2011-09-28T15:35:13-05:00 2010-12-31 DIXON HUGHES GOODMAN LLP PO BOX 973 CHARLESTON SC 29402 990 2010-01-01 570288358 MEDICAL SOCIETY OF SOUTH CAROLINA MEDI 8437891798 69B BARRE STREET CHARLESTON SC 29401 JOHN JORDAN 8437891798 2011-09-07 1 BARRY GUMB 8437226443 2011-09-07 2010 2016-03-07 17:11:31Z JOHN JORDAN 69B BARRE STREET CHARLESTON SC 29401 13999272 0 X WWW.MEDSOCIETYSC.COM X 1789 SC TO IMPROVE THE HEALTH OF OUR COMMUNITY THROUGH CLINICAL EXCELLENCE. 14 3 2 35 0 0 17300 21411 0 0 -4268939 2341708 0 1612100 -4251639 3975219 3899839 9074723 0 0 307094 446820 0 0 0 676279 2326641 4883212 11848184 -9134851 -7872965 328536335 366284377 23936083 29194675 304600252 337089702 X THE MEDICAL SOCIETY OF SOUTH CAROLINA IS AN ORGANIZATION OF PHYSICIANS DEDICATED TO IMPROVING THE HEALTH OF OUR COMMUNITY THROUGH CLINICAL EXCELLENCE, SUPPORT AND PARTICIPATION IN ROPER SAINT FRANCIS HEALTH CARE AND OTHER ENDEAVORS, WITH GOOD STEWARDSHIP OF THE SOCIETY'S FINANCIAL AND HUMAN RESOURCES, WHILE ADHERING TO THE HIGHEST ETHICAL STANDARDS AS EXEMPLIFIED BY THE HIPPOCRATIC TRADITION. 0 0 11415827 9074723 INCOME IS DESIGNATED FOR THE CONTINUING SUPPORT OF THE CAREALLIANCE HEALTH SERVICE'S MISSION IN THE COMMUNITY 11415827 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 1 2 1 0 1 OC CJ 0 0 0 0 0 0 0 0 X 14 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X DEBRA LEE 8437891798 69 B BARRE STREET CHARLESTON SC 29401 ALAN I NUSSBAUM MD 1.00 X 0 0 0 JONATHAN T DONALDSON MD 1.00 X 0 9900 0 G FREDERICK WORSHAM JR MD 1.00 X 0 0 0 STANLEY M WILSON MD 1.00 X X 0 618056 60936 JULIUS R IVESTER JR MD 1.00 X 0 0 0 DAVID M ELLISON MD 1.00 X 0 21450 0 WILLIAM B ELLISON JR MD 1.00 X 0 0 0 TELFAIR H PARKER MD 1.00 X 0 39003 0 ALEXANDER W MARSHALL MD 1.00 X 0 156207 34625 PATRICK J KELLY MD 1.00 X X 0 0 0 WILLIAM C CARTER III 1.00 X X 0 22617 0 JOHN A SPRATT MD 1.00 X 0 648897 51611 T SCOTT JENNINGS MD 1.00 X 0 0 0 WALTER BLESSING JR MD 1.00 X 0 56000 0 JOHN M JORDAN 40.00 X 289925 0 51575 289925 1572130 198747 1 0 1 0 0 21411 21411 1535074 1535074 1612100 1612100 1612100 1612100 10830687 10024053 806634 806634 806634 3975219 0 0 3953808 9074723 9074723 289926 144963 144963 54654 27327 27327 82244 41122 41122 19996 9998 9998 22554 22554 62265 62265 29132 29132 97996 97996 148606 53610 94996 2680 2680 30853 30853 554 554 55759 55759 1320496 1320496 555746 555746 11848184 11415827 432357 0 10095662 17395272 26371457 647396 24314487 25724061 94231084 105872628 199574230 217065480 320872 226936 328536335 366284377 1851069 3465 9000000 9000000 12468850 19318400 616164 872810 23936083 29194675 X 304600252 337089702 304600252 337089702 328536335 366284377 X -7872965 40362415 X 0 1 1 X 0 X X 0 0 0 ROPER HOSPITAL 570828733 3 1 1 1 8077000 CAREALLIANCE HEALTH SERVICES 570831165 3 1 0 1 0 BON SECOURS- ST FRANCIS HOSPITAL 571067254 3 1 0 1 0 3 8077000 9000000 9000000 15716561 585722 15130839 1550347 57778 1492569 104549 3896 100653 25724061 INVESTMENTS IN AFFILIATES 204369480 C CONTRIBUTION RECEIVABLE FROM AFFILIATE 12696000 C 217065480 FAIR VALUE OF INTEREST RATE SWAP 872810 872810 3975219 11848184 -7872965 9227811 31134604 40362415 32489450 13203030 9227811 9227811 3975219 0 3975219 11848184 0 11848184 0 11848184 PART XI, LINE 8 - OTHER ADJUSTMENTS: SHARE OF EARNINGS OF AFFILIATE 31,391,250. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -256,646. 1 THE CARES CLINIC 1145 SIX MILE ROAD MT PLEASANT SC 29466 570939280 501(C)(3) 15386 TO PROVIDE FUNDS FOR MEDICAL SUPPLIES, MEDICATIONS, MEDICAL CHARTS, MARKETING TO INCREASE VOLUNTEER NUMBERS, FUNDRAISING ACTIVITIES, SERVICE EXPANSION EFFORTS, AND CLINICAL ADVERTISEMENTS FOR THE MEDICAL CLINIC RUN BY MUSC MEDICAL STUDENTS IN MT. PLEASANT WHO PROVIDE MEDICAL CARE TO LOW INCOME, UNINSURED RESIDENTS IN NEED. CLOSING THE GAP IN HEALTH CARE 3951 WEST MONTAGUE AVE NORTH CHARLESTON SC 29418 522450102 501(C)(3) 5000 TO PROVIDE FUNDS FOR PROGRAMS TO INCREASE THE HEALTH LITERACY OF AFRICAN AMERICANS IN THE TRICOUNTY AREA. THE HEALTH EDUCATION PROGRAMS FOCUS ON DISEASE PREVENTION AND HEALTHY LIFESTYLE EDUCATION. AMERICAN RED CROSS 8085 RIVERS AVE STE F NORTH CHARLESTON SC 29406 530196605 501(C)(3) 10000 TO ASSIST IN THE FUNDING OF A DISASTER TRAILER. TRAILERS WILL BE STOCKED WITH BLANKETS AND COTS NEEDED TO PROVIDE SHELTER IN REPONSE TO ANY EMERGENCY SITUATION. DISASTER TRAILERS WILL BE PRE-POSITIONED IN DIFFERENT COUNTIES TO EXPEDITE THE RESPONSE TIME DURING HURRICANE SEASON, ETC. CAROLINA HEARING AID BANK 891 WHITE POINT BLVD CHARLESTON SC 29412 571030395 501(C)(3) 10000 TO PROVIDE FUNDS NEEDED TO PROVIDE HEARING AIDS TO THOSE RESIDENTS CURRENTLY ON THE WAITING LIST AND WHOSE INCOME IS NO GREATER THAT $14,000 ANNUALLY. BARRIER ISLANDS FREE MEDICAL CLINIC 3226 MAYBANK HIGHWAY JOHNS ISLAND SC 29455 205628911 501(C)(3) 60000 TO PROVIDE FUNDS TO ASSIST IN PROVIDING A MEDICAL HOME AND CONTINUING PRIMARY HEALTH CARE TO LOW-INCOME, UNINSURED ADULTS WHO LIVE OR WORK ON JOHNS, WADMALAW AND JAMES ISLANDS. THE CLINIC ADDRESSES SUCH CHRONIC DISEASES SUCH AS DIABETES, HYPERTENSION, CORONARY DISEASE, AND DEPRESSION THAT, IF LEFT UNTREATED, RESULT IN EXPENSIVE EMERGENCY ROOM VISITS AND INPATIENT, UNCOMPENSATED CARE IN LOCAL HOSPITALS. DARKNESS TO LIGHT 7 RADCLIFFE STREET CHARLESTON SC 29403 571095108 501(C)(3) 10000 TO PROVIDE FUNDS FOR SCHOLARSHIPS TO TRAIN LOCAL ADULTS TO BECOME CERTIFIED FACILITATORS FOR THE STEWARDS OF CHILDREN PROGRAM. ROPER ST FRANCIS HEALTHCARE FOUNDATION 315 CALHOUN ST 107 CHARLESTON SC 29401 571068509 501(C)(3) 25000 FUNDING FOR THE HEARTSAVE PROGRAM WHICH PURCHASES AUTOMATIC DEFIBRILATORS FOR ORGANIZATIONS, BUSINESS, CHURCHES AND SCHOOLS, AS WELL AS CONTINUED MAINTENANCE AND TRAINING MAKING LIFESAVING EFFORTS IN EMERGENCY SITUATIONS CENTER FOR WOMEN 129 CANNON STREET CHARLESTON SC 29403 570921549 501(C)(3) 15000 FUNDING FOR THE PROGRAM LOWCOUNTRY WOMEN WITH WINGS: RISING ABOVE OVARIAN CANCER. THE DONATED FUNDS ARE TO ASSIST WITH THE EXPENSES OF OUTREACH EVENTS, EDUCATIONAL MATERIALS, WEBSITE MAINTENANCE AND SUPPORT, AND MARKETING MATERIALS. DORCHESTER CHILDREN'S CENTER PO BOX 2101 SUMMERVILLE SC 29484 571078099 501(C)(3) 10000 FUNDING TO HELP PAY THE SALARY OF A VICTIMS ADVOCATE POSITION. THE VICTIMS ADVOCATE WILL ASSUME SOME RESPONSIBILITIES THAT A CERTIFIED NURSE ASSISTANT WOULD HANDLE WITHOUT THE COST ASSOCIATED WITH THE CNA POSITION. TRIDENT UNITED WAY PO BOX 63305 NORTH CHARLESTON SC 29419 570314378 501(C)(3) 15000 FUNDING FOR THE INDEPENDENT TRANSPORTATION NETWORK FOR SENIOR AND VISION-IMPAIRED CITIZENS IN THE TRI-COUNTY AREA TRI-COUNTY PROJECT CARE 1041 JOHNNIE DODDS BLVD SUITE 2C MT PLEASANT SC 29464 571113219 501(C)(3) 250000 FUNDING TO PROVIDE MEDICAL CARE FOR THE WORKING CLASS WHO ARE UNABLE TO PROVIDE HEALTH INSURANCE FOR THEMSELVES OR THEIR FAMILIES. ROPER STFRANCIS HOSPITAL 315 CALHOUN ST 107 CHARLESTON SC 29401 570828733 501(C)(3) 8077000 TO PROVIDE FUNDING TO ASSIST IN THE RENOVATION OF THE CARDIAC CARE REHABILITATION CENTER AT ROPER HOSPITA AND THE CREATION OF A NEW CARDIAC EMS DVD 12 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEE SHALL MAKE PERIODIC NARRATIVE REPORTS TO THE SOCIETY, ON THE DATE(S)SPECIFIED IN THE SPECIAL CONDITIONS OF THE GRANT AGREEMENT, SETTING FORTH IN SUFFICIENT DETAIL THE FUND AVAILABLE FOR THE PROJECT OR PROGRAM, ACTUAL EXPENSES INCURRED, ENCUMBRANCES, UNEXPENDED FUND BALANCE, AND OTHER RELEVANT FACTS, AND SHALL RETAIN IN ITS FILES THE SUPPORTING DOCUMENTATION FOR SUCH REPORTS FOR 4 YEARS FOLLOWING COMPLETION OF THE PROJECT OR PROGRAM. THE SOCIETY RESERVES THE RIGHT TO AUDIT OR HAVE AUDITED AT ITS OWN EXPENSE THE RECORDS OF GRANTEE INSOFAR AS SUCH RECORDS RELATED TO THE DISPOSITION OF THE FUNDS APPROPRIATED TO GRANTEE BY THE SOCIETY. 1 X X X X X 0 0 0 0 0 0 0 0 0 STANLEY M WILSON MD 0 590604 0 15000 0 12452 0 29064 0 31872 0 678992 0 0 ALEXANDER W MARSHALL MD 0 148024 0 7810 0 373 0 23944 0 10681 0 190832 0 0 JOHN A SPRATT MD 0 641480 0 0 0 7417 0 25697 0 25914 0 700508 0 0 JOHN M JORDAN 254925 0 35000 0 0 0 34564 0 17011 0 341500 0 0 0 SOUTH CAROLINA JOBS-ECONOMIC DEVELOPMENT AUTHORITY 570960018 837031PV9 2007-10-25 9000000 TO DEFRAY THE COST OF ACQUISITION OF LAND IN BERKELEY COUNTY, SC 0 0 0 9000000 146379 8853621 2007 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CONSISTENT WITH THE PRIMARY MISSION OF THE SOCIETY, MEMBERSHIP SHALL INCLUDE ONLY THOSE PHYSICIANS WHO ACTIVELY SUPPORT THAT MISSION. INTERNS, RESIDENTS, AND OTHERS IN TRAINING SERVICE SHALL NOT BE ELIGIBLE FOR MEMBERSHIP. ONLY THOSE EMPLOYEED BY CAREALLIANCE ARE ELIGIBLE. THE CLASSES OF MEMBERSHIP INCLUDE FULL MEMBERS, HONORARY FELLOWS, SENIOR MEMBERS, AFFILIATE MEMBERS, AND RETIRED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS SHALL BE PROPOSED BY PRESENT DIRECTORS AND ELECTED BY THE MEMBERSHIP. UPON APPROVAL AND RECOMMENDATION OF THE BOARD, THE PROPOSED NEW DIRECTOR SHALL BE SUBMITTED TO THE MEMBERSHIP TO BE VOTED ON BY THE MEMBERSHIP AT A REGULAR MEETING OF THE MEMBERSHIP. A FAVORABLE MAJORITY VOTE OF THE MEMBERS PRESENT AND VOTING AT SUCH MEETING SHALL BE NECESSARY TO ELECT A PROPOSED DIRECTOR. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE POWERS RESERVED TO THE MEMBERSHIP IN THE ARTICLES, THE BOARD SHALL EXERCISE THE SOCIETYS VETO AS A CAREALLIANCE HEALTH SERVICES FOUNDING MEMBER TO DEFEAT ANY RESOLUTION OF THE CAHS BOARD RELATED TO THE DISSOLUTION AND LIQUIDATION OF THE CAHS UNTIL THE MEMBERSHIP BY MAJORITY VOTE HAS APPROVED SUCH RESOLUTION RELATED TO DISSOLUTION AND LIQUIDATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WHICH IS PREPARED BY AN INDEPENDENT ACCOUNTANT IS PROVIDED FOR REVIEW BY ALL BOARD MEMBERS AT A REGULARLY SCHEDULED BOARD MEETING PRIOR TO FILING WITH THE IRS. ANY BOARD MEMBERS WHO ARE UNABLE TO ATTEND THE MEETING ARE SENT A COPY OF THE FORM 990 BY CERTIFIED MAIL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT. ALSO, BOARD MEMBERS ARE INFORMED ANNUALLY OF HOW TO REPORT A POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD SHALL DETERMINE WHETHER THE SOCIETY CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABALE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SOCIETY'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 15A AN ATTORNEY WAS USED TO DRAW UP AN INDEPENDENT COMPENSATION CONTRACT FOR THE CEO POSITION. THIS CONTRACT IS IN EFFECT FOR THREE YEARS. THERE IS A COMPENSATION COMMITTEE THAT REVIEWS THE COMPENSATION CONTRACT AND THE BOARD APPROVES THE CONTRACT. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST AT THE ADMINISTRATION OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,227,811. SHARE OF EARNINGS OF AFFILIATE 31,391,250. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -256,646. TOTAL TO FORM 990, PART XI, LINE 5: 40,362,415. CAREALLIANCE HEALTH SERVICES 315 CALHOUN ST CHARLESTON SC 29401 570831165 HEALTH-GENERAL & REHABILITATIVE SC 501(C)(3) LINE 3 ROPER SAINT FRANCIS HEALTHCARE 0 ROPER HOSPITAL INC 315 CALHOUN STREET 107 CHARLESTON SC 29401 570828733 HEALTHCARE SC 501(C)(3) LINE 3 N/A 0 BON SECOURS ST FRANCIS HOSPITAL 315 CALHOUN STREET 107 CHARLESTON SC 29401 571067254 HEALTHCARE SC 501(C)(3) LINE 3 N/A 0 ROPER ST FRANCIS MT PLEASANT HOSPITAL 315 CALHOUN STREET 107 CHARLESTON SC 29401 570360499 HEALTHCARE SC 501(C)(3) LINE 3 N/A 0 ROPER ST FRANCIS HOSPITAL - BERKELEY 315 CALHOUN STREET 107 CHARLESTON SC 29401 263710229 HEALTHCARE (FUTURE) SC 501(C)(3) LINE 3 N/A 0 ROPER ST FRANCIS PHYSICIANS NETWORK 125 DOUGHTY STREET 760 CHARLESTON SC 29403 262946628 HEALTHCARE SC 501(C)(3) LINE 3 N/A 0 ROPER ST FRANCIS FOUNDATION 315 CALHOUN STREET 107 CHARLESTON SC 29401 571068509 SUPPORTING ORG SC 501(C)(3) LINE 11A, I N/A 0 CAREALLIANCE MEDICAL SERVICES ORGANIZATION 225 DOUGHTY STREET CHARLESTON SC 29403 571012837 INACTIVE SC N/A C 1.00000 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0