Civic Intelligence

Caresouth Carolina Inc

EIN 57-0664826 • 501(c)3 • Hartsville, SC

Profile

We enhance and improve the health and wellbeing of everyone.

201 S 5th StreetHartsville, SC 29593

www.caresouth-carolina.com

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.40x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.22x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

49th percentile

4.1%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$579,527

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

60th percentile

8.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Up

$44,782,950

Up $6,912,824 (+18%) from 2023

Liabilities

Up

$19,070,830

Up $4,048,396 (+27%) from 2023

Net Assets

Up

$25,712,120

Up $2,864,428 (+13%) from 2023

Revenue

Up

$73,167,468

Up $5,623,047 (+8.3%) from 2023

Expenses

Up

$70,303,040

Up $5,886,305 (+9.1%) from 2023

Net Income

Down

$2,864,428

Down $263,258 (-8.4%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0-$20MAssets 2010: $11,000,577Liabilities 2010: $9,877,529Net Assets 2010: $1,123,0482010Assets 2011: $11,442,509Liabilities 2011: $10,647,448Net Assets 2011: $795,0612011Assets 2012: $10,825,543Liabilities 2012: $11,082,906Net Assets 2012: -$257,3632012Assets 2013: $10,256,318Liabilities 2013: $9,604,734Net Assets 2013: $651,5842013Assets 2014: $12,522,135Liabilities 2014: $9,548,088Net Assets 2014: $2,974,0472014Assets 2015: $14,160,296Liabilities 2015: $9,175,998Net Assets 2015: $4,984,2982015Assets 2016: $14,208,029Liabilities 2016: $7,944,029Net Assets 2016: $6,264,0002016Assets 2017: $15,337,953Liabilities 2017: $7,585,695Net Assets 2017: $7,752,2582017Assets 2018: $21,233,268Liabilities 2018: $8,059,515Net Assets 2018: $13,173,7532018Assets 2019: $25,288,703Liabilities 2019: $7,248,936Net Assets 2019: $18,039,7672019Assets 2020: $29,677,883Liabilities 2020: $12,146,207Net Assets 2020: $17,531,6762020Assets 2021: $32,564,491Liabilities 2021: $14,864,149Net Assets 2021: $17,700,3422021Assets 2022: $34,185,450Liabilities 2022: $14,465,444Net Assets 2022: $19,720,0062022Assets 2023: $37,870,126Liabilities 2023: $15,022,434Net Assets 2023: $22,847,6922023Assets 2024: $44,782,950Liabilities 2024: $19,070,830Net Assets 2024: $25,712,1202024

Highlighted filing

2024

Assets$44,782,950
Liabilities$19,070,830
Net Assets$25,712,120

Operations Trend

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $22,257,8032010Revenue 2011: $22,762,166Expenses 2011: $23,090,153Net Income 2011: -$327,9872011Expenses 2012: $23,875,7692012Revenue 2013: $22,408,149Expenses 2013: $21,666,799Net Income 2013: $741,3502013Revenue 2014: $24,552,459Expenses 2014: $22,389,328Net Income 2014: $2,163,1312014Revenue 2015: $26,974,129Expenses 2015: $24,963,878Net Income 2015: $2,010,2512015Revenue 2016: $33,416,982Expenses 2016: $32,137,280Net Income 2016: $1,279,7022016Revenue 2017: $37,244,674Expenses 2017: $35,756,416Net Income 2017: $1,488,2582017Revenue 2018: $45,436,229Expenses 2018: $40,014,734Net Income 2018: $5,421,4952018Revenue 2019: $47,242,069Expenses 2019: $42,376,055Net Income 2019: $4,866,0142019Revenue 2020: $48,707,772Expenses 2020: $49,215,863Net Income 2020: -$508,0912020Revenue 2021: $54,766,668Expenses 2021: $54,598,002Net Income 2021: $168,6662021Revenue 2022: $62,130,801Expenses 2022: $60,111,137Net Income 2022: $2,019,6642022Revenue 2023: $67,544,421Expenses 2023: $64,416,735Net Income 2023: $3,127,6862023Revenue 2024: $73,167,468Expenses 2024: $70,303,040Net Income 2024: $2,864,4282024

Highlighted filing

2024

Revenue$73,167,468
Expenses$70,303,040
Net Income$2,864,428

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.8$19.1$25.7$73.2$70.3$2.86
2023Detailed filing. Detailed filing data is available for this year.$37.9$15.0$22.8$67.5$64.4$3.13
2022Detailed filing. Detailed filing data is available for this year.$34.2$14.5$19.7$62.1$60.1$2.02
2021Detailed filing. Detailed filing data is available for this year.$32.6$14.9$17.7$54.8$54.6$0.17
2020Detailed filing. Detailed filing data is available for this year.$29.7$12.1$17.5$48.7$49.2$0.51
2019Detailed filing. Detailed filing data is available for this year.$25.3$7.25$18.0$47.2$42.4$4.87
2018Detailed filing. Detailed filing data is available for this year.$21.2$8.06$13.2$45.4$40.0$5.42
2017Detailed filing. Detailed filing data is available for this year.$15.3$7.59$7.75$37.2$35.8$1.49
2016Detailed filing. Detailed filing data is available for this year.$14.2$7.94$6.26$33.4$32.1$1.28
2015Detailed filing. Detailed filing data is available for this year.$14.2$9.18$4.98$27.0$25.0$2.01
2014Detailed filing. Detailed filing data is available for this year.$12.5$9.55$2.97$24.6$22.4$2.16
2013Summary only. Only limited summary data is available for this year.$10.3$9.60$0.65$22.4$21.7$0.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$11.1$0.26$23.9
2011Summary only. Only limited summary data is available for this year.$11.4$10.6$0.80$22.8$23.1$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$9.88$1.12$22.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$107,785,908
Mission and Program Overview

Mission

We enhance and improve the health and wellbeing of everyone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$25,012,001$30,762,447▲ $5,750,446
Accounts Receivable$3,267,938$5,265,867▲ $1,997,929
Cash and Non-Interest-Bearing Accounts$4,702,548$4,808,130▲ $105,582
Inventories for Sale or Use$1,528,488$2,079,799▲ $551,311
Investments Other Securities$141,034$182,383▲ $41,349
Prepaid Expenses and Deferred Charges$105,493--
Other Notes and Loans Receivable, Net$1,221$857▼ $364
Total Assets$37,870,126$44,782,950▲ $6,912,824
Other Assets Total$3,111,403$1,683,467▼ $1,427,936
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,851,894$15,076,699▲ $4,224,805
Accounts Payable and Accrued Expenses$4,170,540$3,994,131▼ $176,409
Total Liabilities$15,022,434$19,070,830▲ $4,048,396
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,847,692$25,712,120▲ $2,864,428
Total Net Assets Fund Balance$22,847,692$25,712,120▲ $2,864,428
Total Liabilities and Net Assets / Fund Balance$37,870,126$44,782,950▲ $6,912,824

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28,225,052$9,830,400$38,055,452
Land$2,537,395-$2,537,395
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cecilia Aduako MdMedical DoctFT$551,552$551,552
Cecilia Aduako MdMedical Doctor-$551,552$551,552
Dr Steve SmithChief MedicaFT$270,922$270,922
Dr Steve SmithChief Medical Off.-$270,922$270,922
Ms Ann LewisChief ExecutFT$257,633$257,633
Ms Ann LewisChief Executive Off.-$257,633$257,633
Mark Sohner MdMedical DoctFT$225,413$225,413
Mark Sohner MdMedical Doctor-$225,413$225,413
Clara Cabrera Fermin MdMedical DoctFT$224,943$224,943
Clara Cabrera Fermin MdMedical Doctor-$224,943$224,943
Jennifer Lynch MdMedical DoctFT$224,222$224,222
Jennifer Lynch MdMedical Doctor-$224,222$224,222
Cindy Crittendon MdMedical DoctFT$222,896$222,896
Cindy Crittendon MdMedical Doctor-$222,896$222,896
Mr Tim WaltersChief FinancFT$123,025$123,025
Ms Shannon FreemanChief FinancFT$84,962$84,962

Board Members and Trustees

NameTitle
Mr Jay HodgeChairperson
Mr Ennis BryantVice Chairpe
Mr Tim HarperBoard Member
Mr Trudy DrawhornBoard Member
Mrs Dorothy JoynerBoard Member
Mrs Mary GarvinBoard Member
Mrs Teresa GaineyBoard Member
Ms Deloris LegrantBoard Member
Representative Patricia HeneganBoard Member
Mrs Ernestine PoweAsst. Secret
Mrs Bonnie SealsSecretary
Dr Flossie Bartell JacksonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sc Employee Insurance ProgramInsurancePO BOX 11661, PO BOX 11661, Columbia, SC 29211$6,205,247
Henry ScheinMedial SuppliesPO BOX 371952, PO BOX 371952, Pittsburgh, PA 15250-7952$1,257,139
Precision ContractorsConstructionPO BOX 1865, PO BOX 1865, Laurinburg, NC 28353$1,235,528
EngoodenSoftwarePO BOX 83482, PO BOX 83482, Woburn, MA 01813$1,152,400
Iron Bow TechnologiesTelehealthPO BOX 826474, PO BOX 826474, Philadelphia, PA 19182-6474$667,675
Revenue and Support

Revenue Composition

Contributions and Grants
$15,212,230
Program Service Revenue
$25,642,782
Investment Income
$337,429
Other Revenue
$31,975,027
All Other Contributions
$408,122
Change in Net Assets
$2,864,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$73,167,468
Total Revenue per Audited Statements
$73,167,468
Total Revenue per Form 990
$73,167,468
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$45,052,095
Other Expenses$25,250,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,155,807$7,969,213-$37,125,020
Office Expenses$9,134,457$1,812,788-$10,947,245
Fees for Services Other$7,359,552$2,389,593-$9,749,145
Other Employee Benefits$4,691,227$173,986-$4,865,213
Payroll Taxes$2,013,381$582,861-$2,596,242
Depreciation Depletion$1,494,049--$1,494,049
Interest-$937,342-$937,342
Occupancy$132,868$494,039-$626,907
Conferences and Meetings$237,417$233,960-$471,377
Current Officers, Directors, Trustees, and Key Employees-$465,620-$465,620
Insurance$232,422$232,422-$464,844
Travel$298,101$2,879-$300,980
Advertising$188,583$20,520-$209,103
Other Expenses$-53$1,862-$-53
Total Functional Expenses$54,985,955$15,317,085$0$70,303,040

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$70,303,040
Total Expenses per Audited Statements$70,303,040
Total Expenses per Form 990$70,303,040
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 10B

All locations follow the policies and procedures established by management and the board of directors. Policies are communicated to employees thru the use of an employee manual and other methods with the goal of having uniform understanding and clarity in appropriate operational activity.

Form 990, Page 6, Part VI, Line 11B

The preliminary form 990 is reviewed by the chief financial officer and is submitted to the chief executive officer, acting on behalf of the board of directors, for review prior to signature and filing.

Form 990, Page 6, Part VI, Line 12C

Officers, directors, and key employees are required to disclose any existing or potential conflict of interest. Other employees are asked.

Form 990, Page 6, Part VI, Line 15A

The board of directors personnel committee researches comparable compensation levels for the chief executive officer and in conjunction with other performance criterion decides on the appropriate compensation level.

Form 990, Page 6, Part VI, Line 15B

National and local surveys are used to establish pay scales for all employees. The chief executive officer compensation is set by the board of directors. The ceo then uses the same criterion in determining the compensation level of other key employees of the organization.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Caresouth Carolina Inc
EIN
57-0664826
Phone
8438570111
Address
201 S 5TH STREET, HARTSVILLE, SC 29593

Signing Officer

Name
Ms Shannon Freeman
Title
Chief Financial Offi
Phone
8438570111
Signed
2025-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ms Ann Lewis
Formed
1978
Legal Domicile
Sc
Voting Board Members
12
Independent Board Members
12
Employees
740
Volunteers
15

Preparer

Firm
Brown CPA LLC
Address
PO BOX 3288, IRMO, SC 29063
Preparer
Matthew Brown
Phone
8033153029
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

As a federally qualified community health center and the pee dee area agency on aging or aged, disabled resource center, we build healthy communities, provide patient centered health care homes and deliver and coordinate community serivces for everyone, according to their ability to pay. We provide primary and preventative medical (including medical services provided at various schools by the mobile roads unit), pharmacy, dental (including dental services provided in various schools by our dental teams using the dental truck to transport our dental equipment to the schools also dental services provided by our dental team on our dental mobile unit at various clinic sites), chiropractic, outreach, and integrated behavioral health and social services. In addition to comprehensive services targeted to patients with hiv/aids. These services are provided at various locations in chesterfield, darlington, lee, dillon, florence, marion and marlboro counties in sc.

Form 990, Page 2, Part III, Line 4D

All other services to the community not otherwise identified as 1st, 2nd, or 3rd exempt purpose accomplishment.

Form 990, Part IX, Line 11G

Contractual - chc 4,025,325 2,167,482 0 contractual - pharmacy 88,490 47,649 0 contractual - aaa 2,893,511 0 0 training - chc 321,265 172,989 0 training - pharmacy 4,420 1,473 0 training - aaa 2,852 0 0 training - ryan white 23,689 0 0 total 7,359,552 2,389,593 0

Raw XML AppendixShowing 400 of 651 raw XML fields

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEDICAL DOCT
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IRS990/Form990PartVIISectionAGrp/TitleTxt4MEDICAL DOCT
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEDICAL DOCT
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEDICAL DOCT
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IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANC
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE AREA AGENCY ON AGING PROGRAM PLANS, OVERSEES, COORDINATES, AND OR PROVIDES SERVICES UNDER THE OLDER AMERICAN ACT OF 1965 TO RESIDENTS OF THE SIX COUNTY AREA OF CHESTERFIELD, MARLBORO, DILLON, DARLINGTON, MARION, AND FLORENCE COUNTIES. SERVICES INCLUDE TITLE IIIB (SOCIAL SERVICES). TITLE IV (ELDER ABUSE), TITLE IIIC (NUTRITION PROGRAM), TITLE IIID (SERVICE TO FRAIL ELDERLY). TITLE IIIE (FAMILY CAREGIVER SERVICES), AND NSIP (MEAL SERVICES), AS WELL AS ACE (ALTERNATIVE CARE FOR THE ELDERLY) AND COMMUNITY SERVICES (HOME SERVICES).
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE RYAN WHITE PROGRAM, FUNDED BY A GRANT FROM THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, PROVIDES PRIMARY, PREVENTATIVE CARE IN ADDITION TO INTERNAL MEDICINE, BEHAVIORAL HEALTH AND DENTAL SERVICES TO RESIDENTS OF CHESTERFIELD, DARLINGTON, LEE, AND MARLBORO COUNTIES IN SC TO INDIVIDUALS WITH HIV OR AIDS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER SERVICES TO THE COMMUNITY NOT OTHERWISE IDENTIFIED AS 1ST, 2ND, OR 3RD EXEMPT PURPOSE ACCOMPLISHMENT.
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