SOUTH CAROLINA MEDICAL ASSOCIATION (EIN 570248750) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

RICHELE TAYLOR

Phone

8037986207

Tax Period

2024-07-01 to 2025-06-30

SOUTH CAROLINA MEDICAL ASSOCIATION, founded in 1940, is a community nonprofit in the Mutual Benefit sector that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.1M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE SCMA'S PURPOSE IS TO SERVE AND SUPPORT SOUTH CAROLINA PHYSICIANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $470,709

Program Service Revenue $1,816,391

Investment Income $67,261

Other Revenue $1,340,309

TOTAL REVENUE $3,694,670

Expense Breakdown

Grants Paid $195,000

Salaries & Benefits $2,648,454

Fundraising Expenses $0

Other Expenses $1,257,512

TOTAL EXPENSES $4,100,966

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,694,670	$3,170,126	+0.2%
Expenses	$4,100,966	$3,366,350	+0.2%
Net Income	$-406,296	$-196,224	+1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$713,263

Total Directors

$43,356

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE MARIE THERIOT ROLEY MDMBA	TRUSTEE	1.00	Director	$0	$0	$0
JEROME B AYA-AY MD	TRUSTEE	1.00	Director	$0	$0	$0
ASUTOSH BOBBY GOR MD	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY ALAN MD	TRUSTEE	1.00	Director	$0	$0	$0
JESSICA CVINAR MD	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M FULLER MD	TRUSTEE	1.00	Director	$0	$0	$0
LISA HEICHBERGER MD	TRUSTEE	1.00	Director	$0	$0	$0
GERALD CONGDON MD	TRUSTEE	1.00	Director	$0	$0	$0
RYAN GARBALOSA DO	TRUSTEE	1.00	Director	$0	$0	$0
GARY A DELANEY MD	TRUSTEE, AMA DELEGATE	1.00	Director	$15,356	$0	$15,356
BAXTER MCLENDON MD	TRUSTEE	1.00	Director	$0	$0	$0
MC ANTO ANTONY MD	YOUNG PHYSICIANS SECTION	1.00	Director	$0	$0	$0
JAIME BROWN MD	YOUNG PHYSICIANS SECTION	1.00	Director	$0	$0	$0
STEPHANIE SCOTT DO	RESIDENT AND FELLOW SECTION	1.00	Director	$0	$0	$0
JACOB VINING DO	RESIDENT AND FELLOW SECTION	1.00	Director	$0	$0	$0
MICHELLE TROUP	MEDICAL STUDENT SECTION	1.00	Director	$0	$0	$0
JARED BUTEAU	MEDICAL STUDENT SECTION	1.00	Director	$0	$0	$0
RICHARD C OSMAN MD	AMA DELEGATE	1.00	Director	$0	$0	$0
ALEXANDER W RAMSAY MD	AMA ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
BRUCE A SNYDER MD	AMA DELEGATE	1.00	Director	$0	$0	$0
CHRISTOPHER A YEAKEL MD FAAP	AMA ALTERNATE DELEGATE	6.00	Director	$0	$0	$0
TODD E SCHLESINGER MD	AMA ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
WESLEY H FRIERSON MD	CHAIRMAN, TREASURER 05/25	2.00	Officer Director	$6,000	$0	$6,000
AMANDA S DAVIS MD	VICE-CHAIRMAN, CHAIRMAN 05/25	1.00	Officer Director	$0	$0	$0
M MAYES DUBOSE MD	PRESIDENT, IMM. PAST PRES. 05/25	1.00	Officer Director	$12,667	$0	$12,667
HENRY F BUTEHORN III MD	PRESIDNET-ELECT, PRESIDENT 05/25	1.00	Officer Director	$4,000	$0	$4,000
HELEN STOCKINGER MD	IMMEDIATE PAST PRESIDENT 07/24-04/25	6.00	Officer Director	$5,333	$0	$5,333
H TIMBERLAKE PEARCE MD FACS	SECRETARY 07/24-04/25	1.00	Officer Director	$0	$0	$0
GREGORY TARASIDIS MD	SECRETARY 05/25	1.00	Officer Director	$0	$0	$0
A MILES SCOTT DO	TREASURER, VICE SPEAKER OF LDC 05/25	1.00	Officer Director	$0	$0	$0
FOREST CLEAVE HAM MD	MEMBER-AT-LARGE, VICE CHAIR 05/25	1.00	Officer Director	$0	$0	$0
JEFFREY P CASHMAN DO	SPEAKER OF HOUSE, PRESIDENT-ELECT 05/25	1.00	Officer Director	$0	$0	$0
STEFANIE M PUTNAM MD	VICE SPEAKER OF HOUSE, VICE SPEAKER OF LDC 05/25	2.00	Officer Director	$0	$0	$0
JAMES JIMMY WELLS MD	MEMBER-AT-LARGE 05/25	1.00	Director	$0	$0	$0
RICHELE TAYLOR	CEO, CLO	27.25	Officer	$299,609	$45,933	$345,542
MICHELLE BOLIN	CFO, COO	21.50	Officer	$293,981	$45,740	$339,721
JAKE THOMPSON	FRS AREA VICE-PRESIDENT	0.00	Highest	$381,115	$48,166	$429,281
DAVID CONNOLLY	FRS PRESIDENT	0.00	Highest	$282,025	$40,947	$322,972
HOLLY PISARIK	SR VP OF ADVOCACY & POLICY COUNSEL	37.50	Highest	$199,305	$42,636	$241,941
MACK GOODWIN	FRS VP OF FINANCIAL PLANNING	0.00	Highest	$159,949	$41,451	$201,400
BRANDT SMITH	VP OF IT	27.50	Highest	$132,873	$36,934	$169,807

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,694,670	$4,100,966	$7,601,311	$-406,296
2024	No data	No data	No data	No data
2023	$3,125,279	$3,621,372	$7,941,978	$-496,093
2022	$3,263,647	$3,086,530	$8,075,886	$177,117
2021	$2,574,168	$3,265,373	$7,933,603	$-691,205
2020	$3,466,916	$4,175,104	$7,365,207	$-708,188
2019	$4,550,533	$5,251,527	$8,248,622	$-700,994
2018	$4,271,865	$4,529,589	$9,656,756	$-257,724

SOUTH CAROLINA MEDICAL ASSOCIATION