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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-01T16:12:56+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BOULEVARD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 932009608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prisma Health-Upstate Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRIS | BusinessNameControlTxt |
| Phone | 8647977805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST MCBEE AVENUE SUITE 500 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW ELSEY | PersonNm |
| Person Title | EVP-CFO PRISMA HEALTH | PersonTitleTxt |
| Signature | 2025-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aerrial M Orr | PreparerPersonNm |
| PTIN | P01598400 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Preparation | 2025-07-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISE WILSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST MCBEE AVENUE SUITE 500 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,299,000 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://prismahealthupstatefoundation.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2023 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 128 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,240,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$95,750 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $7,145,245 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,316,657 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,135,654 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $680,593 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $557,469 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $5,009,780 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,135,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,804,570 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,306 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,762,264 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,083,214 | ExpenseAmt |
| Grant | $3,316,657 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The 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 | $4,083,214 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISMA HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8647977805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EAST MCBEE AVENUE | AddressLine1Txt |
| City | SUITE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Andrew J White Jr | |||||||
| Vice Chair and Director | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Erin McCaskill | |||||||
| Treasurer and Director | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Marion Smith | |||||||
| Chair and Director | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tracy Lamb | |||||||
| Secretary and Director | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Annmarie Higgins | |||||||
| Ex-Officio Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Charles D Williams MD | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Clarence M Sevillian II | |||||||
| EVP Chief Operating Officer of Prisma Health- Ex-Officio Director | 1.0 | 46.0 | Yes (X) | $0 | $0 | $0 | |
| Jim Canavos | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kelly Carson | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Kristin Bennett | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Margaret L Jenkins | |||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Michael Cumby | |||||||
| Ex-Officio Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Ramon Nieves-Logo | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Robert T Nitto | |||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Tyler Prescott | |||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Matthew M Elsey | |||||||
| EVP Chief Financial Officer | 1.0 | 46.0 | Yes (X) | $0 | $0 | $0 | |
| Rise Wilson | |||||||
| Executive Director | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $366,061 | FundraisingAmt |
| Related Organizations | $2,290,394 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $4,584,540 | AllOtherContributionsAmt |
| Noncash Contributions | $47,055 | NoncashContributionsAmt |
| Total Contributions | $7,240,995 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,005 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $366,061 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $153,755 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$95,750 | TotalRevenueColumnAmt |
| Exclusion | -$95,750 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,145,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$95,750 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316,657 | TotalAmt |
| Program Services | $3,316,657 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,682 | TotalAmt |
| Program Services | $95,729 | ProgramServicesAmt |
| Management And General | $36,096 | ManagementAndGeneralAmt |
| Fundraising | $107,857 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,794 | TotalAmt |
| Program Services | $277,101 | ProgramServicesAmt |
| Management And General | $104,486 | ManagementAndGeneralAmt |
| Fundraising | $312,207 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,178 | TotalAmt |
| Program Services | $80,750 | ProgramServicesAmt |
| Management And General | $30,448 | ManagementAndGeneralAmt |
| Fundraising | $90,980 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,558 | TotalAmt |
| Program Services | $3,982 | ProgramServicesAmt |
| Management And General | $10,952 | ManagementAndGeneralAmt |
| Fundraising | $84,624 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,412 | TotalAmt |
| Fundraising | $24,412 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,594 | TotalAmt |
| Program Services | $4,253 | ProgramServicesAmt |
| Management And General | $1,898 | ManagementAndGeneralAmt |
| Fundraising | $1,443 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,290 | TotalAmt |
| Program Services | $1,908 | ProgramServicesAmt |
| Management And General | $461 | ManagementAndGeneralAmt |
| Fundraising | $921 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,653 | TotalAmt |
| Program Services | $2,119 | ProgramServicesAmt |
| Management And General | $511 | ManagementAndGeneralAmt |
| Fundraising | $1,023 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,788 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $23,788 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,009,780 | TotalAmt |
| Program Services | $4,083,214 | ProgramServicesAmt |
| Management And General | $245,973 | ManagementAndGeneralAmt |
| Fundraising | $680,593 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,399,196 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,114,603 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $41,290,771 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $45,804,570 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $42,306 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $42,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | -$36,726,440 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $82,488,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $45,762,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $45,804,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,135,465 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $41,900 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $43,584,899 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,240,995 | CurrentTaxYearAmt |
| Total | $7,240,995 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,240,995 | CurrentTaxYearAmt |
| Total | $7,240,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,844,918 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,396,077 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,005 | CurrentTaxYearAmt |
| Total | $58,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,299,000 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II SHORT YEAR EXPLANATION | COLUMN (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 Income | DESCRIPTION - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $24,809,525 | ContributionsAmt |
| End Year Balance | $24,809,525 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $0 | ContributionsAmt |
| End Year Balance | $0 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The 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) footnote | PRISMA 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Run4Life | Event1Nm |
| Gross Receipts Event1 | $115,870 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,715 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,155 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,137 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $36,158 | OtherDirectExpensesEvent1Amt |
| Event2 | Dragon Boat | Event2Nm |
| Gross Receipts Event2 | $308,196 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $265,346 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $42,850 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $963 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $82,396 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,180 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,143 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,778 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $424,066 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $366,061 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,005 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,100 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $82,396 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,180 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,143 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $54,936 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $153,755 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$95,750 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prisma Health-Upstate | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 E MCBEE AVE 500 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 811723202 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $3,316,657 | CashGrantAmt |
| Purpose Of Grant | operational support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(a) Description of grant | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $720 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,525 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Gift cards | 2 | $11,425 | Cost |
| Yes (X) | ANGEL PILLOW CASE | 1 | $3,000 | Cost |
| Yes (X) | LEGO GIFTS | 1 | $2,955 | Cost |
| Yes (X) | OTHER | 1 | $180 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Column (b) | FormAndLineReferenceDesc |
| Explanation | THE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 Organization's mission or most significant activities | The 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 accomplishments | Highlights 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 OFFICIAL | PRISMA 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 persons | JIM CANAVOS AND MARION SMITH - Business relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE MEMBER IS PRISMA HEALTH-UPSTATE. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE 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 stockholders | All 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 body | THE 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 policy | THE 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 public | THE 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 balances | Restricted Fund Balance - -3371; Equity Transfer to Related Organizations - -38177730; Funds Transferred from Related Parties - 81766000; |
| Form 990 ACCOUNTING PERIOD CHANGE | Prisma 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GREENVILLE HEALTH CORPORATION | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 570835816 | Healthcare | SC | 501(c)(3) | 10 | PRISMA HEALTH-UPSTATE | false |
| PRISMA HEALTH | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 822595551 | HEALTHCARE | SC | 501(c)(3) | Type III-FI | NA | false |
| PRISMA HEALTH EASTERN TENNESSEE | ||||||||||
| 300 E McBee Ave Suite 500 | GREENVILLE | SC | 29601 | 994621196 | HEALTHCARE | TN | 501(c)(3) | Type III-FI | PRISMA HEALTH | false |
| PRISMA HEALTH MEDICAL GROUP-MIDLANDS | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 471345819 | PHYSICIAN PRACTICES | SC | 501(c)(3) | 10 | PRISMA HEALTH- MIDLANDS | false |
| PRISMA HEALTH-MIDLANDS | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 582296052 | HOSPITAL | SC | 501(c)(3) | 3 | PRISMA HEALTH | false |
| PRISMA HEALTH-UNIVERSITY MEDICAL GROUP | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 571004971 | PHYSICIAN PRACTICES | SC | 501(c)(3) | 10 | PRISMA HEALTH- UPSTATE | false |
| PRISMA HEALTH-UPSTATE | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 811723202 | HOSPITAL | SC | 501(c)(3) | 3 | PRISMA HEALTH | false |
| PRISMA HEALTH TUOMEY | ||||||||||
| 300 E MCBEE AVE SUITE 500 | GREENVILLE | SC | 29601 | 474914917 | HOSPITAL | SC | 501(c)(3) | 3 | PRISMA HEALTH-MIDLANDS | false |
| PRISMA HEALTH BAPTIST EASLEY FOUNDATION | ||||||||||
| 200 FLEETWOOD DRIVE | EASLEY | SC | 29640 | 570880538 | fundraising | SC | 501(c)(3) | Type I | Prisma Health-Upstate | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RADIATION ONCOLOGY LLC | ||||||||||
| 7 RICHLAND MEDICAL PARK ROAD | COLUMBIA | SC | 29203 | 364542465 | HEALTHCARE | SC | NA | N/A | false | false |
| PRISMA HEALTH URGENT CARE BY WELLSTREET LLC | ||||||||||
| 3330 CUMBERLAND BLVD SE SUITE 825 | ATLANTA | GA | 30339 | 921035147 | HEALTHCARE | GA | NA | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTHSOURCE INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 570938686 | HEALTHCARE | SC | NA | C Corporation | false | |
| HOSPITAL SERVICES INC | ||||||||||
| 2751 THE BOULEVARD | COLUMBIA | SC | 29209 | 570544380 | HEALTHCARE | SC | NA | C Corporation | false | COLUMBIA INDUSTRIAL PARK |
| MCBEE HOLDINGS INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 921216043 | HEALTHCARE | SC | NA | C Corporation | false | |
| PHCA INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 883421661 | HEALTHCARE | SC | NA | C Corporation | false | |
| PHVPHIC INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 883279433 | HEALTHCARE | SC | NA | C Corporation | false | |
| PROMISE FIRST INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 884158136 | INSURANCE | SC | NA | C Corporation | false | |
| PROMISE HEALTH INSURANCE COMPANY SC INC | ||||||||||
| 300 E MCBEE AVENUE SUITE 500 | GREENVILLE | SC | 29601 | 882888859 | INSURANCE | SC | NA | C Corporation | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PRISMA HEALTH - UPSTATE | ||
| B | $3,316,657 | BOOK BASIS |
| Prisma Health | ||
| C | $2,290,394 | book basis |
| Greenville Health Corporation | ||
| S | $40,723,000 | Book Basis |
| Prisma Health- Upstate | ||
| S | $41,043,000 | Book Basis |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V LINE 1Q | FormAndLineReferenceDesc |
| Explanation | ENTRIES ARE MADE TO TRANSFER EXPENSES BETWEEN RELATED ENTITIES TO THE APPROPRIATE ENTITY; HOWEVER, NO EXCHANGE OF CASH OCCURS. | ExplanationTxt |
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