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Nonprofiteer
← ANMED HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by ANMED HEALTH FOUNDATION.

Totals

Total revenue
$2,998,869
Total expenses
$2,215,479
Contributions and grants received
$2,817,154
Grants paid
$1,918,326
Program service revenue
$0
Investment income
$172,252
Other revenue
$9,463
Total assets, end of year
$6,940,725
Total liabilities, end of year
$3,747,937
Net assets or fund balances, end of year
$3,192,788
Program services expenses (Part IX)
$2,066,989
Management and general expenses
$74,245
Fundraising expenses
$74,245
Program service expenses (Part III)
$2,066,989

Program services were 93.3% 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

    $377,873

  • 1f · All other contributions, gifts and grants

    $2,439,281

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $172,252 · excluded $172,252

  • 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

    $152,934

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

    $377,873

  • 8b · Fundraising events: direct expenses

    $143,471

  • 8c · Net income from fundraising events

    total $9,463 · excluded $9,463

  • 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 $1,541,772 · program services $1,541,772

  • 2 · Grants to domestic individuals

    total $376,554 · program services $376,554

  • 7 · Other salaries and wages

    total $248,518 · program services $124,258 · management and general $62,130 · fundraising $62,130

  • 9 · Other employee benefits

    total $48,461 · program services $24,231 · management and general $12,115 · fundraising $12,115

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $174 · program services $174

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,259,937 · end of year $6,928,621

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    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

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $12,085 · end of year $12,104

  • 17 · Accounts payable and accrued expenses

    end of year -$1,272

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $2,862,624 · end of year $3,749,209

  • 27 · Net assets without donor restrictions

    beginning of year -$2,830,269 · end of year -$3,062,814

  • 28 · Net assets with donor restrictions

    beginning of year $5,239,667 · end of year $6,255,602

Mission and programs · 2023

Mission

The mission of The AnMed Health Foundation is to inspire generous charitable giving that strengthens and sustains excellent healthcare through The AnMed Health System. The vision of The AnMed Health Foundation is to endow the future of The AnMed Health System.

Activities or mission (Part I)

EDUCATE TO INSPIRE PHILANTHROPIC GIVING TO FINANCIALLY SUPPORT PROGRAMS AND SERVICES OF ANMED HEALTH

  • The organization directs contributions received to vital programs that assist our community in the following ways: 1. Offer financial assistance to patients discharged from the hospital without ability to pay for needed medications. 2. Bring medical screenings and information to communities throughout our region. 3. Provide preventive and wellness care to promote the overall well-being of people in the AnMed Health service area. 4. Deliver specialized therpy to improve the lives of children developmental delays and disorders. 5. Provide a personal emergency response service for elderly and disabled individuals that cannot afford the service on their own. 6. Provide screening mammograms to uninsured women. Program service accomplishments: The organization directs contributions received to vital programs that assist our community in the following ways: 1. Offer financial assistance to patients discharged from the hospital without ability to pay for needed medications. 2. Bring medical screenings and information to communities throughout our region. 3. Provide preventive and wellness care to promote the overall well-being of people in the AnMed Health service area. 4. Deliver specialized therpy to improve the lives of children developmental delays and disorders. 5. Provide a personal emergency response service for elderly and disabled individuals that cannot afford the service on their own. 6. Provide screening mammograms to uninsured women.

    Expenses $2,066,989 · Grants $1,918,326

As filed on the 2023 return.

Listed in Part VII

  • Maril Yeske

    Chair

    Total calculated
    $0
    Hours/week
    1

  • William Kenley

    Ex Officio / CEO AH

    Total calculated
    $1,782,870
    From this org
    $0
    From related orgs
    $1,161,085
    Other
    $621,785
    Hours/week
    3 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $856,405 related
    Bonus
    $0 + $300,609 related
    Other
    $0 + $4,071 related
    Deferred
    $0 + $590,433 related
    Nontaxable benefits
    $0 + $31,352 related
    Filer's total
    $0 + $1,782,870 related

  • Ala Chappelear

    Director

    Total calculated
    $0
    Hours/week
    1

  • Angi Patrick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Butch Hughes

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Hurley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Clark Anderson

    Director

    Total calculated
    $0
    Hours/week
    1

  • David King

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr Annette Guiseppie-Elie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr Bob Austin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr Michael Seemuller

    Director (AH Physician

    Total calculated
    $416,879
    From this org
    $0
    From related orgs
    $374,934
    Other
    $41,945
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,405 related
    Bonus
    $0 + $86,054 related
    Other
    $0 + $475 related
    Deferred
    $0 + $12,992 related
    Nontaxable benefits
    $0 + $28,953 related
    Filer's total
    $0 + $416,879 related

  • Dr Stoney Abercrombie

    Director (AH Physician)

    Total calculated
    $220,273
    From this org
    $0
    From related orgs
    $216,982
    Other
    $3,291
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,665 related
    Bonus
    $0
    Other
    $0 + $1,317 related
    Deferred
    $0 + $3,129 related
    Nontaxable benefits
    $0 + $162 related
    Filer's total
    $0 + $220,273 related

  • Greg Acker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Greg Shore

    Director

    Total calculated
    $0
    Hours/week
    1

  • Karen Mak

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marshal Pickens III

    Director

    Total calculated
    $0
    Hours/week
    1

  • Trey Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sonya Gould

    Chief Financial Officer

    Total calculated
    $298,931
    From this org
    $0
    From related orgs
    $250,982
    Other
    $47,949
    Hours/week
    4 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,111 related
    Bonus
    $0 + $19,143 related
    Other
    $0 + $2,728 related
    Deferred
    $0 + $44,597 related
    Nontaxable benefits
    $0 + $3,352 related
    Filer's total
    $0 + $298,931 related

  • Tim Self

    Executive Director

    Total calculated
    $197,365
    From this org
    $0
    From related orgs
    $167,779
    Other
    $29,586
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $153,788 related
    Bonus
    $0 + $12,844 related
    Other
    $0 + $1,147 related
    Deferred
    $0 + $28,426 related
    Nontaxable benefits
    $0 + $1,160 related
    Filer's total
    $0 + $197,365 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4b Supplemental nonqualified retirement plan
The following individuals participate in a non-qualified deferred compensation plan. Participants in the plan defer amounts to be paid in a subsequent year based on meeting metrics/goals. The amounts deferred under this plan in 2021 are as follows: TIM SELF - $24,056 SONYA GOULD - $35,942 William Kenley - $577,833 William Kenley participated in a CapEx Life Insurance Plan during the year.
Schedule J, Part I, Line 3
COMPENSATION PAID TO OFFICERS THE ANMED HEALTH FOUNDATION WAS PAID BY ANMED HEALTH, A RELATED ORGANIZATION. ANMED HEALTH UTILIZED THE FOLLOWING METHODS TO DETERMINE APPROPRIATE COMPENSATION FOR THE TOP EXECUTIVE OFFICER AND CERTAIN OTHER OFFICERS THAT HAD INFLUENCE OVER THE FOUNDATION'S ACTIVITIES: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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 corporations and trusts

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

  • ANMED HEALTH ENTERPRISES INC

    C Corporation · Holding Corporation · SC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by AnMed Health System

  • ANMED HEALTH PLAN INC

    C Corporation · Management Services Organization · SC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by ANMED HEALTH ENTERPRISES

  • ANMED HEALTH SERVICES INC

    C Corporation · Healthcare · SC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by AnMed Health Enterprises

  • PIEDMONT HEALTH PARTNERS

    C Corporation · Healthcare · SC · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202521219349300727

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