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Nonprofit · EIN 91-1839164

SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST

Also known as MAHON WILLIAM F TTEE

Tax-exempt · COLUMBIA, SC 29210

Financials

$28.3M$30M2022$28.3M$29.3M2023$26.3M$29.1M2024
Revenue Expenses · by fiscal year end
Financials of SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$26,282,707$29,096,118-$2,813,411$22,608,745$4,603,546$18,005,199
June 30, 2024990$28,314,614$29,262,177-$947,563$26,564,402$5,745,792$20,818,610
June 30, 2023990$28,262,156$30,013,670-$1,751,514$27,628,266$5,862,093$21,766,173
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$25,540,563
Investment income
$645,739
Other revenue
$96,405

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$24,207,640
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$78,915
Accounting fees
$98,579
Occupancy
$46,988
Travel
$672
Depreciation
$2,825

Balance sheet and other

Total assets, start of year
$26,564,402
Total assets, end of year
$22,608,745
Total liabilities, end of year
$4,603,546
Net assets, end of year
$18,005,199
Land, buildings and equipment
$5,005
Gross unrelated business income
$645,739
Gross receipts
$26,282,707
Employees
0
Volunteers
5
Year formed
1981
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHELE KEEL TAYLORCLO
Officer
9.25$0$299,609$45,933
MICHELLE C BOLINCFO/COO
Officer
15$0$293,981$45,740
BRANDT SMITHVP OF IT
Highest-paid employee
10$0$132,873$36,934
DYLAN SITTERLEEXECUTIVE DIRECTOR - MIT
Highest-paid employee
37.5$0$130,403$19,410
DAVID PERRY MDTRUSTEE START 8/24
Trustee or director
1$0$0$0
NELSON PLOCH MDTRUSTEE
Trustee or director
1$0$0$0
JAMES HALL MDTRUSTEE START 4/25
Trustee or director
1$0$0$0
JOSH WILSON MDTRUSTEE
Trustee or director
1$0$0$0
PAUL ESPINOZATRUSTEE THRU 3/25
Trustee or director
1$0$0$0
ERIK SWANSON MDTRUSTEE START 6/25
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHELE KEEL TAYLORCLO
Officer
9.25$0$296,846$45,363
MICHELLE C BOLINCFO/COO
Officer
15$0$290,720$45,154
BRANDT SMITHVP OF IT
Highest-paid employee
10$0$135,297$36,126
DYLAN SITTERLEEXECUTIVE DIRECTOR - MIT
Highest-paid employee
37.5$0$128,540$18,390
JAMES D DALTON JR MDTRUSTEE 7/23-12/23
Trustee or director
1$0$0$0
PAUL ESPINOZA MDTRUSTEE
Trustee or director
1$0$0$0
NELSON PLOCH MDTRUSTEE
Trustee or director
1$0$0$0
LESLIE WILKE MDTRUSTEE
Trustee or director
1$0$0$0
JOSH WILSON MDTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHELE KEEL TAYLORCLO
Officer
9.25$0$297,356$37,273
MICHELLE C BOLINCFO/COO
Officer
15$0$286,231$37,231
BRANDT SMITHVP OF IT
Highest-paid employee
10$0$133,404$28,664
DYLAN SITTERLEEXECUTIVE DIRECTOR - MIT
Highest-paid employee
37.5$0$116,079$14,884
JAMES D DALTON JR MDTRUSTEE
Trustee or director
1$0$0$0
PAUL ESPINOZA MDTRUSTEE
Trustee or director
1$0$0$0
NELSON PLOCH MDTRUSTEE
Trustee or director
1$0$0$0
LESLIE WILKE MDTRUSTEE
Trustee or director
1$0$0$0
JOSH WILSON MDTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
132 WESTPARK BLVD, COLUMBIA, SC 29210-3856
In care of
% STEWART SAMPLES
Principal officer (990 for 2024)
M BOLIN, 132 WESTPARK BLVD, COLUMBIA, SC 29210
Signed the 990
MICHELLE BOLIN, CFO/COO
Phone
(803) 798-6209
Return prepared by
ELLIOTT DAVIS ADVISORY LLC

Mission

TO PROVIDE MEDICAL AND DENTAL BENEFITS AND LIFE INSURANCE BENEFITS COVERING MEMBERS OF THE MEDICAL PROFESSION AND THEIR FULL-TIME EMPLOYEES.

990 for the year ended June 30, 2025

Program accomplishments

  • SCMA HAS FORMED A VEBA UNDER IRC SECTION 501(C)(9) TO PROVIDE MEDICAL, DENTAL, ACCIDENTAL DEATH/DISMEMBERMENT, HOSPITAL, CRITICAL ILLNESS, VISION, ACCIDENT AND LIFE BENEFITS.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
91-1839164
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2013
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,608,745
Income (IRS master file)
$26,282,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$26,282,707$29,096,118$22,608,745IRS
990June 2024$28,314,614$29,262,177$26,564,402IRS
990June 2023$28,262,156$30,013,670$27,628,266XML
990June 2022$29,085,358$30,371,115$28,758,819IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 91-1839164).

Questions about SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST

What is the EIN of SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST?
The employer identification number (EIN) of SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST is 91-1839164.
Is SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
Are donations to SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST 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 CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST?
The 990 for the year ended June 30, 2025 names M BOLIN.
Who are the officers and directors of SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does SOUTH CAROLINA MEDICAL ASSOCIATION MEMBERS INSURANCE TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $26,282,707, expenses of $29,096,118 and total assets of $22,608,745 at year end.

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