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Nonprofiteer
← PRISMA HEALTH - UPSTATE

Form 990 for tax year 2023

Filed by PRISMA HEALTH - UPSTATE.

Totals

Total revenue
$3,231,625,535
Total expenses
$2,482,036,224
Contributions and grants received
$5,104,237
Grants paid
$260,500
Program service revenue
$3,225,172,932
Investment income
$700,315
Other revenue
$648,051
Total assets, end of year
$1,326,557,796
Total liabilities, end of year
$611,623,772
Net assets or fund balances, end of year
$714,934,024
Program services expenses (Part IX)
$2,203,821,684
Management and general expenses
$278,214,540
Fundraising expenses
$0
Program service expenses (Part III)
$2,203,821,684

Program services were 88.8% 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.

  • 1d · Related organizations

    $3,543,485

  • 1e · Government grants (contributions)

    $606,103

  • 1f · All other contributions, gifts and grants

    $954,649

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $3,069,968,054 · related or exempt $3,066,538,191 · unrelated business $3,429,863

  • 2b · Program service revenue: PHARMACY SALES

    total $97,127,273 · related or exempt $97,127,273

  • 2c · Program service revenue: QUALITY ACHIEVEMENT PROGRAM

    total $17,456,758 · related or exempt $17,456,758

  • 2d · Program service revenue: PATIENT FOOD SERVICES

    total $12,628,204 · related or exempt $12,628,204

  • 2e · Program service revenue: DIRECTED PAYMENT PROGRAM

    total $4,193,530 · related or exempt $4,193,530

  • 2f · All other program service revenue

    total $23,799,113 · related or exempt $23,799,113 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $648,051

  • 6c · Rental income or loss

    real property $648,051 · personal property $0

  • 6d · Net rental income or loss

    total $648,051 · unrelated business $16,223 · excluded $631,828

  • 7a · Gross sales of assets other than inventory

    other assets $700,315

  • 7c · Gain or loss

    securities $0 · other assets $700,315

  • 7d · Net gain or loss

    total $700,315 · excluded $700,315

  • 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 $260,500 · program services $260,500

  • 6 · Compensation of disqualified persons

    total $566,628 · management and general $566,628

  • 7 · Other salaries and wages

    total $678,639,543 · program services $576,408,917 · management and general $102,230,626

  • 9 · Other employee benefits

    total $187,015,467 · program services $158,843,356 · management and general $28,172,111

  • 11b · Fees: legal

    total $153,990 · program services $130,793 · management and general $23,197

  • 11c · Fees: accounting

    total $21,268 · program services $18,064 · management and general $3,204

  • 11g · Fees: other

    total $200,575,031 · program services $170,360,300 · management and general $30,214,731 · fundraising $0

  • 13 · Office expenses

    total $1,723,434 · program services $1,463,815 · management and general $259,619

  • 14 · Information technology

    total $2,534,449 · program services $2,152,658 · management and general $381,791

  • 16 · Occupancy

    total $74,571,389 · program services $63,337,915 · management and general $11,233,474

  • 17 · Travel

    total $1,243,489 · program services $1,056,169 · management and general $187,320

  • 19 · Conferences, conventions and meetings

    total $513,098 · program services $435,805 · management and general $77,293

  • 20 · Interest

    total $730,476 · program services $620,437 · management and general $110,039

  • 22 · Depreciation, depletion and amortization

    total $66,900,754 · program services $56,822,788 · management and general $10,077,966

  • 23 · Insurance

    total $6,111,996 · program services $5,191,282 · management and general $920,714

  • 24a · Other expenses: Medical Supplies

    total $638,093,595 · program services $638,093,595

  • 24b · Other expenses: Corporate Allocations

    total $484,344,202 · program services $411,382,331 · management and general $72,961,871

  • 24c · Other expenses: Medicaid and HAWQ Program payments

    total $126,524,646 · program services $107,464,905 · management and general $19,059,741

  • 24d · Other expenses: UBIT TAX

    total $9,000 · program services $7,644 · management and general $1,356

  • 24e · All other expenses

    total $11,503,269 · program services $9,770,410 · management and general $1,732,859 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $33,700 · end of year $16,059

  • 3 · Pledges and grants receivable

    beginning of year $2,081,365 · end of year $0

  • 4 · Accounts receivable

    beginning of year $471,443,926 · end of year $429,685,572

  • 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 $69,457,627 · end of year $45,284,432

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,055,028 · end of year $9,545

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

    $1,811,324,922

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

    $1,230,053,831

  • 10c · Land, buildings and equipment, net

    beginning of year $652,900,236 · end of year $581,271,091

  • 11 · Investments: publicly traded securities

    beginning of year $3,430 · end of year $3,430

  • 12 · Investments: other securities

    beginning of year $59,705 · end of year $59,705

  • 13 · Investments: program-related

    beginning of year $16,648,648 · end of year $19,558,348

  • 14 · Intangible assets

    beginning of year $9,913,700 · end of year $9,913,700

  • 15 · Other assets

    beginning of year $264,737,771 · end of year $240,755,914

  • 17 · Accounts payable and accrued expenses

    beginning of year $125,499,454 · end of year $105,486,364

  • 18 · Grants payable

    beginning of year $97,251,033 · end of year $95,688,585

  • 19 · Deferred revenue

    beginning of year $814,429 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $98,800,409 · end of year $91,776,052

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $279,835,535 · end of year $318,672,771

  • 27 · Net assets without donor restrictions

    beginning of year $840,794,452 · end of year $703,077,635

  • 28 · Net assets with donor restrictions

    beginning of year $48,339,824 · end of year $11,856,389

Mission and programs · 2023

Mission

INSPIRE HEALTH. SERVE WITH COMPASSION. BE THE DIFFERENCE.

  • PRISMA HEALTH WAS FORMED TO CREATE A BETTER STATE OF HEALTH FOR SOUTH CAROLINA. PRISMA HEALTH IS STRIVING TO REACH THAT GOAL BY PROVIDING HIGH QUALITY PATIENT CARE, DECREASING HEALTH DISPARITIES, REMOVING ACCESS BARRIERS, DEVELOPING NEW CLINICAL SERVICES AND ACADEMIC PROGRAMS, SHAPING HEALTH POLICY, AND ADDRESSING HEALTHCARE AFFORDABILITY. PLEASE READ THE ANNUAL REPORT FOR MORE DETAIL ABOUT NEW AND EXPANDED SERVICES AND INNOVATIVE COLLABORATIONS AT THIS WEBSITE: HTTPS://PRISMAHEALTH.ORG/PDFS/HIGHLIGHTS-AND-STATISTICS-REPORT-FY-2024

    Expenses $2,203,821,684 · Grants $260,500 · Revenue $3,225,172,932

As filed on the 2023 return.

Listed in Part VII

  • Adela Mendoza

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Andrew J White Jr

    Board Member (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Annmarie Higgins

    Board Member- Vice Chair (start 1/1/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Beverly Ward

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Charles E Dalton

    Board Member (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1
  • Jack Ellenberg

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Joe Salgado Jr

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Margaret L Jenkins

    Board Member- Chair (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael Cumby

    Board Member- Chair (start 1/1/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Nancy P Whitworth

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Robert Dye

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Robert T Nitto

    Board Member- Vice Chair (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Tee Hooper

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Tracy Lamb

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • W Michael Ellison

    Board Member (until 12/31/23)

    Total calculated
    $0
    Hours/week
    1
  • Alexander D Gladney

    EVP Chief Legal Officer and Secretary (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
  • Clarence M Sevillian II

    EVP Chief Operating Officer

    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
  • 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

    SVP-Deputy 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
  • 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
  • Jonathan L Gleason MD

    EVP Chief Clinical Officer

    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
  • 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
  • Adrienne Talbert

    COO- Facility

    Total calculated
    $631,368
    From this org
    $534,217
    From related orgs
    $0
    Other
    $97,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,795
    Bonus
    $217,194
    Other
    $1,228
    Deferred
    $80,016
    Nontaxable benefits
    $17,135
    Filer's total
    $631,368
  • James S Agnew

    Hospital CEO (until 3/13/23)

    Total calculated
    $772,823
    From this org
    $755,829
    From related orgs
    $0
    Other
    $16,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,206
    Bonus
    $180,086
    Other
    $468,537
    Deferred
    $12,398
    Nontaxable benefits
    $4,596
    Filer's total
    $772,823
  • Justin M Benfield

    Hospital CEO

    Total calculated
    $686,051
    From this org
    $585,252
    From related orgs
    $0
    Other
    $100,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,217
    Bonus
    $257,270
    Other
    $765
    Deferred
    $79,893
    Nontaxable benefits
    $20,906
    Filer's total
    $686,051
  • Lori L Stanley

    CNO II (until 8/11/23)

    Total calculated
    $724,600
    From this org
    $634,605
    From related orgs
    $0
    Other
    $89,995
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,263
    Bonus
    $245,689
    Other
    $137,653
    Deferred
    $75,849
    Nontaxable benefits
    $14,146
    Filer's total
    $724,600
  • Timothy B Brookshire

    Hospital CEO

    Total calculated
    $786,527
    From this org
    $683,784
    From related orgs
    $0
    Other
    $102,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,304
    Bonus
    $321,244
    Other
    $1,236
    Deferred
    $72,042
    Nontaxable benefits
    $30,701
    Filer's total
    $786,527
  • 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
  • Clyatt W James III

    Frmr Chief Clinical Officer (until 6/30/22)

    Total calculated
    $566,628
    From this org
    $557,478
    From related orgs
    $0
    Other
    $9,150
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $163,977
    Other
    $393,501
    Deferred
    $9,150
    Nontaxable benefits
    $0
    Filer's total
    $566,628
  • Elizabeth Tibbs

    Frmr SVP Chief Operating Officer, Medical Group (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
  • Kristin L Wright

    Frmr Corporate Secretary (until 5/1/23)

    Total calculated
    $107,437
    From this org
    $0
    From related orgs
    $90,896
    Other
    $16,541
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $88,030 related
    Bonus
    $0 + $2,662 related
    Other
    $0 + $204 related
    Deferred
    $0 + $8,159 related
    Nontaxable benefits
    $0 + $8,382 related
    Filer's total
    $0 + $107,437 related
  • 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
  • Timothy C Moses

    Frmr VP and Chief Financial Executive (until 7/12/22)

    Total calculated
    $215,935
    From this org
    $0
    From related orgs
    $209,763
    Other
    $6,172
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $209,763 related
    Deferred
    $0 + $6,172 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,935 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
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 ON FORM 990.
Schedule J, Part I, Line 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
PRISMA HEALTH-UPSTATE 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 4a SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT UPON TERMINATION OF THEIR EMPLOYMENT CONTRACT. AMOUNT RECEIVED ARE AS FOLLOWS: Jim Agnew - $354,920 Lori Stanley - $135,605 Clyatt W. James - $393,501 Gregory Rusnak - $515,663 Michael Burke - $622,577 Carolyn Swinton - $156,464 Elizabeth Tibbs - $97,344 T. Chad Moses - $209,763
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 Jim Agnew - $113,001 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PRISMA HEALTH UPSTATE NETWORK

    HEALTHCARE PROVIDERS · SC · income $7,938,635 · assets -$20,807

    Directly controlled by PRISMA HEALTH-UPSTATE

  • HEALTH SCIENCES CENTER LLC

    HEALTHCARE PROVIDERS · SC · income $0 · assets $0

    Directly controlled by PRISMA HEALTH-UPSTATE

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
202532259349301338

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