Civic Intelligence

Scbio Association Health Plan Trust

EIN 92-0658377 • 501(c)9 • Greenville, SC

View Organization Page

Profile

To provide health and other beneifts covering members of the scbio associatioin health plan.

1140 Woodruff Road 106 Box 121Greenville, SC 29607

n/A

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

2.1%

Higher net margin than 54% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$12,774

Up $12,774 from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$12,774

Up $12,774 from 2022

Operations
Liabilities / Revenue59th percentileNet Margin54th percentile

Revenue

Up

$517,121

Up $517,121 from 2022

Expenses

Up

$506,129

Up $506,129 from 2022

Net Income

Up

$10,992

Up $10,992 from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2024: $12,774Liabilities 2024: $0Net Assets 2024: $12,7742024

Highlighted filing

2024

Assets$12,774
Liabilities$0
Net Assets$12,774
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2024: $517,121Expenses 2024: $506,129Net Income 2024: $10,9922024

Highlighted filing

2024

Revenue$517,121
Expenses$506,129
Net Income$10,992
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,774
Liabilities
$0
Net assets
$12,774
Revenue
$517,121
Expenses
$506,129
Net income
$10,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$5.17$5.06$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$517,121
Mission and Program Overview

Mission

To provide health and other beneifts covering members of the scbio associatioin health plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,782$12,774▲ $10,992
Rtn Earn Endowment Incm Other Fnds$1,782$12,774▲ $10,992
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,782$12,774▲ $10,992
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,782$12,774▲ $10,992
Total Liabilities and Net Assets / Fund Balance$1,782$12,774▲ $10,992
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David StefanichChair
David OrrTrustee
Erin FordTrustee
James ChappellCEO Scbio
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$502,149
Investment Income
$0
Other Revenue
$14,972
Change in Net Assets
$10,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance---$505,122
Other Expenses---$407
Total Functional Expenses$0$0$0$506,129
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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, Section B, Line 11B

“The board reviews the 990 before filing the 990.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Scbio Association Health Plan Trust
EIN
92-0658377
Phone
8643975101
Address
1140 WOODRUFF ROAD 106 BOX 121, GREENVILLE, SC 29607

Signing Officer

Name
Erin Ford
Title
Board Member
Phone
8643975101
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Ford
Formed
2022
Legal Domicile
Sc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bauknight Pietras & Stormer Pa
Address
1501 MAIN ST SUITE 600, COLUMBIA, SC 29201
Preparer
Shellie S Johnson
Phone
8037718943
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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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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1G-TECH
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3DAWSONGROUP TCS LLC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4VYRTY CORPORATION DBA SYNCMD
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3Q
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01782
IRS990/TotalAssetsEOYAmt012774
IRS990/TotalAssetsGrp/BOYAmt01782
IRS990/TotalAssetsGrp/EOYAmt012774
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0506129
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01782
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012774
IRS990/TotalOtherCompensationAmt018216
IRS990/TotalProgramServiceExpensesAmt0505122
IRS990/TotalProgramServiceRevenueAmt0502149
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0517121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0517121
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01782
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IRS990/TotReportableCompRltdOrgAmt0473091
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01140 WOODRUFF ROAD 106 BOX 121
IRS990/USAddress/CityNm0GREENVILLE
IRS990/USAddress/StateAbbreviationCd0SC
IRS990/USAddress/ZIPCd029607
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum08643975101
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCBIO ASSOCIATION HEALTH PLAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCBI
ReturnHeader/Filer/EIN0920658377
ReturnHeader/Filer/PhoneNum08643975101
ReturnHeader/Filer/USAddress/AddressLine1Txt01140 WOODRUFF ROAD 106 BOX 121
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570940019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUKNIGHT PIETRAS & STORMER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01501 MAIN ST SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029201
ReturnHeader/PreparerPersonGrp/PhoneNum08037718943
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHELLIE S JOHNSON
ReturnHeader/ReturnTs02025-11-10T15:12:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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