2013-11-15T11:32:33-06:00 2012-12-31 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2012-01-01 570372816 SOUTH CAROLINA HOSPITAL ASSOCIATION SOUT 8037963080 1000 CENTER POINT ROAD COLUMBIA SC 292105802 THORNTON KIRBY 8037963080 2013-11-15 1 JEREMY NAESS P01306905 8282542254 2012 2016-02-25 16:41:14Z THORNTON KIRBY 1000 CENTER POINT ROAD COLUMBIA SC 292105802 5837264 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. 19 19 59 19 233301 44504 634686 596496 4759773 4809235 234708 112706 364252 318827 5993419 5837264 0 0 0 0 3317711 3362945 0 0 0 2746390 1989710 6064101 5352655 -70682 484609 8031553 7237385 4301847 2984813 3729706 4252572 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. 0 0 SCHA PROVIDES SUPPORT SERVICES INCLUDING REPRESENTATION, ADVOCACY, EDUCATION, CONSULTATION, AND COMMUNICATIONS. SCHA SERVES APPROXIMATELY 63,000 FULL-TIME EMPLOYEES AND 83 INSTITUTIONAL MEMBER HOSPITALS AND 65 ASSOCIATE MEMBERS. DURING 2012, SCHA PRESENTED EDUCATIONAL PROGRAMS COVERING THE FOLLOWING TOPICS: RECRUITMENT & RETENTION, REQUIREMENTS OF GOVERNMENT REGULATIONS, PATIENT SAFETY, CULTURAL DIVERSITY, THIRD PARY 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 0 1 0 1 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 0 0 1 32 0 1 59 1 1 1 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X SANDRA DALY 8037443528 1000 CENTER POINT ROAD COLUMBIA SC 292105802 CHUCK BEAMAN 2.00 X X 0 0 0 RICK TOOMEY 2.00 X 0 0 0 DAVID DUNLAP 2.00 X 0 0 0 LISA MONTGOMERY 2.00 X X 0 0 0 JAX COX 2.00 X 0 0 0 BRUCE BAILEY 2.00 X 0 0 0 BILL MANSON 2.00 X 0 0 0 DONNIE WEEKS 2.00 X 0 0 0 ED CATALANO 2.00 X 0 0 0 ED NORRIS 2.00 X 0 0 0 GEORGE ZARA 2.00 X 0 0 0 JAMIE THOMAS 2.00 X 0 0 0 JANICE DABNEY 2.00 X 0 0 0 JIM PFEIFFER 2.00 X 0 0 0 MARION BURTON 2.00 X 0 0 0 MARK NANTZ 2.00 X 0 0 0 NORM RENTZ 2.00 X 0 0 0 PAUL JOHNSON 2.00 X 0 0 0 ROB COLONES 2.00 X 0 0 0 J THORTON KIRBY 40.00 X 582188 0 75372 RICHARD FOSTER 1.00 40.00 X 294647 0 44137 JAMES HEAD 40.00 X 213121 0 33973 ALLAN STALVEY 40.00 X 249081 0 38986 THOMAS COCKRELL 40.00 X 144051 0 25719 JAMES WALKER 40.00 X 140551 0 25719 1623639 0 243906 9 0 1 0 0 251753 344743 596496 MEMBERSHIP DUES 900099 4136754 4136754 EDUCATIONAL PROGRAMS 900099 672481 672481 4809235 74449 74449 71858 33243 0 0 71858 33243 105101 33243 71858 38257 0 38257 38257 38257 CATERING 722320 181808 181808 SPONSOR ADVERTISING 541800 18250 18250 MISCELLANEOUS REVENUE 900099 13668 13668 213726 5837264 4809235 233301 198232 1531505 1156056 559089 116295 15412 72942 60821 364469 500 194330 9792 224012 116415 674870 98879 137343 10907 UBI TAXES 9018 5352655 2236249 1242671 131883 94138 6576 79669 45338 28053 4640506 1505496 3223337 3135010 1790432 2048966 54182 54182 543556 554696 8031553 7237385 503814 542587 1759148 522622 2038885 1919604 4301847 2984813 X 3533569 4114291 196137 138281 3729706 4252572 8031553 7237385 484609 38257 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4136754 337885 337885 337885 970793 970793 2632513 575301 2057212 1037200 930195 107005 3135010 ACCRUED INTEREST 7143 DUE FROM SCHREF 338376 DUE FROM SCHR 156958 DUE FROM PARTNERSHIP FOR HEALTH 52219 554696 X 5875521 38257 38257 5837264 0 5837264 5352655 0 5352655 0 5352655 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SCHA AND SCHREF 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 SCHREF. BOTH SCHA AND SCHREF HAVE DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2012. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. SCHAS WHOLLY OWNED SUBSIDIARY, SCHR, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES AND FILES ITS RETURNS SEPARATELY FROM ITS PARENT. 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 BASES 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. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN SCHR'S FINANCIAL STATEMENTS. SCHR HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2012. INTEREST AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS, IF ANY, ARE REFLECTED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF ACTIVITIES. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X X 0 1 0 J THORTON KIRBY 471068 0 111120 0 0 0 63668 0 11704 0 657560 0 0 0 RICHARD FOSTER 270647 0 24000 0 0 0 32433 0 11704 0 338784 0 0 0 JAMES HEAD 194131 0 18990 0 0 0 22269 0 11704 0 247094 0 0 0 ALLAN STALVEY 225228 0 23853 0 0 0 27282 0 11704 0 288067 0 0 0 THOMAS COCKRELL 131317 0 12734 0 0 0 14015 0 11704 0 169770 0 0 0 JAMES WALKER 127817 0 12734 0 0 0 14015 0 11704 0 166270 0 0 0 PART I, LINE 4B THORNTON KIRBY PARTICIPATES IN A 457(F) PLAN WITH THE ORGANIZATION. ALLOCATIONS FOR 2012 WERE $20,000. 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. 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 11 THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. FOLLOWING THE FILING OF THE RETURN WITH THE IRS, THE RETURN WAS PROVIDED ELECTRONICALLY TO ALL VOTING BOARD MEMBERS AND WAS DISCUSSED IN DETAIL AT THE FIRST AVAILABLE FULL MEETING OF THE BOARD. 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 15 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. 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. SOUTH CAROLINA HOSPITAL RESEARCH & EDUCATION FOUNDATION INC 1000 CENTER POINT ROAD COLUMBIA SC 29210 576026361 PROMOTION OF HOSPITAL CARE & RESEARCH PROGRAMS SC 501(C)(3) LINE 9 SOUTH CAROLINA HOSPITAL ASSOCIATION 1 HOSPITAL ASSOCIATION PAC 1000 CENTER POINT ROAD COLUMBIA SC 29210 571027243 POLITICAL ACTION SC 527 SOUTH CAROLINA HOSPITAL ASSOCIATION 1 SOUTH CAROLINA HEALTHCARE RESOURCES INC 1000 CENTER POINT ROAD COLUMBIA SC 29210 570945589 HEALTHCARE SC N/A C 273924 492246 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 SOUTH CAROLINA HEALTHCARE RESOURCES INC Q 129600 OFFICER SALARY SOUTH CAROLINA HEALTHCARE RESOURCES INC A 118500 RENT