2026-08-11T15:20:37+00:00 2025-09-30 346565596 ERNST & YOUNG US LLP 1020 SPRING STREET NW ATLANTA GA 30309 990 2024-10-01 932009608 PRISMA HEALTH-UPSTATE FOUNDATION PRIS 8647977805 300 EAST MCBEE AVENUE SUITE 500 GREENVILLE SC 29601 MATTHEW ELSEY EVP-CFO PRISMA HEALTH 2026-08-11 true true AERRIAL M ORR P01598400 4048748300 2026-08-04 2024 2025-03-06 01:10:19Z RISE WILSON 300 EAST MCBEE AVENUE SUITE 500 GREENVILLE SC 29601 11794653 false X https://prismahealthupstatefoundation.org/ X 2023 SC SEE SCHEDULE O 16 14 0 150 0 7240995 11652615 0 0 0 48313 -95750 -119068 7145245 11581860 3316657 6702599 0 0 1135654 1512866 0 0 904880 557469 689936 5009780 8905401 2135465 2676459 45804570 60527822 42306 51395 45762264 60476427 THE PRISMA HEALTH-UPSTATE FOUNDATION WAS ESTABLISHED IN 2023 WITH A COMMITMENT TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE IN THE UPSTATE. WHETHER ENHANCING PATIENT CARE AND SERVICES, TRAINING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, BUILDING HEALING ENVIRONMENTS, OR CATALYZING LIFESAVING RESEARCH, PHILANTHROPIC SUPPORT MAKES A PROFOUND DIFFERENCE IN THE LIVES OF PATIENTS AND FAMILIES WE SERVE EVERY DAY AT PRISMA HEALTH. OUR PURPOSE IS CONNECTING OUR COMMUNITY'S GENEROSITY TO A HEALTHIER TOMORROW FOR ALL. false false 7674690 6702599 0 THE PRISMA HEALTH-UPSTATE FOUNDATION, OUR BOARD OF DIRECTORS, AND 150 DEDICATED VOLUNTEERS HELPED SECURE PHILANTHROPIC SUPPORT FROM MORE THAN 3,300 DONORS FOR SEVERAL KEY INITIATIVES AS WELL AS FUNDING FOR PATIENT ASSISTANCE, CHILD ADVOCACY, AND DISEASE PREVENTION PROGRAMS THAT PROVIDED VITAL SERVICES TO THE MOST VULNERABLE IN OUR COMMUNITY. TWO LONG-STANDING EVENTS - THE DRAGON BOAT UPSTATE 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. SEVERAL SPONSOR-SUPPORTED EVENTS WERE HELD LEADING UP TO THE FOUNDATION'S NEW SIGNATURE EVENT - A GOOD PARTY - TO GENERATE AWARENESS AND SUPPORT FOR THE NEW PRISMA BEHAVIORAL HEALTH HOSPITAL. (CONTINUED ON SCHEDULE O) 7674690 true true false false false false false false false true false false false false false true false true false false false false false false true false false true false true false false false false false false false false false false true true false false false true false false false false true 0 0 0 false false false false false true true false false false false false false X 16 14 true false false false true true true true true false false false true true true true true true true true false false SC X PRISMA HEALTH 8647977805 300 EAST MCBEE AVENUE SUITE 500 GREENVILLE SC 29601 X ANDREW J WHITE JR VICE CHAIR AND DIRECTOR 1.0 0 X X 0 0 0 ERIN MCCASKILL TREASURER AND DIRECTOR 1.0 0 X X 0 0 0 MARION SMITH CHAIR AND DIRECTOR 1.0 0 X X 0 0 0 TRACY LAMB SECRETARY AND DIRECTOR 1.0 1.0 X X 0 0 0 ANNMARIE HIGGINS EX-OFFICIO DIRECTOR 1.0 1.0 X 0 0 0 CHARLES D WILLIAMS MD DIRECTOR 1.0 0 X 0 0 0 CLARENCE M SEVILLIAN II EVP CHIEF OPERATING OFFICER 1.0 46.0 X 0 924582 308092 DONNICE WILKERSON DIRECTOR 1.0 0 X 0 0 0 JIM CANAVOS DIRECTOR 1.0 0 X 0 0 0 KELLY CARSON DIRECTOR 1.0 0 X 0 0 0 KRISTIN BENNETT DIRECTOR 1.0 0 X 0 0 0 MARGARET L JENKINS DIRECTOR 1.0 0 X 0 0 0 MICHAEL CUMBY EX-OFFICIO DIRECTOR 1.0 1.0 X 0 0 0 RAMON NIEVES-LOGO DIRECTOR 1.0 0 X 0 0 0 ROBERT T NITTO DIRECTOR 1.0 0 X 0 0 0 TYLER PRESCOTT DIRECTOR 1.0 0 X 0 0 0 MATTHEW M ELSEY EVP CHIEF FINANCIAL OFFICER 1.0 46.0 X 0 1747050 279395 RIS WILSON EXECUTIVE DIRECTOR 40.0 0.0 X 0 241937 64630 ALEXANDER D GLADNEY EVP CHIEF LEGAL OFFICER 1.0 46.0 X 0 788387 93414 AMY E LINSIN EVP CHIEF HR AND DIVERSITY OFFICER 1.0 46.0 X 0 1111674 170830 JAMES H LUCAS SVP GOVERNMENT AFFAIRS (UNTIL 10/11/24) 1.0 46.0 X 0 627545 65819 JONATHAN L GLEASON MD EVP CHIEF CLINICAL OFFICER 1.0 46.0 X 0 1569605 275322 MALCOLM W ISLEY EVP CHIEF STRATEGY OFFICER (UNTIL 1/21/25) 1.0 46.0 X 0 765767 211359 MARK S O'HALLA PRESIDENT AND CEO OF PRISMA HEALTH 1.0 46.0 X 0 3807923 -433472 RICHARD J ROGERS SVP CHIEF INFORMATION OFFICER 1.0 46.0 X 0 1474984 25833 WILLIAM C GERARD MD EVP VALUE BASED CARE/CMO PRISMA HEALTH PLANS/CEO INVIO HEALTH NETWORKS 1.0 46.0 X 0 788775 153635 0 13848229 1214857 0 false true false 0 488753 1824061 9339801 40070 11652615 0 0 0 0 0 48313 48313 0 0 0 0 93725 488753 212793 -119068 -119068 0 0 0 0 0 11581860 0 0 -70755 6702599 6702599 0 0 1189446 487673 154628 547145 323420 132602 42045 148773 160037 14403 65615 80019 3535 530 1661 1344 CORPORATE ALLOCATIONS 375000 318750 56250 SUPPLIES 22165 16846 1773 3546 BANKING SERVICES 568 568 128631 1287 3859 123485 8905401 7674690 325831 904880 1399196 7772990 3114603 4677750 0 0 0 0 0 0 0 0 41290771 48077082 0 0 0 0 45804570 60527822 42306 51395 0 0 0 0 42306 51395 X -36726440 -30993269 82488704 91469696 45762264 60476427 45804570 60527822 X 2676459 31365 12006339 X false true true false X 0 7240995 11652615 18893610 0 0 0 0 0 0 0 0 0 0 0 7240995 11652615 18893610 8489117 10404493 0 0 48313 48313 0 0 0 0 0 0 0 58005 93725 151730 19093653 0 X SCHEDULE A, PART II SHORT YEAR EXPLANATION COLUMN (C) REFLECTS THE 03/21/2023 - 12/31/2023 SHORT YEAR. COLUMN (D) 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 - 0.0, COLUMN D - 58005.0, COLUMN E - 93725.0, COLUMN F - 151730.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24809525 2897488 27707013 0 24809525 24809525 0 0 0 0 0 0 0 0 0 0.0 1.0 0.0 false false 0 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS THE PRISMA HEALTH-UPSTATE FOUNDATION IS THE STEWARD OF 51 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 - BRYAN 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 DISEASE ENDOWMENT FUND - ESTABLISHED 2019 (RENAMED 2024) - 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 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 (RENAMED 2020) - THE W. LARRY GLUCK, MD ENDOWED CHAIR FOR TRANSLATIONAL AND MOLECULAR ONCOLOGY RESEARCH - ESTABLISHED 2022 - THE LOMINACK FAMILY SCHOLARSHIP ENDOWMENT - ESTABLISHED 2018 - LEE & MICHELLE HIGDON RESIDENT RESEARCH ENDOWMENT FOR WOMEN'S HEALTH - ESTABLISHED 2017 (RENAMED 2019) - MARGARET GRAYCE DOWNER CLEMSON MIRACLE CAMP ENDOWMENT - ESTABLISHED 2018 (RENAMED 2021) - MARTHA ANN & HUGH CLARKE SCHOLARSHIP ENDOWMENT FUND - ESTABLISHED 2016 - MCALHANY SOCIETY RESEARCH AND EDUCATION ENDOWMENT - ESTABLISHED 2018 - THE BRENDA J. THAMES, EDD ENDOWMENT FOR MEDEX ACADEMY- ESTABLISHED 2020 (RENAMED IN 2023) - THE PALMIRA SILVA SNAPE, MD ENDOWMENT FOR FAMILY PRACTICE RESIDENTS - ESTABLISHED 2005 - THE PATRICIA PEEPLES WESTMORELAND 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 AND 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 - PEDIATRIC PALLIATIVE AND SUPPORTIVE CARE ENDOWMENT - ESTABLISHED 2025 - SAMARITAN BIOLOGICS ENDOWED FUND FOR MATERNAL-CHILD HEALTH - 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, 2025, PRISMA HEALTH HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. RUN4LIFE 126840 107395 19445 0 1225 0 140 0 40701 DRAGON BOAT 335698 302068 33630 0 2983 25246 2782 1846 74405 1 119940 79290 40650 0 0 22699 4135 4000 32631 582478 488753 93725 0 4208 47945 7057 5846 147737 212793 -119068 true PRISMA HEALTH-UPSTATE 300 E MCBEE AVE 500 GREENVILLE SC 29601 811723202 501(C)(3) 6702599 OPERATIONAL SUPPORT 1 0 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. false true false false false false false false false CLARENCE M SEVILLIAN II EVP CHIEF OPERATING OFFICER 0 879776 0 29892 0 14914 0 283188 0 24904 0 1232674 0 0 MATTHEW M ELSEY EVP CHIEF FINANCIAL OFFICER 0 1044632 0 687537 0 14881 0 247747 0 31648 0 2026445 0 0 RIS WILSON EXECUTIVE DIRECTOR 0 193065 0 46810 0 2062 0 39282 0 25348 0 306567 0 0 WILLIAM C GERARD MD EVP VALUE BASED CARE/CMO PRISMA HEALTH PLANS/CEO INVIO HEALTH NETWORKS 0 721011 0 30000 0 37764 0 147346 0 6289 0 942410 0 0 ALEXANDER D GLADNEY EVP CHIEF LEGAL OFFICER 0 557559 0 175943 0 54885 0 59583 0 33831 0 881801 0 0 JONATHAN L GLEASON MD EVP CHIEF CLINICAL OFFICER 0 871035 0 684115 0 14455 0 239795 0 35527 0 1844927 0 0 MALCOLM W ISLEY EVP CHIEF STRATEGY OFFICER (UNTIL 1/21/25) 0 427944 0 183716 0 154107 0 185586 0 25773 0 977126 0 41382 AMY E LINSIN EVP CHIEF HR AND DIVERSITY OFFICER 0 620126 0 362908 0 128640 0 148257 0 22573 0 1282504 0 33330 JAMES H LUCAS SVP GOVERNMENT AFFAIRS (UNTIL 10/11/24) 0 300625 0 266493 0 60427 0 51796 0 14023 0 693364 0 0 MARK S O'HALLA PRESIDENT AND CEO OF PRISMA HEALTH 0 2265036 0 0 0 1542887 0 -461785 0 28313 0 3374451 0 687030 RICHARD J ROGERS SVP CHIEF INFORMATION OFFICER 0 679224 0 464927 0 330833 0 3169 0 22664 0 1500817 0 69692 SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE FOR PERSONAL USE PRISMA HEALTH PROVIDES TEMPORARY HOUSING ALLOWANCES TO EXECUTIVES FOR THE PURPOSES OF RELOCATION ASSISTANCE. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND IS INCLUDED IN THE INCOME REPORTED ON FORM 990. SCHEDULE J, PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL PRISMA HEALTH PROVIDES CHARTER TRAVEL FOR EXECUTIVES FOR BUSINESS PURPOSES. THE VALUE IS NOT TAXABLE TO EXECUTIVES AND NOT INCLUDED IN COMPENSATION ON FORM 990. SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION PRISMA HEALTH-UPSTATE FOUNDATION IS AN INTEGRAL PART OF PRISMA HEALTH, A SOUTH CAROLINA HEALTHCARE SYSTEM AND RELIES UPON PRISMA HEALTH TO ESTABLISH THE COMPENSATION PHILOSPHY OF THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER IS PAID BY A RELATED TAX-EXEMPT ORGANIZATION, PRISMA HEALTH, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PRISMA HEALTH. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE 457(F) PLAN IS PROVIDED TO A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3) AND 401(A)(1) OF ERISA) OF PRISMA HEALTH AND SUBSIDIARIES WHO CONTRIBUTE SIGNIFICANTLY TO THE FUTURE BUSINESS SUCCESS OF THE COMPANY WITH SUPPLEMENTAL RETIREMENT INCOME THROUGH COMPANY CONTRIBUTIONS. EMPLOYEES ELIGIBLE FOR THE PROGRAM ARE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. THOSE ELIGIBLE RECEIVE A 13-23 PERCENT CONTRIBUTION ON AN ANNUAL BASIS BASED ON PRIOR FISCAL YEAR BASE COMPENSATION. THE FOLLOWING EMPLOYEES RECEIVED DISTRIBUTIONS FROM THEIR 457(F) PLANS: MARK O'HALLA - $687,029 RICH ROGERS - $69,692 AMY LINSIN - $33,330 MALCOLM ISLEY - $41,382 BENEFITS ACCRUING UNDER THE PRISMA HEALTH PENSION PLAN ARE FROZEN. THE ACCRUAL AMOUNTS REPORTED IN SCH. J, PART II, COLUMN C, REFLECT THE CHANGE IN ACTUARIAL VALUE DURING THE YEAR AND HAVE RESULTED IN NEGATIVE AMOUNTS FOR RETIREMENT AND OTHER DEFERRED COMPENSATION IN SOME INSTANCES. SPLIT DOLLAR LIFE INSURANCE PARTICIPANTS ARE CLARENCE M SEVILLIAN, II, MATTHEW M ELSEY, MARK O'HALLA, AMY LINSIN, MALCOLM ISLEY, ALEXANDER GLADNEY AND WILLIAM GERARD, MD. THE ORGANIZATION DEPOSITED FUNDS INTO LIFE INSURANCE POLICIES ON THE PARTICIPANT'S LIFE. DURING LIFE, AND SUBJECT TO THE POLICIES GENERATING SUFFICIENT VALUES, THE PARTICIPANT CAN BORROW FROM ONE OF THE POLICIES. THE BORROWING IS MONITORED AND LIMITED SO THE POLICIES DO NOT LAPSE. AT THE PARTICIPANT'S DEATH, THE ORGANIZATION RECOVERS AN AMOUNT GENERALLY EQUAL TO ITS PREMIUMS PLUS INTEREST. PARTICIPANTS IN THE PLAN HAVE SIGNED WRITTEN REPRESENTATIONS UNDER REG. 1.78782.15(D)(2) AND THOSE REPRESENTATIONS ARE MAINTAINED ON FILE BY PRISMA HEALTH. X 242 COST X 2950 COST 1 238 COST 11 3824 COST X ANGEL PILLOWCASES 1 3000 COST X GIFT CARDS 2 6600 COST X OTHER GIFTS 3 5238 COST X TOYS 4 12400 COST X CHRISTMAS TREES 1 3978 COST X RACE BIBS 1 900 COST X TRUSSING 1 700 COST 0 false false false SCHEDULE M, PART I COLUMN (B) THE AMOUNTS SHOWN IN PART I, COLUMN (B), REFLECT THE NUMBER OF DONATIONS RECEIVED FOR THE SPECIFIC TYPE OF ITEM. FORM 990, PART I, LINE 1 ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THE PRISMA HEALTH-UPSTATE FOUNDATION WAS ESTABLISHED IN 2023 WITH A COMMITMENT TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE IN THE UPSTATE. WHETHER ENHANCING PATIENT CARE AND SERVICES, TRAINING THE NEXT GENERATION OF HEALTH CARE PROFESSIONALS, BUILDING HEALING ENVIRONMENTS, OR CATALYZING LIFESAVING RESEARCH, PHILANTHROPIC SUPPORT MAKES A PROFOUND DIFFERENCE IN THE LIVES OF PATIENTS AND FAMILIES WE SERVE EVERY DAY AT PRISMA HEALTH. OUR PURPOSE IS CONNECTING OUR COMMUNITY'S GENEROSITY TO A HEALTHIER TOMORROW FOR ALL. FORM 990, PART III, LINE 4 ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS HIGHLIGHTS INCLUDE: - LAUNCHED THE HOPE FORWARD CAMPAIGN FOR THE NEW PRISMA BEHAVIORAL HEALTH HOSPITAL - LOCATED IN EASLEY, SC AND SCHEDULED TO OPEN IN EARLY 2027 - AND RECEIVED A $1M COMMITMENT TO NAME THE WELLNESS CENTER. - CELEBRATED THE OPENING OF THE NEW HOGS FOR THE CAUSE PEDIATRIC HEMATOLOGY AND ONCOLOGY UNIT AND THE SUCCESSFUL CONCLUSION OF THE $7M INSPIRE COURAGE CAPITAL CAMPAIGN. - CREATED A NEW ENDOWED CLINICAL CHAIR - THE SAMARITAN BIOLOGICS ENDOWED CHAIR OF OBSTETRICS AND GYNECOLOGY AT PRISMA HEALTH-UPSTATE - WITH A $1.5M COMMITMENT. THE ENDOWMENT WILL SUPPORT PRISMA HEALTH PHYSICIANS AND RESIDENTS, AS WELL AS MEDICAL STUDENTS, WHOSE WORK BRIDGES CLINICAL EXCELLENCE, COMMUNITY PARTNERSHIP, AND RIGOROUS RESEARCH TO ADDRESS THE MOST PRESSING ISSUES IN MATERNAL-CHILD HEALTH, SERVING AS A CATALYST FOR INNOVATION IN POLICY, PRACTICE, AND EDUCATION. - HELD THREE WOMEN'S HEALTH LUNCHEONS DESIGNED TO RAISE AWARENESS OF AND SUPPORT PRISMA HEALTH-UPSTATE PROGRAMS AND SERVICES FOCUSED ON WOMEN'S HEALTH, INCLUDING CARDIOVASCULAR HEALTH, CANCER, AND MENTAL HEALTH. - FUNDED ENDOWED SCHOLARSHIPS TO BENEFIT 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. - RECEIVED A $3M COMMITMENT TO ENHANCE AND UPFIT SPACES WHERE PRISMA HEALTH CANCER INSTITUTE PATIENTS RECEIVE CARE AND SUPPORT ON THEIR CANCER JOURNEYS AND TO ENHANCE RESEARCH AND TEAM MEMBER WELL-BEING INITIATIVES IN THE UPSTATE. - RAISED FUNDS FOR AND DISTRIBUTED MORE THAN 203,720 DIAPERS THROUGH THE BRADSHAW INSTITUTE FOR COMMUNITY CHILD HEALTH & ADVOCACY'S DIAPER BANK. THE DIAPER BANK SUPPORTS FAMILIES IN OUR COMMUNITY WHO NEED ASSISTANCE WITH DIAPERS FOR CHILDREN FROM BIRTH TO FOUR YEARS OF AGE. - PADDLED TO RAISE MORE THAN $330,000 TO BENEFIT CANCER RESEARCH AND PATIENT PROGRAMS DURING THE FOUNDATION'S 19TH ANNUAL DRAGON BOAT UPSTATE FESTIVAL. ADDITIONALLY, THE FOUNDATION AND ITS BOARD OF DIRECTORS RECEIVED RECOGNITION FOR THEIR COMMITMENT TO IMPROVING THE HEALTH OF OUR COMMUNITY WHEN BOARD CHAIR RION SMITH WAS AWARDED THE COMMUNITY FOUNDATION OF GREENVILLE'S 2024 HEALTHCARE TRANSFORMATION AWARD. 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 2025. 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 EQUITY TRANSFER FROM RELATED ORGANIZATIONS - 6062000; CONTRIBUTIONS TO ENDOWMENT FUNDS - 2897488; OTHER CHANGES IN NET ASSETS - 3046851; TOTAL - 12006339; 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 PRISMA HEALTH BLOUNT MEMORIAL HOSPITAL INC 300 E MCBEE AVE STE 500 GREENVILLE SC 29601 620505512 HOSPITAL TN 501(C)(3) 3 PRISMA HEALTH EASTERN TENNESSEE false BLOUNT MEMORIAL PHYSICIAN GROUP INC 300 E MCBEE AVE STE 500 GREENVILLE SC 29601 621866708 PHYSICIAN PRACTICES TN 501(C)(3) 10 PRISMA HEALTH false PRISMA HEALTH LTACH - BAPTIST 300 E MCBEE AVE STE 500 GREENVILLE SC 29601 332454250 HOSPITAL SC 501(C)(3) 3 PRISMA HEALTH 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 PRISMA ATLAS JV LLC 300 E MCBEE AVE SUITE 500 GREENVILLE SC 29601 392304972 HEALTHCARE SC NA N/A false false HEALTHSOURCE INC 300 E MCBEE AVENUE SUITE 500 GREENVILLE SC 29601 570938686 HEALTHCARE SC NA C CORPORATION false 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 false true true false false false false false false false false false false true true false true false false PRISMA HEALTH - UPSTATE B 6702599 BOOK BASIS PRISMA HEALTH C 1824061 BOOK BASIS SCHEDULE R, PART V LINE 1Q ENTRIES ARE MADE TO TRANSFER EXPENSES BETWEEN RELATED ENTITIES TO THE APPROPRIATE ENTITY; HOWEVER, NO EXCHANGE OF CASH OCCURS.