Civic Intelligence

Charleston Medical Society Foundation

EIN 45-2646828 • 501(c)3 • Charleston, SC

Profile

The Corporation is organized and operated to promote the medical well-being of the people in the greater Charleston area through support of community health initiatives, medical education, clinical research, and equal access to quality healthcare for all members of the community

PO Box 21508Charleston, SC 29413

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-47%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Assets

Down

$6,183

Down $5,592 (-47%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$6,183

Down $5,592 (-47%) from 2024

Revenue

Flat

$0

Flat from 2024

Expenses

Up

$5,592

Up $2,592 (+86%) from 2024

Net Income

Down

-$5,592

Down $2,592 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2020: $22,942Liabilities 2020: $0Net Assets 2020: $22,9422020Assets 2021: $18,807Net Assets 2021: $18,8072021Assets 2022: $19,931Net Assets 2022: $19,9312022Assets 2023: $14,775Net Assets 2023: $14,7752023Assets 2024: $11,775Net Assets 2024: $11,7752024Assets 2025: $6,183Net Assets 2025: $6,1832025

Highlighted filing

2025

Assets$6,183
Liabilities-
Net Assets$6,183

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2020: $690,414Expenses 2020: $687,653Net Income 2020: $2,7612020Revenue 2021: $10,100Expenses 2021: $14,235Net Income 2021: -$4,1352021Revenue 2022: $10,915Expenses 2022: $9,791Net Income 2022: $1,1242022Revenue 2023: $11Expenses 2023: $5,167Net Income 2023: -$5,1562023Revenue 2024: $0Expenses 2024: $3,000Net Income 2024: -$3,0002024Revenue 2025: $0Expenses 2025: $5,592Net Income 2025: -$5,5922025

Highlighted filing

2025

Revenue$0
Expenses$5,592
Net Income-$5,592

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 11, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

The Corporation is organized and operated to promote the medical well-being of the people in the greater Charleston area through support of community health initiatives, medical education, clinical research, and equal access to quality healthcare for all members of the community

The Corporation is organized and operated to promote the medical well-being of the people in the greater Charleston area through support of community health initiatives, medical education, clinical research, and equal access to quality healthcare for all members of the community.

Program Services

DescriptionGrantsExpenses
We distributed $3,000 to three scholarship recipients.-$3,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE FRIEDIN MDTrustee-$0--
JUSTINE DeCASTRO MDPresident Elect-$0--
CHUMA OBINEME MDTrustee-$0--
KAY DURST MCPresident-$0--
CLEAVE HAM MDTrustee-$0--
MARCELO HOCHMAN MDTrustee-$0--
HEIDI WILLIAMS MDTrustee-$0--
JANICE KEY MDTrustee-$0--
KATHARYN OUZTS MDTrustee-$0--
THADDEUS J BELL MDTrustee-$0--
JAMES TOLLEY MDTrustee-$0--
ANDRE UFLACKER MDTrustee-$0--
DONNA RAMICONEExecutive DirectorPT$0--
TRACEY WARINGPr. Exec DirectPT$0--
Filing and Contact Details

Filer

Filer Name
Charleston Medical Society Foundation
EIN
45-2646828
Phone
8435773613
Address
PO BOX 21508, CHARLESTON, SC 29413

Signing Officer

Name
Donna Ramicone
Title
Executive Director
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
HRG CPAs LLC
Address
820 Johnnie Dodds Blvd, Mt Pleasant, SC 29464
Preparer
Heather M Aydlette CPA
Phone
8438846184
Supplemental Narrative

Additional Explanations

Other Expenses.1

Bank and Merchant Fees $10

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/ReturnTs02025-09-11T13:21:55-07:00
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