Nonprofit · EIN 82-3883114
SOUTH OF BROAD HEALTHCARE
Tax-exempt · BEAUFORT, SC 29902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,211,214 | $7,135,078 | -$2,923,864 | $129,258,321 | $129,440,806 | -$182,485 |
| September 30, 2024 | 990 | $0 | $385,487 | -$385,487 | $6,322,238 | $3,580,859 | $2,741,379 |
| September 30, 2023 | 990 | $0 | $33,542 | -$33,542 | $3,154,937 | $28,071 | $3,126,866 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,211,214
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $24,122
- Management and general (functional)
- $7,135,078
Balance sheet and other
- Total assets, start of year
- $6,322,238
- Total assets, end of year
- $129,258,321
- Total liabilities, end of year
- $129,440,806
- Net assets, end of year
- -$182,485
- Land, buildings and equipment
- $24,818,838
- Net assets without donor restrictions
- -$182,485
- Gross receipts
- $4,211,214
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RUSSELL BAXLEY III MHA | DIRECTOR/CEO BMH Trustee or director, Officer | 1 | $0 | $1,426,432 | $25,247 |
| KENNETH W MILLER | DIRECTOR/CFO BMH Trustee or director, Officer | 1 | $0 | $511,113 | $17,008 |
| LAURA LEVINE | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL MAZZEO MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEPHEN F MEYER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EUGENE HONG MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATTEW J SEVERANCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CAWLEY MD MHM FACHE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL TAIT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERUSSELL BAXLEY III MHA | Director/CEO BMH Trustee or director, Officer | 1 | $0 | $1,044,121 | $82,244 |
| Kenneth Miller | Director/CFO BMH Officer | 1 | $0 | $485,819 | $76,306 |
| Laura Levine | Vice-Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL MAZZEO MD | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVEN MEYER | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EUGENE HONG MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| MATT SEVERANCE | Director Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CAWLEY MD MHM FACHE | Director Trustee or director | 1 | $0 | $0 | $0 |
| Paul Tait | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| E RUSSELL BAXLEY III MHA | DIRECTOR Trustee or director | 1 | $0 | $869,238 | $50,508 |
| KENNETH MILLER | DIRECTOR Trustee or director | 1 | $0 | $445,328 | $69,662 |
| PAUL MAZZEO MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CAWLEY MD MHM FACHE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA GOODLETT CPA MBA FACHE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE HONG MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MATT SEVERANCE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 955 RIBAUT RD, BEAUFORT, SC 29902-5441
- In care of
- % RUSSELL BAXLEY
- Principal officer (990 for 2024)
- RUSSELL BAXLEY, 955 RIBAUT ROAD, BEAUFORT, SC 29902
- Signed the 990
- RUSSELL BAXLEY, CEO
- Phone
- (843) 522-5140
- Return prepared by
- FORVIS MAZARS LLP
Mission
SOUTH OF BROAD HEALTHCARE HAS BEEN CREATED TO OPERATE EXCLUSIVELY FOR BENEVOLENT, EDUCATIONAL, SCIENTIFIC, AND CHARITABLE PURPOSES.
Program accomplishments
- ONCE OPERATIONAL, THE ORGANIZATION WILL OPERATE A MICROHOSPITAL WHICH WILL CONSIST OF APPROXIMATELY 20 INPATIENT BEDS AND AN EMERGENCY DEPARTMENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 82-3883114
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $129,258,321
- Income (IRS master file)
- $4,211,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $4,211,214 | $7,135,078 | $129,258,321 | XML |
| 990 | September 2024 | $0 | $385,487 | $6,322,238 | XML |
| 990 | September 2023 | $0 | $33,542 | $3,154,937 | XML |
| 990 | September 2022 | $0 | $47,420 | $3,185,409 | IRS |
| 990 | September 2021 | $10 | $38,256 | $3,232,829 | IRS |
| 990 | September 2020 | $2,271 | $83,901 | $3,271,075 | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3883114).
Questions about SOUTH OF BROAD HEALTHCARE
- What is the EIN of SOUTH OF BROAD HEALTHCARE?
- The employer identification number (EIN) of SOUTH OF BROAD HEALTHCARE is 82-3883114.
- Is SOUTH OF BROAD HEALTHCARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to SOUTH OF BROAD HEALTHCARE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH OF BROAD HEALTHCARE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH OF BROAD HEALTHCARE due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH OF BROAD HEALTHCARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOUTH OF BROAD HEALTHCARE?
- The 990 for the year ended September 30, 2025 names RUSSELL BAXLEY.
- Who are the officers and directors of SOUTH OF BROAD HEALTHCARE?
- The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTH OF BROAD HEALTHCARE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,211,214, expenses of $7,135,078 and total assets of $129,258,321 at year end.
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