2023-11-14T14:54:34-06:00 2022-12-31 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-01-01 570372816 SOUTH CAROLINA HOSPITAL ASSOCIATION SOUT 8037963080 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 THORNTON KIRBY PRESIDENT/CEO 8037963080 2023-11-14 1 THORNTON KIRBY 999009999 1 AMY BIBBY P00445891 8282542254 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X THORNTON KIRBY 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 16270941 0 X WWW.SCHA.ORG X 1958 SC SCHA'S MISSION IS TO SUPPORT ITS MEMBER HOSPITALS IN CREATING A WORLD-CLASS HEALTH CARE DELIVERY SYSTEM FOR THE PEOPLE OF SOUTH CAROLINA BY FOSTERING HIGH QUALITY PATIENT CARE AND SERVING AS EFFECTIVE ADVOCATES FOR THE HOSPITAL COMMUNITY. 20 20 43 26 -4255200 0 1515836 430988 3858184 4272625 2042159 806337 31898 -4239009 7448077 1270941 1469095 46218 0 0 5177905 5133128 0 0 0 114886 936893 6761886 6116239 686191 -4845298 28488134 22907689 1909718 5665570 26578416 17242119 LEADING SOUTH CAROLINA TO A BETTER STATE OF HEALTH 0 0 SCHA PROVIDES SUPPORT SERVICES INCLUDING REPRESENTATION, ADVOCACY, EDUCATION, CONSULTATION, AND COMMUNICATIONS. SCHA SERVES APPROXIMATELY 65,000 FULL-TIME EMPLOYEES AND 83 INSTITUTIONAL MEMBER HOSPITALS. DURING 2022, SCHA PRESENTED EDUCATIONAL PROGRAMS COVERING THE FOLLOWING TOPICS: RECRUITMENT & RETENTION, REQUIREMENTS OF GOVERNMENT REGULATIONS, PATIENT SAFETY, CULTURAL DIVERSITY, THIRD PARTY REIMBURSEMENT, REENGINEERING, DSH, AND CERTIFICATES OF NEED. SCHA PROMOTES THE WELFARE OF THE PEOPLE OF SOUTH CAROLINA BY PROVIDING FOR THE DEVELOPMENT, IMPROVEMENT, AND PERPETUATION OF HOSPITALS AND PROMOTING HIGHER STANDARDS OF PATIENT CARE. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 11 0 1 43 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 SC X X ERIN BOYCE 8037963080 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 BRUCE HOLSTIEN CHAIR 1.00 X X 0 0 0 DONNA ISGETT IMMEDIATE PAST-CHAIR 1.00 X X 0 0 0 MARK O'HALLA CHAIR-ELECT 1.00 X X 0 0 0 GAYLE RESETAR TREASURER 1.00 X X 0 0 0 HUGH TAPPAN BOARD MEMBER 1.00 X 0 0 0 MICHELLE LOGAN-OWENS BOARD MEMBER 1.00 X 0 0 0 MATT CALDWELL BOARD MEMBER 1.00 X 0 0 0 JOHN WILLINGHAM BOARD MEMBER 1.00 X 0 0 0 FULTON ERVIN BOARD MEMBER 1.00 X 0 0 0 JOHN MANSURE BOARD MEMBER 1.00 X 0 0 0 JUANA SLADE BOARD MEMBER 1.00 X 0 0 0 PAT CAWLEY BOARD MEMBER 1.00 X 0 0 0 BRET BARR BOARD MEMBER 1.00 X 0 0 0 WILLIAM KENLEY BOARD MEMBER 1.00 X 0 0 0 JIM O'LOUGHLIN BOARD MEMBER 1.00 X 0 0 0 JEFF DILISI BOARD MEMBER 1.00 X 0 0 0 TOD AUGSBURGER BOARD MEMBER 1.00 X 0 0 0 SHANIECE CRISS BOARD MEMBER 1.00 X 0 0 0 JR GREEN BOARD MEMBER 1.00 X 0 0 0 BRENT POWERS BOARD MEMBER 1.00 X 0 0 0 THORNTON KIRBY CEO 40.00 X 840085 0 208064 CHRISTIAN SOURA EXECUTIVE VP 40.00 X 327660 0 40510 MELANIE MATNEY COO 23.00 17.00 X 175153 123647 39890 LARA HEWITT VP, MEMBER ENGAGEMENT & EDUCATION 40.00 X 210400 0 31050 ALLAN STALVEY VP, POLICY 40.00 X 202000 0 14140 EDWARD BENDER EXECUTIVE DIRECTOR REGULATORY AFFAIRS & GENERAL CO 40.00 X 170929 0 21975 BARNEY OSBORNE VP, FINANCE & REIMBURSEMENT 40.00 X 147777 0 37908 AUNYIKA MOONAN EXECUTIVE DIRECTOR OF QUALITY & MEASUREMENT 40.00 X 136756 0 19583 2210760 123647 413120 8 0 1 0 0 338020 46218 46750 430988 MEMBERSHIP DUES 900099 3645301 3645301 EDUCATIONAL PROGRAMS 900099 423465 423465 SPECIAL PROJECTS 900099 203859 203859 4272625 529015 529015 84072 193250 0 0 84072 193250 277322 277322 10744800 15000000 -4255200 -4255200 MISCELLANEOUS REVENUE 900099 16191 16191 16191 1270941 4272625 -4255200 822528 46218 1317145 2740727 26797 840832 207627 2994 60775 33646 385503 680 865870 39730 37612 85442 394428 10752 101615 43862 MISCELLANEOUS EXPENSES 6366 GENERAL/ADMIN EXP ALLOC -1132382 6116239 75 75 1370385 2110145 20505 6730 42472 129073 121239 133205 569764 328638 2532431 241126 23766518 18108615 54182 54182 580327 2124538 28488134 22907689 921551 974049 90679 9189 516176 4420169 381312 262163 1909718 5665570 X 26318192 16999303 260224 242816 26578416 17242119 28488134 22907689 -4845298 -4490999 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3645301 343282 343282 343387 -105 133719 5605 128114 436045 323033 113012 241126 DUE FROM SCHREF 258822 DUE FROM SCHRA SOLUTIONS 484951 ROU ASSET 1380765 2124538 DEFERRED COMPENSATION 262163 262163 X 12946616 -4490999 16166674 11675675 1270941 0 1270941 22282913 16166674 16166674 6116239 0 6116239 PART X, LINE 2: SCHA AND SCHAF ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTIONS 501(C)(6) AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES RELATED TO SCHA AND SCHAF. BOTH SCHA AND SCHAF HAVE DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2022. SCHA'S WHOLLY OWNED SUBSIDIARY, SOLVENT, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AND FILES ITS RETURNS SEPARATELY FROM ITS PARENT. THE PROVISION FOR INCOME TAXES REPRESENTS INCOME TAXES PAYABLE FOR THE CURRENT YEAR PLUS THE CHANGE IN DEFERRED TAXES DURING THE YEAR. DEFERRED INCOME TAXES HAVE BEEN DETERMINED USING THE ASSET AND LIABILITY METHOD OF ACCOUNTING FOR INCOME TAXES. UNDER THIS METHOD, DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCE BETWEEN SOLVENTS' FINANCIAL STATEMENT CARRYING AMOUNTS AND TAX BASIS OF ASSETS AND LIABILITIES USING ENACTED TAX RATES IN EFFECT FOR THE YEARS IN WHICH THE DIFFERENCES ARE EXPECTED TO REVERSE. THESE TEMPORARY DIFFERENCES IN THESE CONSOLIDATED FINANCIAL STATEMENTS RELATE PRIMARILY TO DEPRECIATION. INCOME TAXES ARE PROVIDED FOR THE TAX EFFECTS OF TRANSACTIONS REPORTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. DEFERRED INCOME TAXES ARE PROVIDED FOR THE ESTIMATED TAX EFFECTS OF DIFFERENCES BETWEEN THE CONSOLIDATED FINANCIAL STATEMENT CARRYING AMOUNTS AND THE TAX BASIS OF RECOGNIZED ASSETS AND LIABILITIES. DEFERRED TAX ASSETS ARE REDUCED BY A VALUATION ALLOWANCE WHEN, IN THE OPINION OF MANAGEMENT, IT IS MORE LIKELY THAN NOT THAT SOME PORTION OR ALL OF THE DEFERRED TAX ASSETS WILL NOT BE REALIZED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ALLOCATED COSTS 1,132,382. EXPENSES NETTED AGAINST INCOME ON FORM 990 34,292. COGS 15,000,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: ALLOCATED COSTS 1,132,382. EXPENSES NETTED AGAINST INCOME ON FORM 990 34,292. COGS 15,000,000. 1 CAROLINA PINES REGIONAL MEDICAL CENTER 1304 WEST BOBO NEWSOM HWY HARTSVILLE SC 29550 571029438 501(C)(3) 7500 0 US HHS ASPR GRANT FOR COVID-19 RESPONSE LAKE CITY COMMUNITY HOSPITAL 258 N RON MCNAIR BLVD LAKE CITY SC 29560 570427724 501(C)(3) 12247 0 US HHS ASPR GRANT FOR COVID-19 RESPONSE THE CAROLINA CENTER FOR BEHAVIORAL HEALTH 2700 EAST PHILLIPS ROAD GREER SC 29650 233044427 501(C)(3) 7500 0 US HHS ASPR GRANT FOR COVID-19 RESPONSE THREE RIVERS BEHAVIORAL HEALTH 2900 SUNSET BLVD WEST COLUMBIA SC 29169 571106645 501(C)(3) 18971 0 US HHS ASPR GRANT FOR COVID-19 RESPONSE 4 0 PART I, LINE 2: THE ORGANIZATION GRANTED FUNDS FOR SPECIFIC COVID RELIEF PURPOSES. X 0 0 X X X 0 1 0 THORNTON KIRBY CEO 644960 0 191876 0 3249 0 180500 0 27564 0 1048149 0 0 0 CHRISTIAN SOURA EXECUTIVE VP 293550 0 33500 0 610 0 30500 0 10010 0 368170 0 0 0 MELANIE MATNEY COO 144153 123647 31000 0 0 0 29880 0 10010 0 215043 123647 0 0 LARA HEWITT VP, MEMBER ENGAGEMENT & EDUCATION 185400 0 25000 0 0 0 21040 0 10010 0 241450 0 0 0 ALLAN STALVEY VP, POLICY 187000 0 15000 0 0 0 14140 0 0 0 216140 0 0 0 EDWARD BENDER EXECUTIVE DIRECTOR REGULATORY AFFAIR 162929 0 8000 0 0 0 11965 0 10010 0 192904 0 0 0 BARNEY OSBORNE VP, FINANCE & REIMBURSEMENT 140877 0 6000 0 900 0 10344 0 27564 0 185685 0 0 0 AUNYIKA MOONAN EXECUTIVE DIRECTOR OF QUALITY & MEAS 127756 0 9000 0 0 0 9573 0 10010 0 156339 0 0 0 PART I, LINE 1A BOARD APPROVED A SET ALLOWANCE FOR CEO COMPANION TRAVEL. COSTS OVER AND ABOVE THAT LIMIT ARE REIMBURSED BACK TO SCHA. PART I, LINE 4B THORNTON KIRBY PARTICIPATES IN A 457(F) PLAN WITH THE ORGANIZATION. ALLOCATIONS FOR THE CURRENT YEAR WERE $135,000. DEFERRED AMOUNTS VEST ON THE DATE THAT IS THE EARLIEST OF: (I) THE DATE SET FORTH ON THE ELECTION FORM; (II) THE SPECIAL VESTING DATE PROVIDED IN THE AGREEMENT, (III) DEATH WHILE AN EMPLOYEE, OR (IV) THE DATE OF A TOTAL AND PERMANENT DISABILITY WHILE AN EMPLOYEE. PART I, LINE 7 THORNTON KIRBY RECEIVES AN ANNUAL INCENTIVE BONUS FOR ACHIEVEMENT OF BOARD GOALS. THE AMOUNT IS DETERMINED BY THE BOARD OF SCHA AFTER THE END OF EACH YEAR. ALL EXECUTIVE-LEVEL EMPLOYEES RECEIVE NON-FIXED BONUSES AT YEAR END. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS COMPOSED OF THE FOUR OFFICERS AND THREE TRUSTEES AT LARGE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO EXERCISE ALL POWERS OF THE BOARD ON MATTERS WHICH REQUIRE ACTION PRIOR TO THE NEXT MEETING OF THE BOARD, BUT ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE AUTHORIZATION AND RATIFICATION OF THE BOARD AT ITS NEXT REGULAR MEETING. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL BE OF FOUR CLASSES: INSTITUTIONAL, ASSOCIATE, PERSONAL, AND HONORARY; AND SHALL BE AVAILABLE TO ORGANIZATIONS AND INDIVIDUALS INTERESTED IN PROMOTING THE PURPOSE AND OBJECTIVES OF THE ASSOCIATION. THERE SHALL BE TWO TYPES OF INSTITUTIONAL MEMBERSHIP AS FOLLOWS: TYPE I SHALL INCLUDE SHORT-TERM GENERAL HOSPITALS. TYPE II SHALL INCLUDE LONG-TERM HOSPITALS AND OTHER SPECIALTY INPATIENT CARE INSTITUTIONS. ASSOCIATE MEMBERSHIP SHALL INCLUDE ORGANIZATIONS, FIRMS, AND INDIVIDUALS WHICH PROVIDE OR SUPPLY SERVICES, PRODUCTS, OR CONSULTATION TO HOSPITALS. PERSONAL MEMBERSHIP SHALL INCLUDE PERSONS AFFILIATED WITH INSTITUTIONS AND ORGANIZATIONS HAVING INSTITUTIONAL MEMBERSHIP IN THE ASSOCIATION, INCLUDING MEMBERS OF GOVERNING BOARDS, MANAGEMENT STAFF AND CORPORATE OFFICERS OF MULTI-INSTITUTION HEALTH SERVICES SYSTEMS AND CONTRACT MANAGEMENT ORGANIZATIONS, MEMBERS OF ORGANIZED AUXILIARIES, ADMINISTRATIVE, SUPERVISORY, PROFESSIONAL AND TECHNICAL PERSONNEL EMPLOYED BY THE INSTITUTION OR ORGANIZATION; AND FULL-TIME STUDENTS. HONORARY MEMBERSHIP MAY BE GRANTED TO PERSONS OF DISTINCTION BY ACTION OF THE BOARD OF TRUSTEES AND SHALL BE CONFERRED FOR THE LIFE OF THE PERSON SO HONORED. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICIAL MEMBERSHIP OF THE ASSEMBLY SHALL BE COMPOSED OF THE VOTING REPRESENTATIVES OF TYPE I AND TYPE II INSTITUTIONAL MEMBERS IN GOOD STANDING. AUTHORITY TO MAKE POLICY DECISIONS ON ALL MATTERS RELATED TO THE BUSINESS AND ACTIVITIES OF THE ASSOCIATION SHALL BE VESTED IN THE ASSEMBLY, WHICH SHALL ALSO ELECT THE OFFICERS AND TRUSTEES OF THE ASSOCIATION AS HEREINAFTER PROVIDED. FORM 990, PART VI, SECTION A, LINE 7B THE ASSEMBLY MAY TAKE SUCH ACTION AS IT DEEMS PROPER ON ANY ITEM OF BUSINESS PLACED BEFORE IT BY THE BOARD OF TRUSTEES, BY AN OFFICER, OR BY A QUALIFIED MEMBER OF THE ASSEMBLY, EXCEPT THAT NO AMENDMENTS TO THE BYLAWS MAY BE MADE IN A MANNER OTHER THAN IS PROVIDED THEREIN. WHEN THE ASSEMBLY IS NOT IN SESSION, ITS POWERS SHALL BE DELEGATED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. AFTERWARDS THE RETURN WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES DIRECTORS TO ANNUALLY DISCLOSE CONFLICTS. IN ADDITION, EACH DIRECTOR IS RESPONSIBLE FOR DISCLOSING POTENTIAL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A INTEGRATED HEALTHCARE STRATEGIES WAS ENGAGED TO HELP THE SCHA BOARD OF TRUSTEES DEVELOP A COMPENSATION PHILOSOPHY FOR CEO AND SENIOR EXECUTIVES. ALL EXECUTIVE AND KEY EMPLOYEE COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF SCHA. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE AND AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY OPEN FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCHA FOUNDATION 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 576026361 PROMOTION OF HOSPITAL CARE & RESEARCH PROGRAMS SC 501(C)(3) LINE 10 SOUTH CAROLINA HOSPITAL ASSOCIATION 1 HOSPITAL ASSOCIATION PAC 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 571027243 POLITICAL ACTION SC 527 SOUTH CAROLINA HOSPITAL ASSOCIATION 1 SOLVENT NETWORKS 2000 CENTER POINT ROAD STE 2375 COLUMBIA SC 29210 570945589 HEALTHCARE SC SOUTH CAROLINA HOSPITAL ASSOCIATION C 1101488 5994426 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 SCHA FOUNDATION C 338020 FMV SCHA FOUNDATION O 149400 FMV