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Nonprofiteer
← TANNER MEDICAL FOUNDATION INC

Form 990 for tax year 2023

Filed by TANNER MEDICAL FOUNDATION INC.

Totals

Total revenue
$2,800,200
Total expenses
$607,839
Contributions and grants received
$1,335,827
Grants paid
$0
Program service revenue
$0
Investment income
$1,464,373
Other revenue
$0
Total assets, end of year
$32,133,779
Total liabilities, end of year
$38,795
Net assets or fund balances, end of year
$32,094,984
Program services expenses (Part IX)
$172,417
Management and general expenses
$250,765
Fundraising expenses
$184,657
Program service expenses (Part III)
$172,417

Program services were 28.4% 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.

  • 1f · All other contributions, gifts and grants

    $1,335,827

  • 3 · Investment income

    total $950,856 · excluded $950,856

  • 7a · Gross sales of assets other than inventory

    securities $513,517

  • 7c · Gain or loss

    securities $513,517

  • 7d · Net gain or loss

    total $513,517 · excluded $513,517

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $371,047 · program services $111,315 · management and general $129,866 · fundraising $129,866

  • 8 · Pension plan contributions

    total $12,530 · program services $3,758 · management and general $4,386 · fundraising $4,386

  • 9 · Other employee benefits

    total $70,602 · program services $21,180 · management and general $24,711 · fundraising $24,711

  • 10 · Payroll taxes

    total $26,178 · program services $7,854 · management and general $9,162 · fundraising $9,162

  • 11b · Fees: legal

    total $1,449 · management and general $1,449

  • 11f · Fees: investment management

    total $45,853 · management and general $45,853

  • 11g · Fees: other

    total $38,641 · program services $11,593 · management and general $13,524 · fundraising $13,524

  • 13 · Office expenses

    total $8,595 · program services $2,579 · management and general $3,008 · fundraising $3,008

  • 16 · Occupancy

    total $5,400 · management and general $5,400

  • 17 · Travel

    total $4,763 · program services $4,763

  • 22 · Depreciation, depletion and amortization

    total $1,433 · management and general $1,433

  • 24a · Other expenses: DUES & SUBSCRIPTION

    total $11,154 · management and general $11,154

  • 24b · Other expenses: MISCELLANEOUS

    total $9,375 · program services $9,375

  • 24c · Other expenses: SERVICE CHARGES

    total $819 · management and general $819

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $500

  • 2 · Savings and temporary cash investments

    beginning of year $4,692,062 · end of year $3,027,629

  • 3 · Pledges and grants receivable

    beginning of year $2,924,711 · end of year $2,226,728

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,633 · end of year $19,758

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

    $68,844

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

    $65,515

  • 10c · Land, buildings and equipment, net

    beginning of year $5,014 · end of year $3,329

  • 11 · Investments: publicly traded securities

    beginning of year $21,082,858 · end of year $26,855,835

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,616 · end of year $20,149

  • 25 · Other liabilities

    beginning of year $4,475 · end of year $18,646

  • 27 · Net assets without donor restrictions

    beginning of year $4,298,672 · end of year $5,833,132

  • 28 · Net assets with donor restrictions

    beginning of year $24,395,015 · end of year $26,261,852

Mission and programs · 2023

Mission

TO PARTNER WITH TANNER HEALTH SYSTEM IN PROVIDING A CONTINUUM OF QUALITY HEALTHCARE SERVICES FOR ALL OF OUR CITIZENS THROUGH BUILDING AND STRENGTHENING OF NEW AND EXISTING PHILANTHROPIC RELATIONSHIPS.

  • THE FOUNDATION IS A RECEPTACLE FOR CHARITABLE GIFTS TO ASSIST AND SUPPORT TANNER MEDICAL CENTER, INC., A NON-PROFIT, 501(C)(3) HOSPITAL. THE FOUNDATION, BY ASSISTING THE HOSPITAL, HELPS PROVIDE CHARITABLE HEALTHCARE SERVICES AND QUALITY MEDICAL CARE TO THE PUBLIC. TANNER MEDICAL FOUNDATION, INC. PARTNERS WITH THE COMMUNITY TO RAISE FUNDS IN SUPPORT OF THE PROGRAMS AND SERVICES OF TANNER MEDICAL CENTER, INC. OUR MISSION IS TO BUILD AND STRENGTHEN NEW AND EXISTING PHILANTHROPIC RELATIONSHIPS TO SUPPORT TANNER MEDICAL CENTER, INC. IN ITS DELIVERY OF QUALITY HEALTHCARE SERVICES. THE FOUNDATION SUPPORTS TANNER MEDICAL CENTER, INC., A NONPROFIT, REGIONAL HEALTHCARE PROVIDER SERVING A NINE-COUNTY AREA OF WEST GEORGIA AND EAST ALABAMA, COMPRISED OF MORE THAN 300 PHYSICIANS REPRESENTING 34 UNIQUE MEDICAL SPECIALTIES. TANNER FACILITIES CURRENTLY INCLUDE THE 181-BED ACUTE CARE TANNER MEDICAL CENTER/CARROLLTON, THE 67-BED ACUTE CARE TANNER MEDICAL CENTER/VILLA RICA, THE 25-BED CRITICAL ACCESS HIGGINS GENERAL HOSPITAL IN BREMEN, THE 15-BED CRITICAL ACCESS TANNER MEDICAL CENTER/EAST ALABAMA IN WEDOWEE, AL, AND THE 92-BED BEHAVIORAL HEALTH FACILITY WILLOWBROOKE AT TANNER IN VILLA RICA. OTHER TANNER SERVICES INCLUDE THE ROY RICHARDS, SR. CANCER CENTER, TANNER HEART AND VASCULAR CENTER, TANNER BREAST HEALTH, TANNER OCCUPATIONAL HEALTH, TANNER URGENT CARE, TANNER CENTER FOR SLEEP DISORDERS, TANNER PAIN MANAGEMENT CENTER, AND MORE. TANNER ALSO OPERATES TANNER MEDICAL GROUP, ONE OF METRO ATLANTA'S LARGEST PHYSICIAN GROUP PRACTICES AS RATED BY THE ATLANTA BUSINESS CHRONICLE. TANNER MEDICAL GROUP IS COMPRISED OF MORE THAN 25 MEDICAL PRACTICES LOCATED IN CARROLL, DOUGLAS, HARALSON, HEARD AND PAULDING COUNTIES IN GEORGIA AND RANDOLPH COUNTY IN ALABAMA. AS A MISSION-DRIVEN, NOT-FOR-PROFIT REGIONAL HEALTHCARE ORGANIZATION, TANNER MEDICAL CENTER, INC. REINVESTS FUNDS IN EXCESS OF OPERATING EXPENSES IN TO HEALTHCARE SERVICES FOR THE COMMUNITY. CHARITABLE GIFTS TO TANNER MEDICAL FOUNDATION PROVIDE ASSISTANCE TO TANNER PATIENTS WHO COULD NOT OTHERWISE AFFORD THEIR HEALTHCARE, ALLOW CRUCIAL CAPITAL IMPROVEMENTS AND SUPPORT OF PROGRAMS AND SERVICES TO MEET THE COMMUNITY'S HEALTHCARE NEEDS NOT COVERED BY TANNER MEDICAL CENTER, INC.'S ANNUAL BUDGET. DURING FISCAL YEAR 2023, TANNER MEDICAL FOUNDATION PROVIDED APPROXIMATELY 1,005,000 TO BENEFIT PATIENTS, PROGRAMS, AND SERVICES OF TANNER MEDICAL CENTER, INC. AND ITS RELATED ENTITIES. FUNDS DONATED TO TANNER MEDICAL FOUNDATION SUPPORTED PROGRAMS AND EQUIPMENT PURCHASES IDENTIFIED AS CRITICALLY NECESSARY, INCLUDING SUPPORT OF CAPITAL IMPROVEMENTS, CHARITY CARE, BENEVOLENCE NEEDS, AND OTHER COMMUNITY HEALTHCARE PRIORITIES.

    Expenses $172,417

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Loy Howard

    HOSP CEO/TRU

    Total calculated
    $2,442,747
    From this org
    $0
    From related orgs
    $2,226,051
    Other
    $216,696
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,254,690 related
    Bonus
    not reported + $781,328 related
    Other
    not reported + $190,033 related
    Deferred
    not reported + $201,584 related
    Nontaxable benefits
    not reported + $15,112 related
    Filer's total
    not reported + $2,442,747 related

  • Greg Schulenberg

    CAO/CIO

    Total calculated
    $1,073,339
    From this org
    $0
    From related orgs
    $1,047,203
    Other
    $26,136

    Schedule J breakdown matched by us

    Base
    not reported + $583,919 related
    Bonus
    not reported + $337,783 related
    Other
    not reported + $125,501 related
    Deferred
    not reported + $10,964 related
    Nontaxable benefits
    not reported + $15,172 related
    Filer's total
    not reported + $1,073,339 related

  • Carol Crews

    CFO

    Total calculated
    $985,536
    From this org
    $0
    From related orgs
    $962,247
    Other
    $23,289

    Schedule J breakdown matched by us

    Base
    not reported + $567,466 related
    Bonus
    not reported + $312,783 related
    Other
    not reported + $81,998 related
    Deferred
    not reported + $11,550 related
    Nontaxable benefits
    not reported + $11,739 related
    Filer's total
    not reported + $985,536 related

  • Dr Anil Dhople

    TRUSTEE

    Total calculated
    $842,522
    From this org
    $0
    From related orgs
    $818,210
    Other
    $24,312
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $748,085 related
    Bonus
    not reported
    Other
    not reported + $70,125 related
    Deferred
    not reported + $11,550 related
    Nontaxable benefits
    not reported + $12,762 related
    Filer's total
    not reported + $842,522 related

  • Brian Dill

    EXECUTIVE DI

    Total calculated
    $442,739
    From this org
    $0
    From related orgs
    $396,889
    Other
    $45,850
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $196,412 related
    Bonus
    not reported + $63,546 related
    Other
    not reported + $136,931 related
    Deferred
    not reported + $39,983 related
    Nontaxable benefits
    not reported + $5,867 related
    Filer's total
    not reported + $442,739 related

  • Nichole Fannin

    EXECUTIVE DI

    Total calculated
    $146,860
    From this org
    $128,676
    From related orgs
    $0
    Other
    $18,184
    Hours/week
    40

  • Mark Albertus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mandy Bacumel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David Brooks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kirby Butler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sandra Camp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mike Dugan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Trey Fleck

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Kristie Garrett

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Erica Greene

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mandy Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Tressa Kelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nick Martin

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Tim Martin

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Dena Adams McNeish

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ann Newman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Amy Parrish

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Julie Parrish

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alex Roush

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Bill Stone

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Patrick Yuran

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary Busby

    DIR OF DEVEL

    Total calculated
    $0

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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, PAGE 1, PART I, LINE 3
OTHER THAN THE EXECUTIVE DIRECTOR, NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION. THE FILING ORGANIZATION RELIES ON THE METHODS USED BY THE SUPPORTED ORGANIZATION, TANNER MEDICAL CENTER, TO ESTABLISH COMPENSATION. COMPENSATION DETERMINATION BY TMC INCLUDES COMPENSATION SURVEYS AND BOARD APPROVAL.
SCHEDULE J, PAGE 1, PART I, LINE 4
LOY HOWARD 0 167,534 0 BRIAN DILL 0 33,334 0
SCHEDULE J, PART III
LOY HOWARD, CEO PARTICIPATES IN AN INELIGIBLE UNFUNDED 457(F) PLAN PROVIDED TO SENIOR EXECUTIVES AS SET BY HIS EMPLOYMENT CONTRACT. THE PLAN BENEFITS ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND ARE CONDITIONED UPON THE FUTURE PERFORMANCE OF SERVICES. MR. HOWARD IS ALSO ELIGIBLE FOR THE TANNER ADVANTAGE DEFERRED COMPENSATION PLAN WHICH IS AN ELIGIBLE 457(B) TOP-HAT PLAN AVAILABLE TO SENIOR EXECUTIVES AND PHYSICIANS. A CONTRIBUTION EQUAL TO THE IRS MAXIMUM CONTRIBUTION LIMIT FOR THE YEAR IS MADE ON MR. HOWARD'S BEHALF EACH YEAR. BONUSES/INCENTIVE PAY THE EXECUTIVE TEAM OF THE ORGANIZATION IS ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN SUCH AMOUNT, IF ANY, AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD IN ITS SOLE DISCRETION, BASED ON, AMONG OTHER THINGS, THE ATTAINMENT OF ANNUAL OBJECTIVES ESTABLISHED BY THE BOARD. VARIOUS EMPLOYEES ARE ELIGIBLE TO RECEIVE BONUSES AND ARE ACHIEVEMENT BASED. ANNUAL INCENTIVES INTENDED TO SUPPLEMENT RETIREMENT BUT PAID ANNUALLY ARE CURRENTLY IN PLACE FOR CAROL CREWS, CFO AS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND REVIEWED BY AN INDEPENDENT CONSULTANT.

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 corporations and trusts

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

  • HEALTHLIANT ENTERPRISES INC

    HEALTHCARE · GA

  • WEST GEORGIA ENDOSCOPY CTR LLC

    ENDOSCOPY · GA

  • WEST GEORGIA AMBULANCE INC

    AMBULANCE · GA

Provenance

Return type
form_990
Tax year
2023
Filed
10 May 2025
IRS schema version
2023v6.0
Source object
202501359349300300

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