Civic Intelligence

Bleeding Disorders Association of South Carolina

990 • Fiscal year 2021 • EIN 23-7400632

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 30, 2022

25 Woods Lake Rd 300Greenville, SC 29607

(864) 350-9941

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$443,317

Up $42,446 (+11%) from 2020

Net Assets

Up

$439,906

Up $54,870 (+14%) from 2020

Liabilities

Down

$3,411

Down $12,424 (-78%) from 2020

Revenue And Expenses

Revenue

Down

$329,889

Down $9,379 (-2.8%) from 2020

Expenses

Up

$275,019

Up $53,036 (+24%) from 2020

Net Income

Down

$54,870

Down $62,415 (-53%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2013: $35,166Liabilities 2013: $0Net Assets 2013: $35,1662013Assets 2014: $76,251Liabilities 2014: $0Net Assets 2014: $76,2512014Assets 2016: $184,966Liabilities 2016: $2,002Net Assets 2016: $182,9642016Assets 2017: $190,768Liabilities 2017: $1,148Net Assets 2017: $189,6202017Assets 2018: $227,985Liabilities 2018: $1,083Net Assets 2018: $226,9022018Assets 2019: $268,810Liabilities 2019: $1,059Net Assets 2019: $267,7512019Assets 2020: $400,871Liabilities 2020: $15,835Net Assets 2020: $385,0362020Assets 2021: $443,317Liabilities 2021: $3,411Net Assets 2021: $439,9062021Assets 2022: $435,698Liabilities 2022: $2,546Net Assets 2022: $433,1522022Assets 2023: $386,477Liabilities 2023: $3,037Net Assets 2023: $383,4402023Assets 2024: $561,157Liabilities 2024: $1,920Net Assets 2024: $559,2372024

Highlighted filing

2021

Assets$443,317
Liabilities$3,411
Net Assets$439,906

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2013: $66,340Expenses 2013: $75,931Net Income 2013: -$9,5912013Revenue 2014: $112,525Expenses 2014: $71,440Net Income 2014: $41,0852014Revenue 2016: $243,691Expenses 2016: $196,683Net Income 2016: $47,0082016Revenue 2017: $231,137Expenses 2017: $224,481Net Income 2017: $6,6562017Revenue 2018: $284,308Expenses 2018: $247,026Net Income 2018: $37,2822018Revenue 2019: $331,349Expenses 2019: $290,500Net Income 2019: $40,8492019Revenue 2020: $339,268Expenses 2020: $221,983Net Income 2020: $117,2852020Revenue 2021: $329,889Expenses 2021: $275,019Net Income 2021: $54,8702021Revenue 2022: $370,179Expenses 2022: $376,933Net Income 2022: -$6,7542022Revenue 2023: $401,157Expenses 2023: $450,869Net Income 2023: -$49,7122023Revenue 2024: $596,773Expenses 2024: $420,976Net Income 2024: $175,7972024

Highlighted filing

2021

Revenue$329,889
Expenses$275,019
Net Income$54,870
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 30, 2022
Return Version
2021v4.0
Gross Receipts
$396,051
Mission and Program Overview

Mission

To promote awareness of bleeding disorders to the general public provide education and support to persons affected and their familes and to support the ongoing research of the national hemophilia foundation

To raise awareness for and advocate on behalf of persons with bleeding disorders and their families; provide education and supportive services; and promote ongoing research to improve the quality of life for those affected.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$275,459$425,772▲ $150,313
Cash and Non-Interest-Bearing Accounts$125,412$17,545▼ $107,867
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$400,871$443,317▲ $42,446
Other Assets Total-$0-
Liabilities
Other Liabilities$15,835$3,411▼ $12,424
Total Liabilities$15,835$3,411▼ $12,424
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$385,036$439,906▲ $54,870
Total Net Assets Fund Balance$385,036$439,906▲ $54,870
Total Liabilities and Net Assets / Fund Balance$400,871$443,317▲ $42,446

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,320$2,320
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Suzanne MartinDirectorFT$60,000$60,000

Board Members and Trustees

NameTitle
Shelley CrispPresident
Aaron SmithVice President
Eric DuntonVice President
Christine EvansDirector
James WhitmireDirector
Joey KarkowiakDirector
Robert ButlerDirector
Ursula SagotDirector
Wendy LegrandDirector
Crystal DaySecretary
Patricia TuckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$279,855
Program Service Revenue
$18,550
Investment Income
$303
Other Revenue
$31,181
All Other Contributions
$270,188
Change in Net Assets
$54,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,218
Salaries, Compensation, and Employee Benefits$79,358
Grants and Similar Amounts Paid$21,443
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$124,341$12,047-$136,388
Current Officers, Directors, Trustees, and Key Employees$48,524$11,476-$60,000
Grants to Domestic Individuals$21,443--$21,443
Office Expenses-$17,949-$17,949
Other Salaries and Wages$12,047--$12,047
Advertising$2,806$7,683-$10,489
Payroll Taxes-$7,311-$7,311
Other Expenses$4,876$87-$4,963
Travel$2,729--$2,729
Insurance-$1,700-$1,700
Total Functional Expenses$216,766$58,253$0$275,019
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$97,343
Fundraising Direct Expenses$66,162
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk Fundraiser$50,719$50,719$23,098$27,621
Golf Fundraiser$46,624$46,624$20,054$26,570
Total Events$97,343$97,343$66,162$31,181
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes$3,411
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Once the form 990 is completed, it is presnted at the first scheduled board meeting for all board members to revirw and approve

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board of directors determines executive director compenstion based on comparable compensation paid for similiar positions at other state hemophilia chapters

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Hemophilia of south carolina maintains a web site whereby most relevant documents are available to the general public. Interested parties may contact the chapter and request other documents as appropriate. Contact numbers and addresses are posted on the web site.

Filing and Contact Details

Filer

Filer Name
Bleeding Disorders Association
EIN
23-7400632
Phone
8643509941
Address
25 Woods Lake Rd 300, Greenville, SC 29607

Signing Officer

Name
Patricia Tucker
Title
Treasurer
Signed
2022-03-30

Organization Details

Principal Officer
Patricia Tucker
Formed
1998
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Lane Financial Services
Address
8 Glencove Ct, Simpsonville, SC 29681
Preparer
James Lane
Phone
8643466157
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: National Annual Meeting Education and Research Support As a chapter of the National Hemophilia Foundation, and a member organization of Hemophilia Federation of America we encourage our community members to attend the Annual Meetings of these important national organizations. We provide direct financial assistance to individuals and their families to attend. This year due to COVID-19, we were not able to support families and / or individuals affected to attend national meetings in person, however we did encourage participation virtually. In a normal year, this financial support provides community members the opportunity to learn about bleeding disorders at the national level, network with individuals around the nation and receive many national support services. We supported direct financial support for research, and global financial support for initiatives of the National World Hemophilia Foundations. . OTHER PROGRAM SERVICES 5: Washington Days: Members of HSC advocated virtually with over 400 members of the national community at the Nations Capital in March. Our Chapter represented the state of South Carolina in advocacy to help address continued access to care and treatment. We participated in six meetings with our US Congressmen. OTHER PROGRAM SERVICES 6: Educational Conference & Events OTHER PROGRAM SERVICES 7: Mens, Womens, Young Families Support Groups: We provide sub-group support and educational programs to young families, men, and women located in all regions of the state. These programs foster educational support, empowerment, and friendship while living with a bleeding disorder. Most the events were available virtually this year due to COVID-19. OTHER PROGRAM SERVICES 8: Outreach Support: In 2021, we supported over 55 virtual and in person educational outreach programs throughout the state; to include the Upstate, Midlands and Lowcountry. These educational events can ease the need for long distance travel for our community. Education included various topics such as scholarship assistance, camps, insurance, healthcare policies, and advocacy seminars. This year we provided educational and networking support to hundreds of families virtually. The chapter supported outreach education and awareness campaigns during the National Bleeding Disorders Awareness Month of March and supported 12 state county and city proclamations. OTHER PROGRAM SERVICES 9: Winter Year-End State Meeting and Holiday Celebration: The winter state-wide meeting is Hemophilia of South Carolinas year-end meeting of the Chapter and the attendance was over 220 participants; adults, children and teens. This year due to COVID-19, we canceled the event due to a high COVID outbreak throughout the nation. We hosted several virtual events in celebration however. We also highlighted the chapters accomplishments in a one-day community event. OTHER PROGRAM SERVICES 10: Hemophilia of South Carolina Teen Retreat The teen retreat allowed teens ages 13-18 years with a bleeding disorder, or who have a sibling or parent with a bleeding disorder to come together for a four day weekend to build friendships, independence, learn self-advocacy skills and provide mentoring opportunities. Teens benefited by attending educational programs along with outdoor activities to promote friendships and build of a support system. Our program this year was specifically designed to provide encouragement in difficult situations which is sometimes a result of living with a bleeding disorder. The event was provided virtually due to COVID-19. This year we provided this opportunity to 22 teens. OTHER PROGRAM SERVICES 11: Hemophilia of South Carolina Chapter Day at Camp Burnt Gin: HSC partners at camp each year with the South Carolina Hemophilia Treatment Center and the States Department of Health and Environmental Control. Our goal is to provide a special Chapter day and activity event for kids with Bleeding Disorders from around the state and patients of the Palmet

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IRS990/MissionDesc0To raise awareness for and advocate on behalf of persons with bleeding disorders and their families; provide education and supportive services; and promote ongoing research to improve the quality of life for those affected.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Newsletter/ Website/ E-blasts: We provide a quarterly newsletter which contains information on the Chapter, national articles and education, products for treatment, research article, and community news from members within our chapter. The newsletter provides a vital source of communication for our members. Our website provides a wealth of supportive information. We provided monthly and by-monthly constant contact e-blast newsletters to over 1,000 members of the bleeding disorders community nationally with up-to-date information on events and educational materials.
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IRS990/ProgSrvcAccomActy3Grp/Desc0HSC Annual State Meeting and Educational Conference Day: Each year we provide our members an annual state-wide meeting. We report on the years financials and accomplishments. Board of Directors are recognized and awards to our community members are provided. In addition, the HELLO Conference, Helping Embrace Life Learning Opportunities provides presentations and educational programs to support all areas of living well with bleeding disorders so those affected can reach their highest potentials without boundaries. This is a two-day event open to all members of the bleeding disorders community in South Carolina, healthcare providers and associations. The attendance this year was over 200, locally and nationally as we provided this event virtually due to COVID-19. We include a Friday evening dinner opening event with HSCs mission moments, awards, and a key note presentation. Educational presentations and breakouts are available on Saturday. Childcare was not provided this year but programs for kids were available virtually to include programs for children, youth, and teens. The event concluded after dinner on Saturday. On Saturday, virtual exhibiting was provided for participants to interface one-to-one with participating home care and manufacturing companies and their representatives to explore new treatment therapies and services.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: National Annual Meeting Education and Research Support As a chapter of the National Hemophilia Foundation, and a member organization of Hemophilia Federation of America we encourage our community members to attend the Annual Meetings of these important national organizations. We provide direct financial assistance to individuals and their families to attend. This year due to COVID-19, we were not able to support families and / or individuals affected to attend national meetings in person, however we did encourage participation virtually. In a normal year, this financial support provides community members the opportunity to learn about bleeding disorders at the national level, network with individuals around the nation and receive many national support services. We supported direct financial support for research, and global financial support for initiatives of the National World Hemophilia Foundations. . OTHER PROGRAM SERVICES 5: Washington Days: Members of HSC advocated virtually with over 400 members of the national community at the Nations Capital in March. Our Chapter represented the state of South Carolina in advocacy to help address continued access to care and treatment. We participated in six meetings with our US Congressmen. OTHER PROGRAM SERVICES 6: Educational Conference & Events OTHER PROGRAM SERVICES 7: Mens, Womens, Young Families Support Groups: We provide sub-group support and educational programs to young families, men, and women located in all regions of the state. These programs foster educational support, empowerment, and friendship while living with a bleeding disorder. Most the events were available virtually this year due to COVID-19. OTHER PROGRAM SERVICES 8: Outreach Support: In 2021, we supported over 55 virtual and in person educational outreach programs throughout the state; to include the Upstate, Midlands and Lowcountry. These educational events can ease the need for long distance travel for our community. Education included various topics such as scholarship assistance, camps, insurance, healthcare policies, and advocacy seminars. This year we provided educational and networking support to hundreds of families virtually. The chapter supported outreach education and awareness campaigns during the National Bleeding Disorders Awareness Month of March and supported 12 state county and city proclamations. OTHER PROGRAM SERVICES 9: Winter Year-End State Meeting and Holiday Celebration: The winter state-wide meeting is Hemophilia of South Carolinas year-end meeting of the Chapter and the attendance was over 220 participants; adults, children and teens. This year due to COVID-19, we canceled the event due to a high COVID outbreak throughout the nation. We hosted several virtual events in celebration however. We also highlighted the chapters accomplishments in a one-day community event. OTHER PROGRAM SERVICES 10: Hemophilia of South Carolina Teen Retreat The teen retreat allowed teens ages 13-18 years with a bleeding disorder, or who have a sibling or parent with a bleeding disorder to come together for a four day weekend to build friendships, independence, learn self-advocacy skills and provide mentoring opportunities. Teens benefited by attending educational programs along with outdoor activities to promote friendships and build of a support system. Our program this year was specifically designed to provide encouragement in difficult situations which is sometimes a result of living with a bleeding disorder. The event was provided virtually due to COVID-19. This year we provided this opportunity to 22 teens. OTHER PROGRAM SERVICES 11: Hemophilia of South Carolina Chapter Day at Camp Burnt Gin: HSC partners at camp each year with the South Carolina Hemophilia Treatment Center and the States Department of Health and Environmental Control. Our goal is to provide a special Chapter day and activity event for kids with Bleeding Disorders from around the state and patients of the Palmet
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ONCE THE FORM 990 IS COMPLETED, IT IS PRESNTED AT THE FIRST SCHEDULED BOARD MEETING FOR ALL BOARD MEMBERS TO REVIRW AND APPROVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS DETERMINES EXECUTIVE DIRECTOR COMPENSTION BASED ON COMPARABLE COMPENSATION PAID FOR SIMILIAR POSITIONS AT OTHER STATE HEMOPHILIA CHAPTERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HEMOPHILIA OF SOUTH CAROLINA MAINTAINS A WEB SITE WHEREBY MOST RELEVANT DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC. INTERESTED PARTIES MAY CONTACT THE CHAPTER AND REQUEST OTHER DOCUMENTS AS APPROPRIATE. CONTACT NUMBERS AND ADDRESSES ARE POSTED ON THE WEB SITE.

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