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← SCHA FOUNDATION INC

Form 990 for tax year 2023

Filed by SCHA FOUNDATION INC.

Totals

Total revenue
$3,533,714
Total expenses
$2,963,696
Contributions and grants received
$2,912,435
Grants paid
$67,200
Program service revenue
$417,782
Investment income
$200,997
Other revenue
$2,500
Total assets, end of year
$8,524,242
Total liabilities, end of year
$417,634
Net assets or fund balances, end of year
$8,106,608
Program services expenses (Part IX)
$2,884,570
Management and general expenses
$79,126
Fundraising expenses
$0
Program service expenses (Part III)
$2,884,570

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1e · Government grants (contributions)

    $300,000

  • 1f · All other contributions, gifts and grants

    $2,612,435

  • 2a · Program service revenue: Program Service Revenue

    total $417,782 · related or exempt $417,782

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $178,954 · excluded $178,954

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $22,043

  • 7c · Gain or loss

    securities $22,043 · other assets $0

  • 7d · Net gain or loss

    total $22,043 · excluded $22,043

  • 11a · Other revenue: Miscellaneous Revenue

    total $2,500 · excluded $2,500

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $2,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $67,200 · program services $67,200

  • 5 · Compensation of officers, directors and key employees

    total $136,221 · program services $68,111 · management and general $68,110

  • 7 · Other salaries and wages

    total $593,656 · program services $593,656

  • 8 · Pension plan contributions

    total $13,011 · program services $13,011

  • 9 · Other employee benefits

    total $138,465 · program services $138,465

  • 10 · Payroll taxes

    total $77,910 · program services $77,910

  • 11c · Fees: accounting

    total $11,016 · management and general $11,016

  • 11g · Fees: other

    total $1,318,411 · program services $1,318,411 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $5,756 · program services $5,756

  • 13 · Office expenses

    total $249,485 · program services $249,485

  • 14 · Information technology

    total $8,660 · program services $8,660

  • 17 · Travel

    total $9,987 · program services $9,987

  • 19 · Conferences, conventions and meetings

    total $28,048 · program services $28,048

  • 24a · Other expenses: Other Operational Expense

    total $305,870 · program services $305,870

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,325,310 · end of year $2,831,671

  • 3 · Pledges and grants receivable

    beginning of year $137,038 · end of year $206,827

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $23,796

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,199,886 · end of year $5,461,948

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $258,916 · end of year $185,443

  • 19 · Deferred revenue

    end of year $1,438

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $258,822 · end of year $230,753

  • 27 · Net assets without donor restrictions

    beginning of year $3,185,109 · end of year $3,297,468

  • 28 · Net assets with donor restrictions

    beginning of year $3,959,387 · end of year $4,809,140

Mission and programs · 2023

Mission

To create research and educational opportunities and attract resources that allow SCHA and its member hospitals to improve health and health care in their communities.

  • ACCESSHEALTH SC HELPS SOUTH CAROLINA COMMUNITIES BUILD COORDINATED NETWORKS OF CARE FOR LOW INCOME UNINSURED PEOPLE. THE PROGRAM PROVIDES ASSISTANCE FOR COMMUNITIES TO COMPLETE A HEALTH SYSTEM PROFILE AND COMMUNITY-WIDE STRATEGIC PLAN FOR IMPROVING THE EFFECTIVENESS AND EFFICIENCY OF THE COMMUNITY'S HEALTHCARE DELIVERY SYSTEM. All programs continue with tremendous success.

    Expenses $2,884,570 · Grants $67,200 · Revenue $417,782

As filed on the 2023 return.

Listed in Part VII

  • Mark OHalla

    Chair

    Total calculated
    $0
    Hours/week
    1

  • William Kenley

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Bruce Holstien

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Fulton Ervin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gayle Resetar

    AHA RPB Delegate

    Total calculated
    $0
    Hours/week
    1

  • JR Green PhD

    Hospital Trustee

    Total calculated
    $0
    Hours/week
    1

  • Juana Slade

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kristin Manske

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Pat Cawley MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Shaniece Criss ScD

    Hospital Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tod Augsburger

    AHA RPB Delegate

    Total calculated
    $0
    Hours/week
    1

  • Melanie Matney

    President

    Total calculated
    $333,283
    From this org
    $136,221
    From related orgs
    $156,821
    Other
    $40,241
    Hours/week
    17 + 23 related

    Schedule J breakdown matched by us

    Base
    $136,221 + $109,521 related
    Bonus
    $0 + $47,300 related
    Other
    $0
    Deferred
    $0 + $29,450 related
    Nontaxable benefits
    $0 + $10,791 related
    Filer's total
    $136,221 + $197,062 related

  • Diana Zona

    Executive Director

    Total calculated
    $0
    Hours/week
    40

  • Karen Reynolds

    Executive Director, Innovation

    Total calculated
    $0
    Hours/week
    40

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

  • SCHA

    $5,000

    Operational Support

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349307322

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