2020-11-13T07:27:20-07:00 2019-12-31 990 2019-01-01 570708391 Sisters of Charity Foundation of South Carolina SIST 2166965560 2475 East 22nd Street Cleveland OH 44115 Melissa Rogers Assistant Treasurer 2166965560 2020-11-15 74.207.214.114 2019 2021-01-29 14:40:06Z Thomas Keith 2711 Middleburg Drive Suite 115 Columbia SC 29204 37832563 0 0928 X www.sistersofcharitysc.com X 1983 SC To support and further the mission and ministry of the Sisters of Charity of St. Augustine by addressing the needs of the poor and under served through programs that promote health, education, and social services. 16 15 0 0 0 0 39812 34753 6272 2935 6053806 4459706 0 0 6099890 4497394 2544850 2894122 0 0 904230 962741 0 0 0 1348290 1297165 4797370 5154028 1302520 -656634 90575454 100285560 87358 94205 90488096 100191355 The Sisters of Charity Foundation of South Carolina (SCF) is dedicated to furthering the mission, ministry, and purpose of the Sisters of Charity of St. Augustine and personalizing Catholic values by action, advocacy, and leadership. 0 0 1344585 0 0 The Sisters of Charity Foundation of South Carolina is a faith-based organization deeply rooted in the principles of the gospel and the traditions of the Catholic Church. As a ministry of the Sisters of Charity Health System the Foundation is committed to addressing the cause and effects of poverty in South Carolina. The Foundation is dedicated to efforts which help build a sustainable healthy economy, promote educational success, support stronger families, contribute to long-term community development, and to the measurement of the effects of these efforts. 279190 100000 0 The Sisters of Charity Foundation of South Carolina provides support for the health, education, and social service ministries of Catholic women religious. The Foundation supports efforts of women religious to collaborate, improve, and expand their services for the vulnerable and under served. The Foundation also supports research into the role of women religious in ministry and how to continue their work, as the number of sisters in active ministry continues to decline. 3233346 2794122 0 The Foundation has invested significantly in programs that support low income fathers over the past twenty years. Additionally the Foundation has other initiatives that have an effect on marginalized populations. The Foundation has an Immigrant Families initiative which works to support individuals who have migrated to South Carolina but suffer many challenges including access to health care, legal issues, work issues, community service issues, and system support. The Kinship Care initiative is designed to support more than fifty thousand children across the state that are being raised by a family member other than a parent. These families have significant issues that other families do not have. 0 0 0 4857121 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Sondra Haye 2166965560 2475 East 22nd Street Cleveland OH 44115 Melissa J Rogers Assistant Treasurer 1 40 X 0 467292 72290 Susanna Krey see note schedule J Trustee 1 40 X 0 353436 72290 Thomas Keith President 40 0 X 0 241891 35185 Thomas P Otis CCIM Board Chair 1 0 X X 0 0 0 Lisa Garnett Bernardin Vice Chair 1 0 X X 0 0 0 J Anderson Folsom Treasurer 1 0 X X 0 0 0 T Mitchell Watson Secretary 1 0 X X 0 0 0 Gerald Hubbard Smalls MBA JD LLM Trustee 1 0 X 0 0 0 Sr Judith Ann Karam CSA Trustee 1 0 X 0 0 0 Maria Kotsaka Kratsios PhD Trustee 1 0 X 0 0 0 J Michael McCabe CFP Trustee 1 0 X 0 0 0 Sr Sandra Makowski SSMN JCL Trustee 1 0 X 0 0 0 Patricia J Moore-Pastides MPH Trustee 1 0 X 0 0 0 Brian Murrell Trustee 1 0 X 0 0 0 Maria Smoak Trustee 1 0 X 0 0 0 Karen Smith Trustee 1 0 X 0 0 0 Reshma Kan Trustee 1 0 X 0 0 0 Ronald Pitner PhD Trustee 1 0 X 0 0 0 0 1062619 179765 0 0 1 0 0 0 0 0 15000 0 19753 0 34753 2935 0 0 2935 2935 1481295 0 0 1481295 0 0 0 0 0 0 0 0 0 0 36313580 0 33335169 0 2978411 0 2978411 0 0 2978411 0 0 4497394 0 0 4462641 2894122 2894122 241891 181419 60472 0 538304 484474 53830 54977 46181 8796 76261 61009 15252 51308 43099 8209 490 0 490 5000 5000 460447 460447 72581 72581 28897 23118 5779 35579 28463 7116 100786 85668 15118 24415 24415 32105 32105 13142 11171 1971 199 0 199 MemberAssesment 422625 316969 105656 0 Program Expenses 50464 50464 0 0 Dues & Subscriptions 5341 5341 0 0 45094 36075 9019 5154028 4857121 296907 0 235078 161329 32166 31646 236805 200735 39021 36070 90269189 100056515 90575454 100285560 87358 94205 0 0 87358 94205 X 90486896 100190155 1200 1200 90488096 100191355 90575454 100285560 -656634 10359893 0 0 0 0 X 0 1 1 0 X X 1 Sisters of Charity of St Augustine 340714763 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 38272 25707 12565 0 99595 92615 6980 0 98938 82413 16525 36070 0 0 X Schedule D, Part X, Line 2 Management has analyzed the tax positions taken by the Organization and has concluded that as of December 31, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. 1 Alliance for the Collaboration with the Hispanic Community PO Box 17934 Greenville SC 29606 271041624 501(c)(3) 20000 0 Book Education Anderson Interfaith Ministries Inc 1202 S Murray Ave Anderson SC 29624 570896524 501(c)(3) 25000 0 Book Education Association for the Blind 1 Carriage Lane Building A Charleston SC 29407 570324912 501(c)(3) 7500 0 Book Social Services Bluffton Jasper County VIM 29 Plantation Dr Building 600 Bluffton SC 29901 320298086 501(c)(3) 6000 0 Book Social Services Catholic Charities Office of Immigration Services 590 Lone Tree Drive Suite 102 Mount Pleasant SC 29464 530196617 501(c)(3) 20000 0 Book Social Services Central Midlands Justice Ministry 709 Gabriel Street Columbia SC 29203 814740696 501(c)(3) 6000 0 Book Social Services Charleston Promise Neighborhood 1834 Summerville Avenue Suite 200 Charleston SC 29405 800597710 501(c)(3) 25000 0 Book Education Children in Crisis in Dorchester County 303 East Richardson Avenue Summerville SC 29483 571078099 501(c)(3) 10000 0 Book Social Services Columbia College 1301 Columbia College Drive Columbia SC 29203 570324915 501(c)(3) 70000 0 Book Education Columbia Free Medical Clinic 1875 Harden St Columbia SC 29204 570779279 501(c)(3) 33000 0 Book Health Communities in Schools of the Charleston Area Inc 1090 East Montague Ave North Charleston SC 29405 570915384 501(c)(3) 20000 0 Book Education Community Initiatives Inc 201 Church Ave Greenwood SC 29646 311741660 501(c)(3) 9000 0 Book Social Services Community Works 100 West Antrim Drive Greenville SC 29365 260421563 501(c)(3) 30000 0 Book Education Compass of Carolina 1100 Rutherford Road Greenville SC 29609 570381870 501(c)(3) 20000 0 Book Health East Cooper Community Outreach 1145 Six Mile Road Mount Pleasant SC 29466 570939280 501(c)(3) 8000 0 Book Social Services Felician Center Inc 908 Thorne Ave Kingstree SC 29556 272176947 501(c)(3) 30000 0 Book Education Florence Crittenton Programs 19 Saint Margaret Street Charleston SC 294033612 570342030 501(c)(3) 15000 0 Book Social Services Foothills Family Resources 3 Main St Slater SC 29683 570823752 501(c)(3) 20000 0 Book Social Services Greenville Tech Foundation 225 S Pleasantburg Drive Suite E Greenville SC 29607 570565961 501(c)(3) 15000 0 Book Education Healthy Learners 2711 Middleburg Drive Columbia SC 29204 571127197 501(c)(3) 200000 0 Book Health Healthy Smiles of Spartanburg Inc 850 Brisack Road Spartanburg SC 29303 030529473 501(c)(3) 6000 0 Book Health Helping and Lending Outreach Support 4995 Lacross Road Suite 1250 North Charleston SC 29406 200858549 501(c)(3) 50000 0 Book Social Services Helping Hands of Georgetown 1813 Highmarket St Georgetown SC 29440 570883461 501(c)(3) 25000 0 Book Social Services Home Works of America Inc 3823 W Beltline Road Columbia SC 29204 562027026 501(c)(3) 10000 0 Book Social Services Homeless No More 2711 Middleburg Drive Suite 308 Columbia SC 29204 570898981 501(c)(3) 50000 0 Book Social Services Homes of Hope Inc 3 Dunean St Greenville SC 29611 571069688 501(c)(3) 50000 0 Book Social Services Hope Center for Children 200 Henry Barksdale Blvd Spartanburg SC 29306 570601487 501(c)(3) 10000 0 Book Social Services Hopeful Horizons 1212 Charles Street Beaufort SC 29902 571063332 501(c)(3) 7500 0 Book Social Services Impact America 225 S Pleasantburg Drive Suite B9 Greenville SC 29607 200850212 501(c)(3) 6000 0 Book Health Institute for Child Success 613 E McBee Ave Greenville SC 29601 271904900 501(c)(3) 10000 0 Book Health Lowcountry Local First 1630 Meeting Street Road Building Charleston SC 29405 870792700 501(c)(3) 15000 0 Book Social Services Lutheran Family Services in the Carolinas Inc 1118 Union Street Columbia SC 29201 561286323 501(c)(3) 15000 0 Book Social Services Metanoia Community Development Corporation 2005 Reynolds Ave North Charleston SC 29405 200310400 501(c)(3) 50000 0 Book Education Middle Tyger Community Center 84 Groce Road Lyman SC 29365 571077940 501(c)(3) 25000 0 Book Social Services Midlands Housing Alliance Inc 2025 Main St Columbia SC 29201 203524141 501(c)(3) 15000 0 Book Social Services Miss Ruby's Kids 2018 Church Street Georgetown SC 29442 203933169 501(c)(3) 15000 0 Book Education Neighborhood Outreach Connection PO Box 23558 Hilton Head Island SC 29926 542083947 501(c)(3) 25000 0 Book Education New Directions of Horry County 732 8th Avenue North Myrtle Beach SC 29577 201831970 501(c)(3) 32000 0 Book Social Services Northside Development Corporation 698 Howard Street Spartanburg SC 29303 300698663 501(c)(3) 30000 0 Book Social Services Operation Home 3973 Rivers Avenue Suite 104 North Charleston SC 29405 621745925 501(c)(3) 6000 0 Book Social Services Our Lady of Mercy Community Outreach Services Inc 77 America Street Charleston SC 29403 570905488 501(c)(3) 25000 0 Book Social Services Palmetto Health University of South Carolina Medical Group 15 Medical Park Columbia SC 29203 471345819 501(c)(3) 10000 0 Book Health Palmetto Place Children's Shelter 5507 Colonial Drive Columbia SC 29230 576029097 501(c)(3) 8500 0 Book Social Services Pattison's DREAM Academy PO Box 80426 Charleston SC 29416 203419262 501(c)(3) 7500 0 Book Education Pendleton Place 1133 Pendleton Street Greenville SC 29601 570624421 501(c)(3) 6000 0 Book Social Services Richland County Public Library 1431 Assembly Street Columbia SC 29201 576000396 501(c)(3) 11500 0 Book Education Richland County School District Two 124 Risdon Way Columbia SC 29223 570478185 501(c)(3) 7550 0 Book Education Root & Rebound 170 Franklin Street Suite 300 Oakland CA 94612 463876220 501(c)(3) 25000 0 Book Social Services Sea Haven Inc 280 Hwy 57 S Little River SC 29566 570713478 501(c)(3) 8500 0 Book Social Services Serve and Connect 1512 Laurel Street Columbia SC 29201 811369953 501(c)(3) 20000 0 Book Social Services Sexual Trauma Services of the Midlands 3830 Forest Drive Suite 209 Columbia SC 29205 570763120 501(c)(3) 10000 0 Book Education SISTERCARE PO Box 1029 Columbia SC 292021029 570722427 501(c)(3) 6000 0 Book Social Services Soteria Community Development Corporation (CDC) 210 Shaw Street Greenville SC 29606 582475280 501(c)(3) 20000 0 Book Social Services South Carolina Appleseed Legal Justice Center PO Box 7187 Columbia SC 29202 571035023 501(c)(3) 12500 0 Book Social Services South Carolina Department of Mental Health PO Box 485 Columbia SC 29202 576000922 501(c)(3) 7500 0 Book Health South Carolina Institute of Medicine and Public Health 1301 Gervais Street Suite 300 Columbia SC 29201 320350642 501(c)(3) 30000 0 Book Health St Francis Center PO Box 682 St Helena Island SC 29920 571471842 501(c)(3) 30000 0 Book Social Services Student Action with Farmworkers 1317 W Pettigrew Street Durham NC 27705 561789014 501(c)(3) 25000 0 Book Health Teach for America Inc 7301 Rivers Avenue Suite 160 North Charleston SC 29406 133541913 501(c)(3) 20000 0 Book Education Teach My People 753 Waverly Road Pawleys Island SC 29585 571075900 501(c)(3) 50000 0 Book Education The Greenville Free Medical Clinic Inc PO Box 8993 Greenville SC 29604 570855205 501(c)(3) 10000 0 Book Health The South Carolina Center for Fathers and Families 2711 Middleburg Drive Suite 111 Columbia SC 29204 364506347 501(c)(3) 600000 0 Book Social Services The Sustainability Institute 5055 Lackawanna Blvd North Charleston SC 29405 582474104 501(c)(3) 50000 0 Book Social Services Thumbs Up Inc 914 Hamar Street Beaufort SC 29902 571025876 501(c)(3) 15000 0 Book Education Together SC 1818 Blanding St Columbia SC 29202 571057398 501(c)(3) 23247 0 Book Social Services Trident Literacy Association 6185-D Rivers Avenue North Charleston SC 29406 570721308 501(c)(3) 6000 0 Book Education Turning Leaf Project 3765 Leeds Avenue North Charleston SC 29405 460671501 501(c)(3) 25560 0 Book Social Services United Ministries Inc 606 Pendleton Street Greenville SC 29601 570511977 501(c)(3) 25000 0 Book Social Services United Way Association of South Carolina 914 Richland Street Ste A201 Columbia SC 29201 570515275 501(c)(3) 15000 0 Book Social Services United Way of Greenville County Incorporated 105 Edinburgh Court Greenville SC 29607 570362066 501(c)(3) 50000 0 Book Social Services United Way of Kershaw County 110 E DeKalb Street Camden SC 29020 570717334 501(c)(3) 7500 0 Book Social Services United Way of the Midlands 1818 Blanding Street Columbia SC 29201 570314396 501(c)(3) 25000 0 Book Health United Way of the Piedmont 203 East Main Street Spartanburg SC 29306 570314377 501(c)(3) 15000 0 Book Social Services University of SC Educational Foundation 1027 Barnwell St Columbia SC 29208 576017985 501(c)(3) 60000 0 Book Education University of South Carolina 1600 Hampton Street Suite 414 Columbia SC 29208 576001153 501(c)(3) 65000 0 Book Health Village Group PO Box 700 Georgetown SC 29442 061749252 501(c)(3) 20000 0 Book Social Services Vital Aging of Williamsburg County Inc PO Box 450 Kingstree SC 29556 582276534 501(c)(3) 7000 0 Book Health Volunteers in Medicine Clinic 15 Northridge Drive Hilton Head SC 29926 570959206 501(c)(3) 7500 0 Book Health Welvista Inc 121 Greystone Blvd Columbia SC 29210 562034627 501(c)(3) 7500 0 Book Health WINGS 476 Meeting St Suite E Charleston SC 29403 571055054 501(c)(3) 35000 0 Book Education YMCA of Beaufort County 1801 Richmond Avenue Port Royal SC 29907 570910326 501(c)(3) 10000 0 Book Education 81 0 Schedule I, Part I, Line 2 The Sisters of Charity Foundation of South Carolina begins its' grant award process by reviewing grant proposals to ensure that the Foundation guidelines are met for mission, geographic area, program area, and population served. Required documents from potential grantees include audited financial statements, IRS determination letter and IRS Form 990. After initial verification has taken place, a program officer/grants manager is assigned to each proposal. Additionally, site visits are conducted with representatives from the organization, and a narrative summary is completed for the distribution/grant committee. All proposals are then carefully reviewed by staff and the distribution/grant committee to identify those applications that best serve the Foundation's mission and analyze proposed budgets to fulfill its' obligations as steward for the Foundation funds. After the selection process is complete, the distribution committee makes its' recommendations to the full Board of Trustees at its' next meeting. Once a grant has been awarded, grants are monitored through site visits to ensure proper use of funds. Periodic reports and budgetary information are required and reviewed for consistency and adherence to the program goals and objectives. When the grant period has ended, closed grant/final evaluation reports are completed and reviewed by program officers/grant managers for compliance with the grant agreement and used as an internal document for future funding. Grant files are archived electronically for future reference. X 0 1 0 0 0 0 0 1 0 Melissa J Rogers Assistant Treasurer 0 443487 0 21536 0 2268 0 47285 0 25005 0 539581 Susanna Krey see note schedule J Trustee 0 322103 0 22500 0 8833 0 47285 0 25005 0 425726 Thomas Keith President 0 210948 0 30943 0 0 0 18925 0 16260 0 277076 Schedule J, Part I, Line 4 The following executive staff received a payment in the amount of $19,000 for a supplemental executive retirement plan (SERP): Melissa Rogers, Susanna Krey. Schedule J, Part I, Line 7 The president of the Sisters of Charity Foundation of South Carolina is eligible for an incentive compensation plan. The annual bonus is calculated and approved by the Foundation board chair and the SCHS board designee based on goals achieved. Schedule J, Part II Susanna Krey holds a dual role as the SVP of Marketing for SCHS and the President of the Sisters of Charity Foundation of Cleveland (CLF). Her salary is allocated 60% to SCHS and 40% to the CLF. Form 990, Part I, Line 5 All employees of the Foundation are paid by SCHS, EIN 34-1379356. Form 990, Part VI, Section A, Line 6 The Foundation is the sole member of the South Carolina Center for Fathers and Families (SCCFF), and the Sisters of Charity Health System (SCHS) is the sole member of the Foundation. The reserved powers of the member include the authority to borrow or lend money, the purchase and sale of certain property, the appointment and renewal of the Code of Regulations and the Article of Incorporation, the election and re-election of trustees, and the determination of corporate philosophy. Form 990, Part VI, Section A, Line 7a See explanation for line 6 Form 990, Part VI, Section A, Line 7b See explanation for line 6 Form 990, Part VI, Section A, Line 8a Minutes are taken at all board and committee meetings and are included in the board packet for each meeting. Form 990, Part VI, Section B, Line 11b The Foundation's form 990 was prepared by management. A draft was made available to all trustees prior to the filing deadline. Form 990, Part VI, Section B, Line 12c Conflicts of interest are addressed via annual questionnaires given to all trustees, officers, and key employees. These are reviewed by the Foundation President. Form 990, Part VI, Section B, Line 15 For the entity officers who are paid by SCHS, the SCHS Executive Committee functions as a compensation committee of the Board which reviews compensation for the CEO, Officers, and Key Employees. Information provided to the committee includes salary, bonus and incentive compensation, deferred compensation, and other benefits. SCHS also utilizes an outside consultant which provides market data for similar positions at other organizations. Foundation compensation is the responsibility of the Foundation Board. All Foundation Board actions are subject to review by the member. Form 990, Part VI, Section C, Line 19 The Foundation makes its' governing documents, conflict of interest policy and financial statements available upon request. Sisters of Charity of St Augustine Health System 2475 E 22nd Street Cleveland OH 44115 341379356 Charitable Org OH 501(c)(3) 12a N/A 0 Sisters of Charity Foundation of Cleveland 2475 E 22nd Street Cleveland OH 44115 341832698 Charitable Org OH 501(c)(3) 12a SCHS 1 Healthy Learners 2749 Laurel Street Columbia SC 29204 571127197 Charitable Org SC 501(c)(3) 10 SCHS 1 Early Childhood Resource Center 1718 Cleveland Ave Canton OH 44703 340714462 Charitable Org OH 501(c)(3) 7 SOC Foundation of Canton 1 St Vincent Charity Development Foundation 2351 E 22nd Street Cleveland OH 44115 271602445 Charitable Org OH 501(c)(3) 12a St Vincent Charity Medical Center 1 Mercy Development Foundation 1320 Mercy Drive NW Canton OH 44708 342408321 Charitable Org OH 501(c)(3) 12a Mercy Medical Center 1 Sisters of Charity Foundation of Canton 400 Market Avenue Suite 300 Canton OH 44702 341832697 Charitable Org OH 501(c)(3) 12a Sisters of Charity of St Augustine Health System 1 Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 Retirement Community OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 Josephs Home 2412 Community College Avenue Cleveland OH 44115 341901676 Charitable Org OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 South Carolina Center for Fathers and Families 2711 Middleburg Suite 111 Columbia SC 29204 364506347 Charitable Org SC 501(c)(3) 7 Sisters of Charity Foundation of South Carolina 1 St Vincent Charity Medical Center 2351 East 22nd Street Cleveland OH 44115 340714756 Hospital OH 501(c)(3) 3 Sisters of Charity of St Augustine Health System 1 Sisters of Charity of St Augustine 5232 Broadview Road Richfield OH 44286 340714763 Religious Order OH 501(c)(3) 1 N/A Mercy Medical Center 1320 Mercy Drive NW Canton OH 44708 341893439 Hospital OH 3 501(c)(3) Sisters of Charity of St Augustine Health System 1 Light of Hearts Villa 283 Union Street Bedford OH 44146 341619270 Retirement Community OH 501(c)(3) 10 Sisters of Charity of St Augustine Health System 1 SCPH Legacy Corp 2475 East 22nd Street Cleveland OH 44115 570314409 Charitable Org SC 501(c)(3) 12a SCHS 1 St John Hospital 2475 East 22 Street Cleveland OH 44115 340714504 Hosptial OH 501(c)(3) 12a SCHS 1 Mercy Professional Care Corp 1330 Mercy Drive NW Canton OH 44708 341873008 Medical Services OH Mercy Medical Center C 1 1 St Vincent Medical Group 2351 East 22nd Street Cleveland OH 44115 341634990 Medical Services OH St Vincent Medical Center C 1 1 SCHS Insurance Co LTD 62 Forum Lane 3rd Floor Grand Cayman CJ KY1-1203 980679825 Insurance CJ SCHS C 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 South Carolina Center for Fathers and Families b 600000 Book