PROPUBLICA Expose Corruption. Defend Truth. Support Investigative Journalism.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

South Carolina Medical Association Members Insurance Trust

Mahon William F Ttee

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$28.3M (2023)

Expenses
$30M (2023)

Total Assets
$27.6M (2023)

Total Liabilities
$5.86M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,262,156
Expenses
$30,013,670
Net Income
-$1,751,514
Net Assets
$21,766,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,010,810
99.1%
Investment Income $245,200
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,146
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,628,266
Total Liabilities $5,862,093
Net Assets $21,766,173
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James D Dalton Jr Md (Trustee) $0 $0 $0
Paul Espinoza Md (Trustee) $0 $0 $0
Nelson Ploch Md (Trustee) $0 $0 $0
Leslie Wilke Md (Trustee) $0 $0 $0
Josh Wilson Md (Trustee) $0 $0 $0
Michelle C Bolin (Cfo/Coo) $0 $286,231 $37,231
Richele Keel Taylor (Clo) $0 $297,356 $37,273
Brandt Smith (Vp Of It) $0 $133,404 $28,664
Dylan Sitterle (Executive Director Mit) $0 $116,079 $14,884

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,085,358
Expenses
$30,371,115
Net Income
-$1,285,757
Net Assets
$23,517,687
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,063,830
99.9%
Investment Income $10,223
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,305
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $28,758,819
Total Liabilities $5,241,132
Net Assets $23,517,687
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
James D Dalton Jr Md (Trustee) $0 $0 $0
Josh Wilson Md (Trustee) $0 $0 $0
Leslie Wilke Md (Trustee) $0 $0 $0
Katie Rose Md (Trustee) $0 $0 $0
David Schammel Md (Trustee 7/21 1/22) $0 $0 $0
Michelle C Bolin (Cfo/Coo) $0 $286,271 $36,188
Richele Keel Taylor (Ceo/Clo) $0 $258,198 $35,415
Brandt Smith (Vp Of It) $0 $119,413 $27,407

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,166,082
Expenses
$31,242,651
Net Income
$923,431
Net Assets
$24,803,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,934,651
99.3%
Investment Income $40,995
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $190,436
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,479,111
Total Liabilities $5,675,667
Net Assets $24,803,444
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michelle C Bolin (Cfo/Coo) $0 $297,920 $49,475
Richele Keel Taylor (Gen Coun/Svp 7/20 5/21;Clo 5/21 6/21) $0 $198,371 $44,167
William Rowan Render (Exec Dir, Mit) $0 $148,396 $40,685
Brandt F Smith (Vp Of It) $0 $119,413 $35,687
Jim Dalton Md (Trustee) $0 $0 $0
Gary Delaney Md (Trustee) $0 $0 $0
Terry Dodge Md (Trustee) $0 $0 $0
Daniel Gerscovich Md (Trustee) $0 $0 $0
Sunil Lalla Md (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,185,131
Expenses
$33,532,181
Net Income
$652,950
Net Assets
$23,880,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,656,839
95.5%
Investment Income $254,615
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,273,677
3.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,169,976
Total Liabilities $6,289,963
Net Assets $23,880,013
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marjorie Heggie (Ceo Through 12/19) $0 $494,191 $36,148
Michelle Bolin (Coo/Cfo) $0 $293,984 $59,585
William Render (Executive Director) $0 $147,352 $47,825
Richele Taylor (General Counsel & Mit Sec.) $0 $146,941 $37,056
Julius Carnes Nicholson (Former Legal Counsel) $0 $140,471 $27,330
Brandt Smith (It Director) $0 $121,387 $41,089
Gary Delaney Md (Trustee) $0 $0 $0
Terry Dodge Md (Trustee) $0 $0 $0
Sunil Lalla Md (Trustee) $0 $0 $0
Dan Gerscovich Md (Trustee) $0 $0 $0
Jim Dalton Md (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,378,127
Expenses
$35,644,669
Net Income
-$266,542
Net Assets
$23,227,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,859,697
95.7%
Investment Income $309,331
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,209,099
3.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,133,394
Total Liabilities $5,906,331
Net Assets $23,227,063
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gary Delaney Md (Trustee) $0 $1,190 $0
Sunil Lalla Md (Trustee (5/19 6/19)) $0 $0 $0
Tina Ponder (Trustee (6/18 4/19)) $0 $0 $0
Terry Dodge Md (Trustee) $0 $0 $0
Joseph Delaney Md (Trustee (6/18 4/19)) $0 $0 $0
Dan Gerscovich Md (Trustee (5/19 6/19)) $0 $0 $0
Jim Dalton Md (Trustee (5/19 6/19)) $0 $0 $0
Marjorie Heggie (Ceo) $0 $492,544 $68,588
Michelle Bolin (Coo/Cfo) $0 $280,169 $61,159
Patrick Dennis (Gc & Sec. (Left 3/15/19)) $0 $199,876 $52,897
Richele Taylor (Gc & Sec. (Empl 4/1/19)) $0 $0 $0
Julius Carnes Nicholson (Mit Srvp&Legal Counsel(left 3/20/19)) $0 $192,497 $52,336
Brandt Smith (It Director) $0 $118,274 $42,047

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,480,111
Expenses
$38,823,753
Net Income
-$2,343,642
Net Assets
$23,493,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,953,929
95.8%
Investment Income $107,587
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,418,595
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,880,215
Total Liabilities $6,386,610
Net Assets $23,493,605
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Sunil Lalla Md (Trustee) $0 $0 $0
Gary Delaney Md (Trustee) $0 $0 $0
Tina Ponder (Trustee) $0 $0 $0
Terry Dodge Md (Trustee) $0 $0 $0
Joseph Delaney Md (Trustee) $0 $0 $0
Todd Atwater (Ceo (Until 08/2017)) $0 $3,072,861 $21,248
Michelle Bolin Cpa (Cfo/Coo) $0 $250,969 $56,729
Patrick Dennis (General Counsel & Secretary) $0 $11,118 $5,109
Margie Heggie (Ceo) $0 $295,501 $59,766
Julius Carnes Nicholson (Senior Vp Of Mit & Legal Counsel) $0 $148,536 $46,202
Brandt Smith (It Director) $0 $105,829 $41,581
Stewart Samples (Vice President Mit) $0 $169,430 $41,604

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,281,190
Expenses
$28,417,960
Net Income
$863,230
Net Assets
$25,837,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,552,079
97.5%
Investment Income $1,121
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $727,990
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,283,881
4.5%
Assets/Debt
Total Assets $32,202,467
Total Liabilities $6,365,220
Net Assets $25,837,247
Compensation
Key Employees and Officers Compensation Related Other
Todd Atwater (Ceo Scma; Board Member) $191,174 $418,606 $87,197
Stewart Samples (Vice President Mit) $156,589 $0 $41,767
Michelle Bolin Cpa (Cfo Scma; Treasurer) $102,127 $105,679 $50,650
Brandt Smith (It Director) $44,483 $56,368 $39,568
Julius Carnes Nicholson (General Counsel) $40,352 $68,337 $40,373
Margie Heggie (Coo Scma) $37,001 $209,795 $54,614
Gerald A Wilson Md (Chairman) $0 $0 $0
Joseph Delaney Md (Board Member) $0 $0 $0
Tina Ponder (Board Member) $0 $0 $0
Terry Dodge Md (B Oard Member) $0 $0 $0
Gary Delaney Md (B Oard Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,966,592
Expenses
$23,816,784
Net Income
$2,149,808
Net Assets
$24,974,017
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,422,808
97.9%
Investment Income $1,118
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $542,666
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $351,039
1.5%
Assets/Debt
Total Assets $28,853,694
Total Liabilities $3,879,677
Net Assets $24,974,017
Compensation
Key Employees and Officers Compensation Related Other
Stewart Samples (Vice President Mit) $136,740 $0 $36,316
Todd Atwater (Ceo Scma; Board Member) $113,325 $380,671 $81,434
Michelle Bolin Cpa (Cfo Scma; Treasurer) $77,246 $110,612 $48,919
John Pennington (It Director) $38,340 $74,484 $36,949
Jc Nicholson (General Counsel) $34,706 $68,455 $39,626
Margie Heggie (Coo Scma) $24,181 $137,265 $48,194
Gerald A Wilson Md (Chairman) $0 $0 $0
Joseph Delaney Md (Board Member) $0 $0 $0
Tina Ponder (Board Member) $0 $0 $0
Terry Dodge Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,500,038
Expenses
$28,822,097
Net Income
$2,677,941
Net Assets
$22,824,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,843,785
97.9%
Investment Income $1,808
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $654,445
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $311,883
1.1%
Assets/Debt
Total Assets $27,725,457
Total Liabilities $4,901,248
Net Assets $22,824,209
Compensation
Key Employees and Officers Compensation Related Other
Todd Atwater (Ceo Scma; Board Member) $119,864 $295,646 $65,217
Michelle Bolin Cpa (Cfo Scma; Treasurer) $78,999 $107,421 $42,796
Margie Heggie (Coo Scma) $26,827 $152,186 $47,902
Gerald A Wilson Md (President) $0 $0 $0
Joseph Delaney Md (Board Member) $0 $0 $0
Tina Ponder (Board Member) $0 $0 $0
Thomas Appleby Md (Board Member) $0 $0 $0
William B Long Iii Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,494,578
Expenses
$40,777,636
Net Income
-$1,283,058
Net Assets
$20,146,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,886,898
98.5%
Investment Income $46,020
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $561,660
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $335,706
0.8%
Assets/Debt
Total Assets $27,678,705
Total Liabilities $7,532,437
Net Assets $20,146,268
Compensation
Key Employees and Officers Compensation Related Other
Gerald A Wilson Md (President) $0 $0 $0
Joseph Delaney Md (Board Member) $0 $0 $0
Tina Ponder (Board Member) $0 $0 $0
Thomas Appleby Md (Board Member) $0 $0 $0
William B Long Iii Md (Board Member) $0 $0 $0
Michelle Bolin (Cfo Scma; Treasurer) $0 $186,989 $39,911
Todd Atwater (Ceo Scma; Board Member) $0 $407,446 $62,205
Margie Heggie (Coo Scma) $0 $190,197 $45,894

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,512,738
Expenses
$44,471,995
Net Income
-$1,959,257
Net Assets
$21,429,326
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,271,598
99.4%
Investment Income $69,886
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $171,254
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $329,400
0.7%
Assets/Debt
Total Assets $30,228,271
Total Liabilities $8,798,945
Net Assets $21,429,326

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,920,682
Expenses
$41,661,936
Net Income
$258,746
Net Assets
$23,388,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,421,097
98.8%
Investment Income $59,967
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $439,618
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $299,148
0.7%
Assets/Debt
Total Assets $31,661,755
Total Liabilities $8,273,172
Net Assets $23,388,583

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,493,141
Expenses
$36,765,905
Net Income
$2,727,236
Net Assets
$23,129,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $38,839,264
98.3%
Investment Income $107,543
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $546,334
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $299,634
0.8%
Assets/Debt
Total Assets $30,478,065
Total Liabilities $7,348,228
Net Assets $23,129,837

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »