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Nonprofiteer
← THE DR ROBERT F THOMAS FOUNDATION INC

Form 990 for tax year 2024

Filed by THE DR ROBERT F THOMAS FOUNDATION INC.

Totals

Total revenue
$582,343
Total expenses
$355,258
Contributions and grants received
$232,628
Grants paid
$52,581
Program service revenue
$0
Investment income
$385,291
Other revenue
-$35,576
Total assets, end of year
$7,808,857
Total liabilities, end of year
$5,688,811
Net assets or fund balances, end of year
$2,120,046
Program services expenses (Part IX)
$52,581
Management and general expenses
$214,657
Fundraising expenses
$88,020
Program service expenses (Part III)
$52,581

Program services were 14.8% 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.

  • 1c · Fundraising events

    $169,267

  • 1d · Related organizations

    $2,384

  • 1f · All other contributions, gifts and grants

    $60,977

  • 1g · Noncash contributions included above

    $4,748

  • 3 · Investment income

    total $385,291 · excluded $385,291

  • 8a · Fundraising events: gross income

    $12,152

  • 8a · Fundraising events: contributions included on line 1c

    $169,267

  • 8b · Fundraising events: direct expenses

    $47,728

  • 8c · Net income from fundraising events

    total -$35,576 · excluded -$35,576

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,660 · program services $9,660

  • 2 · Grants to domestic individuals

    total $42,921 · program services $42,921

  • 11a · Fees: management

    total $111,871 · management and general $27,968 · fundraising $83,903

  • 11g · Fees: other

    total $774 · management and general $774

  • 12 · Advertising and promotion

    total $152 · management and general $131 · fundraising $21

  • 13 · Office expenses

    total $1,497 · management and general $110 · fundraising $1,387

  • 16 · Occupancy

    total $10,502 · management and general $10,502

  • 17 · Travel

    total $1,522 · fundraising $1,522

  • 19 · Conferences, conventions and meetings

    total $792 · management and general $792

  • 20 · Interest

    total $172,495 · management and general $172,495

  • 24a · Other expenses: Bank Fees

    total $914 · management and general $914

  • 24b · Other expenses: Postage

    total $724 · management and general $181 · fundraising $543

  • 24c · Other expenses: Meals

    total $644 · fundraising $644

  • 24d · Other expenses: Dues and Licenses

    total $531 · management and general $531

  • 24e · All other expenses

    total $259 · management and general $259

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $341,748 · end of year $353,389

  • 3 · Pledges and grants receivable

    beginning of year $17,750 · end of year $1,250

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,225 · end of year $2,056

  • 11 · Investments: publicly traded securities

    beginning of year $7,042,578 · end of year $7,437,236

  • 15 · Other assets

    beginning of year $0 · end of year $14,926

  • 17 · Accounts payable and accrued expenses

    beginning of year $174,081 · end of year $178,835

  • 23 · Secured mortgages and notes payable

    beginning of year $5,342,956 · end of year $5,508,976

  • 25 · Other liabilities

    beginning of year $4,027 · end of year $1,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,193,663 · end of year $1,376,660

  • 28 · Net assets with donor restrictions

    beginning of year $689,574 · end of year $743,386

Mission and programs · 2024

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

To support the programs and services offered by LeConte Medical Center.

  • Patient and Employee Emergency Assistance:Each year funds are contributed, primarily through Covenant Health's annual WeCare Employee Giving Campaign, to assist employees and patients in times of crisis. Support includes assistance with housing, transportation, food, clothing, medicines/medical supplies, utilities, disaster recovery (i.e. flood, tornado, fire), and unexpected funeral expenses. In 2024, assistance was provided to 26 employees and 12 patients at LeConte Medical Center.

    Expenses $34,846 · Grants $34,846

  • Cardia Rehabilitation Patient Scholarships:Just over $9,300 was distributed in 2024 to LeConte Medical Center to support scholarships for seven patients in need of outpatient cardiac rehabilitation services who do not have insurance coverage or the ability to pay.

    Expenses $9,322 · Grants $9,322

  • Birthing Center:Contributions to the foundation supported the production of postpartum and newborn education booklets in both English and Spanish for parents whose babies were born at LeConte Medical Center.

    Expenses $4,000 · Grants $4,000

  • The Foundation supports a variety of other programs and services at LeConte Medical Center. In 2024, those additional distributions included:Through the Paint the Mountains Pink campaign, the Foundation provided funding for free screening mammograms for uninsured/underinsured women and for breast health education materials used throughout our community to educate hundreds of people about the importance of mammography screenings.The Foundation also funded the purchase of patient education materials for LeConte Medical Center patients recovering from strokes.Additionally, several clinical staff selected by the medical staff leadership at LeConte Medical Center received funding from the Foundation to complete advanced clinical education/certification.

    Expenses $4,413 · Grants $4,413

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jeannie Allen

    Director/Chair

    Total calculated
    $0
    Hours/week
    1

  • Doug Blalock

    Director/Vice-Chair

    Total calculated
    $0
    Hours/week
    1

  • Lisa B Tarwater

    Director/Secretary

    Total calculated
    $0
    Hours/week
    1

  • Carol Agee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harriet Berrier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laurie Blanton Faulkner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stefanie A Johnson

    Director (through Dec 2024)

    Total calculated
    $0
    Hours/week
    1

  • Chris Massie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Ogle

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marty Pierce

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chad A Reagan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Adra E Rowland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jama Spicer Sutton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paul Swafford MD

    Director/Physician Advisor

    Total calculated
    $302,424
    From this org
    $0
    From related orgs
    $255,908
    Other
    $46,516
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,859 related
    Bonus
    $0
    Other
    $0 + $1,049 related
    Deferred
    $0 + $15,202 related
    Nontaxable benefits
    $0 + $31,314 related
    Filer's total
    $0 + $302,424 related

  • Aaron M Burns

    LeConte President & CAO

    Total calculated
    $362,166
    From this org
    $0
    From related orgs
    $330,145
    Other
    $32,021
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,687 related
    Bonus
    $0 + $65,000 related
    Other
    $0 + $23,458 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,021 related
    Filer's total
    $0 + $362,166 related

  • James D VanderSteeg

    President & CEO

    Total calculated
    $3,242,830
    From this org
    $0
    From related orgs
    $2,880,556
    Other
    $362,274
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,578,849 related
    Bonus
    $0 + $1,078,259 related
    Other
    $0 + $223,448 related
    Deferred
    $0 + $335,103 related
    Nontaxable benefits
    $0 + $27,171 related
    Filer's total
    $0 + $3,242,830 related

  • William R Bryant Jr

    VP and Chief Philanthrophy Officer

    Total calculated
    $321,644
    From this org
    $0
    From related orgs
    $297,119
    Other
    $24,525
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,008 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $25,111 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,525 related
    Filer's total
    $0 + $321,644 related

  • Patrick J Birmingham IV

    Fmr VP Philanthr. (through Feb 2024)

    Total calculated
    $303,083
    From this org
    $0
    From related orgs
    $265,432
    Other
    $37,651
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,576 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $47,856 related
    Deferred
    $0 + $10,699 related
    Nontaxable benefits
    $0 + $26,952 related
    Filer's total
    $0 + $303,083 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

  • 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)

Part I, Line 3
Covenant Health, the parent company of The Dr. Robert F. Thomas Foundation, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O.
Part I, Line 4b
Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg. Employer contributions of $321,903 are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2024 earnings of $114,551 are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent year.

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

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202513079349300431

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