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← PRISMA HEALTH-UPSTATE FOUNDATION

Form 990 for tax year 2024

Filed by PRISMA HEALTH-UPSTATE FOUNDATION.

Totals

Total revenue
$11,581,860
Total expenses
$8,905,401
Contributions and grants received
$11,652,615
Grants paid
$6,702,599
Program service revenue
$0
Investment income
$48,313
Other revenue
-$119,068
Total assets, end of year
$60,527,822
Total liabilities, end of year
$51,395
Net assets or fund balances, end of year
$60,476,427
Program services expenses (Part IX)
$7,674,690
Management and general expenses
$325,831
Fundraising expenses
$904,880
Program service expenses (Part III)
$7,674,690

Program services were 86.2% 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

    $488,753

  • 1d · Related organizations

    $1,824,061

  • 1f · All other contributions, gifts and grants

    $9,339,801

  • 1g · Noncash contributions included above

    $40,070

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $48,313 · excluded $48,313

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $93,725

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

    $488,753

  • 8b · Fundraising events: direct expenses

    $212,793

  • 8c · Net income from fundraising events

    total -$119,068 · excluded -$119,068

  • 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 $6,702,599 · program services $6,702,599

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $1,189,446 · program services $487,673 · management and general $154,628 · fundraising $547,145

  • 9 · Other employee benefits

    total $323,420 · program services $132,602 · management and general $42,045 · fundraising $148,773

  • 11g · Fees: other

    total $160,037 · program services $14,403 · management and general $65,615 · fundraising $80,019

  • 17 · Travel

    total $3,535 · program services $530 · management and general $1,661 · fundraising $1,344

  • 24a · Other expenses: CORPORATE ALLOCATIONS

    total $375,000 · program services $318,750 · management and general $56,250

  • 24b · Other expenses: SUPPLIES

    total $22,165 · program services $16,846 · management and general $1,773 · fundraising $3,546

  • 24c · Other expenses: BANKING SERVICES

    total $568 · fundraising $568

  • 24e · All other expenses

    total $128,631 · program services $1,287 · management and general $3,859 · fundraising $123,485

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,399,196 · end of year $7,772,990

  • 3 · Pledges and grants receivable

    beginning of year $3,114,603 · end of year $4,677,750

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $41,290,771 · end of year $48,077,082

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,306 · end of year $51,395

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$36,726,440 · end of year -$30,993,269

  • 28 · Net assets with donor restrictions

    beginning of year $82,488,704 · end of year $91,469,696

Mission and programs · 2024

Mission

THE PRISMA HEALTH-UPSTATE FOUNDATION WAS ESTABLISHED IN 2023 WITH A COMMITMENT TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE IN THE UPSTATE. WHETHER ENHANCING PATIENT CARE AND SERVICES, TRAINING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, BUILDING HEALING ENVIRONMENTS, OR CATALYZING LIFESAVING RESEARCH, PHILANTHROPIC SUPPORT MAKES A PROFOUND DIFFERENCE IN THE LIVES OF PATIENTS AND FAMILIES WE SERVE EVERY DAY AT PRISMA HEALTH. OUR PURPOSE IS CONNECTING OUR COMMUNITY'S GENEROSITY TO A HEALTHIER TOMORROW FOR ALL.

Activities or mission (Part I)

SEE SCHEDULE O

  • THE PRISMA HEALTH-UPSTATE FOUNDATION, OUR BOARD OF DIRECTORS, AND 150 DEDICATED VOLUNTEERS HELPED SECURE PHILANTHROPIC SUPPORT FROM MORE THAN 3,300 DONORS FOR SEVERAL KEY INITIATIVES AS WELL AS FUNDING FOR PATIENT ASSISTANCE, CHILD ADVOCACY, AND DISEASE PREVENTION PROGRAMS THAT PROVIDED VITAL SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY. TWO LONG-STANDING EVENTS - THE DRAGON BOAT UPSTATE FESTIVAL AND RUN4LIFE - BROUGHT TOGETHER THE CANCER COMMUNITY, INCLUDING SURVIVORS, PATIENTS, FAMILY MEMBERS, COMMUNITY MEMBERS, AND PRISMA HEALTH TEAM MEMBERS TO SUPPORT THE FIGHT AGAINST CANCER. SEVERAL SPONSOR-SUPPORTED EVENTS WERE HELD LEADING UP TO THE FOUNDATION'S NEW SIGNATURE EVENT - A GOOD PARTY - TO GENERATE AWARENESS AND SUPPORT FOR THE NEW PRISMA BEHAVIORAL HEALTH HOSPITAL. (CONTINUED ON SCHEDULE O)

    Expenses $7,674,690 · Grants $6,702,599

As filed on the 2024 return.

Listed in Part VII

  • ANDREW J WHITE JR

    VICE CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN MCCASKILL

    TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARION SMITH

    CHAIR AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACY LAMB

    SECRETARY AND DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNMARIE HIGGINS

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHARLES D WILLIAMS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLARENCE M SEVILLIAN II

    EVP CHIEF OPERATING OFFICER

    Total calculated
    $1,232,674
    From this org
    $0
    From related orgs
    $924,582
    Other
    $308,092
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $879,776 related
    Bonus
    $0 + $29,892 related
    Other
    $0 + $14,914 related
    Deferred
    $0 + $283,188 related
    Nontaxable benefits
    $0 + $24,904 related
    Filer's total
    $0 + $1,232,674 related

  • DONNICE WILKERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM CANAVOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY CARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN BENNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET L JENKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CUMBY

    EX-OFFICIO DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RAMON NIEVES-LOGO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT T NITTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TYLER PRESCOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW M ELSEY

    EVP CHIEF FINANCIAL OFFICER

    Total calculated
    $2,026,445
    From this org
    $0
    From related orgs
    $1,747,050
    Other
    $279,395
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,044,632 related
    Bonus
    $0 + $687,537 related
    Other
    $0 + $14,881 related
    Deferred
    $0 + $247,747 related
    Nontaxable benefits
    $0 + $31,648 related
    Filer's total
    $0 + $2,026,445 related

  • RIS WILSON

    EXECUTIVE DIRECTOR

    Total calculated
    $306,567
    From this org
    $0
    From related orgs
    $241,937
    Other
    $64,630
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $193,065 related
    Bonus
    $0 + $46,810 related
    Other
    $0 + $2,062 related
    Deferred
    $0 + $39,282 related
    Nontaxable benefits
    $0 + $25,348 related
    Filer's total
    $0 + $306,567 related

  • ALEXANDER D GLADNEY

    EVP CHIEF LEGAL OFFICER

    Total calculated
    $881,801
    From this org
    $0
    From related orgs
    $788,387
    Other
    $93,414
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $557,559 related
    Bonus
    $0 + $175,943 related
    Other
    $0 + $54,885 related
    Deferred
    $0 + $59,583 related
    Nontaxable benefits
    $0 + $33,831 related
    Filer's total
    $0 + $881,801 related

  • AMY E LINSIN

    EVP CHIEF HR AND DIVERSITY OFFICER

    Total calculated
    $1,282,504
    From this org
    $0
    From related orgs
    $1,111,674
    Other
    $170,830
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $620,126 related
    Bonus
    $0 + $362,908 related
    Other
    $0 + $128,640 related
    Deferred
    $0 + $148,257 related
    Nontaxable benefits
    $0 + $22,573 related
    Filer's total
    $0 + $1,282,504 related

  • JAMES H LUCAS

    SVP GOVERNMENT AFFAIRS (UNTIL 10/11/24)

    Total calculated
    $693,364
    From this org
    $0
    From related orgs
    $627,545
    Other
    $65,819
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,625 related
    Bonus
    $0 + $266,493 related
    Other
    $0 + $60,427 related
    Deferred
    $0 + $51,796 related
    Nontaxable benefits
    $0 + $14,023 related
    Filer's total
    $0 + $693,364 related

  • JONATHAN L GLEASON MD

    EVP CHIEF CLINICAL OFFICER

    Total calculated
    $1,844,927
    From this org
    $0
    From related orgs
    $1,569,605
    Other
    $275,322
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $871,035 related
    Bonus
    $0 + $684,115 related
    Other
    $0 + $14,455 related
    Deferred
    $0 + $239,795 related
    Nontaxable benefits
    $0 + $35,527 related
    Filer's total
    $0 + $1,844,927 related

  • MALCOLM W ISLEY

    EVP CHIEF STRATEGY OFFICER (UNTIL 1/21/25)

    Total calculated
    $977,126
    From this org
    $0
    From related orgs
    $765,767
    Other
    $211,359
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,944 related
    Bonus
    $0 + $183,716 related
    Other
    $0 + $154,107 related
    Deferred
    $0 + $185,586 related
    Nontaxable benefits
    $0 + $25,773 related
    Filer's total
    $0 + $977,126 related

  • MARK S O'HALLA

    PRESIDENT AND CEO OF PRISMA HEALTH

    Total calculated
    $3,374,451
    From this org
    $0
    From related orgs
    $3,807,923
    Other
    -$433,472
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,265,036 related
    Bonus
    $0
    Other
    $0 + $1,542,887 related
    Deferred
    $0 + -$461,785 related
    Nontaxable benefits
    $0 + $28,313 related
    Filer's total
    $0 + $3,374,451 related

  • RICHARD J ROGERS

    SVP CHIEF INFORMATION OFFICER

    Total calculated
    $1,500,817
    From this org
    $0
    From related orgs
    $1,474,984
    Other
    $25,833
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $679,224 related
    Bonus
    $0 + $464,927 related
    Other
    $0 + $330,833 related
    Deferred
    $0 + $3,169 related
    Nontaxable benefits
    $0 + $22,664 related
    Filer's total
    $0 + $1,500,817 related

  • WILLIAM C GERARD MD

    EVP VALUE BASED CARE/CMO PRISMA HEALTH PLANS/CEO INVIO HEALTH NETWORKS

    Total calculated
    $942,410
    From this org
    $0
    From related orgs
    $788,775
    Other
    $153,635
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $721,011 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $37,764 related
    Deferred
    $0 + $147,346 related
    Nontaxable benefits
    $0 + $6,289 related
    Filer's total
    $0 + $942,410 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)

SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE 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 1A FIRST-CLASS OR CHARTER TRAVEL
PRISMA HEALTH PROVIDES CHARTER TRAVEL FOR EXECUTIVES FOR BUSINESS PURPOSES. THE VALUE IS NOT TAXABLE TO EXECUTIVES AND NOT INCLUDED IN COMPENSATION ON FORM 990.
SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
PRISMA HEALTH-UPSTATE FOUNDATION IS AN INTEGRAL PART OF PRISMA HEALTH, A SOUTH CAROLINA HEALTHCARE SYSTEM AND RELIES UPON PRISMA HEALTH TO ESTABLISH THE COMPENSATION PHILOSPHY 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 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: MARK O'HALLA - $687,029 RICH ROGERS - $69,692 AMY LINSIN - $33,330 MALCOLM ISLEY - $41,382 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 AND HAVE RESULTED IN NEGATIVE AMOUNTS FOR RETIREMENT AND OTHER DEFERRED COMPENSATION IN SOME INSTANCES. SPLIT DOLLAR LIFE INSURANCE PARTICIPANTS ARE CLARENCE M SEVILLIAN, II, MATTHEW M ELSEY, MARK O'HALLA, AMY LINSIN, MALCOLM ISLEY, ALEXANDER GLADNEY AND WILLIAM GERARD, MD. 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

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
IRS schema version
2024v5.1
Source object
202612239349302151

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