Nonprofit · EIN 57-1068509
ROPER ST FRANCIS FOUNDATION
Tax-exempt · LADSON, SC 29456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,479,841 | $9,499,725 | $6,980,116 | $48,380,643 | $1,697,837 | $46,682,806 |
| December 31, 2023 | 990 | $13,155,400 | $9,971,600 | $3,183,800 | $44,523,003 | $1,694,896 | $42,828,107 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,518,047
- Program service revenue
- $0
- Investment income
- $5,458,804
- Net gain from sales of assets
- $3,783,169
- Net income from fundraising events
- -$497,010
- Other revenue
- -$497,010
Expenses
- Grants and similar amounts paid
- $4,444,995
- Compensation of officers, directors and key employees
- $547,752
- Other salaries and wages
- $2,350,702
- Salaries, compensation and benefits (total)
- $3,530,145
- Professional fundraising fees
- $0
- Occupancy
- $358,907
- Travel
- $19,554
- Depreciation
- $6,840
- Program services (functional)
- $4,444,995
- Management and general (functional)
- $2,750,223
- Fundraising (functional)
- $2,304,507
Balance sheet and other
- Total assets, start of year
- $44,523,003
- Total assets, end of year
- $48,380,643
- Total liabilities, end of year
- $1,697,837
- Net assets, end of year
- $46,682,806
- Land, buildings and equipment
- $41,785
- Net assets without donor restrictions
- $13,665,362
- Net assets with donor restrictions
- $33,017,444
- Gross receipts
- $17,094,351
- Employees
- 29
- Volunteers
- 29
- Year formed
- 1998
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Megan Baker MD | Board Member (End 08/24), Interim President RSF Foundation (Beg 10/24) Trustee or director, Officer | 5 | $0 | $901,811 | $78,516 |
| Marissa Blair Jamarik PhD | Board Member, RSFH SVP & Chief Nursing Officer Trustee or director | 0.5 | $0 | $621,894 | $145,815 |
| Stanley Wilson MD | Board Member, RSFH AVP CMO - Quality & Cont Care Trustee or director | 0.5 | $0 | $616,237 | $43,401 |
| Matthew Desmond | Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH Trustee or director | 0.5 | $0 | $552,522 | $90,242 |
| Troy Powell | Board Member, Regional President - RH/BH & VP Continuing Care Trustee or director | 0.5 | $0 | $518,180 | $91,057 |
| Joseph DeLeon | Board Member, RSFH President/CEO (Beg 08/24) Trustee or director | 0.5 | $0 | $532,392 | $70,055 |
| Stacy Waters | Secretary, VP & President RSF Foundation (End 10/24) Officer | 50 | $531,622 | $0 | $16,130 |
| Brian Pecor | Senior Director of Development Highest-paid employee | 50 | $253,615 | $0 | $27,025 |
| Anne Sass | Senior Director Grant Services Highest-paid employee | 50 | $168,196 | $0 | $20,749 |
| Suzie Smith | Major Gifts Director Highest-paid employee | 50 | $130,820 | $0 | $20,103 |
| Maureen Tokarczyk | Senior Director Donor Engagement & Annual Giving Highest-paid employee | 50 | $127,689 | $0 | $22,105 |
| Margaret Slaughter | Strategic Research & Analytics Director Highest-paid employee | 50 | $101,732 | $0 | $41,668 |
| Cladius Bud E Watts IV | Vice Chairperson & Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| David Ellison MD | Chairperson Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Amy S McMarlin | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carole W King | Board Member Trustee or director | 0.5 | $0 |
| Charles Cole | Board Member Trustee or director | 0.5 | $0 |
| Charles Ford Rivers III | Board Member Trustee or director | 0.5 | $0 |
| David Kimm | Board Member Trustee or director | 0.5 | $0 |
| David Verbance | Board Member Trustee or director | 0.5 | $0 |
| Elizabeth Saal | Board Member Trustee or director | 0.5 | $0 |
| Eric Laster | Board Member Trustee or director | 0.5 | $0 |
| Eugene J Zurlo | Board Member Trustee or director | 0.5 | $0 |
| G Frederick Worsham MD | Board Member Trustee or director | 0.5 | $0 |
| Gregory M Parker | Board Member Trustee or director | 0.5 | $0 |
| Henry Greer | Board Member Trustee or director | 0.5 | $0 |
| Hope Gazes Grayson | Board Member Trustee or director | 0.5 | $0 |
| Jack Hibbits | Board Member Trustee or director | 0.5 | $0 |
| Jeremy Willits | Board Member Trustee or director | 0.5 | $0 |
| Karl Green | Board Member Trustee or director | 0.5 | $0 |
| Len Howell | Board Member Trustee or director | 0.5 | $0 |
| Matthew O'Steen MD | Board Member Trustee or director | 0.5 | $0 |
| Page Bullington | Board Member Trustee or director | 0.5 | $0 |
| Richard Clapp | Board Member Trustee or director | 0.5 | $0 |
| Robert D Fairey | Board Member Trustee or director | 0.5 | $0 |
| Robert Mason | Board Member Trustee or director | 0.5 | $0 |
| Sandy Klein | Board Member (End 02/24) Trustee or director | 0.5 | $0 |
| Steve Mungo | Board Member Trustee or director | 0.5 | $0 |
| Steven P Bottcher | Board Member Trustee or director | 0.5 | $0 |
| Tommy Hall | Board Member Trustee or director | 0.5 | $0 |
| Trudy H Robertson | Board Member Trustee or director | 0.5 | $0 |
| Wendy Wellin | Board Member Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 42 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeffrey DiLisi MD | Board Member, President/CEO RSFH (End 12/23) Trustee or director | 0.5 | $0 | $1,105,777 | $93,814 |
| Megan Baker MD | Board Member, Interim President/CEO (Beg 12/23) Trustee or director | 0.5 | $0 | $692,709 | $67,568 |
| Stanley Wilson MD | Board Member, RSFH AVP CMO - Quality & Cont Care Trustee or director | 0.5 | $0 | $528,710 | $70,111 |
| Stacy Waters | Secretary, VP & President RSF Foundation Officer | 50 | $502,194 | $0 | $73,939 |
| Marissa Blair Jamarik | Board Member, RSFH SVP & Chief Nursing Officer Trustee or director | 0.5 | $0 | $482,585 | $92,275 |
| Matthew Desmond | Board Member, RSFH Chief Transformation Officer & President - BSSF/MPH Trustee or director | 0.5 | $0 | $460,061 | $101,452 |
| Troy Powell | Board Member (Beg 03/23), Regional President - RH/BH & VP Continuing Care Trustee or director | 0.5 | $0 | $423,550 | $93,603 |
| Brian Coleman Pecor | Senior Director of Development Highest-paid employee | 50 | $194,878 | $0 | $43,177 |
| Anne Sass | Senior Director Grant Services Highest-paid employee | 50 | $129,330 | $0 | $21,074 |
| Suzanne Watson Smith | Major Gifts Director Highest-paid employee | 50 | $109,805 | $0 | $3,336 |
| Cladius E Watts IV | Vice Chairperson Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Hope Gazes Grayson | Chairperson Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Jeremy Willits | Board Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Amy S McMarlin | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Anne Tierney Tidwell | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Carole W King | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Charles Cole | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Charles Ford Rivers III | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| David Ellison MD | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| David Kimm | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| David Verbance | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Debbie Swain | Board Member (End 01/23) Trustee or director | 0.5 | $0 | $0 | $0 |
| Elizabeth Saal | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Eric Laster | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Eugene J Zurlo | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| G Frederick Worsham MD | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Henry Greer | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Herbert L Drayton | Board Member (End 10/23) Trustee or director | 0.5 | $0 | $0 | $0 |
| Karl Green | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Kim MEYER | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Len Howell | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Page Bullington | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Paula Heinauer | Board Member (End 04/23) Trustee or director | 0.5 | $0 | $0 | $0 |
| Renee Black | Board Member (End 04/23) Trustee or director | 0.5 | $0 | $0 | $0 |
| Richard Clapp | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Robert D Fairey | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Robert Mason | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Sandy Klein | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Steven P Bottcher | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Tommy Hall | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Trudy H ROBERTSON | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
| Wendy Wellin | Board Member Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8536 PALMETTO COMMERCE PKWY STE 301, LADSON, SC 29456-6700
- In care of
- % C DOUGLAS WARNER
- Principal officer (990 for 2024)
- Megan Baker, 100 CALHOUN STREET 210, CHARLESTON, SC 29401
- Signed the 990
- Megan Baker, Interim President
- Phone
- (843) 724-2958
- Website
- www.rsfhfoundation.org
Mission
The Roper St. Francis Foundation's mission is to advance the Roper St. Francis Healthcare mission of healing all people with compassion, faith and excellence through philanthropy.
Program accomplishments
- The Roper St. Francis Foundation supports the health and well-being of the coastal South Carolina counties served by Roper St. Francis Healthcare by securing philanthropic support for the System's priority capital and programmatic initiatives. The foundation is charged with identifying, securing, and managing financial resources to support facility projects and healthcare services for the system's four hospitals as well as additional facilities located across Lowcountry. In 2024, the Foundation raised $11.5 million to advance the non-profit System's mission.Expenses $4,444,995 · grants $4,444,995
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 57-1068509
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E80)
- Assets (IRS master file)
- $48,380,643
- Income (IRS master file)
- $17,094,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,479,841 | $9,499,725 | $48,380,643 | IRS |
| 990 | December 2023 | $13,155,400 | $9,971,600 | $44,523,003 | XML |
| 990 | December 2022 | $5,975,101 | $13,044,330 | $39,090,855 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-1068509).
Questions about ROPER ST FRANCIS FOUNDATION
- What is the EIN of ROPER ST FRANCIS FOUNDATION?
- The employer identification number (EIN) of ROPER ST FRANCIS FOUNDATION is 57-1068509.
- Is ROPER ST FRANCIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ROPER ST FRANCIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROPER ST FRANCIS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROPER ST FRANCIS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROPER ST FRANCIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROPER ST FRANCIS FOUNDATION?
- The 990 for the year ended December 31, 2024 names Megan Baker.
- Who are the officers and directors of ROPER ST FRANCIS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 42 people; 6 received compensation from the organization.
- How much revenue does ROPER ST FRANCIS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,479,841, expenses of $9,499,725 and total assets of $48,380,643 at year end.
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