PRISMA HEALTH-UPSTATE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PRISMA HEALTH-UPSTATE FOUNDATION (EIN 93-2009608)
Tax period
2024-01-01 to 2024-09-30
Filed
2025-08-01
IRS object ID
202522139349300127
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-01T16:12:56+00:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 IVAN ALLEN JR BOULEVARDAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN932009608EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Prisma Health-Upstate FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPRISBusinessNameControlTxt
Phone8647977805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 EAST MCBEE AVENUE SUITE 500AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW ELSEYPersonNm
Person TitleEVP-CFO PRISMA HEALTHPersonTitleTxt
Signature2025-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAerrial M OrrPreparerPersonNm
PTINP01598400PTIN
Phone4048748300PhoneNum
Preparation2025-07-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1RISE WILSONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 EAST MCBEE AVENUE SUITE 500AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,299,000GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttps://prismahealthupstatefoundation.org/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2023FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers128TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$7,240,995CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue-$95,750CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$7,145,245CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,316,657CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,135,654CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$680,593CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$557,469CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$5,009,780CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,135,465CYRevenuesLessExpensesAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$45,804,570TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,306TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$0NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,762,264NetAssetsOrFundBalancesEOYAmt
MissionThe Prisma Health-Upstate Foundation is committed to improving the health of the communities it serves in the Upstate. We make connections between grateful patients, corporate partners, visionary organizations, and individuals of all ages to impactful initiatives that change lives, and our community's generosity provides funding to ensure a healthier tomorrow. Whether enhancing patient care and services, training the next generation of health care professionals, building healing environments, or catalyzing lifesaving research, every contribution, regardless of size, plays a crucial role in supporting health services and access to care in the Upstate.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,083,214ExpenseAmt
Grant$3,316,657GrantAmt
Revenue$0RevenueAmt
DescThe Prisma Health-Upstate Foundation helped secure philanthropic support for several key initiatives as well as funding for patient assistance, child advocacy, and disease prevention programs that provided vital services to our community. We engaged more than 270 community partners, including more than 200 Children's Miracle Network partners, and 128 community volunteers supported our efforts. Two signature events - the Upstate Dragon Boat 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. (CONTINUED ON SCHEDULE O)Desc
Total Program Service Expenses$4,083,214TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRISMA HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8647977805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 EAST MCBEE AVENUEAddressLine1Txt
CitySUITECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29601ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Andrew J White Jr
Vice Chair and Director1.01.0Yes (X)Yes (X)$0$0$0
Erin McCaskill
Treasurer and Director1.00.0Yes (X)Yes (X)$0$0$0
Marion Smith
Chair and Director1.00.0Yes (X)Yes (X)$0$0$0
Tracy Lamb
Secretary and Director1.01.0Yes (X)Yes (X)$0$0$0
Annmarie Higgins
Ex-Officio Director1.01.0Yes (X)$0$0$0
Charles D Williams MD
Director1.00.0Yes (X)$0$0$0
Clarence M Sevillian II
EVP Chief Operating Officer of Prisma Health- Ex-Officio Director1.046.0Yes (X)$0$0$0
Jim Canavos
Director1.00.0Yes (X)$0$0$0
Kelly Carson
Director1.00.0Yes (X)$0$0$0
Kristin Bennett
Director1.00.0Yes (X)$0$0$0
Margaret L Jenkins
Director1.01.0Yes (X)$0$0$0
Michael Cumby
Ex-Officio Director1.01.0Yes (X)$0$0$0
Ramon Nieves-Logo
Director1.00.0Yes (X)$0$0$0
Robert T Nitto
Director1.01.0Yes (X)$0$0$0
Tyler Prescott
Director1.00.0Yes (X)$0$0$0
Matthew M Elsey
EVP Chief Financial Officer1.046.0Yes (X)$0$0$0
Rise Wilson
Executive Director40.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$366,061FundraisingAmt
Related Organizations$2,290,394RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$4,584,540AllOtherContributionsAmt
Noncash Contributions$47,055NoncashContributionsAmt
Total Contributions$7,240,995TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$58,005FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$366,061ContriRptFundraisingEventAmt
Fundraising Direct Expenses$153,755FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$95,750TotalRevenueColumnAmt
Exclusion-$95,750ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,145,245TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$95,750ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,316,657TotalAmt
Program Services$3,316,657ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$239,682TotalAmt
Program Services$95,729ProgramServicesAmt
Management And General$36,096ManagementAndGeneralAmt
Fundraising$107,857FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$693,794TotalAmt
Program Services$277,101ProgramServicesAmt
Management And General$104,486ManagementAndGeneralAmt
Fundraising$312,207FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$202,178TotalAmt
Program Services$80,750ProgramServicesAmt
Management And General$30,448ManagementAndGeneralAmt
Fundraising$90,980FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$99,558TotalAmt
Program Services$3,982ProgramServicesAmt
Management And General$10,952ManagementAndGeneralAmt
Fundraising$84,624FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$24,412TotalAmt
Fundraising$24,412FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,594TotalAmt
Program Services$4,253ProgramServicesAmt
Management And General$1,898ManagementAndGeneralAmt
Fundraising$1,443FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,290TotalAmt
Program Services$1,908ProgramServicesAmt
Management And General$461ManagementAndGeneralAmt
Fundraising$921FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,653TotalAmt
Program Services$2,119ProgramServicesAmt
Management And General$511ManagementAndGeneralAmt
Fundraising$1,023FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Corporate Allocations$333,672$283,421$50,251
Supplies$49,410$17,294$10,870$21,246
BANKING SERVICES$12,092$12,092

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$23,788TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$23,788FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,009,780TotalAmt
Program Services$4,083,214ProgramServicesAmt
Management And General$245,973ManagementAndGeneralAmt
Fundraising$680,593FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,399,196EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$3,114,603EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$41,290,771EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$45,804,570EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$42,306EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$42,306EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY-$36,726,440EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$82,488,704EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$45,762,264EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$45,804,570EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,135,465ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts$41,900DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$43,584,899OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$7,240,995CurrentTaxYearAmt
Total$7,240,995TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$7,240,995CurrentTaxYearAmt
Total$7,240,995TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,844,918SubstantialContributorsTotAmt
Public Support Total170$4,396,077PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$58,005CurrentTaxYearAmt
Total$58,005TotalAmt
FieldValueIRS element (for citing)
Total Support$7,299,000TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part II SHORT YEAR EXPLANATIONCOLUMN (D) REFLECTS THE 03/21/2023 - 12/31/2023 SHORT YEAR. COLUMN (E) REFLECTS THE 01/01/2024 - 09/30/2024 SHORT YEAR.
Schedule A, Part II, Line 10 Other IncomeDESCRIPTION - INCOME FROM FUNDRAISING EVENTS, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 0.0, COLUMN E - 58005.0, COLUMN F - 58005.0;

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$24,809,525ContributionsAmt
End Year Balance$24,809,525EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$0ContributionsAmt
End Year Balance$0EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$0ContributionsAmt
End Year Balance$0EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$0BeginningYearBalanceAmt
Contributions$0ContributionsAmt
End Year Balance$0EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$0ContributionsAmt
End Year Balance$0EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe Prisma Health-Upstate Foundation is the steward of 49 endowment funds, which provide ongoing support for a variety of programs and services - including research and innovation in health care delivery - that benefit the patients, families and communities we serve in the Upstate of South Carolina. Some of these endowments fund workforce development programs and medical education, including scholarships to help train the next generation of health care professionals and recognition for excellence in research and teaching. These endowment funds reflect the generosity of our community and the desire to help ensure a healthier future for generations to come. - Betty and Eddie Endowment Fund - established 2014 - BI-LO Charities Children's Cancer Center Endowment - established 2007 - Bryan Neonatal Endowment Fund - established 2004 - Byan New Hope Endowment Fund - established 2004 - Children's Hospital Bereavement Endowment - established 2012 - Christopher Michael McManus, MD Scholarship Endowment - established 2013 - Clemson Miracle Canine F.E.T.C.H. Unit Endowment Fund - established 2019 - C. Michael and Nancy Orders Smith Endowment - established 2018 - The Charles D. Walters Family Foundation Scholarship - established 2013 - The Dale A. Willenberg Congenital Heart Defect Endowment Fund - established 2019 - The David A. Wilson, MD Innovations in Medicine Endowment Fund - established 2019 - Dempsey Leadership Award Endowment - established 2014 - Department of OB/GYN USCSOMG Scholarship Endowment - established 2017 - Dr. E. Arthur Dreskin Lectureship - established 2011 - Eugene M. Langan, III, MD Department of Surgery Award Endowment- established 2019 - Prisma Health Children's Hospital School Program Endowment - established 2001 (renamed 2023) - Internal Medicine Associates Scholarship Endowment - established 2019 - Jane and Bob Coleman Scholarship Endowment - established 2024 - Jean and Harlan Stone, MD Endowed Chair of Surgery - established 2012 - J Skarupa Memorial Endowment Fund - established 2012 - John V. Dacus, MD and Bill C. Mabie, MD Educational Fund - established 2016 - Jolley Foundation - established 2008 - Kat's Brave Warrior Beads Endowment Fund - established 2019 - The W. Larry Gluck, MD Endowed Chair for Translational and Molecular Oncology Research - established 2022 - The Lominack Family Scholarship Endowment - established 2018 - Lee Higdon, Ph.D. Resident Research Endowment for Women's Health - established 2017 - Margaret Grayce Downer Clemson Miracle Camp Endowment - established 2018 - Martha Ann & Hugh Clarke Scholarship Endowment Fund - established 2016 - McAlhany Society Research and Education Endowment - established 2018 - The Brenda J. Thames, EdD Endowment - established 2020 (renamed in 2023) - The Palmira Silva Snape, MD Endowment for Family Practice Residents - established 2005 - The Patricia Peeples Westmoreland, MD Community Service Award - established 2012 - Pops for Pups Endowment - established 2021 - Rainwater Charitable Foundation Canine F.E.T.C.H. Unit Endowment - established 2019 - The Ramage Center for Teaching and Learning (RCTL) Fund - established 2009 - Richard J. Hawkins Drive Scholars Endowment - established 2011 - The Roland M. Knight, MD Endowment for Orthopaedic Surgery - established 2021 - The Robert A. Jolley Jr., Endowed Chair of Psychiatry & Community Health - established 2022 - The Ruth Wilson Nicholson Women's Health Endowment - established 2019 - Scott M. Sasser, MD Department of Emergency Medicine Award Endowment - established 2022 - The TCH Endowment - established 2005 - The Seed Fund for Advanced Pediatric Care - established 2014 - Thompson A. Gailey, Jr. MD Lectureship - established 2011 - USC School of Medicine Greenville Scholarship Endowment Fund - established 2016 - The W. Stanton & Rosalind Smith Endowment Fund - established 2019 - W. R. DeLoache Fellowship Endowment -Fullerton - established 2006 - W. R. DeLoache Fellowship Endowment -Joe C. Davis - established 2006 - William W. Kellett, III MD Scholarship Endowment - established 2018 - David L. Cull, MD Research & Innovation Award Endowment - established 2025 During 2024, Endowment Funds were transferred from Greenville Health Corporation (EIN 57-0835816) to the Prisma Health-Upstate Foundation.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnotePRISMA HEALTH-UPSTATE FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF PRISMA HEALTH AND SUBSIDIARIES. PRISMA HEALTH QUALIFIES AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). AS OF SEPTEMBER 30, 2024, PRISMA HEALTH HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Run4LifeEvent1Nm
Gross Receipts Event1$115,870GrossReceiptsEvent1Amt
Charitable Contri Event1$100,715CharitableContriEvent1Amt
Gross Revenue Event1$15,155GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,137NonCashPrizesEvent1Amt
Other Direct Expenses Event1$36,158OtherDirectExpensesEvent1Amt
Event2Dragon BoatEvent2Nm
Gross Receipts Event2$308,196GrossReceiptsEvent2Amt
Charitable Contri Event2$265,346CharitableContriEvent2Amt
Gross Revenue Event2$42,850GrossRevenueEvent2Amt
Non Cash Prizes Event2$963NonCashPrizesEvent2Amt
Rent Facility Costs Event2$82,396RentFacilityCostsEvent2Amt
Food And Beverage Event2$11,180FoodAndBeverageEvent2Amt
Entertainment Event2$3,143EntertainmentEvent2Amt
Other Direct Expenses Event2$18,778OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$424,066GrossReceiptsTotalAmt
Charitable Contributions Tot$366,061CharitableContributionsTotAmt
Gross Revenue Total Events$58,005GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,100NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$82,396RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,180FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,143EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$54,936OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$153,755DirectExpenseSummaryEventsAmt
Net Income Summary-$95,750NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Prisma Health-UpstateBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E MCBEE AVE 500AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29601ZIPCd
FieldValueIRS element (for citing)
Recipient EIN811723202RecipientEIN
IRC Section501(c)(3)IRCSectionDesc
Cash Grant$3,316,657CashGrantAmt
Purpose Of Grantoperational supportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1(a) Description of grantTHE PRIMARY PURPOSES OF PRISMA HEALTH-UPSTATE FOUNDATION IS TO SUPPORT THE ACTIVITIES AND MISSION OF PRISMA HEALTH-UPSTATE.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.THE PRISMA HEALTH-UPSTATE FOUNDATION RECEIVES CHARITABLE GIFTS TO BENEFIT PRISMA HEALTH-UPSTATE AND IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES IN THE UPSTATE. CHARITABLE GRANTS MADE TO PRISMA HEALTH-UPSTATE ARE MONITORED REGULARLY BY THE PRISMA HEALTH OFFICE OF SPONSORED PROGRAMS IN ACCORDANCE WITH THE GRANT FUNDING GUIDELINES AND PRISMA HEALTH POLICIES.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$25,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$720NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,525NoncashContributionsRptF990Amt
Method Of Determining RevenuesCostMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Gift cards2$11,425Cost
Yes (X)ANGEL PILLOW CASE1$3,000Cost
Yes (X)LEGO GIFTS1$2,955Cost
Yes (X)OTHER1$180Cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Column (b)FormAndLineReferenceDesc
ExplanationTHE AMOUNTS SHOWN IN PART I, COLUMN (B), REFLECT THE NUMBER OF DONATIONS RECEIVED FOR THE SPECIFIC TYPE OF ITEM.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Organization's mission or most significant activitiesThe Prisma Health-Upstate Foundation is committed to improving the health of the communities it serves in the Upstate. We make connections between grateful patients, corporate partners, visionary organizations, and individuals of all ages to impactful initiatives that change lives, and our community's generosity provides funding to ensure a healthier tomorrow. Whether enhancing patient care and services, training the next generation of health care professionals, building healing environments, or catalyzing lifesaving research, every contribution, regardless of size, plays a crucial role in supporting health services and access to care in the Upstate.
Form 990, Part III, Line 4 organization's program service accomplishmentsHighlights include: - Raised more than $1,000,000 for our Inspire Courage Pediatric Hematology and Oncology Campaign to create a therapeutic space designed to promote healing. The unit is more than just a space; it's a beacon of hope to provide exceptional care for children and adolescents battling cancer, blood disorders, and sickle cell disease. - Funded new endowed scholarships benefitting students at the University of South Carolina School of Medicine Greenville, training the next generations of physicians to meet the needs of our growing community. - Completed the $2M campaign for the Roger C. Peace Adaptive Sports & Wellness Center at Unity Park, providing greater access to prevention and wellness programs and facilitating healthier lifestyles. - Honored the memory of Caine Halter and supported community members impacted by cancer through the 15th annual Run4Life. The event, held in partnership with the YMCA of Greenville County and the Neighborhood Cancer Connection, raised $126,000. - Raised more than $75,000 for the Children's Hospital in the Upstate during the second annual We Care Campaign, an on-air event supported by multiple corporate partners. - Paddled to raise more than $300,000 to benefit cancer research and patient programs during the Foundation's 18th Dragon Boat Upstate Festival.
Form 990, Part VI, Line 15 A & B PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALPRISMA HEALTH IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION PHILOSOPHY. AS PART OF THIS UNDERTAKING, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF PRISMA HEALTH, WHICH IS COMPOSED SOLELY OF INDEPENDENT DIRECTORS OF PRISMA HEALTH, SETS THE COMPENSATION PAYABLE TO THE EXECUTIVES AND MANAGEMENT LEADERS EMPLOYED BY PRISMA HEALTH AND ITS RELATED ORGANIZATIONS WHO ARE CONSIDERED AS DISQUALIFIED PERSONS IN ACCORDANCE WITH SECTION 4958 OF THE CODE AND THE APPLICABLE COMPENSATION PHILOSOPHY TO MANAGERS, DIRECTORS, AND EMPLOYEES. THIS PROCESS OF INDEPENDENT ESTABLISHMENT AND REVIEW OF COMPENSATION BY THE PARENT ORGANIZATION FOR THE SYSTEM IS CONSISTENT WITH THAT UTILIZED BY THE MAJORITY OF LARGE, MULTI-INSTITUTIONAL HEALTHCARE SYSTEMS. THE EXECUTIVE COMPENSATION COMMITTEE UTILIZES AN EXPERT INDEPENDENT COMPENSATION CONSULTANT RETAINED BY THE COMMITTEE TO PROVIDE AND EVALUATE COMPENSATION BASED ON COMPARABILITY DATA, MARKET CONDITIONS, COMPETITION FOR TALENT, AND OTHER SIGNIFICANT FACTORS. BASE COMPENSATION, VARIABLE INCENTIVE COMPENSATION, AND BENEFITS ARE ALL ESTABLISHED AND SET AFTER REVIEW BY THE COMMITTEE OF THIS DATA AND THE PERFORMANCE OF THE ORGANIZATION, AND REPORTS FROM THE INDEPENDENT CONSULTANT ARE INCLUDED IN THE MINUTES OF THE DELIBERATION BY THE COMMITTEE. THIS PROCESS WAS LAST COMPLETED IN SEPTEMBER 2024.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJIM CANAVOS AND MARION SMITH - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholdersTHE SOLE MEMBER IS PRISMA HEALTH-UPSTATE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyTHE SOLE MEMBER, PRISMA HEALTH-UPSTATE, SELECTS THE BOARD MEMBERS AND HAS THE POWER TO REMOVE ANY DIRECTOR AT ANY TIME.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersAll corporate powers shall be exercised by or under the authority of, and the business and affairs of the corporation shall be managed under the direction of and controlled by, the Board of Directors.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY PRISMA HEALTH MANAGEMENT. THE RETURN WAS REVIEWED BY PRISMA HEALTH MANAGEMENT AND IN-HOUSE LEGAL COUNSEL PRIOR TO FILING WITH THE IRS. IN ADDITION, A COPY OF THE RETURN WAS PROVIDED TO THE Prisma Health-Upstate Foundation Board of Directors prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policyTHE DIRECTORS, PRINCIPAL OFFICERS, AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT/DISCLOSURE FORM EACH YEAR ACKNOWLEDGING THEY HAVE RECEIVED, READ, UNDERSTOOD AND AGREE TO COMPLY WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AS DEFINED IN THE POLICY. THESE DISCLOSURES AND THE ACTIVITIES OF THE ORGANIZATION ARE PERIODICALLY REVIEWED TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THE REQUIREMENTS OF ITS TAX-EXEMPT STATUS. ANY CONFLICTS OF INTEREST PERTAINING TO A PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION MUST BE REPORTED TO THE GOVERNING BOARD OR COMMITTEE. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE AND DETERMINE WHETHER THE ORGANIZATION CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE IS REQUIRED TO DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THAT DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE GOVERNING BOARD OR COMMITTEE IS REQUIRED TO INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE IS REQUIRED TO TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesRestricted Fund Balance - -3371; Equity Transfer to Related Organizations - -38177730; Funds Transferred from Related Parties - 81766000;
Form 990 ACCOUNTING PERIOD CHANGEPrisma Health-Upstate Foundation is establishing its year-end as September 30th. Rev. Proc. 85-58 allows organizations desiring to change their annual accounting periods by timely filing the applicable information return, Form 990. Applicants complying with this revenue procedure will be deemed to have obtained the approval of the Commissioner of Internal Revenue Service for a change in accounting period.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
GREENVILLE HEALTH CORPORATION
300 E MCBEE AVE SUITE 500GREENVILLESC29601570835816HealthcareSC501(c)(3)10PRISMA HEALTH-UPSTATEfalse
PRISMA HEALTH
300 E MCBEE AVE SUITE 500GREENVILLESC29601822595551HEALTHCARESC501(c)(3)Type III-FINAfalse
PRISMA HEALTH EASTERN TENNESSEE
300 E McBee Ave Suite 500GREENVILLESC29601994621196HEALTHCARETN501(c)(3)Type III-FIPRISMA HEALTHfalse
PRISMA HEALTH MEDICAL GROUP-MIDLANDS
300 E MCBEE AVE SUITE 500GREENVILLESC29601471345819PHYSICIAN PRACTICESSC501(c)(3)10PRISMA HEALTH- MIDLANDSfalse
PRISMA HEALTH-MIDLANDS
300 E MCBEE AVE SUITE 500GREENVILLESC29601582296052HOSPITALSC501(c)(3)3PRISMA HEALTHfalse
PRISMA HEALTH-UNIVERSITY MEDICAL GROUP
300 E MCBEE AVE SUITE 500GREENVILLESC29601571004971PHYSICIAN PRACTICESSC501(c)(3)10PRISMA HEALTH- UPSTATEfalse
PRISMA HEALTH-UPSTATE
300 E MCBEE AVE SUITE 500GREENVILLESC29601811723202HOSPITALSC501(c)(3)3PRISMA HEALTHfalse
PRISMA HEALTH TUOMEY
300 E MCBEE AVE SUITE 500GREENVILLESC29601474914917HOSPITALSC501(c)(3)3PRISMA HEALTH-MIDLANDSfalse
PRISMA HEALTH BAPTIST EASLEY FOUNDATION
200 FLEETWOOD DRIVEEASLEYSC29640570880538fundraisingSC501(c)(3)Type IPrisma Health-Upstatefalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
RADIATION ONCOLOGY LLC
7 RICHLAND MEDICAL PARK ROADCOLUMBIASC29203364542465HEALTHCARESCNAN/Afalsefalse
PRISMA HEALTH URGENT CARE BY WELLSTREET LLC
3330 CUMBERLAND BLVD SE SUITE 825ATLANTAGA30339921035147HEALTHCAREGANAN/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
HEALTHSOURCE INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601570938686HEALTHCARESCNAC Corporationfalse
HOSPITAL SERVICES INC
2751 THE BOULEVARDCOLUMBIASC29209570544380HEALTHCARESCNAC CorporationfalseCOLUMBIA INDUSTRIAL PARK
MCBEE HOLDINGS INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601921216043HEALTHCARESCNAC Corporationfalse
PHCA INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601883421661HEALTHCARESCNAC Corporationfalse
PHVPHIC INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601883279433HEALTHCARESCNAC Corporationfalse
PROMISE FIRST INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601884158136INSURANCESCNAC Corporationfalse
PROMISE HEALTH INSURANCE COMPANY SC INC
300 E MCBEE AVENUE SUITE 500GREENVILLESC29601882888859INSURANCESCNAC Corporationfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PRISMA HEALTH - UPSTATE
B$3,316,657BOOK BASIS
Prisma Health
C$2,290,394book basis
Greenville Health Corporation
S$40,723,000Book Basis
Prisma Health- Upstate
S$41,043,000Book Basis

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R, Part V LINE 1QFormAndLineReferenceDesc
ExplanationENTRIES ARE MADE TO TRANSFER EXPENSES BETWEEN RELATED ENTITIES TO THE APPROPRIATE ENTITY; HOWEVER, NO EXCHANGE OF CASH OCCURS.ExplanationTxt

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