2022-08-12T13:17:12-05:00 2021-09-30 346565596 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD NW STE 1000 ATLANTA GA 30308 990 2020-10-01 822595551 PRISMA HEALTH PRIS 8647977611 300 EAST MCBEE AVENUE NO 302 GREENVILLE SC 29601 MICHAEL BURKE EVP-CHIEF FINANCIAL OFFICER 8647977611 2022-07-28 1 MICHAEL BURKE 999009999 AERRIAL M ORR P01598400 4048748300 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL BURKE 300 EAST MCBEE AVENUE NO 302 GREENVILLE SC 29601 125833321 0 X WWW.PRISMAHEALTH.ORG X 2017 SC INSPIRE HEALTH. SERVE WITH COMPASSION. BE THE DIFFERENCE. 15 12 3045 0 121500 80784 0 337813 0 19667199 151825373 105828309 -99564 0 151725809 125833321 0 5319249 0 0 14490344 306326142 0 0 0 102085506 -278336948 116575850 33308443 35149959 92524878 2651815671 2921459918 1750335143 1847937819 901480528 1073522099 X INSPIRE HEALTH. SERVE WITH COMPASSION. BE THE DIFFERENCE. 0 0 17561490 5319249 19667199 SEE SCHEDULE O 17561490 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1533 0 1 3045 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 15 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 SC X KEVIN HODGE 8647977611 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 CALVIN H ELAM BOARD DIRECTOR 2.00 0.00 X 0 0 0 CRAIG BROWN BOARD DIRECTOR 2.00 0.00 X 0 0 0 DWAYNE WILSON BOARD DIRECTOR 2.00 0.00 X 0 0 0 EDWARD DUFFY JR MD BOARD DIRECTOR 2.00 0.00 X 0 0 0 FRANCES D ELLISON BOARD DIRECTOR 2.00 0.00 X 0 0 0 GEORGE S KING JR BOARD DIRECTOR 2.00 0.00 X 0 0 0 JAMES A BENNETT BOARD DIRECTOR 2.00 0.00 X 0 0 0 JAMES E WHEELER BOARD DIRECTOR (VICE CHAIR) 2.00 0.00 X 0 0 0 JEAN E DUKE BOARD DIRECTOR 2.00 0.00 X 0 0 0 JEROME D ODOM PHD BOARD DIRECTOR 2.00 0.00 X 0 0 0 MARK S O'HALLA PRESIDENT AND CEO OF PRISMA HEALTH 40.00 1.00 X X 1560326 0 77713 MICHELLE B SEAVER BOARD DIRECTOR 2.00 0.00 X 0 0 0 REV THOMAS SIMMONS BOARD DIRECTOR 2.00 0.00 X 0 0 0 RICHARD WILKERSON BOARD DIRECTOR (CHAIR) 2.00 0.00 X 0 0 0 SHANIECE CRISS SCD BOARD DIRECTOR 2.00 0.00 X 0 0 0 HOWARD P WEST EVP CHIEF LEGAL OFFICER 40.00 1.00 X 1049058 0 69650 KRISTIN L WRIGHT CORPORATE SECRETARY 20.00 20.00 X 13729 30571 9189 LARRY D GOSNELL SVP AND TREASURER 40.00 1.00 X 0 430153 112458 MICHAEL T BURKE EVP CHIEF FINANCIAL OFFICER 40.00 1.00 X 801170 0 48957 AMY LINSIN EVP CHIEF HR AND DIVERSITY OFFICER 40.00 1.00 X 849830 0 47165 ANGELO SINOPOLI MD EVP CHIEF CLINICAL OFFICER 40.00 1.00 X 1016868 0 220942 BILL GERARD MD SVP OF NETWORK SERVICES 40.00 1.00 X 313000 0 0 CAROLYN SWINTON MN SVP CHIEF NURSING OFFICER 40.00 1.00 X 711415 0 54946 ELIZABETH TIBBS SVP AMBULATORY CARE 40.00 1.00 X 0 197505 11887 GREGORY J RUSNAK EVP CHIEF OPERATING OFFICER 40.00 1.00 X 1154593 0 136167 KEITH ALEXANDER SVP ACUTE CARE OPERATIONS 40.00 1.00 X 566710 0 67524 MALCOLM W ISLEY EVP CHIEF STRATEGY OFFICER 40.00 1.00 X 699315 0 93297 RICH ROGERS SVP CHIEF INFORMATION OFFICER 40.00 1.00 X 0 858437 77518 SCOTT SASSER MD CEO, PRISMA HEALTH MEDICAL GROUP 40.00 1.00 X 0 841634 83032 MONA W COLE FORMER CORPORATE SECRETARY 0.00 0.00 X 0 85083 21901 DAVID WILLIAMS MD FRMR CEO PRISMA HEALTH MEDICAL GROUP 0.00 40.00 X 0 970489 88179 JOHN J SINGERLING III FORMER PRES, MIDLANDS AFFL (TO 4/19) 0.00 0.00 X 313531 0 0 MICHAEL C RIORDAN FMR CO-CEO OF PRISMA HEALTH(TO 6/19) 0.00 0.00 X 167801 0 58607 SPENCE M TAYLOR MD FORMER PRES., UPSTATE AFFL (TO 9/19) 0.00 0.00 X 479868 0 336949 TERRI T NEWSOM FORMER EVP CHIEF FINANCIAL OFFICER 0.00 0.00 X 787861 0 8948 10485075 3413872 1625029 13 1 1 0 MANAGEMENT SERVICES OF IMAG INC 1025 VERDAE BLVD STE A GREENVILLE SC 29607 MANAGEMENT CONTRACT FEES 24327398 CAROLINA CARE PA 136 RIVER FLOW COURT WEST COLUMBIA SC 29169 EMERGENCY CARE PHYSICIANS 22976594 QUALIVIS LLC PO BOX 123847 DALLAS TX 75312 CLINICAL STAFFING SERVICES 22577671 KPMG LLP 3 CHESTNUT RIDGE RD MONTVALE NJ 07645 CONSULTING SERVICES 11232507 GENE AFFECT LLC 1 MARCUS DRIVE SUITE 104 GREENVILLE SC 29615 LAB SERVICES 9711128 339 337813 337813 COVID TESTING 900099 7168000 7168000 PROVIDER SUBSCRIPTIONS 900099 6310810 6310810 MEMBER SUBSCRIPTIONS 900099 3586876 3586876 PHARMACY SALES 446110 32309 32309 2569204 2447704 121500 19667199 105828309 105828309 125833321 19545699 121500 105828309 X 2213841 2213841 3105408 3105408 10480025 10480025 2153565 2153565 250384019 207217814 43166205 2879333 2382936 496397 23422471 19384437 4038034 17006729 14074769 2931960 6731731 5571181 1160550 479027 396443 82584 319076 264067 55009 75522879 62502735 13020144 22117229 18304219 3813010 130548336 108041803 22506533 21108031 17469006 3639025 791930 655401 136529 1790511 1481827 308684 36604565 30293938 6310627 54828475 45376046 9452429 1781716 1474548 307168 NON-OPERATING EXPENSE 7693650 6367265 1326385 MEDICAL SUPPLIES 254213 210387 43826 LOSS ON JV INVESTMENT 115806 95841 19965 CORPORATE ALLOCATIONS -644896034 -533715958 -111180076 5871911 4393536 1478375 33308443 17561490 15746953 0 164172971 62488675 348914918 123104836 20894 -15585594 16389659 28154391 576129019 365595029 33432550 210533990 1971270197 2410435218 145436 29631 117489940 102277877 2651815671 2921459918 109660942 271610788 1283129 743495 936886837 935965779 702504235 639617757 1750335143 1847937819 X 901480528 1073522099 901480528 1073522099 2651815671 2921459918 X 92524878 315916056 -236399363 X 0 1 X 1 1 1 X X X 7 PRISMA HEALTH-UPSTATE 811723202 3 1 0 309246966 PH-UNIVERSITY MEDICAL GROUP 571004971 10 1 0 79950025 PRISMA HEALTH-MIDLANDS 582296052 3 1 0 179075101 GREENVILLE HEALTH CORP 570835816 10 1 0 18501384 AUX TO GREENVILLE HSP SYS 570355625 10 1 0 200376 PRISMA HEALTH TUOMEY 474914917 3 1 0 39735495 PH MEDICAL GROUP-MIDLANDS 471345819 10 1 0 41210665 7 0 667920012 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SECTION A, LINE 6 GRANTS WERE MADE TO NON-RELATED ORGANIZATIONS IN FURTHERANCE OF PRISMA HEALTH'S EXEMPT PURPOSE. PLEASE REFER TO SCHEDULE I, PARTS II AND III FOR GRANTS MADE. SECTION E, LINE 2A PRISMA HEALTH WAS ORGANIZED WITH THE PURPOSE OF BENEFITING, SUPPORTING, FURTHERING THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC MISSION OF PRISMA HEALTH-UPSTATE, PRISMA HEALTH-MIDLANDS, AND THEIR TAX EXEMPT SUBSIDIARIES AND AFFILIATES. BOTH ARE NONPROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. SECTION E, LINE 2B SEE RESPONSE TO SECTION E, LINE 2A. 0 0 0 0 0 0 0 0 1 319076 319076 0 PART II-B, LINE 1: PRISMA HEALTH PAYS MONTHLY MEMBERSHIP DUES AS PART OF ITS MEMBERSHIP WITH AMERICA'S PHYSICIAN GROUP AND 40% ($512) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. PRISMA HEALTH PAYS ANNUAL MEMBERSHIP DUES AS PART OF ITS MEMBERSHIP WITH SC HOSPITAL ASSOCIATION, AND 9.66% ($79,886) OF THESE DUES ARE USED FOR LOBBYING ACTIVITIES. THE SC HOSPITAL ASSOCIATION DUES PAID BY PRISMA HEALTH WERE PAID ON BEHALF OF PRISMA HEALTH-UPSTATE ($39,363), PRISMA HEALTH-MIDLANDS ($33,482) AND PRISMA HEALTH TUOMEY ($7,041). PRISMA HEALTH PAID INDEPENDENT CONSULTANTS JETCORP CONSULTING GROUP LLC ($22,000), PUBLIC STRATEGY LLC ($21,000) AND THE BENJAMIN FIRM ($63,562) FOR LOBBYING SERVICES. PRISMA HEALTH ALSO PAID BURR & FORMAN LLP LAW FIRM $132,116 FOR LOBBYING SERVICES. 21681007 21681007 23751264 7446044 16305220 2992405 943087 2049318 515489848 355463121 160026727 12214495 1742777 10471718 210533990 DUE TO RELATED ORGANIZATIONS 284768894 FINANCE LEASE OBLIGATION 2868427 NET PENSION OBLIGATION 195838582 SWAP AGREEMENT VALUATION 84977340 OTHER LIABILITIES 71164514 639617757 X PART X, LINE 2: 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, 2021, PRISMA HEALTH HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 128755173 0 0 0 0 0 0 128755173 0 128755173 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 SC CHAMBER OF COMMERCE 1301 GERVAIS ST COLUMBIA SC 29201 570219655 501(C)(6) 30000 OPERATIONAL/COMMUNITY ENGAGEMENT AMERICAN HEART ASSOCIATION 3535 PELHAM ROAD GREENVILLE SC 29615 135613797 501(C)(3) 50000 OPERATIONAL/COMMUNITY ENGAGEMENT ALZHEIMER'S ASSOCIATION 4142 CLEMSON BLVD ROOM/SUITE L ANDERSON SC 29621 570792592 501(C)(3) 15000 OPERATIONAL/COMMUNITY ENGAGEMENT AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PARKWAY NW SUITE 200 KENNESAW GA 30144 131788491 501(C)(3) 20000 OPERATIONAL/COMMUNITY ENGAGEMENT AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 20000 OPERATIONAL/COMMUNITY ENGAGEMENT ARTISPHERE 101B AUGUSTA ROAD GREENVILLE SC 29601 582676608 501(C)(3) 12500 OPERATIONAL/COMMUNITY ENGAGEMENT BIKE WALK GREENVILLE 202 HOPE ST GREENVILLE SC 29601 462776962 501(C)(3) 10000 OPERATIONAL/COMMUNITY ENGAGEMENT BLACK PAGES 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OF IRMO 7300 WOODROW ST PO BOX 406 IRMO SC 29063 570483249 GOVERNMENT 12000 OPERATIONAL/COMMUNITY ENGAGEMENT TRAVELERS REST FARMERS MARKET PO BOX 608 TRAVELERS REST SC 29690 464822158 501(C)(3) 10600 OPERATIONAL/COMMUNITY ENGAGEMENT UPCOUNTRY HISTORY MUSEUM 540 BUNCOMBE STREET GREENVILLE SC 29601 570833796 501(C)(3) 10000 OPERATIONAL/COMMUNITY ENGAGEMENT UPSTATE PROSTATE CANCER ALLIANCE 412 PERRY HILL ROAD EASLEY SC 29640 262288453 501(C)(3) 5350 OPERATIONAL/COMMUNITY ENGAGEMENT UPSTATE SC ALLIANCE INC 124 VERDAE BOULEVARD 202 GREENVILLE SC 29607 571095229 501(C)(6) 15000 OPERATIONAL/COMMUNITY ENGAGEMENT YMCA OF COLUMBIA 1612 MARION ST COLUMBIA SC 29201 471199236 501(C)(3) 10000 OPERATIONAL/COMMUNITY ENGAGEMENT 55 9 DRIVE FOR 85 29 14500 READI2WORK 10 96000 CLINCARD 606 77908 SUMMER NURSE EXTERN PROGRAM 38 132300 MEDEX SCHOLARSHIP 149 197160 2021 SPURS (SURGERY) STIPEND 8 8000 ADOPTION ASSISTANCE 10 29667 LIFE CENTER/YMCA TEAMMATE SUBSIDY 37181 388003 FMV LIFE CENTER/YMCA TEAMMATE SUBSIDY TUITION ASSISTANCE 1071 1962956 EMPLOYEE ASSISTANCE PROGRAM 589 173764 STIPEND FOR LEND (PARTICIPATION IN LEADERSHIP TRAINING) 7 25150 PART I, LINE 2: ALL ASSISTANCE PROVIDED FITS WITH THE PRISMA HEALTH MISSION OF IMPROVING THE HEALTH OF THE PRISMA HEALTH COMMUNITY AND/OR SUPPORT ECONOMIC GROWTH OF THE PRISMA HEALTH COMMUNITY. PRISMA HEALTH HAS A FORMAL ONLINE SUBMISSION PROCESS. VARIOUS LEADERS IN THE ORGANIZATION PROVIDE INPUT AND DECISIONS ARE MADE BASED ON ALL INFORMATION RECEIVED. X 1 0 X X X X X 1 1 0 0 0 0 0 0 0 MARK S O'HALLA PRESIDENT AND CEO OF PRISMA HEALTH 1524870 0 0 0 35456 0 45763 0 31950 0 1638039 0 0 0 GREGORY J RUSNAK EVP CHIEF OPERATING OFFICER 728110 0 384950 0 41533 0 106467 0 29700 0 1290760 0 0 0 ANGELO SINOPOLI MD EVP CHIEF CLINICAL OFFICER 686206 0 182105 0 148557 0 208415 0 12527 0 1237810 0 0 0 HOWARD P WEST EVP CHIEF LEGAL OFFICER 557179 0 338541 0 153338 0 45481 0 24169 0 1118708 0 0 0 DAVID WILLIAMS MD FRMR CEO PRISMA HEALTH MEDICAL GROUP 0 634632 0 319411 0 16446 0 58019 0 30160 0 1058668 0 0 RICH ROGERS SVP CHIEF INFORMATION OFFICER 0 559038 0 279078 0 20321 0 47600 0 29918 0 935955 0 0 SCOTT SASSER MD CEO, PRISMA HEALTH MEDICAL GROUP 0 595834 0 239973 0 5827 0 45827 0 37205 0 924666 0 0 AMY LINSIN EVP CHIEF HR AND DIVERSITY OFFICER 489720 0 307905 0 52205 0 26000 0 21165 0 896995 0 0 0 MICHAEL T BURKE EVP CHIEF FINANCIAL OFFICER 457309 0 314812 0 29049 0 41781 0 7176 0 850127 0 0 0 SPENCE M TAYLOR MD FORMER PRES., UPSTATE AFFL (TO 9/19) 0 0 0 0 479868 0 334886 0 2063 0 816817 0 0 0 TERRI T NEWSOM FORMER EVP CHIEF FINANCIAL OFFICER 199810 0 0 0 588051 0 263 0 8685 0 796809 0 0 0 MALCOLM W ISLEY EVP CHIEF STRATEGY OFFICER 382665 0 294597 0 22053 0 61365 0 31932 0 792612 0 0 0 CAROLYN SWINTON MN SVP CHIEF NURSING OFFICER 434473 0 217304 0 59638 0 26000 0 28946 0 766361 0 0 0 KEITH ALEXANDER SVP ACUTE CARE OPERATIONS 389569 0 131652 0 45489 0 45500 0 22024 0 634234 0 0 0 LARRY D GOSNELL SVP AND TREASURER 0 282625 0 143682 0 3846 0 80678 0 31780 0 542611 0 0 JOHN J SINGERLING III FORMER PRES, MIDLANDS AFFL (TO 4/19) 13432 0 0 0 300099 0 0 0 0 0 313531 0 0 0 BILL GERARD MD SVP OF NETWORK SERVICES 0 0 0 0 313000 0 0 0 0 0 313000 0 0 0 MICHAEL C RIORDAN FMR CO-CEO OF PRISMA HEALTH(TO 6/19) 20348 0 0 0 147453 0 57105 0 1502 0 226408 0 0 0 ELIZABETH TIBBS SVP AMBULATORY CARE 0 170410 0 10000 0 17095 0 0 0 11887 0 209392 0 0 MONA W COLE FORMER CORPORATE SECRETARY 0 66121 0 3533 0 15429 0 5596 0 16305 0 106984 0 0 KRISTIN L WRIGHT CORPORATE SECRETARY 13716 30561 0 0 13 10 428 776 2555 5430 16712 36777 0 0 PART I, LINE 1A KEITH ALEXANDER, MICHAEL T. BURKE, AMY LINSIN, ELIZABETH TIBBS, AND HOWARD P. WEST RECEIVED A HOUSING ALLOWANCE. THE VALUE HAS BEEN INCLUDED AS TAXABLE COMPENSATION. PART I, LINES 4A-B: THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT UPON TERMINATION OF THEIR EMPLOYMENT CONTRACT. AMOUNTS RECEIVED ARE AS FOLLOWS: SPENCE M. TAYLOR, M.D. - $459,093 JOHN SINGERLING - $300,000 TERRI T. NEWSOM - $286,045 MONA W. COLE - $15,338 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 10 - 20 PERCENT CONTRIBUTION ON AN ANNUAL BASIS BASED ON PRIOR FISCAL YEAR BASE COMPENSATION. SPLIT DOLLAR LIFE INSURANCE PARTICIPANTS ARE MICHAEL RIORDAN, JOHN SINGERLING, MALCOLM ISLEY, AMY LINSIN, MICHAEL BURKE, MARK O'HALLA, GREGORY RUSNAK AND ANGELO SINOPOLI. 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 OR 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. A SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY 570960018 83703FLQ3 2018-12-05 619045249 SEE PART VI 0 0 0 B SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY 570960018 83703FLR1 2018-12-05 325000000 SEE PART VI 0 0 0 A 620613586 4222239 61568337 183258189 371564821 2018 1 1 1 1 B 325000000 1335189 2181320 106186083 215297408 2018 1 1 1 1 A 0 1 1 1 0 0.00210 0.00060 0.00270 0 0 1 B 0 1 1 1 0 0.00230 0.00070 0.00300 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, COLUMN (A), ROW A: ISSUER NAME: SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY. SCHEDULE K, PART I, COLUMN (A), ROW B: ISSUER NAME: SOUTH CAROLINA JOBS - ECONOMIC DEVELOPMENT AUTHORITY. SCHEDULE K, PART I, LINE A, COLUMN (F), DESCRIPTION OF PURPOSE: (1) REFUND PRIOR TAX-EXEMPT BONDS WHICH WERE ISSUED ON 12/15/2005 (SERIES 2005A), 7/01/2008 (SERIES 2008A), 8/19/2008 (SERIES 2008B), 4/20/2015 (REISSUANCE OF SERIES 2008D AND SERIES 2008E), 3/30/2018 (REISSUANCE OF SERIES 2010A, 2010B, 2010C, 2010D - ORIGINAL ISSUANCE DATE OF 12/21/2010), AND 4/16/2018 (REISSUANCE OF SERIES 2014A - ORIGINAL ISSUANCE DATE OF 12/10/2014); (2) REFUND PRIOR TAXABLE BONDS WHICH WERE ISSUED ON 3/29/2018 (TO DEFEASE PRIOR TAX-EXEMPT SERIES 2009, SERIES 2011A AND SERIES 2013A). SCHEDULE K, PART I, LINE B, COLUMN (F), DESCRIPTION OF PURPOSE: (1) REFUND PRIOR TAX-EXEMPT BONDS WHICH WERE ISSUED ON 12/15/2005 (SERIES 2005A), 7/01/2008 (SERIES 2008A), 8/19/2008 (SERIES 2008B), 4/20/2015 (REISSUANCE OF SERIES 2008D AND SERIES 2008E), 3/30/2018 (REISSUANCE OF SERIES 2010A, 2010B, 2010C, 2010D - ORIGINAL ISSUANCE DATE OF 12/21/2010), AND 4/16/2018 (REISSUANCE OF SERIES 2014A - ORIGINAL ISSUANCE DATE OF 12/10/2014); (2) REFUND PRIOR TAXABLE BONDS WHICH WERE ISSUED ON 3/29/2018 (TO DEFEASE PRIOR TAX-EXEMPT SERIES 2009, SERIES 2011A AND SERIES 2013A). SCHEDULE K, PART II, COLUMN A, LINE 3: TOTAL PROCEEDS ARE GREATER THAN ISSUE PRICE DUE TO INVESTMENT EARNINGS SCHEDULE K, PART II, COLUMN A, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW SCHEDULE K, PART II, COLUMN B, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW SCHEDULE K, PART II, LINE 12, COLUMN A: THIS REPRESENTS UNSPENT BALANCE OF FUNDED INTEREST ACCOUNT (INCLUDING INVESTMENT INCOME EARNED) FORM 990, PART III, LINE 4A PRISMA HEALTH WAS FORMED TO CREATE A BETTER STATE OF HEALTH FOR SOUTH CAROLINA. WE ARE STRIVING TO REACH THAT GOAL BY PROVIDING HIGH QUALITY PATIENT CARE, DECREASING HEALTH DISPARITIES, REMOVING ACCESS BARRIERS, DEVELOPING NEW CLINICAL SERVICES AND ACADEMIC PROGRAMS, SHAPING HEALTH POLICY, AND ADDRESSING HEALTHCARE AFFORABILITY. PRISMA HEALTH SEEKS TO SUPPORT PRISMA HEALTH-MIDLANDS, PRISMA HEALTH-UPSTATE, AND RELATED ENTITIES IN AN EFFORT TO DEVELOP A SYSTEM THAT EFFICIENTLY AND EFFECTIVELY MEETS THE HEALTHCARE NEEDS OF THE COMMUNITY. PLEASE READ THE ANNUAL REPORT FOR MORE DETAIL ABOUT NEW AND EXPANDED SERVICES AND INNOVATIVE COLLABORATIONS AT THIS WEBSITE: HTTPS://PRISMAHEALTH.ORG/PDFS/HIGHLIGHTS-AND-STATISTICS-REPORT-FY-2021 FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL BOARD OF DIRECTORS WERE APPOINTED AS FOLLOWS: 1. SIX DIRECTORS DESIGNATED BY PRISMA HEALTH-UPSTATE. 2. SIX DIRECTORS DESIGNATED BY PRISMA HEALTH-MIDLANDS. 3. TWO DIRECTORS ARE THE CO-CEOS OF PRISMA HEALTH. 4. TWO DIRECTORS DESIGNATED BY THE PREVIOUSLY APPOINTED DIRECTORS. AFTER THE INITIAL BOARD OF DIRECTORS SERVE THEIR INITIAL TERM, NEW DIRECTORS ARE DESIGNATED BY A MAJORITY OF ALL THE DIRECTORS REMAINING IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B 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 BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ON AN ANNUAL BASIS ANY CONFLICTS OF INTEREST. THESE ARE REVIEWED BY THE CORPORATE COMPLIANCE AND WHEN APPROPRIATE BY THE LEGAL DEPARTMENTS OF PRISMA HEALTH. ADDITIONALLY, CORPORATE COMPLIANCE COMPARES ANNUAL DISCLOSURES BY EMPLOYED PHYSICIANS TO THOSE DISCLOSED BY VENDORS THROUGH THE OPEN PAYMENTS SYSTEMS. ANY EXCEPTIONS ARE REVIEWED AND COMMUNICATED TO THE CONFLICT OF INTEREST COMMITTEE AND THE DEPARTMENT CHAIRPERSON. IF PRISMA HEALTH DETERMINES THAT A PRISMA HEALTH TEAM MEMBER OR MEDICAL GROUP MEMBER COVERED BY THIS POLICY DID NOT COMPLY WITH THE TERMS OF THE CONFLICT OF INTEREST ANNUAL DISCLOSURE POLICY, OR IF PRISMA HEALTH DISCOVERS THAT ONE OF THESE INDIVIDUALS HAD A SIGNIFICANT FINANCIAL OR ORGANIZATIONAL INTEREST THAT WAS NOT DISCLOSED IN A TIMELY MANNER PURSUANT TO THIS POLICY, PRISMA HEALTH WILL CONDUCT A RETROSPECTIVE REVIEW, AND IF, UPON CONCLUSION OF THE REVIEW, THE PRISMA HEALTH CONFLICT OF INTEREST COMMITTEE FINDS THAT A CONFLICT OF INTEREST EXISTED THAT COULD HAVE AFFECTED THE DECISION-MAKING AND/OR INDEPENDENT JUDGEMENT OF THE INDIVIDUAL, PRISMA HEALTH WILL TAKE APPROPRIATE STEPS IN ACCORDANCE WITH THIS POLICY TO MANAGE OR ELIMINATE THE CONFLICT AND REPORT ITS FINDING TO THE APPROPRIATE PRISMA HEALTH ADMINISTRATIVE BODY. A TRANSACTION IN WHICH A DIRECTOR OF THE CORPORATION HAS A CONFLICT OF INTEREST MAY BE AUTHORIZED, APPROVED, OR RATIFIED BY THE VOTE OF THE BOARD OR A COMMITTEE OF THE BOARD IF THE MATERIAL FACTS OF THE TRANSACTION AND THE DIRECTOR'S INTEREST ARE DISCLOSED OR KNOWN TO THE BOARD OR COMMITTEE OF THE BOARD, AND THE DIRECTORS APPROVING THE TRANSACTION IN GOOD FAITH REASONABLY BELIEVE THAT THE TRANSACTION IS FAIR TO THE CORPORATION. A CONFLICT OF INTEREST TRANSACTION IS AUTHORIZED, APPROVED, OR RATIFIED IF IT RECEIVES THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS OF THE BOARD OR ON THE COMMITTEE WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION, BUT A TRANSACTION MAY NOT BE AUTHORIZED, APPROVED, OR RATIFIED UNDER THIS SECTION BY A SINGLE DIRECTOR. IF A MAJORITY OF THE DIRECTORS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE, APPROVE, OR RATIFY THE TRANSACTION, A QUORUM IS PRESENT FOR THE PURPOSE OF TAKING ACTION UNDER THIS SECTION. THE PRESENCE OF, OR A VOTE CAST BY, A DIRECTOR WITH A DIRECT OR INDIRECT INTEREST IN THE TRANSACTION DOES NOT AFFECT THE VALIDITY OF ANY ACTION TAKEN UNDER THIS SECTION IF THE TRANSACTION IS OTHERWISE APPROVED AS PROVIDED IN THIS SECTION. A RESOLUTION OF THE BOARD MAY IMPOSE ADDITIONAL REQUIREMENTS ON CONFLICT OF INTEREST TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 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 AUGUST 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BILLING & COLLECTIONS: PROGRAM SERVICE EXPENSES 319,161. MANAGEMENT AND GENERAL EXPENSES 66,486. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 385,647. MEDICAL DIRECTOR & MED PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 7,663,929. MANAGEMENT AND GENERAL EXPENSES 1,596,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,260,426. OTHER PATIENT SERVICES: PROGRAM SERVICE EXPENSES 54,519,645. MANAGEMENT AND GENERAL EXPENSES 11,357,161. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,876,806. FORM 990, PART XI, LINE 9: NET ADJUSTMENT FOR PENSION PLAN 44,146,173. EQUITY TRANSFER TO RELATED ORGANIZATIONS -280,545,536. HCD INDEMNITY LLC 1180 SAM RITTENBERG BLVD SUITE 235 CHARLESTON SC 29407 843086540 CAPTIVE INSURANCE SC -3483823 9652091 PRISMA HEALTH PRISMA HEALTH-UPSTATE 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 811723202 HEALTHCARE SC 501(C)(3) LINE 3 PRISMA HEALTH 1 PRISMA HEALTH-MIDLANDS PO BOX 2266 COLUMBIA SC 29202 582296052 HEALTHCARE SC 501(C)(3) LINE 3 PRISMA HEALTH 1 PRISMA HEALTH TUOMEY 129 N WASHINGTON STREET SUMTER SC 29150 474914917 HOSPITAL SC 501(C)(3) LINE 3 PRISMA HEALTH-MIDLANDS 0 PRISMA HEALTH-UNIVERSITY MEDICAL GROUP 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 571004971 PHYSICIAN PRACTICES SC 501(C)(3) LINE 10 PRISMA HEALTH-UPSTATE 0 GREENVILLE HEALTH CORPORATION 300 EAST MCBEE AVENUE SUITE 302 GREENVILLE SC 29601 570835816 HEALTHCARE SC 501(C)(3) LINE 10 PRISMA HEALTH-UPSTATE 0 PRISMA HEALTH MEDICAL GROUP-MIDLANDS 15 MEDICAL PARK STE 300 COLUMBIA SC 29203 471345819 PHYSICIAN PRACTICES SC 501(C)(3) LINE 10 PRISMA HEALTH-MIDLANDS 0 RADIATION ONCOLOGY 7 RICHLAND MEDICAL PARK ROAD COLUMBIA SC 29203 364542465 HEALTHCARE SC N/A 0 0 CAROLINA HOME THERAPEUTICS 1528 UNION ROAD GASTONIA NC 28054 570880120 HEALTHCARE CA N/A 0 0 PRISMA HEALTH HOME RECOVERY CARE LLC 49 MUSIC SQUARE WEST SUITE 401 NASHVILLE TN 37203 HEALTHCARE TN N/A 0 0 HEALTHSOURCE INC PO BOX 2266 COLUMBIA SC 29202 570938686 HEALTHCARE SC N/A C 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 PH-UPSTATE PH UNIV MED GROUPPH-MIDLANDS PH TUOMEY PH MED GROUP-MIDLANDS I 501853523 BOOK BASIS PH-UPSTATE PH UNIV MED GROUP GREENVILLE HEALTH CORPORATION K 1690616 BOOK BASIS SCHEDULE R, PART V, LINE 1P: ENTRIES ARE MADE TO TRANSFER EXPENSES BETWEEN RELATED ENTITIES TO THE APPROPRIATE ENTITY; HOWEVER, NO EXCHANGE OF CASH OCCURS.