Skip to content
Nonprofiteer
← PRISMA HEALTH MEDICAL GROUP-MIDLANDS

Form 990 for tax year 2023

Filed by PRISMA HEALTH MEDICAL GROUP-MIDLANDS.

Totals

Total revenue
$386,085,176
Total expenses
$592,404,309
Contributions and grants received
$0
Grants paid
$1,000
Program service revenue
$386,085,176
Investment income
$0
Other revenue
$0
Total assets, end of year
$112,275,072
Total liabilities, end of year
$65,138,105
Net assets or fund balances, end of year
$47,136,967
Program services expenses (Part IX)
$509,487,219
Management and general expenses
$82,917,090
Fundraising expenses
$0
Program service expenses (Part III)
$509,487,219

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Net Patient Service Revenue

    total $297,909,638 · related or exempt $297,020,309 · unrelated business $889,329

  • 2b · Program service revenue: Service Revenue

    total $42,081,945 · related or exempt $42,081,945

  • 2c · Program service revenue: TEACHING REVENUE

    total $22,593,517 · related or exempt $22,593,517

  • 2d · Program service revenue: PHYSICIAN SERVICES

    total $3,924,771 · related or exempt $3,924,771

  • 2e · Program service revenue: MEDICAL DIRECTOR FEES

    total $1,954,369 · related or exempt $1,954,369

  • 2f · All other program service revenue

    total $17,620,936 · related or exempt $17,620,936 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000 · program services $1,000

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $779,411 · program services $0 · management and general $779,411 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $730,228 · management and general $730,228

  • 7 · Other salaries and wages

    total $393,398,123 · program services $335,418,644 · management and general $57,979,479

  • 9 · Other employee benefits

    total $49,522,389 · program services $42,062,310 · management and general $7,460,079

  • 11b · Fees: legal

    total $213,614 · program services $181,435 · management and general $32,179

  • 11g · Fees: other

    total $12,762,746 · program services $10,840,159 · management and general $1,922,587 · fundraising $0

  • 13 · Office expenses

    total $1,976,775 · program services $1,678,993 · management and general $297,782

  • 14 · Information technology

    total $291,934 · program services $247,957 · management and general $43,977

  • 16 · Occupancy

    total $22,851,695 · program services $19,409,304 · management and general $3,442,391

  • 17 · Travel

    total $377,209 · program services $320,386 · management and general $56,823

  • 19 · Conferences, conventions and meetings

    total $2,016,800 · program services $1,712,989 · management and general $303,811

  • 20 · Interest

    total $51,022 · program services $43,336 · management and general $7,686

  • 22 · Depreciation, depletion and amortization

    total $4,802,902 · program services $4,079,390 · management and general $723,512

  • 23 · Insurance

    total $9,539,112 · program services $8,102,135 · management and general $1,436,977

  • 24a · Other expenses: CORPORATE ALLOCATIONS

    total $49,008,533 · program services $41,625,861 · management and general $7,382,672

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $41,973,179 · program services $41,973,179 · management and general $0

  • 24c · Other expenses: UBIT Expense

    total $131,250 · program services $111,478 · management and general $19,772

  • 24e · All other expenses

    total $1,976,387 · program services $1,678,663 · management and general $297,724 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,401,151 · end of year $16,076,420

  • 3 · Pledges and grants receivable

    beginning of year $3,429,223 · end of year $1,514,291

  • 4 · Accounts receivable

    beginning of year $26,327,321 · end of year $23,581,774

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $24 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $55,474,930

  • 10b · Land, buildings and equipment: accumulated depreciation

    $26,246,045

  • 10c · Land, buildings and equipment, net

    beginning of year $31,014,374 · end of year $29,228,885

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $39,407,678 · end of year $41,873,702

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,616,359 · end of year $36,975,797

  • 19 · Deferred revenue

    beginning of year $1,517,687 · end of year $1,809,649

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $25,056,983 · end of year $26,352,659

  • 27 · Net assets without donor restrictions

    beginning of year $53,388,742 · end of year $47,136,967

Mission and programs · 2023

Mission

INSPIRE HEALTH. SERVE WITH COMPASSION. BE THE DIFFERENCE.

  • PRISMA HEALTH MEDICAL GROUP-MIDLANDS IS A MEDICAL GROUP THAT OPERATES MEDICAL OFFICES. THERE ARE HEALTH CARE PROVIDERS SPECIALIZING IN PHYSICAL MEDICINE AND REHABILITATION, SPORT MEDICINE, OBSTETRICS/GYNECOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, GENERAL SURGERY, DIAGNOSTIC RADIOLOGY, FAMILY PRACTICE, CARDIOVASCULAR DISEASE (CARDIOLOGY), OPHTHALMOLOGY AND MORE, BEING REPORTED AS MEMBERS OF THE MEDICAL GROUP. MEDICAL TAXONOMIES WHICH ARE COVERED BY PRISMA HEALTH MEDICAL GROUP-MIDLANDS INCLUDE PEDIATRIC, ORTHOPEDIC SURGERY, REGISTERED NURSE, GYNECOLOGY, CLINICAL CHILD & ADOLESCENT, ORTHOPEDIC TRAUMA, CLINICAL CARDIAC ELECTROPHYSIOLOGY, CLINICAL NUCLEAR RADIOLOGY, PSYCHOANALYSIS, AND MANY MORE.

    Expenses $509,487,219 · Grants $1,000 · Revenue $386,085,176

As filed on the 2023 return.

Listed in Part VII

  • Jonathan L Gleason MD

    EVP Chief Clinical Officer (Chair)

    Total calculated
    $1,805,285
    From this org
    $0
    From related orgs
    $1,560,078
    Other
    $245,207
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $827,753 related
    Bonus
    $0 + $719,532 related
    Other
    $0 + $12,793 related
    Deferred
    $0 + $212,462 related
    Nontaxable benefits
    $0 + $32,745 related
    Filer's total
    $0 + $1,805,285 related

  • Clarence M Sevillian II

    EVP Chief Operating Officer (Secretary)

    Total calculated
    $2,129,208
    From this org
    $0
    From related orgs
    $1,816,409
    Other
    $312,799
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $884,459 related
    Bonus
    $0 + $917,095 related
    Other
    $0 + $14,855 related
    Deferred
    $0 + $284,702 related
    Nontaxable benefits
    $0 + $28,097 related
    Filer's total
    $0 + $2,129,208 related

  • Gary B Bell

    Physician (Vice Chair until 5/31/24)

    Total calculated
    $224,230
    From this org
    $202,655
    From related orgs
    $0
    Other
    $21,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,632
    Bonus
    $29,413
    Other
    $2,610
    Deferred
    $12,880
    Nontaxable benefits
    $8,695
    Filer's total
    $224,230

  • Alexander D Gladney

    EVP Chief Legal Officer (start 9/5/23)

    Total calculated
    $355,904
    From this org
    $0
    From related orgs
    $332,679
    Other
    $23,225
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,352 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $64,327 related
    Deferred
    $0 + $8,868 related
    Nontaxable benefits
    $0 + $14,357 related
    Filer's total
    $0 + $355,904 related

  • Matthew M Elsey

    EVP Chief Financial Officer

    Total calculated
    $1,821,225
    From this org
    $0
    From related orgs
    $1,747,652
    Other
    $73,573
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,022,869 related
    Bonus
    $0 + $679,444 related
    Other
    $0 + $45,339 related
    Deferred
    $0 + $43,123 related
    Nontaxable benefits
    $0 + $30,450 related
    Filer's total
    $0 + $1,821,225 related

  • Matthew RM Fowler

    General Counsel (until 3/29/24)

    Total calculated
    $923,211
    From this org
    $0
    From related orgs
    $817,064
    Other
    $106,147
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,466 related
    Bonus
    $0 + $399,422 related
    Other
    $0 + $38,176 related
    Deferred
    $0 + $75,836 related
    Nontaxable benefits
    $0 + $30,311 related
    Filer's total
    $0 + $923,211 related

  • Sara Fulton

    VP-Medical Group Operations (until 9/24/24)

    Total calculated
    $555,181
    From this org
    $471,908
    From related orgs
    $0
    Other
    $83,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,258
    Bonus
    $182,990
    Other
    $660
    Deferred
    $70,145
    Nontaxable benefits
    $13,128
    Filer's total
    $555,181

  • William R Hall

    SVP COO Prisma Health Medical Group (start 9/24/24)

    Total calculated
    $849,771
    From this org
    $0
    From related orgs
    $737,685
    Other
    $112,086
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,778 related
    Bonus
    $0 + $367,246 related
    Other
    $0 + $11,661 related
    Deferred
    $0 + $86,071 related
    Nontaxable benefits
    $0 + $26,015 related
    Filer's total
    $0 + $849,771 related

  • Amy E Linsin

    EVP Chief HR and Diversity Officer

    Total calculated
    $1,388,176
    From this org
    $0
    From related orgs
    $1,214,326
    Other
    $173,850
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,536 related
    Bonus
    $0 + $568,446 related
    Other
    $0 + $91,344 related
    Deferred
    $0 + $151,618 related
    Nontaxable benefits
    $0 + $22,232 related
    Filer's total
    $0 + $1,388,176 related

  • James H Lucas

    SVP Government Affairs

    Total calculated
    $720,826
    From this org
    $0
    From related orgs
    $655,507
    Other
    $65,319
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,190 related
    Bonus
    $0 + $222,792 related
    Other
    $0 + $86,525 related
    Deferred
    $0 + $48,014 related
    Nontaxable benefits
    $0 + $17,305 related
    Filer's total
    $0 + $720,826 related

  • Malcolm W Isley

    EVP Chief Strategy Officer

    Total calculated
    $939,814
    From this org
    $0
    From related orgs
    $714,427
    Other
    $225,387
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,650 related
    Bonus
    $0 + $242,536 related
    Other
    $0 + $113,241 related
    Deferred
    $0 + $196,905 related
    Nontaxable benefits
    $0 + $28,482 related
    Filer's total
    $0 + $939,814 related

  • Mark S O'Halla

    President and CEO of Prisma Health

    Total calculated
    $2,934,885
    From this org
    $0
    From related orgs
    $2,188,170
    Other
    $746,715
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,080,621 related
    Bonus
    $0
    Other
    $0 + $107,549 related
    Deferred
    $0 + $719,039 related
    Nontaxable benefits
    $0 + $27,676 related
    Filer's total
    $0 + $2,934,885 related

  • Richard J Rogers

    SVP Chief Information Officer

    Total calculated
    $1,522,981
    From this org
    $0
    From related orgs
    $1,368,273
    Other
    $154,708
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,298 related
    Bonus
    $0 + $655,439 related
    Other
    $0 + $64,536 related
    Deferred
    $0 + $132,606 related
    Nontaxable benefits
    $0 + $22,102 related
    Filer's total
    $0 + $1,522,981 related

  • William C Gerard MD

    EVP Value Based Care/CMO Prisma Health Plans/CEO inVio Health Networks

    Total calculated
    $904,498
    From this org
    $0
    From related orgs
    $760,176
    Other
    $144,322
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,203 related
    Bonus
    $0
    Other
    $0 + $39,973 related
    Deferred
    $0 + $138,295 related
    Nontaxable benefits
    $0 + $6,027 related
    Filer's total
    $0 + $904,498 related

  • Bertram Richter

    Physician

    Total calculated
    $2,204,272
    From this org
    $2,120,302
    From related orgs
    $0
    Other
    $83,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,117,244
    Bonus
    $1,332
    Other
    $1,726
    Deferred
    $52,450
    Nontaxable benefits
    $31,520
    Filer's total
    $2,204,272

  • David B Fulton

    Physician

    Total calculated
    $1,487,599
    From this org
    $1,415,564
    From related orgs
    $0
    Other
    $72,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,406,367
    Bonus
    $1,455
    Other
    $7,742
    Deferred
    $61,650
    Nontaxable benefits
    $10,385
    Filer's total
    $1,487,599

  • Erwin Z Mangubat

    Physician

    Total calculated
    $1,998,591
    From this org
    $1,921,902
    From related orgs
    $0
    Other
    $76,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,623,474
    Bonus
    $1,453
    Other
    $296,975
    Deferred
    $54,150
    Nontaxable benefits
    $22,539
    Filer's total
    $1,998,591

  • Mickey F Plymale

    Physician

    Total calculated
    $2,158,326
    From this org
    $2,071,995
    From related orgs
    $0
    Other
    $86,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,068,821
    Bonus
    $1,452
    Other
    $1,722
    Deferred
    $54,150
    Nontaxable benefits
    $32,181
    Filer's total
    $2,158,326

  • Roham Moftakhar

    Physician

    Total calculated
    $1,907,241
    From this org
    $1,832,689
    From related orgs
    $0
    Other
    $74,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,828,650
    Bonus
    $1,453
    Other
    $2,586
    Deferred
    $42,754
    Nontaxable benefits
    $31,798
    Filer's total
    $1,907,241

  • Carolyn R Swinton

    Frmr SVP Chief Nursing Officer (until 2/7/22)

    Total calculated
    $215,457
    From this org
    $0
    From related orgs
    $215,457
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $215,457 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,457 related

  • Elizabeth Tibbs

    SVP Chief Operating Officer, Medical Group (Vice Chair until 10/4/23)

    Total calculated
    $1,005,629
    From this org
    $0
    From related orgs
    $909,711
    Other
    $95,918
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $387,021 related
    Bonus
    $0 + $415,671 related
    Other
    $0 + $107,019 related
    Deferred
    $0 + $74,273 related
    Nontaxable benefits
    $0 + $21,645 related
    Filer's total
    $0 + $1,005,629 related

  • Gregory J Rusnak

    Frmr EVP Chief Operating Officer (until 10/1/21)

    Total calculated
    $621,743
    From this org
    $0
    From related orgs
    $515,663
    Other
    $106,080
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $515,663 related
    Deferred
    $0 + $106,080 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $621,743 related

  • Howard P West

    Frmr EVP Chief Legal Officer (until 9/30/23)

    Total calculated
    $1,965,578
    From this org
    $0
    From related orgs
    $1,886,612
    Other
    $78,966
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $557,583 related
    Bonus
    $0 + $1,157,645 related
    Other
    $0 + $171,384 related
    Deferred
    $0 + $61,650 related
    Nontaxable benefits
    $0 + $17,316 related
    Filer's total
    $0 + $1,965,578 related

  • Jean M Meyer

    Frmr SVP-Acute Care Svcs & Chief Nursing Exec (until 9/30/23)

    Total calculated
    $1,600,249
    From this org
    $0
    From related orgs
    $1,385,090
    Other
    $215,159
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $639,419 related
    Bonus
    $0 + $731,598 related
    Other
    $0 + $14,073 related
    Deferred
    $0 + $206,058 related
    Nontaxable benefits
    $0 + $9,101 related
    Filer's total
    $0 + $1,600,249 related

  • Julian Kim MD

    Former Mngr, Physician

    Total calculated
    $730,228
    From this org
    $643,577
    From related orgs
    $0
    Other
    $86,651
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $588,241
    Bonus
    $50,958
    Other
    $4,378
    Deferred
    $58,650
    Nontaxable benefits
    $28,001
    Filer's total
    $730,228

  • Michael T Burke

    Frmr EVP Chief Financial Officer (until 9/30/22)

    Total calculated
    $926,532
    From this org
    $0
    From related orgs
    $917,382
    Other
    $9,150
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $294,805 related
    Other
    $0 + $622,577 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $926,532 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE
PRISMA HEALTH PROVIDES TEMPORARY HOUSING ALLOWANCES TO EXECUTIVES FOR THE PURPOSES OF RELOCATION ASSISTANCE. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND IS INCLUDED IN THE INCOME REPORTED ON FORM 990.
Schedule J, Part I, Line 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
PRISMA HEALTH MEDICAL GROUP-MIDLANDS IS AN INTEGRAL PART OF PRISMA HEALTH, A SOUTH CAROLINA HEALTHCARE SYSTEM AND RELIES UPON PRISMA HEALTH TO ESTABLISH THE COMPENSATION PHILOSOPHY OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY A RELATED TAX-EXEMPT ORGANIZATION, PRISMA HEALTH, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PRISMA HEALTH.
Schedule J, Part I, Line 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
THE FOLLOWING EMPLOYEE RECEIVED A SEVERANCE PAYMENT UPON TERMINATION OF THEIR EMPLOYMENT CONTRACT: ELIZABETH TIBBS $97,344 CAROLYN SWINTON $156,464 MICHAEL BURKE $622,577 GREGORY RUSNAK $515,663
Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
THE 457(F) PLAN IS PROVIDED TO A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3) AND 401(A)(1) OF ERISA) OF PRISMA HEALTH AND SUBSIDIARIES WHO CONTRIBUTE SIGNIFICANTLY TO THE FUTURE BUSINESS SUCCESS OF THE COMPANY WITH SUPPLEMENTAL RETIREMENT INCOME THROUGH COMPANY CONTRIBUTIONS. EMPLOYEES ELIGIBLE FOR THE PROGRAM ARE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. THOSE ELIGIBLE RECEIVE A 13-23 PERCENT CONTRIBUTION ON AN ANNUAL BASIS BASED ON PRIOR FISCAL YEAR BASE COMPENSATION. THE FOLLOWING EMPLOYEES RECEIVED DISTRIBUTIONS FROM THEIR 457(F) PLANS: MATTHEW FOWLER $8,424 MARK O'HALLA $26,369 RICH ROGERS $15,394 AMY LINSIN $21,887 MALCOLM ISLEY $28,453 CAROLYN SWINTON $58,994 BENEFITS ACCRUING UNDER THE PRISMA HEALTH PENSION PLAN ARE FROZEN. THE ACCRUAL AMOUNTS REPORTED IN SCH. J, PART II, COLUMN C, REFLECT THE CHANGE IN ACTUARIAL VALUE DURING THE YEAR. SPLIT DOLLAR LIFE INSURANCE PARTICIPANTS ARE MICHAEL BURKE, MALCOLM ISLEY, AMY LINSIN, MARK O'HALLA, GREGORY RUSNAK, CLARENCE SEVILLIAN, MATTHEW ELSEY, WILLIAM GERARD, AND ALEXANDER GLADNEY. THE ORGANIZATION DEPOSITED FUNDS INTO LIFE INSURANCE POLICIES ON THE PARTICIPANT'S LIFE. DURING LIFE, AND SUBJECT TO THE POLICIES GENERATING SUFFICIENT VALUES, THE PARTICIPANT CAN BORROW FROM ONE OF THE POLICIES. THE BORROWING IS MONITORED AND LIMITED SO THE POLICIES DO NOT LAPSE. AT THE PARTICIPANT'S DEATH, THE ORGANIZATION RECOVERS AN AMOUNT GENERALLY EQUAL TO ITS PREMIUMS PLUS INTEREST. PARTICIPANTS IN THE PLAN HAVE SIGNED WRITTEN REPRESENTATIONS UNDER REG. 1.78782.15(D)(2) AND THOSE REPRESENTATIONS ARE MAINTAINED ON FILE BY PRISMA HEALTH.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • RADIATION ONCOLOGY

    N/A · HEALTHCARE · SC

    Directly controlled by NA

  • PRISMA HEALTH URGENT CARE BY WELLSTREET LLC

    N/A · HEALTHCARE · GA

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHSOURCE INC

    C Corporation · HEALTHCARE · SC

    Directly controlled by NA

  • Hospital Services Inc

    C Corporation · HEALTHCARE · SC

    Directly controlled by NA

  • PHCA Inc

    C Corporation · HEALTHCARE · SC

    Directly controlled by NA

  • PHVPHIC Inc

    C Corporation · HEALTHCARE · SC

    Directly controlled by NA

  • Promise Health Insurance Company SC Inc

    C Corporation · Insurance · SC

    Directly controlled by NA

  • Promise First Inc

    C Corporation · INSURANCE · SC

    Directly controlled by NA

  • McBee Holdings Inc

    C Corporation · Healthcare · SC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202512259349302561

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.