Form 990 for tax year 2023
Filed by SOUTH CAROLINA MEDICAL ASSOCIATION.
Totals
- Total revenue
- $3,170,126
- Total expenses
- $3,366,350
- Contributions and grants received
- $34,574
- Grants paid
- $2,000
- Program service revenue
- $1,947,119
- Investment income
- $51,665
- Other revenue
- $1,136,768
- Total assets, end of year
- $7,703,233
- Total liabilities, end of year
- $630,867
- Net assets or fund balances, end of year
- $7,072,366
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$34,574
-
2a · Program service revenue: MEMBERSHIP REVENUE
total $974,449 · related or exempt $974,449
-
2b · Program service revenue: PLAN SPONSOR REVENUE
total $824,305 · related or exempt $824,305
-
2c · Program service revenue: ANNUAL MEETING
total $114,435 · related or exempt $114,435
-
2d · Program service revenue: CONTINUING MEDICAL EDUCATION
total $21,043 · related or exempt $21,043
-
2e · Program service revenue: PRINTING
total $10,887 · unrelated business $10,887
-
2f · All other program service revenue
total $2,000 · related or exempt $2,000
-
3 · Investment income
total $51,665 · unrelated business $20 · excluded $51,645
-
6a · Gross rents
real property $149,377
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $149,377
-
6d · Net rental income or loss
total $149,377 · unrelated business $100,691 · excluded $48,686
-
11a · Other revenue: MGMT FEE - SCMA MIT
total $830,995 · unrelated business $830,995
-
11b · Other revenue: MGMT FEE - FULCRUM
total $151,829 · unrelated business $151,829
-
11c · Other revenue: MISCELLANEOUS REVENUE
total $4,567 · related or exempt $4,567
-
11e · Other revenue, total
$987,391
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,000
-
5 · Compensation of officers, directors and key employees
total $454,109
-
7 · Other salaries and wages
total $1,508,889
-
8 · Pension plan contributions
total $44,754
-
9 · Other employee benefits
total $323,859
-
10 · Payroll taxes
total $94,093
-
11b · Fees: legal
total $5,257
-
11c · Fees: accounting
total $63,163
-
11d · Fees: lobbying
total $64,843
-
11g · Fees: other
total $60,215
-
12 · Advertising and promotion
total $47,156
-
13 · Office expenses
total $6,774
-
14 · Information technology
total $58,069
-
16 · Occupancy
total $129,082
-
17 · Travel
total $8,251
-
19 · Conferences, conventions and meetings
total $72,724
-
22 · Depreciation, depletion and amortization
total $131,075
-
23 · Insurance
total $60,091
-
24a · Other expenses: ANNUAL MEETING
total $139,797
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $60,339
-
24c · Other expenses: CONTINUING MEDICAL EDUC
total $16,410
-
24d · Other expenses: PRINTING AND PUBLICATIO
total $6,138
-
24e · All other expenses
total $9,262
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,566,769 · end of year $748,760
-
2 · Savings and temporary cash investments
end of year $1,750,000
-
4 · Accounts receivable
beginning of year $39,061 · end of year $22,700
-
7 · Other notes and loans receivable
beginning of year $292,407 · end of year $304,162
-
9 · Prepaid expenses and deferred charges
beginning of year $172,063 · end of year $182,433
-
10a · Land, buildings and equipment: cost or other basis
$5,794,413
-
10b · Land, buildings and equipment: accumulated depreciation
$3,363,567
-
10c · Land, buildings and equipment, net
beginning of year $2,447,922 · end of year $2,430,846
-
12 · Investments: other securities
beginning of year $2,423,756 · end of year $2,264,332
-
17 · Accounts payable and accrued expenses
beginning of year $169,591 · end of year $149,874
-
19 · Deferred revenue
beginning of year $544,373 · end of year $480,993
-
27 · Net assets without donor restrictions
beginning of year $6,991,978 · end of year $6,838,733
-
28 · Net assets with donor restrictions
beginning of year $236,036 · end of year $233,633
Mission and programs · 2023
Mission
THE SCMA'S PURPOSE IS TO SERVE SOUTH CAROLINA PHYSICIANS AND TO SUPPORT THEIR EFFORTS TO PROVIDE HIGH QUALITY MEDICAL CARE AND TO PROMOTE GOOD HEALTH FOR ALL CITIZENS OF THE STATE. THE SCMA ACCOMPLISHES THE STATED PURPOSES THROUGH PROVIDING CONTINUING MEDICAL EDUCATION AND PHYSICIAN PROGRAM SERVICES TO MEMBERS OF THE SCMA.
Activities or mission (Part I)
THE SCMA'S PURPOSE IS TO SERVE AND SUPPORT SOUTH CAROLINA PHYSICIANS.
-
SCMA ANNUAL MEETING AND CONTINUING MEDICAL ACTIVITIES PROVIDE BUSINESS AND MEDICAL PROGRAMS.
-
ADVOCACY FOR THE INTERESTS OF THE MEDICAL PROFESSION ON LEGISLATIVE MATTERS AND IN THE COURTS BY BRINGING CASES OF BROAD IMPACT, AS WELL AS SERVING AS AN INFORMATION AND ADVOCACY CLEARINGHOUSE FOR MEDICAL SOCIETIES AND RELATED GROUPS.
-
SCMA PROVIDES CONTINUING MEDICAL EDUCATION TO PHYSICIANS AND OFFERS ACCREDITATION AND JOINT SPONSORSHIPS TO APPROVED ORGANIZATIONS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
LAURIE MARIETHERIOT ROLEY MDMBA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ASUTOSH BOBBY GOR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GARY V VUKOV MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GREGORY TARASIDIS MD GREG
AMA DELEGATE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES LEROY WELLS III MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GERALD F CONGDON MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GARY A DELANEY MD
TRUSTEE 7/23-4/24;AMA DELEGATE 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BRUCE A SNYDER MD
AMA DELEGATE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
RICHARD C OSMAN MD
AMA DELEGATE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALEXANDER W RAMSAY MD
AMA ALTERNATE DELEGATE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TODD E SCHLESINGER MD
AMA ALTERNATE DELEGATE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
RODNEY K ALAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES MORRISON FULLER JR MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BAXTER MCLENDON MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MC ANTO ANTONY MD
YOUNG PHYSICIANS SECTION
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEPHANIE MAYLE SCOTT DO
RESIDENT AND FELLOW
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALEXANDRA A CONRY
MEDICAL STUDENT SECTION 7/23-4/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEROME AYA-AY MD
TRUSTEE 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JESSICA L CVINAR MD
TRUSTEE 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LISA E HEICHBERGER MD
TRUSTEE 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHELLE TROUP
MEDICAL STUDENT SECTION 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WESLEY H FRIERSON MD
CHAIRMAN
- Total calculated
- $4,750
- From this org
- $4,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 1 related
-
H TIM PEARCE MD FACS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
M MAYES DUBOSE MD
PRES-ELECT 7/23-4/24;PRES 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
AMANDA S DAVIS MD
VICE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEFFREY P CASHMAN DO
SPEAKER OF HOUSE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEFANIE M PUTNAM MD
VICE SPEAKER OF HOUSE
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
RYAN C GARBALOSA DO
MEMBER-AT-LARGE 7/23-4/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ANTHONY MILES SCOTT DO
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
FORREST CLEAVE HAM MD
TRUSTEE;MBR-AT-LARGE 5/24-6/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHRISTOPHER A YEAKEL MD FAAP
IMM.PASTPRES 7/23-4/24;AMA ALTDEL 5/24-6/24
- Total calculated
- $8,000
- From this org
- $8,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 6 + 1 related
-
HELEN STOCKINGER MD
PRES 7/23-4/24;IMM.PASTPRES 5/24-6/24
- Total calculated
- $15,667
- From this org
- $15,667
- From related orgs
- $0
- Other
- $0
- Hours/week
- 6 + 1 related
-
HENRY FRITZ BUTEHORN III MD
TRUSTEE 7/24-4/24;PRES-ELECT 5/24-6/24
- Total calculated
- $3,000
- From this org
- $3,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
RICHELE TAYLOR
CEO, CLO
- Total calculated
- $342,209
- From this org
- $296,846
- From related orgs
- $0
- Other
- $45,363
- Hours/week
- 27.25 + 10.25 related
Schedule J breakdown matched by us
- Base
- $296,846
- Bonus
- $0
- Other
- $0
- Deferred
- $9,016
- Nontaxable benefits
- $36,347
- Filer's total
- $342,209
-
MICHELLE BOLIN
CFO, COO
- Total calculated
- $335,874
- From this org
- $290,720
- From related orgs
- $0
- Other
- $45,154
- Hours/week
- 21.5 + 16 related
Schedule J breakdown matched by us
- Base
- $285,720
- Bonus
- $5,000
- Other
- $0
- Deferred
- $8,828
- Nontaxable benefits
- $36,326
- Filer's total
- $335,874
-
JAKE THOMPSON
FRS AREA VICE-PRESIDENT
- Total calculated
- $303,700
- From this org
- $259,580
- From related orgs
- $0
- Other
- $44,120
- Hours/week
- 0 + 37.5 related
Schedule J breakdown matched by us
- Base
- $8,636
- Bonus
- $0
- Other
- $250,944
- Deferred
- $7,905
- Nontaxable benefits
- $36,215
- Filer's total
- $303,700
-
JEFF GEE - THRU 123123
FRS AREA VICE-PRESIDENT
- Total calculated
- $259,742
- From this org
- $217,016
- From related orgs
- $0
- Other
- $42,726
- Hours/week
- 0 + 37.5 related
Schedule J breakdown matched by us
- Base
- $10,642
- Bonus
- $360
- Other
- $206,014
- Deferred
- $6,566
- Nontaxable benefits
- $36,160
- Filer's total
- $259,742
-
HOLLY PISARIK
SENIOR VICE-PRESIDENT OF ADVOCACY & POLICY COUNSEL
- Total calculated
- $238,625
- From this org
- $196,558
- From related orgs
- $0
- Other
- $42,067
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $196,558
- Bonus
- $0
- Other
- $0
- Deferred
- $6,008
- Nontaxable benefits
- $36,059
- Filer's total
- $238,625
-
MACK GOODWIN
FRS VP OF FINANCIAL PLANNING & BUSINESS ANALYTICS
- Total calculated
- $201,230
- From this org
- $160,363
- From related orgs
- $0
- Other
- $40,867
- Hours/week
- 0 + 37.5 related
Schedule J breakdown matched by us
- Base
- $160,363
- Bonus
- $0
- Other
- $0
- Deferred
- $4,808
- Nontaxable benefits
- $36,059
- Filer's total
- $201,230
-
BRANDT SMITH
VP OF IT
- Total calculated
- $171,423
- From this org
- $135,297
- From related orgs
- $0
- Other
- $36,126
- Hours/week
- 27.5 + 10 related
Schedule J breakdown matched by us
- Base
- $131,385
- Bonus
- $3,912
- Other
- $0
- Deferred
- $4,037
- Nontaxable benefits
- $32,089
- Filer's total
- $171,423
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SCHOLARSHIP AND AWARDS · SC · controlled entity
Directly controlled by SCMA
-
501(C)(9) · VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION · SC · controlled entity
Directly controlled by SCMA
-
527 · POLITICAL ACTION COMMITTEE · SC · controlled entity
Directly controlled by SCMA
-
THE PHYSICIAN'S FOUNDATION INC
501(C)(3) · AWARDS AND GRANTS TO PHYSICIAN'S ORGANIZATIONS · TX
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · INSURANCE · SC · 100% owned · share of income $33,292 · share of assets $2,683,014 · controlled entity
Directly controlled by SCMA
-
SCMA PRACTICE MANAGEMENT SERVICES INC
C · PHYSICIAN PRACTICE MANAGEMENT SERVICES · SC · 100% owned · share of income $7,284 · share of assets $107,911 · controlled entity
Directly controlled by SCMA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349303704
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.