Prisma Health-Upstate Foundation

EIN: 932009608 501(c)(3) Philanthropy & Grantmaking

GREENVILLE, SC

Total Revenue
$7,145,245
Total Expenses
$5,009,780
Total Assets
$45,804,570
Net Assets
$45,762,264
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
SC
Phone
8647977805
Tax Period
2024-01-01 to 2024-09-30

Prisma Health-Upstate Foundation, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.1M in total revenue in fiscal year 2023. The organization ran a surplus of $2.1M, a strong 30% operating margin.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,240,995
Program Service Revenue $0
Investment Income $0
Other Revenue $-95,750
TOTAL REVENUE $7,145,245

Expense Breakdown

Grants Paid $3,316,657
Salaries & Benefits $1,135,654
Fundraising Expenses $680,593
Program Expenses $4,083,214
Other Expenses $557,469
TOTAL EXPENSES $5,009,780

Year-over-Year Comparison

2023 2022 Change
Revenue $7,145,245 N/A N/A
Expenses $5,009,780 N/A N/A
Net Income $2,135,465 $0 N/A
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

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Governance

Voting Members
15
Independent Members
14
Employees
N/A
Volunteers
128

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
6
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andrew J White Jr Vice Chair and Director 1.0
Officer Director
$0 $0 $0
Erin McCaskill Treasurer and Director 1.0
Officer Director
$0 $0 $0
Marion Smith Chair and Director 1.0
Officer Director
$0 $0 $0
Tracy Lamb Secretary and Director 1.0
Officer Director
$0 $0 $0
Annmarie Higgins Ex-Officio Director 1.0
Director
$0 $0 $0
Charles D Williams MD Director 1.0
Director
$0 $0 $0
Clarence M Sevillian II EVP Chief Operating Officer of Prisma Health- Ex-Officio Director 1.0
Director
$0 $0 $0
Jim Canavos Director 1.0
Director
$0 $0 $0
Kelly Carson Director 1.0
Director
$0 $0 $0
Kristin Bennett Director 1.0
Director
$0 $0 $0
Margaret L Jenkins Director 1.0
Director
$0 $0 $0
Michael Cumby Ex-Officio Director 1.0
Director
$0 $0 $0
Ramon Nieves-Logo Director 1.0
Director
$0 $0 $0
Robert T Nitto Director 1.0
Director
$0 $0 $0
Tyler Prescott Director 1.0
Director
$0 $0 $0
Matthew M Elsey EVP Chief Financial Officer 1.0
Officer
$0 $0 $0
Rise Wilson Executive Director 40.0
Officer
$0 $0 $0
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 $7,145,245 $5,009,780 $45,804,570 $2,135,465
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