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Nonprofiteer
← SELF REGIONAL HEALTHCARE FOUNDATION

Form 990 for tax year 2023

Filed by SELF REGIONAL HEALTHCARE FOUNDATION.

Totals

Total revenue
$2,723,667
Total expenses
$2,805,291
Contributions and grants received
$1,612,515
Grants paid
$2,385,504
Program service revenue
$0
Investment income
$160,091
Other revenue
$951,061
Total assets, end of year
$7,873,317
Total liabilities, end of year
$31,293
Net assets or fund balances, end of year
$7,842,024
Program services expenses (Part IX)
$2,385,504
Management and general expenses
$120,989
Fundraising expenses
$298,798
Program service expenses (Part III)
$2,385,504

Program services were 85.0% 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.

  • 1e · Government grants (contributions)

    $430,000

  • 1f · All other contributions, gifts and grants

    $1,182,515

  • 3 · Investment income

    total $120,763 · excluded $120,763

  • 6a · Gross rents

    real property $84,000

  • 6c · Rental income or loss

    real property $84,000

  • 6d · Net rental income or loss

    total $84,000 · excluded $84,000

  • 7a · Gross sales of assets other than inventory

    securities $2,843,472

  • 7b · Less cost or other basis and sales expenses

    securities $2,804,144

  • 7c · Gain or loss

    securities $39,328

  • 7d · Net gain or loss

    total $39,328 · related or exempt $39,328

  • 8a · Fundraising events: gross income

    $993,930

  • 8b · Fundraising events: direct expenses

    $126,869

  • 8c · Net income from fundraising events

    total $867,061

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,336,204 · program services $2,336,204

  • 2 · Grants to domestic individuals

    total $49,300 · program services $49,300

  • 7 · Other salaries and wages

    total $169,877 · management and general $42,469 · fundraising $127,408

  • 11c · Fees: accounting

    total $17,000 · management and general $17,000

  • 11g · Fees: other

    total $15,300 · management and general $15,300

  • 17 · Travel

    total $2,451 · management and general $2,206 · fundraising $245

  • 22 · Depreciation, depletion and amortization

    total $17,152 · management and general $17,152

  • 23 · Insurance

    total $2,755 · management and general $2,755

  • 24a · Other expenses: RECOGNITION

    total $88,166 · fundraising $88,166

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $27,074 · fundraising $27,074

  • 24c · Other expenses: ANNUAL SUPPORT

    total $24,179 · fundraising $24,179

  • 24d · Other expenses: SUPPLIES & POSTAGE

    total $20,857 · management and general $5,214 · fundraising $15,643

  • 24e · All other expenses

    total $34,976 · management and general $18,893 · fundraising $16,083

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $219,097 · end of year $215,700

  • 3 · Pledges and grants receivable

    beginning of year $1,723,067 · end of year $1,709,022

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

    $968,699

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

    $326,511

  • 10c · Land, buildings and equipment, net

    beginning of year $495,339 · end of year $642,188

  • 11 · Investments: publicly traded securities

    beginning of year $4,468,839 · end of year $4,814,387

  • 12 · Investments: other securities

    beginning of year $211,708 · end of year $331,944

  • 15 · Other assets

    beginning of year $324,076 · end of year $160,076

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,540 · end of year $23,190

  • 25 · Other liabilities

    beginning of year $10,879 · end of year $8,103

  • 27 · Net assets without donor restrictions

    beginning of year $3,655,528 · end of year $4,108,514

  • 28 · Net assets with donor restrictions

    beginning of year $3,758,179 · end of year $3,733,510

Mission and programs · 2023

Mission

TO RECEIVE, HOLD, INVEST, OR ARRANGE FOR INVESTING AND TO ACQUIRE BY GIFT, DEVISE, BEQUEST, PURCHASE OR OTHERWISE AND USE PROPERTY OF ANY KIND AND FUNDS EXCLUSIVELY FOR THE BENEFIT OF SELF REGIONAL HEALTHCARE (FORMERLY SELF MEMORIAL HOSPITAL) AND ANY OTHER PUBLICLY SUPPORTED HOSPITAL IN THE STATE OF SOUTH CAROLINA.

  • SELF REGIONAL HEALTHCARE FOUNDATION SERVES AS A CONDUIT FOR GIFTS AND OUTREACH ON BEHALF OF SELF REGIONAL HEALTHCARE. THESE GIFTS HELP ADDRESS THE CURRENT NEEDS OF THE HOSPITAL SUCH AS EQUIPMENT AND PROGRAMMING. THESE RESOURCES ENABLE SELF REGIONAL HEALTHCARE TO PROVIDE THE PEOPLE OF THE LAKELANDS REGION WITH THE FINEST HEALTHCARE AVAILABLE NOW AND IN THE FUTURE.

    Expenses $2,385,504 · Grants $2,385,504

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

Listed in Part VII

  • Dr Matthew Logan

    PRESIDENT &

    Total calculated
    $831,949
    From this org
    $0
    From related orgs
    $831,949
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $831,949 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $831,949 related

  • Kenneth Coffey II

    EXECUTIVE DI

    Total calculated
    $229,557
    From this org
    $0
    From related orgs
    $229,557
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $229,557 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $229,557 related

  • Mark Askew

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peter Bjerke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Clem

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John W Cooper

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Glenda Corley

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • John Davidson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Erin Layland

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Lincoln McGinnis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hannah Metts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sharon Mulkey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Thomas Pritchard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steve Riley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Charles J Rimsky

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Walter Roark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Annette Scott

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Laurie V Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chelsey Steifle

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dave Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Walters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jill Warner

    BOARD MEMEBE

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
17 January 2025
IRS schema version
2023v6.0
Source object
202500729349300000

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