2026-05-06T10:58:01-05:00 2025-06-30 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2024-07-01 570248750 SOUTH CAROLINA MEDICAL ASSOCIATION SOUT 8037986207 132 WESTPARK BLVD COLUMBIA SC 29210 RICHELE TAYLOR CEO/CLO 8037986207 2026-05-04 1 0 JANICE A RATICA P00358837 7043338881 2026-04-24 2024 2025-03-06 01:10:19Z RICHELE TAYLOR 132 WESTPARK BLVD COLUMBIA SC 29210 3694670 0 X WWW.SCMEDICAL.ORG X 1940 SC THE SCMA'S PURPOSE IS TO SERVE AND SUPPORT SOUTH CAROLINA PHYSICIANS. 30 30 35 0 1252085 0 34574 470709 1947119 1816391 51665 67261 1136768 1340309 3170126 3694670 2000 195000 0 0 2425704 2648454 0 0 0 938646 1257512 3366350 4100966 -196224 -406296 7703233 7601311 630867 690666 7072366 6910645 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 29 0 35 1 1 1 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHELLE BOLIN CPA 8037986207 132 WESTPARK BOULEVARD COLUMBIA SC 29210 LAURIE MARIE THERIOT ROLEY MDMBA TRUSTEE 1.00 0.00 X 0 0 0 JEROME B AYA-AY MD TRUSTEE 1.00 0.00 X 0 0 0 ASUTOSH BOBBY GOR MD TRUSTEE 1.00 0.00 X 0 0 0 RODNEY ALAN MD TRUSTEE 1.00 0.00 X 0 0 0 JESSICA CVINAR MD TRUSTEE 1.00 0.00 X 0 0 0 JAMES M FULLER MD TRUSTEE 1.00 0.00 X 0 0 0 LISA HEICHBERGER MD TRUSTEE 1.00 0.00 X 0 0 0 GERALD CONGDON MD TRUSTEE 1.00 0.00 X 0 0 0 RYAN GARBALOSA DO TRUSTEE 1.00 0.00 X 0 0 0 GARY A DELANEY MD TRUSTEE, AMA DELEGATE 1.00 1.00 X 15356 0 0 BAXTER MCLENDON MD TRUSTEE 1.00 0.00 X 0 0 0 MC ANTO ANTONY MD YOUNG PHYSICIANS SECTION 1.00 0.00 X 0 0 0 JAIME BROWN MD YOUNG PHYSICIANS SECTION 1.00 0.00 X 0 0 0 STEPHANIE SCOTT DO RESIDENT AND FELLOW SECTION 1.00 0.00 X 0 0 0 JACOB VINING DO RESIDENT AND FELLOW SECTION 1.00 0.00 X 0 0 0 MICHELLE TROUP MEDICAL STUDENT SECTION 1.00 0.00 X 0 0 0 JARED BUTEAU MEDICAL STUDENT SECTION 1.00 0.00 X 0 0 0 RICHARD C OSMAN MD AMA DELEGATE 1.00 0.00 X 0 0 0 ALEXANDER W RAMSAY MD AMA ALTERNATE DELEGATE 1.00 0.00 X 0 0 0 BRUCE A SNYDER MD AMA DELEGATE 1.00 0.00 X 0 0 0 CHRISTOPHER A YEAKEL MD FAAP AMA ALTERNATE DELEGATE 6.00 0.00 X 0 0 0 TODD E SCHLESINGER MD AMA ALTERNATE DELEGATE 1.00 0.00 X 0 0 0 WESLEY H FRIERSON MD CHAIRMAN, TREASURER 05/25 2.00 1.00 X X 6000 0 0 AMANDA S DAVIS MD VICE-CHAIRMAN, CHAIRMAN 05/25 1.00 0.00 X X 0 0 0 M MAYES DUBOSE MD PRESIDENT, IMM. PAST PRES. 05/25 1.00 1.00 X X 12667 0 0 HENRY F BUTEHORN III MD PRESIDNET-ELECT, PRESIDENT 05/25 1.00 1.00 X X 4000 0 0 HELEN STOCKINGER MD IMMEDIATE PAST PRESIDENT 07/24-04/25 6.00 1.00 X X 5333 0 0 H TIMBERLAKE PEARCE MD FACS SECRETARY 07/24-04/25 1.00 0.00 X X 0 0 0 GREGORY TARASIDIS MD SECRETARY 05/25 1.00 0.00 X X 0 0 0 A MILES SCOTT DO TREASURER, VICE SPEAKER OF LDC 05/25 1.00 0.00 X X 0 0 0 FOREST CLEAVE HAM MD MEMBER-AT-LARGE, VICE CHAIR 05/25 1.00 0.00 X X 0 0 0 JEFFREY P CASHMAN DO SPEAKER OF HOUSE, PRESIDENT-ELECT 05/25 1.00 0.00 X X 0 0 0 STEFANIE M PUTNAM MD VICE SPEAKER OF HOUSE, VICE SPEAKER OF LDC 05/25 2.00 0.00 X X 0 0 0 JAMES JIMMY WELLS MD MEMBER-AT-LARGE 05/25 1.00 0.00 X 0 0 0 RICHELE TAYLOR CEO, CLO 27.25 10.25 X 299609 0 45933 MICHELLE BOLIN CFO, COO 21.50 16.00 X 293981 0 45740 JAKE THOMPSON FRS AREA VICE-PRESIDENT 0.00 37.50 X 381115 0 48166 DAVID CONNOLLY FRS PRESIDENT 0.00 37.50 X 282025 0 40947 HOLLY PISARIK SR VP OF ADVOCACY & POLICY COUNSEL 37.50 0.00 X 199305 0 42636 MACK GOODWIN FRS VP OF FINANCIAL PLANNING 0.00 37.50 X 159949 0 41451 BRANDT SMITH VP OF IT 27.50 10.00 X 132873 0 36934 1792213 0 301807 7 0 1 0 UPSTATE MEDICAL UNIVERSITY PARTNERS LLC 9 A ANDERSON ST GREENVILLE SC 29601 GENERAL CONSULTING 190500 1101 PUBLIC AFFAIRS LLC 6107 MARTHAS GLEN ROAD COLUMBIA SC 29209 LEGISLATIVE & GENERAL CONSULTING 111526 2 470709 470709 MEMBERSHIP REVENUE 813920 881219 881219 PLAN SPONSOR REVENUE 813920 760019 760019 ANNUAL MEETING 611430 99137 99137 CONTINUING MEDICAL EDUCATION 611430 59184 59184 PRINTING 561000 9332 9332 7500 7500 1816391 67261 67261 151247 0 151247 151247 100690 50557 MGMT FEE - SCMA MIT 541900 929328 929328 MGMT FEE - FULCRUM 541900 166598 166598 MISCELLANEOUS REVENUE 541900 46999 46999 46137 46137 1189062 3694670 1854058 1252085 117818 195000 468641 1696888 46043 340281 96601 21696 65430 53476 76535 69588 7712 49723 140577 10764 88018 128386 67026 ANNUAL MEETING 159127 MAGAZINE 116250 SCOPE OF PRACTICE EXPEN 114467 MISCELLANEOUS EXPENSES 44255 44482 4100966 748760 1674777 1750000 700000 22700 56211 304162 420343 182433 175613 5395246 3089786 2430846 2305460 2264332 2268907 7703233 7601311 149874 256900 480993 433766 630867 690666 X 6838733 6679288 233633 231357 7072366 6910645 7703233 7601311 X -406296 244575 X X 1 X 0 1 0 0 0 1 881219 53476 53476 123106 -69630 429208 429208 3962000 2255342 1706658 423065 257287 165778 116588 116202 386 464385 460955 3430 2305460 INV IN FULCRUM RISK SOLUTIONS 2206350 C INV IN SCMA PMSI 62557 C 2268907 X 3057646 0 3057646 637024 637024 3694670 3463942 0 3463942 637024 637024 4100966 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, 2025 OR 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 637,024. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASSIFICATION - RELATED ENTITY SALARIES 637,024. 1 UPSTATE MEDICAL UNIVERSITY PARTNERS LLC 9 A ANDERSON STREET GREENVILLE SC 29601 843738989 N/A 190000 0 DEPARTMENT OF HEALTH AND HUMAN SERVICES GRADUATE MEDICAL EDUCATION GRANT 0 1 PART I, LINE 2: THE ORGANIZATION MADE A GRANT TO UPSTATE MEDICAL UNIVERISTY PARTNERS LLC FOR THE DEPARTMENT OF HEALTH AND HUMAN SERVICES GRADUATE MEDICAL EDUCATION PROGRAM. THE ORGANIZATION DOES NOT MONITOR THE USE OF GRANT FUNDS, AS THE PARTIES SERVING ON THE GRANTEE'S GOVERNING BODY REGULARLY REPORT TO THE ORGANIZATION'S GOVERNING BODY. X X X X X 0 0 0 JAKE THOMPSON FRS AREA VICE-PRESIDENT 11295 0 500 0 369320 0 11382 0 36784 0 429281 0 0 0 RICHELE TAYLOR CEO, CLO 299609 0 0 0 0 0 9017 0 36916 0 345542 0 0 0 MICHELLE BOLIN CFO, COO 288481 0 5500 0 0 0 8844 0 36896 0 339721 0 0 0 DAVID CONNOLLY FRS PRESIDENT 271966 0 500 0 9559 0 8441 0 32506 0 322972 0 0 0 HOLLY PISARIK SR VP OF ADVOCACY & POLICY COUNSEL 199305 0 0 0 0 0 6008 0 36628 0 241941 0 0 0 MACK GOODWIN FRS VP OF FINANCIAL PLANNING 159449 0 500 0 0 0 4823 0 36628 0 201400 0 0 0 BRANDT SMITH VP OF IT 132373 0 500 0 0 0 3935 0 32999 0 169807 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 LEGISLATIVE DELEGATE COMMITTEE, 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 LEGISLATIVE DELEGATE COMMITTEE 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 244,575. FORM 990, PART XII, LINE 2C: THE ASSOCIATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW PROCESS. 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 0 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 285154 2682163 1.00000 1 SCMA PRACTICE MANAGEMENT SERVICES INC 132 WESTPARK BLVD COLUMBIA SC 29210 582299259 PHYSICIAN PRACTICE MANAGEMENT SERVICES SC SCMA C -40579 73260 1.00000 1 1 1 0 0 0 1 0 0 1 1 0 1 1 0 1 0 1 0 0 FULCRUM RISK SOLUTIONS INC L 166598 MANAGEMENT FEE FULCRUM RISK SOLUTIONS INC J 92062 RENT SCMEDPAC J 2655 RENT SCMA FOUNDATION J 2655 RENT SCMA MEMBERS' INSURANCE TRUST L 929328 MANAGEMENT FEE SCMA MEMBERS' INSURANCE TRUST J 46031 RENT SCMA MEMBERS' INSURANCE TRUST M 572748 HEALTH INSURANCE COVERAGE SCMA PRACTICE MANAGEMENT SERVICES INC J 5973 RENT FULCRUM RISK SOLUTIONS INC F 240000 DIVIDEND PAID