Prisma Health-Upstate Foundation

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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

2023

Legal Domicile

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.

Program Service Accomplishments

Program 1

Expenses: $4,083,214 Revenue: $0

The Prisma Health-Upstate Foundation helped secure philanthropic support for several key initiatives as well as funding for patient assistance, child advocacy, and disease prevention programs that...

The Prisma Health-Upstate Foundation helped secure philanthropic support for several key initiatives as well as funding for patient assistance, child advocacy, and disease prevention programs that provided vital services to our community. We engaged more than 270 community partners, including more than 200 Children's Miracle Network partners, and 128 community volunteers supported our efforts. Two signature events - the Upstate Dragon Boat 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. (CONTINUED ON SCHEDULE O)

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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 $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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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