2025-05-13T10:35:17-05:00 2024-06-30 570381582 ELLIOTT DAVIS PLLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2023-07-01 570248750 SOUTH CAROLINA MEDICAL ASSOCIATION SOUT 8037986207 132 WESTPARK BLVD COLUMBIA SC 29210 RICHELE TAYLOR CEO/CLO 8037986207 2025-05-07 1 0 JANICE A RATICA P00358837 7043338881 2025-05-13 2023 2025-03-06 01:10:19Z RICHELE TAYLOR 132 WESTPARK BLVD COLUMBIA SC 29210 3170126 0 X WWW.SCMEDICAL.ORG X 1940 SC THE SCMA'S PURPOSE IS TO SERVE AND SUPPORT SOUTH CAROLINA PHYSICIANS. 29 29 34 0 1094422 0 16132 34574 2059249 1947119 176 51665 1049722 1136768 3125279 3170126 3000 2000 0 0 2574123 2425704 0 0 0 1044249 938646 3621372 3366350 -496093 -196224 7941978 7703233 713964 630867 7228014 7072366 X 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. 0 0 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. 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 32 0 1 34 1 1 1 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 1 0 1 1 1 1 1 1 1 1 0 X MICHELLE BOLIN CPA 8037986207 132 WESTPARK BOULEVARD COLUMBIA SC 29210 LAURIE MARIETHERIOT ROLEY MDMBA TRUSTEE 1.00 1.00 X 0 0 0 ASUTOSH BOBBY GOR MD TRUSTEE 1.00 1.00 X 0 0 0 GARY V VUKOV MD TRUSTEE 1.00 1.00 X 0 0 0 GREGORY TARASIDIS MD GREG AMA DELEGATE-CHAIRMAN 1.00 1.00 X 0 0 0 JAMES LEROY WELLS III MD TRUSTEE 1.00 1.00 X 0 0 0 GERALD F CONGDON MD TRUSTEE 1.00 1.00 X 0 0 0 GARY A DELANEY MD TRUSTEE 7/23-4/24;AMA DELEGATE 5/24-6/24 1.00 1.00 X 0 0 0 BRUCE A SNYDER MD AMA DELEGATE 1.00 1.00 X 0 0 0 RICHARD C OSMAN MD AMA DELEGATE 1.00 1.00 X 0 0 0 ALEXANDER W RAMSAY MD AMA ALTERNATE DELEGATE 1.00 1.00 X 0 0 0 TODD E SCHLESINGER MD AMA ALTERNATE DELEGATE 1.00 1.00 X 0 0 0 RODNEY K ALAN MD TRUSTEE 1.00 1.00 X 0 0 0 JAMES MORRISON FULLER JR MD TRUSTEE 1.00 1.00 X 0 0 0 BAXTER MCLENDON MD TRUSTEE 1.00 1.00 X 0 0 0 MC ANTO ANTONY MD YOUNG PHYSICIANS SECTION 1.00 1.00 X 0 0 0 STEPHANIE MAYLE SCOTT DO RESIDENT AND FELLOW 1.00 1.00 X 0 0 0 ALEXANDRA A CONRY MEDICAL STUDENT SECTION 7/23-4/24 1.00 1.00 X 0 0 0 JEROME AYA-AY MD TRUSTEE 5/24-6/24 1.00 1.00 X 0 0 0 JESSICA L CVINAR MD TRUSTEE 5/24-6/24 1.00 1.00 X 0 0 0 LISA E HEICHBERGER MD TRUSTEE 5/24-6/24 1.00 1.00 X 0 0 0 MICHELLE TROUP MEDICAL STUDENT SECTION 5/24-6/24 1.00 1.00 X 0 0 0 WESLEY H FRIERSON MD CHAIRMAN 2.00 1.00 X X 4750 0 0 H TIM PEARCE MD FACS SECRETARY 1.00 1.00 X X 0 0 0 M MAYES DUBOSE MD PRES-ELECT 7/23-4/24;PRES 5/24-6/24 1.00 1.00 X X 0 0 0 AMANDA S DAVIS MD VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 JEFFREY P CASHMAN DO SPEAKER OF HOUSE 1.00 1.00 X X 0 0 0 STEFANIE M PUTNAM MD VICE SPEAKER OF HOUSE 2.00 1.00 X X 0 0 0 RYAN C GARBALOSA DO MEMBER-AT-LARGE 7/23-4/24 1.00 1.00 X X 0 0 0 ANTHONY MILES SCOTT DO TREASURER 1.00 1.00 X X 0 0 0 FORREST CLEAVE HAM MD TRUSTEE;MBR-AT-LARGE 5/24-6/24 1.00 1.00 X X 0 0 0 CHRISTOPHER A YEAKEL MD FAAP IMM.PASTPRES 7/23-4/24;AMA ALTDEL 5/24-6/24 6.00 1.00 X X 8000 0 0 HELEN STOCKINGER MD PRES 7/23-4/24;IMM.PASTPRES 5/24-6/24 6.00 1.00 X X 15667 0 0 HENRY FRITZ BUTEHORN III MD TRUSTEE 7/24-4/24;PRES-ELECT 5/24-6/24 1.00 1.00 X X 3000 0 0 RICHELE TAYLOR CEO, CLO 27.25 10.25 X 296846 0 45363 MICHELLE BOLIN CFO, COO 21.50 16.00 X 290720 0 45154 JAKE THOMPSON FRS AREA VICE-PRESIDENT 0.00 37.50 X 259580 0 44120 JEFF GEE - THRU 123123 FRS AREA VICE-PRESIDENT 0.00 37.50 X 217016 0 42726 HOLLY PISARIK SENIOR VICE-PRESIDENT OF ADVOCACY & POLICY COUNSEL 37.50 X 196558 0 42067 MACK GOODWIN FRS VP OF FINANCIAL PLANNING & BUSINESS ANALYTICS 0.00 37.50 X 160363 0 40867 BRANDT SMITH VP OF IT 27.50 10.00 X 135297 0 36126 1587797 0 296423 12 0 1 0 1101 PUBLIC AFFAIRS LLC 6107 MARTHAS GLEN ROAD COLUMBIA SC 29209 LEGISLATIVE & GENERAL CONSULTING 111400 1 34574 34574 MEMBERSHIP REVENUE 813920 974449 974449 PLAN SPONSOR REVENUE 813920 824305 824305 ANNUAL MEETING 611430 114435 114435 CONTINUING MEDICAL EDUCATION 611430 21043 21043 PRINTING 561000 10887 10887 2000 2000 1947119 51665 20 51645 149377 0 149377 149377 100691 48686 MGMT FEE - SCMA MIT 541900 830995 830995 MGMT FEE - FULCRUM 541900 151829 151829 MISCELLANEOUS REVENUE 541900 4567 4567 987391 3170126 1940799 1094422 100331 2000 454109 1508889 44754 323859 94093 5257 63163 64843 60215 47156 6774 58069 129082 8251 72724 131075 60091 ANNUAL MEETING 139797 MISCELLANEOUS EXPENSES 60339 CONTINUING MEDICAL EDUC 16410 PRINTING AND PUBLICATIO 6138 9262 3366350 2566769 748760 1750000 39061 22700 292407 304162 172063 182433 5794413 3363567 2447922 2430846 2423756 2264332 7941978 7703233 169591 149874 544373 480993 713964 630867 X 6991978 6838733 236036 233633 7228014 7072366 7941978 7703233 X -196224 40576 X X 1 X 0 1 0 0 0 1 974449 64843 64843 137690 -72847 429208 429208 3962000 2153752 1808248 423065 241250 181815 345340 342662 2678 634800 625903 8897 2430846 INV IN FULCRUM RISK SOLUTIONS 2161196 C INV IN SCMA PMSI 103136 C 2264332 X 2574702 0 2574702 595424 595424 3170126 2770926 0 2770926 595424 595424 3366350 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. ANY INTEREST OR PENALTIES ASSOCIATED WITH AN UNRECOGNIZED TAX EXPENSE WOULD BE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION - RELATED ENTITY SALARIES 595,424. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION - RELATED ENTITY SALARIES 595,424. X X X X X 0 0 0 RICHELE TAYLOR CEO, CLO 296846 0 0 0 0 0 9016 0 36347 0 342209 0 0 0 MICHELLE BOLIN CFO, COO 285720 0 5000 0 0 0 8828 0 36326 0 335874 0 0 0 JAKE THOMPSON FRS AREA VICE-PRESIDENT 8636 0 0 0 250944 0 7905 0 36215 0 303700 0 0 0 JEFF GEE - THRU 123123 FRS AREA VICE-PRESIDENT 10642 0 360 0 206014 0 6566 0 36160 0 259742 0 0 0 HOLLY PISARIK SENIOR VICE-PRESIDENT OF ADVOCACY & 196558 0 0 0 0 0 6008 0 36059 0 238625 0 0 0 MACK GOODWIN FRS VP OF FINANCIAL PLANNING & BUSIN 160363 0 0 0 0 0 4808 0 36059 0 201230 0 0 0 BRANDT SMITH VP OF IT 131385 0 3912 0 0 0 4037 0 32089 0 171423 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A AMA DELEGATES SERVE ON THE BOARD OF TRUSTEES, BUT THEY DO NOT VOTE. FORM 990, PART VI, SECTION A, LINE 6 THE PHYSICIAN MEMBERS OF THE COMPONENT MEDICAL SOCIETIES ELECT DELEGATES TO THE HOUSE OF DELEGATES, WHICH IS THE LEGISLATIVE AND POLICY MAKING BODY OF THE SCMA WITH THE POWER AND AUTHORITY TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE CONSTITUTION AND BYLAWS OF THE SOUTH CAROLINA MEDICAL ASSOCIATION VEST AUTHORITY IN THE HOUSE OF DELEGATES TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 AND 990-T IS REVIEWED BY MANAGEMENT, THE CFO, CHIEF LEGAL OFFICER, AND OUTSIDE COUNSEL. THE DRAFT COPY IS THEN DISTRIBUTED TO THE SCMA FINANCE COMMITTEE FOR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE REVIEWS THE ANNUAL CONFLICT OF INTEREST DISCLOSURES SUBMITTED BY EACH BOARD MEMBER. ANY CONFLICTS ARE RESOLVED AND/OR ADDRESSED IN THE MINUTES OF THE ORGANIZATION. IN THE EVENT OF A POTENTIAL CONFLICT, THE BOARD MEMBER WITH THE POTENTIAL CONFLICT RECUSES HIMSELF/HERSELF FROM THE DISCUSSIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE SOUTH CAROLINA MEDICAL ASSOCIATION EXECUTIVE COMMITTEE FOLLOWS A REBUTTABLE PRESUMPTION PROCESS INVOLVING THE USE OF COMPENSATION EXPERTS, OPINIONS, AND SURVEY DATA TO CONFIRM THAT THE COMPENSATION PAID IS REASONABLE AND CONSISTENT WITH FAIR MARKET VALUE. THIS COMPENSATION IS VOTED ON BY THE FULL BOARD. THE OFFICERS AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BASED ON ANNUAL REVIEWS. COMPENSATION IS DOCUMENTED AND APPROVED THROUGH THE ORGANIZATION'S BUDGET. FOR GENERAL SALARY EVALUATIONS, MANAGEMENT HAS ACCESS TO AND USES MARKET STUDIES PROVIDED BY ORGANIZATIONS SUCH AS AMA & AAMSE. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THE ORGANIZATION'S ANNUAL FORM 990, FORM 990-T AND FORM 1024 ARE AVAILABLE FROM MICHELLE BOLIN, CFO/COO. FORM 990, PART XI, LINE 9: INCOME/(LOSS) FROM TAXABLE SUBSIDIARIES WHICH FILE SEPARATE RETURNS 40,576. FORM 990, PART XII, LINE 2C: THE ASSOCIATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT PROCESS. FORM 990, PART VI, LINE 9: JEFF GEE - 311 PLANTATION VIEW LANE. MT. PLEASANT, SC 29464 SCMA FOUNDATION 132 WESTPARK BLVD COLUMBIA SC 29210 570168534 SCHOLARSHIP AND AWARDS SC 501(C)(3) 509(A)(3) SCMA 1 SCMA MEMBERS' INSURANCE TRUST 132 WESTPARK BLVD COLUMBIA SC 29210 911839164 VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION SC 501(C)(9) N/A SCMA 1 SCMEDPAC 132 WESTPARK BLVD COLUMBIA SC 29210 570920416 POLITICAL ACTION COMMITTEE SC 527 N/A SCMA 1 THE PHYSICIAN'S FOUNDATION INC 401 W 15TH STREET AUSTIN TX 78701 200914085 AWARDS AND GRANTS TO PHYSICIAN'S ORGANIZATIONS TX 501(C)(3) 509(A)(3) N/A 0 FULCRUM RISK SOLUTIONS INC 132 WESTPARK BLVD COLUMBIA SC 29210 570983258 INSURANCE SC SCMA C 33292 2683014 1.00000 1 SCMA PRACTICE MANAGEMENT SERVICES INC 132 WESTPARK BLVD COLUMBIA SC 29210 582299259 PHYSICIAN PRACTICE MANAGEMENT SERVICES SC SCMA C 7284 107911 1.00000 1 1 1 0 1 0 1 0 0 1 1 0 1 1 0 1 0 1 0 0 FULCRUM RISK SOLUTIONS INC L 151829 MANAGEMENT FEE FULCRUM RISK SOLUTIONS INC J 92062 RENT SCMEDPAC J 2656 RENT SCMA FOUNDATION J 2656 RENT SCMA MEMBERS' INSURANCE TRUST L 830995 MANAGEMENT FEE SCMA MEMBERS' INSURANCE TRUST J 46031 RENT SCMA MEMBERS' INSURANCE TRUST M 599990 HEALTH INSURANCE COVERAGE SCMA PRACTICE MANAGEMENT SERVICES INC J 5973 RENT FULCRUM RISK SOLUTIONS INC F 200000 DIVIDEND PAID