$63,545
Other salaries and wages
$446,533
Salaries, compensation and benefits (total)
$620,728
Professional fundraising fees
$0
Legal fees
$38,326
Accounting fees
$77,967
Occupancy
$14,251
Travel
$44,725
Depreciation
$14,527
Program services (functional)
$1,013,487
Management and general (functional)
$350,508
Fundraising (functional)
$88,697

Balance sheet and other

Total assets, start of year
$2,385,854
Total assets, end of year
$2,451,301
Total liabilities, end of year
$158,761
Net assets, end of year
$2,292,540
Land, buildings and equipment
$199,216
Publicly traded securities
$420,629
Net assets without donor restrictions
$1,047,753
Net assets with donor restrictions
$1,244,787
Gross receipts
$1,511,390
Employees
18
Volunteers
700
Year formed
2011
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Karen Wallace-MiegsExecutive Director
Officer
40$59,115$4,430
Jennifer Abbott MDChair
Trustee or director, Officer
2$0$0
Jeffrey Garris MDVice-Chair
Trustee or director, Officer
2$0$0
Bronwyn Burleson CPATreasurer
Trustee or director, Officer
2$0$0
Kathleen Rodberg EsqSecretary
Trustee or director, Officer
2$0$0
Rivers Woodward MDDirector at Large
Trustee or director
1$0$0
William McLean MDPast Chair
Trustee or director
2$0$0
Mark McNeillDirector at Large
Trustee or director
1$0$0
Abdalla Abu BakerDirector at Large
Trustee or director
1$0$0
Melissa Robinson MDDirector at Large
Trustee or director
1$0$0
Suzette LaRoche MDDirector at Large
Trustee or director
1$0$0
Rachel Keever MDPast Chair
Trustee or director
1$0$0
David May MDDirector at Large
Trustee or director
1$0$0
Carolina PerezDirector at Large
Trustee or director
1$0$0
Winnie PaceDirector at Large
Trustee or director
1$0$0
5 more people on this return
NameTitleHours / weekCompensation
Virginia LawrenceDirector at Large
Trustee or director
1$0
Sarah Cash MDDirector at Large
Trustee or director
1$0
Leslie CouncilDirector at Large
Trustee or director
1$0
Anneliese Duncan MDDirector at Large
Trustee or director
1$0
Richard Bunio MDDirector at Large
Trustee or director
1$0
990 for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
Elisa QuarlesDeparting Executive Director
Officer
40$71,007$2,645
Karen Wallace-MiegsIncoming Executive Director
Officer
40$0$0
Jennifer Abbott MDChair
Trustee or director, Officer
2$0$0
Jeffrey Garris MDVice-Chair
Trustee or director, Officer
2$0$0
Bronwyn Burleson CPATreasurer
Trustee or director, Officer
2$0$0
Kathleen Rodberg EsqSecretary
Trustee or director, Officer
2$0$0
Rivers Woodward MDDirector at Large
Trustee or director
1$0$0
William McLean MDPast Chair
Trustee or director
2$0$0
Mark McNeillDirector at Large
Trustee or director
1$0$0
Abdalla Abu BakerDirector at Large
Trustee or director
1$0$0
Melissa Robinson MDDirector at Large
Trustee or director
1$0$0
Suzette LaRoche MDDirector at Large
Trustee or director
1$0$0
Rachel Keever MDPast Chair
Trustee or director
1$0$0
David May MDDirector at Large
Trustee or director
1$0$0
Carolina PerezDirector at Large
Trustee or director
1$0$0
Winnie PaceDirector at Large
Trustee or director
1$0$0
Virginia LawrenceDirector at Large
Trustee or director
1$0$0
Sarah Cash MDDirector at Large
Trustee or director
1$0$0
Leslie CouncilDirector at Large
Trustee or director
1$0$0
Anneliese Duncan MDDirector at Large
Trustee or director
1$0$0
Kate Graeme DODirector at Large
Trustee or director
1$0$0
Richard Bunio MDDirector at Large
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
304 SUMMIT ST, ASHEVILLE, NC 28803-2725
In care of
% MIRIAM SCHWARZ
Mailing address (990-N for 2013)
304 Summit Street, Asheville NC 28803
Principal officer (990 for 2024)
Karen Wallace-Meigs, 304 Summit Street, Asheville, NC 28803
Principal officer (990-N for 2013)
MIRIAM SCHWARZ, 304 Summit Street, Asheville NC 28803
Signed the 990
Karen Wallace-Meigs, Executive Director
Phone
(828) 337-3528
Return prepared by
CORLISS & SOLOMON PLLC

Mission

Western Carolina Medical Society Foundation is a physician- and community-led organization. Its mission is to address issues of access to quality health care, disparities in health, wellness and prevention.

990 for the year ended December 31, 2024

Program accomplishments

  • Project Access is designed to assist uninsured patients in two counties gain access to needed health care including preventive screenings, hospital care, specialty care, mental health care and diagnostic care such as labs or imaging, and medications. . In 2024 Western Carolina Medical Society through Project Access: --Enrolled 1,490 patients --Facilitated $400,000 in donated specialy care from participating providers. --Scheduled 6,723 interpretive network (WIN) appointments in 38 languages --Screened 461 patients for colonrectal cancer --Completed 29 colonoscopies identified through our screening program
    Expenses $1,013,487 · grants $22,631 · revenue $613,691
  • --Provided 102 therapy and coaching sessions through the Healthy Healer program --Connected over 1,000 community members through outreach events --Started an emergency services program after Hurricane Helene

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-5586998
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E80)
Assets (IRS master file)
$2,451,301
Income (IRS master file)
$1,511,390

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,511,390$1,452,692$2,451,301XML
990December 2023$1,533,547$1,555,753$2,385,854XML
990December 2022$1,318,128$1,442,079$2,341,678IRS
990-TDecember 2022–––IRS
990December 2021$1,679,805$1,393,706$2,620,324IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2013
Officer: MIRIAM SCHWARZ
December 31, 2013≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-5586998).

Questions about WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC

What is the EIN of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC?
The employer identification number (EIN) of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC is 45-5586998.
Is WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC?
The 990 for the year ended December 31, 2024 names Karen Wallace-Meigs.
Who are the officers and directors of WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 20 people; 1 received compensation from the organization, the highest $59,115 (Karen Wallace-Miegs, Executive Director).
How much revenue does WESTERN CAROLINA MEDICAL SOCIETY FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,511,390, expenses of $1,452,692 and total assets of $2,451,301 at year end.

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