Prisma Health-Upstate (EIN 811723202) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

8647977805

Tax Period

2023-10-01 to 2024-09-30

Prisma Health-Upstate, founded in 2016, is a large national nonprofit in the Health Care sector that reported $3.2B in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $749.6M, a strong 23% operating margin.

Mission

INSPIRE HEALTH. SERVE WITH COMPASSION. BE THE DIFFERENCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,104,237

Program Service Revenue $3,225,172,932

Investment Income $700,315

Other Revenue $648,051

TOTAL REVENUE $3,231,625,535

Expense Breakdown

Grants Paid $260,500

Salaries & Benefits $866,221,638

Fundraising Expenses $0

Program Expenses $2,203,821,684

Other Expenses $1,615,554,086

TOTAL EXPENSES $2,482,036,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,231,625,535	$2,854,976,046	+0.1%
Expenses	$2,482,036,224	$2,274,451,398	+0.1%
Net Income	$749,589,311	$580,524,648	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

12453

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,229,548

Total Directors

Key Employees

$10,216,465

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adela Mendoza	Board Member	1.0	Director	$0	$0	$0
Andrew J White Jr	Board Member (until 12/31/23)	1.0	Director	$0	$0	$0
Annmarie Higgins	Board Member- Vice Chair (start 1/1/24)	1.0	Director	$0	$0	$0
Beverly Ward	Board Member	1.0	Director	$0	$0	$0
Charles E Dalton	Board Member (until 12/31/23)	1.0	Director	$0	$0	$0
Jack Ellenberg	Board Member	1.0	Director	$0	$0	$0
Joe Salgado Jr	Board Member	1.0	Director	$0	$0	$0
Margaret L Jenkins	Board Member- Chair (until 12/31/23)	1.0	Director	$0	$0	$0
Michael Cumby	Board Member- Chair (start 1/1/24)	1.0	Director	$0	$0	$0
Nancy P Whitworth	Board Member	1.0	Director	$0	$0	$0
Robert Dye	Board Member	1.0	Director	$0	$0	$0
Robert T Nitto	Board Member- Vice Chair (until 12/31/23)	1.0	Director	$0	$0	$0
Tee Hooper	Board Member	1.0	Director	$0	$0	$0
Tracy Lamb	Board Member	1.0	Director	$0	$0	$0
W Michael Ellison	Board Member (until 12/31/23)	1.0	Director	$0	$0	$0
Alexander D Gladney	EVP Chief Legal Officer and Secretary (start 9/5/23)	1.0	Officer	$0	$23,225	$355,904
Clarence M Sevillian II	EVP Chief Operating Officer	1.0	Officer	$0	$312,799	$2,129,208
Matthew M Elsey	EVP Chief Financial Officer	1.0	Officer	$0	$73,573	$1,821,225
Matthew RM Fowler	SVP-Deputy General Counsel (until 3/29/24)	1.0	Officer	$0	$106,147	$923,211
Amy E Linsin	EVP Chief HR and Diversity Officer	1.0	Key Emp	$0	$173,850	$1,388,176
James H Lucas	SVP Government Affairs	1.0	Key Emp	$0	$65,319	$720,826
Jonathan L Gleason MD	EVP Chief Clinical Officer	1.0	Key Emp	$0	$245,207	$1,805,285
Malcolm W Isley	EVP Chief Strategy Officer	1.0	Key Emp	$0	$225,387	$939,814
Mark S O'Halla	President and CEO of Prisma Health	1.0	Key Emp	$0	$746,715	$2,934,885
Richard J Rogers	SVP Chief Information Officer	1.0	Key Emp	$0	$154,708	$1,522,981
William C Gerard MD	EVP Value Based Care/CMO Prisma Health Plans/CEO inVio Health Networks	1.0	Key Emp	$0	$144,322	$904,498
Adrienne Talbert	COO- Facility	40.0	Highest	$534,217	$97,151	$631,368
James S Agnew	Hospital CEO (until 3/13/23)	40.0	Highest	$755,829	$16,994	$772,823
Justin M Benfield	Hospital CEO	40.0	Highest	$585,252	$100,799	$686,051
Lori L Stanley	CNO II (until 8/11/23)	40.0	Highest	$634,605	$89,995	$724,600
Timothy B Brookshire	Hospital CEO	40.0	Highest	$683,784	$102,743	$786,527
Carolyn R Swinton	Frmr SVP Chief Nursing Officer (until 2/7/22)	0.0		$0	$0	$215,457
Clyatt W James III	Frmr Chief Clinical Officer (until 6/30/22)	0.0		$557,478	$9,150	$566,628
Elizabeth Tibbs	Frmr SVP Chief Operating Officer, Medical Group (until 10/4/23)	0.0		$0	$95,918	$1,005,629
Gregory J Rusnak	Frmr EVP Chief Operating Officer (until 10/1/21)	0.0		$0	$106,080	$621,743
Howard P West	Frmr EVP Chief Legal Officer (until 9/30/23)	0.0		$0	$78,966	$1,965,578
Jean M Meyer	Frmr SVP-Acute Care Svcs & Chief Nursing Exec (until 9/30/23)	0.0		$0	$215,159	$1,600,249
Kristin L Wright	Frmr Corporate Secretary (until 5/1/23)	0.0		$0	$16,541	$107,437
Michael T Burke	Frmr EVP Chief Financial Officer (until 9/30/22)	0.0		$0	$9,150	$926,532
Timothy C Moses	Frmr VP and Chief Financial Executive (until 7/12/22)	0.0		$0	$6,172	$215,935

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,231,625,535	$2,482,036,224	$1,326,557,796	$749,589,311
2023	$2,854,976,046	$2,274,451,398	$1,491,335,136	$580,524,648
2022	$2,653,813,635	$2,188,930,745	$1,604,003,398	$464,882,890
2021	$2,599,268,353	$2,105,814,947	$1,520,876,259	$493,453,406
2020	$2,535,522,399	$2,155,946,233	$1,524,763,402	$379,576,166
2019	$2,344,284,119	$2,026,099,715	$1,196,689,439	$318,184,404

Prisma Health-Upstate