Scha Foundation INC FY2022 filing

Tax-deductible

Columbia, SC501(c)(3)EIN 57-6026361Revenue $3.3M in FY2022

On file with the IRS2000 Center Point Rd Ste 2375, 29210-3111 · Columbia, SCTax-exempt since Apr 1965Publicly supported — 509(a)(2)

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To create research and educational opportunities and attract resources that allow SCHA and its member hospitals to improve health and health care in their communities.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
$353K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $285K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$353K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 9.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2.5M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$518K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
+38% vs prior year
Spent
$3.1M
To programs
97%
Net assets
$7.1M
By yearFY2020–FY2024
Revenue
$3.3M
FY2022▲ +38%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.9M
FY2021$2.4M
FY2022$3.3M
FY2023$3.5M
FY2024$4.1M
Expenses
$3.1M
FY2022▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.5M
FY2021$2.8M
FY2022$3.1M
FY2023$3.0M
FY2024$3.4M
Net assets
$7.1M
FY2022▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.5M
FY2021$8.1M
FY2022$7.1M
FY2023$8.1M
FY2024$8.9M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $3.0M Management & general 3% · $95K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $353K paid to officers and key staff.

Part VII, Section A · reportable compensation
$123,647Pt VII · Sec A
Executive Director
$116,947Pt VII · Sec A
Executive Director, Innova
$112,162Pt VII · Sec A
Treasurer/Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Melanie Matney$136,221$123,647$154,782$89,057
Diana Zona—$116,947$111,073—
Karen Reynolds—$112,162$106,747—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves community health and healthcare through research, education, and resource attraction for hospitals.

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Provided by the organization

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1 program · $3.0M · in their own filed words · FY2022
01

Accesshealth SC helps south carolina communities build coordinated networks of care for low income uninsured people. The program provides assistance for communities to complete a health system profile and community-wide strategic plan for improving the effectiveness and efficiency of the community's healthcare delivery SYSTEM.ALL…

$3.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$2.5M
Grants paid · 6 grants · $341K · 2020–2024
SchaSC · FY2024$211,200
SchaSC · FY2023$5,000
SchaSC · FY2021$8,860
Unitemized GrantFY2020$100,000
SchaSC · FY2020$9,240

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$2.6M
Fees for servicesLn 2g$514K
Investment incomeLn 3$161K
Money outPt IX
$3.1M
Ln 25
Programscol B$3.0M
Managementcol C$95K
Owns and owesPt X
$7.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$7.7M
LiabilitiesLn 26$518K
PeoplePt VI, VII
10
listed · VII A
PaidVII A3
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Fees for servicesLn 2g$514K
Investment incomeLn 3$161K
Gains on assetsLn 7−$12K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$5.2M
Total assetsLn 16$7.7M
LiabilitiesLn 26$518K
Net assetsLn 32$7.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.0M$2.3M
InvestmentsLn 11–13$6.6M$5.2M
Total assetsLn 16$8.7M$7.7M
LiabilitiesLn 26$597K$518K
Net assetsLn 32$8.1M$7.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$383K$383K
Pay of current officers, directors and key staffLn 5$149K$75K$75K
Other salaries and wagesLn 7$593K$593K
Pension plan contributionsLn 8$9K$9K
Other employee benefitsLn 9$161K$161K
Payroll taxesLn 10$76K$76K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$1.0M$1.0M
Advertising and promotionLn 12$10K$10K
Office expensesLn 13$239K$239K
Information technologyLn 14$3K$3K
TravelLn 17$11K$11K
Conferences, conventions and meetingsLn 19$64K$64K
Other expenses (24a–d)Ln 24$358K$358K
Total functional expensesLn 25$3.1M$3.0M$95K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.1M$3.4M$689K$8.9M 990 PDF
FY2023 $3.5M$3.0M$570K$8.1M 990 PDF
FY2022 Viewing $3.3M$3.1M$198K$7.1M 990 PDF
FY2021 $2.4M$2.8M−$446K$8.1M 990 PDF
FY2020 $3.9M$3.5M$414K$8.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $3,292,780 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,550,304$2,618,048
I-9 Program service revenuePrior year $363,365$514,221
I-10 Investment incomePrior year $478,728$160,511
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $2,392,397$3,292,780
I-13 Grants and similar amounts paidPrior year $91,007$382,880
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,060,023$989,168
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,687,406$1,723,157
I-18 Total expensesPrior year $2,838,436$3,095,205
I-19 Revenue less expensesPrior year −$446,039$197,575
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,292,780 across 6 lines filed
VIII-1f All other contributions, gifts and grants$2,618,048
VIII-1h Total contributions, gifts and grants$2,618,048
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $514,221$514,221
VIII-3 Investment incomeExcluded from tax $172,062$172,062
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$11,551−$11,551
VIII-12 Total revenueRelated to mission $514,221 · Unrelated business $0 · Excluded from tax $160,511$3,292,780
Part IX · Statement of functional expenses $3,095,205 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $382,880$382,880
IX-5 Pay of current officers, directors and key staffPrograms $74,700 · Management $74,700$149,400
IX-7 Other salaries and wagesPrograms $593,437$593,437
IX-8 Pension plan contributionsPrograms $8,739$8,739
IX-9 Other employee benefitsPrograms $161,264$161,264
IX-10 Payroll taxesPrograms $76,328$76,328
IX-11c Accounting feesManagement $20,179$20,179
IX-11g Other fees for servicesPrograms $1,019,116$1,019,116
IX-12 Advertising and promotionPrograms $9,750$9,750
IX-13 Office expensesPrograms $238,587$238,587
IX-14 Information technologyPrograms $3,051$3,051
IX-17 TravelPrograms $10,542$10,542
IX-19 Conferences, conventions and meetingsPrograms $63,602$63,602
IX-24 Other expenses (24a–d)Programs $358,330$358,330
IX-25 Total functional expensesPrograms $3,000,326 · Management $94,879 · Fundraising $0$3,095,205
Part X · Balance sheet $7,662,234 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,991,527$2,325,310
X-4 Accounts receivableStart of year $52,059$137,038
X-11 Publicly traded securitiesStart of year $6,612,962$5,199,886
X-16 Total assetsStart of year $8,740,174$7,662,234
X-17 Accounts payable and accrued expensesStart of year $299,024$258,916
X-25 Other liabilitiesStart of year $298,232$258,822
X-26 Total liabilitiesStart of year $597,256$517,738
X-27 Net assets without donor restrictionsStart of year $5,443,919$3,185,109
X-28 Net assets with donor restrictionsStart of year $2,698,999$3,959,387
X-32 Total net assets or fund balancesStart of year $8,142,918$7,144,496
X-33 Total liabilities and net assetsStart of year $8,740,174$7,662,234
Part XI · Reconciliation of net assets $7,144,496 net assets at year end
XI-1 Total revenue$3,292,780
XI-2 Total expenses$3,095,205
XI-3 Revenue less expenses$197,575
XI-4 Net assets at start of year$8,142,918
XI-5 Net unrealized gains (losses) on investments−$1,195,997
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,144,496

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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