2026-03-17T12:32:51-05:00 2025-06-30 461498870 BMSS LLC 1121 RIVERCHASE OFFICE RD BIRMINGHAM AL 35244 990 2024-07-01 630196615 SOUTHERN MEDICAL ASSOCIATION SOUT 2059451840 3500 BLUE LAKE DRIVE SUITE 360 BIRMINGHAM AL 35243 RANDALL E GLICK EXECUTIVE DIRECTOR 2059451840 2026-03-04 1 0 GEORGE WILLIAM LORIMER II CPA P00708592 2059825500 2026-03-04 2024 2025-03-06 01:10:19Z RANDALL E GLICK 3500 BLUE LAKE DRIVE SUITE 360 BIRMINGHAM AL 35243 4483826 0 X WWW.SMA.ORG X 1906 AL THE SOUTHERN MEDICAL ASSOCIATION WAS FOUNDED IN 1906 AS A SCIENTIFIC BODY OF PHYSICIANS DEDICATED TO FOSTERING THE ART AND SCIENCE OF MEDICINE THROUGH EDUCATION. SMA MEMBERS' COMMITMENT TO MULTIDISCIPLINARY, INTERPROFESSIONAL EDUCATION HAS ENDURED FOR OVER 100 YEARS. SINCE THAT TIME, MEMBERS HAVE SUPPORTED SMA'S MISSION THROUGH MEMBERSHIP, DONATIONS, PUBLISHING, SPEAKING, OR DIRECTING EDUCATIONAL PROGRAMMING. THIS SUPPORT HAS BEEN USED TO CREATE THOUSANDS OF HOURS OF EDUCATION, THE PUBLICATION OF MORE THAN 46,000 SCIENTIFIC PEER-REVIEWED JOURNAL ARTICLES IN THE SOUTHERN MEDICAL JOURNAL, AND GIVEN MORE THAN $3.5 MILLION IN FINANCIAL SUPPORT THROUGH SCIENTIFIC RESEARCH GRANTS, LOANS, AND SCHOLARSHIPS. 9 9 10 35 674 0 41022 116376 712905 690623 211314 209633 42694 53952 1007935 1070584 13250 10000 0 0 619888 416971 0 0 0 765136 776990 1398274 1203961 -390339 -133377 5452697 5598794 1114970 1058696 4337727 4540098 TO IMPROVE QUALITY OF PATIENT CARE THROUGH MULTIDISCIPLINARY, INTERPROFESSIONAL EDUCATION. 0 0 683516 496588 THE ORGANIZATION IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION TO PROVIDE CONTINUING MEDICAL EDUCATION (CME) TO INDIVIDUALS IN THE MEDICAL PROFESSION. THE ORGANIZATION HOSTS LIVE MEETINGS, ON-LINE COURSES, AND CUSTOMIZED CME TO MEET INDIVIDUAL'S EDUCATION NEEDS. SMA ALSO OFFERS MOC OPTIONS FOR ACQUIRING NEEDED MOC POINTS. 130852 194035 THE ORGANIZATION PUBLISHES THE SOUTHERN MEDICAL JOURNAL, AN OFFICIAL, PEER-REVIEWED JOURNAL. THE JOURNAL HAS A MULTIDISCIPLINARY AND INTER-PROFESSIONAL FOCUS THAT COVERS A BROAD RANGE OF TOPICS RELEVANT TO PHYSICIANS AND OTHER HEALTHCARE SPECIALISTS, INCLUDING MEDICINE; SURGERY; WOMEN'S AND CHILDREN'S HEALTH; MENTAL HEALTH; EMERGENCY AND DISASTER MEDICINE; PUBLIC HEALTH AND ENVIRONMENTAL MEDICINE; BIOETHICS AND MEDICAL EDUCATION; AND QUALITY HEALTH CARE, PATIENT SAFETY, AND BEST PRACTICES. THERE HAVE BEEN MORE THAN 46,000 SCIENTIFIC PEER-REVIEWED ARTICLES PRINTED IN THE JOURNAL. 10000 10000 GIVEN MORE THAN $3.5 MILLION IN FINANCIAL SUPPORT THROUGH SCIENTIFIC RESEARCH GRANTS, LOANS, AND SCHOLARSHIPS SINCE THE ORGANIZATION'S INCEPTION. 824368 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 30 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RANDALL E GLICK 2059451840 3500 BLUE LAKE DRIVE SUITE 360 BIRMINGHAM AL 35243 DONNA BREEN MD BOARD MEMBER 5.00 X 0 0 0 STUART GOODMAN MD BOARD MEMBER 5.00 X 0 0 0 CHRISTOPHER JACKSON MD IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 LAWRENCE CARTER MD PAST-PRESIDENT 5.00 X 0 0 0 GLENN TALBOY MD PRESIDENT-ELECT DESIGNATE 5.00 X X 0 0 0 LORETTA LOFTUS MD PRESIDENT 5.00 X X 0 0 0 DAVID NETSCHER MD PRESIDENT-ELECT 5.00 X X 0 0 0 DONALD J DIPETTE MD BOARD MEMBER 5.00 X 0 0 0 G WALDON GARRISS III MD BOARD MEMBER 5.00 X 0 0 0 BUCKLEY MCCALL MD BOARD MEMBER 5.00 X 0 0 0 RANDALL E GLICK EXECUTIVE DIRECTOR 40.00 X 68021 0 17470 68021 0 17470 0 0 0 0 0 116376 116376 EDUCATIONAL PROGRAMS 611710 496588 496588 MEMBERSHIP DUES 900099 106160 106160 EDUCATIONAL MATERIALS 513190 87875 87875 690623 84047 84047 53278 53278 3538687 3413101 125586 125586 125586 815 141 674 674 1070584 690623 674 262911 10000 10000 60025 40937 19088 280048 190990 89058 50417 34384 16033 26481 18060 8421 1412 1412 38253 38253 26870 26870 68447 67982 465 28441 9183 19258 4693 4693 22937 20282 2655 49616 49616 203989 203989 20673 20673 28231 28231 DUES AND SUBSCRIPTIONS 119797 1247 118550 AUDIO VISUAL 68851 68851 PRINTING AND PUBLICATIO 53000 53000 AWARDS 25159 25159 16621 3818 12803 1203961 824368 379593 0 90714 118057 78818 64752 132989 138708 4238 0 55191 102144 5087747 5172133 3000 3000 5452697 5598794 479818 419601 215152 206277 432818 420000 0 1114970 1058696 X 3192961 3381691 1144766 1158407 4337727 4540098 5452697 5598794 X -133377 33207 302541 X 0 0 0 X 1807 11357 28141 41022 116376 198703 587510 688566 593697 712905 690623 3273301 589317 699923 621838 753927 806999 3472004 2280 2700 2880 8110 13490 29460 0 2280 2700 2880 8110 13490 29460 3442544 102124 98163 136009 130174 137325 603795 102124 98163 136009 130174 137325 603795 5700 2515 190 1048 674 10127 697141 800601 758037 885149 944998 4085926 0.84250 0.83460 0.14780 0.15340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1144766 13641 0 1158407 1129467 15299 1144766 1109348 20119 1129467 1101458 7890 1109348 1099708 1750 1101458 0.00000 0.00000 1.00000 0 0 0 SECURITIES AND OTHER INVESTMENTS 4127144 F RESTRICTED INVESTMENTS 1044989 F 5172133 1 DONOR DIRECTED SCHOLARSHIP- DR. DONNA BREEN 2 5000 TWO $2,500 MEDICAL STUDENT SCHOLARSHIP AWARED TO MEDICAL STUDENTS SOCIETY OF 1906 MEDICAL STUDENT SCHOLARSHIP 2 5000 TWO $2,500 MEDICAL STUDENT SCHOLARSHIP AWARED TO MEDICAL STUDENTS SMA SERVICES INC OWNER TO FUND PROGRAM SERVICES X 432818 432818 0 1 0 432818 FORM 990, PART VI, SECTION A, LINE 6 YES. MEMBERS CONSIDERED STOCKHOLDERS ARE CLASS 1 "PHYSICIAN AND "PHYSICIAN SEMI RETIRED/RETIRED". THE MEMBERSHIP OF THIS ASSOCIATION SHALL BE BY INVITATION OR APPLICATION TO PHYSICIANS WHO ARE LICENSED TO PRACTICE MEDICINE IN THE UNITED STATES, THE DISTRICT OF COLUMBIA, AND U.S. TERRITORIES. THE ASSOCIATION MAY ALSO HAVE SUCH TYPES OF MEMBERSHIP AS DEEMED APPROPRIATE BY THE EXECUTIVE COMMITTEE. VOTING RIGHTS AND THE RIGHT TO HOLD OFFICE ARE RESTRICTED TO MEDICAL DOCTORS (MD) AND DOCTORS OF OSTEOPATHIC MEDICINE (DO). CLASS 2 MEMBERS, CONSISTING OF MEDICAL STUDENTS, RESIDENTS, HEALTHCARE PROFESSIONAL, MEDICAL PRACTICE EXECUTIVES AND INTERNATIONAL MEMBERS, ARE NOT STOCKHOLDERS. FORM 990, PART VI, SECTION A, LINE 7A YES, CLASS 1 PHYSICIAN MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS ARE APPROVED BY ALL VOTING ELIGIBLE MEMBERS FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF FORM 990, THE RETURN IS PRESENTED TO THE BOARD AT A BOARD OF DIRECTORS MEETING. AT THE MEETING, THE BOARD MEMBERS REVIEW THE TAX RETURN AND ARE FREE TO ASK ANY QUESTIONS OR ENGAGE IN DISCUSSION REGARDING ANY TOPIC COVERED IN THE RETURN. ONCE THE GOVERNING BODY HAS REVIEWED AND APPROVED THE FORM 990, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE BY REQUIRING OFFICERS AND DIRECTORS TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE SMA BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMPENSATION OF THE REMAINING STAFF ARE DETERMINED BY THE EXECUTIVE DIRECTOR. ALL COMPENSATION IS REVIEWED AND APPROVED AS PART OF THE ANNUAL BUDGET REVIEW AND APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND DISCLOSURES ARE PUBLISHED ON CANDID.ORG AND ARE AVAILABLE FOR REVIEW BY ANY MEMBER UPON WRITTEN REQUEST. FINANCIAL STATEMENTS ARE REVIEWED QUARTERLY BY THE BOARD OF DIRECTORS. SUMMARY OF MINUTES ARE AVAILABLE TO ALL MEMBERSHIP. FORM 990, PART XI, LINE 9: INVESTMENT IN SMA SERVICES 302,541. SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SOUTHERN MEDICAL ASSOCIATION 3500 BLUE LAKE DRIVE, SUITE 360 BIRMINGHAM, AL 35243 EMPLOYER IDENTIFICATION NUMBER: 63-0196615 FOR THE YEAR ENDING JUNE 30, 2025 SOUTHERN MEDICAL ASSOCIATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). SMA SERVICES INC 3500 BLUE LAKE DR SUITE 360 BIRMINGHAM AL 35242 630868034 MEMBERSHIP BENEFITS AL SOUTHERN MEDICAL ASSOCIATION C 302451 2921560 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1