2021-11-15T14:23:41-06:00 2020-12-31 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2020-01-01 383886017 THE ANMED HEALTH FOUNDATION ANME 8645121000 800 NORTH FANT STREET ANDERSON SC 29621 SONYA GOULD CFO 8645121000 2021-11-15 1 SONYA GOULD 999009999 AMY BIBBY P00445891 8282542254 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TIMOTHY SELF 800 NORTH FANT STREET ANDERSON SC 29621 1628754 0 X WWW.ANMEDHEALTH.ORG X 2012 SC EDUCATE TO INSPIRE PHILANTHROPIC GIVING TO FINANCIALLY SUPPORT PROGRAMS AND SERVICES OF ANMED HEALTH 17 14 0 77 0 0 2357220 1290915 0 0 0 0 -41307 253454 2315913 1544369 2173978 1394671 0 0 382457 293041 0 0 73260 152681 80925 2709116 1768637 -393203 -224268 5543326 6832660 2911653 4425255 2631673 2407405 X THE MISSION OF THE ANMED HEALTH FOUNDATION IS TO INSPIRE GENEROUS CHARITABLE GIVING THAT STRENGTHENS AND SUSTAINS EXCELLENT HEALTHCARE THROUGH THE ANMED HEALTH SYSTEM WITH THE VISION TO ENDOW THE FUTURE OF THE ANMED HEALTH SYSTEM. 0 0 1622117 1394671 THE ANMED HEALTH FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT FOR ANMED HEALTH TO MEET THE NEEDS OF THE COMMUNITY. SEE SCHEDULE O FOR HIGHLIGHTS. PROGRAM SERVICE ACCOMPLISHMENTS: THE ORGANIZATION DIRECTS CONTRIBUTIONS RECEIVED TO VITAL PROGRAMS THAT ASSIST OUR COMMUNITY IN THE FOLLOWING WAYS:1. OFFER FINANCIAL ASSISTANCE TO PATIENTS DISCHARGED FROM THE HOSPITAL WITHOUT ABILITY TO PAY FOR NEEDED MEDICATIONS. 2. BRING MEDICAL SCREENINGS AND INFORMATION TO COMMUNITIES THROUGHOUT OUR REGION.3. PROVIDE PREVENTIVE AND WELLNESS CARE TO PROMOTE THE OVERALL WELL-BEING OF PEOPLE IN THE ANMED HEALTH SERVICE AREA.4. DELIVER SPECIALIZED THERPY TO IMPROVE THE LIVES OF CHILDREN DEVELOPMENTAL DELAYS AND DISORDERS.5. PROVIDE A PERSONAL EMERGENCY RESPONSE SERVICE FOR ELDERLY AND DISABLED INDIVIDUALS THAT CANNOT AFFORD THE SERVICE ON THEIR OWN.6. PROVIDE SCREENING MAMMOGRAMS TO UNINSURED WOMEN. 1622117 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 SC X SONYA GOULD 8645124197 800 NORTH FANT STREET ANDERSON SC 29621 X ALA CHAPPELEAR DIRECTOR 1.00 X 0 0 0 BUTCH HUGHES DIRECTOR 1.00 X 0 0 0 CLARK ANDERSON DIRECTOR 1.00 X 0 0 0 GREG SHORE VICE CHAIRMAN 1.00 X X 0 0 0 HUGH BURGESS IMMEDIATE PAST CHAIR 1.00 2.00 X X 0 0 0 JESSE MCDOUGALD DIRECTOR 1.00 X 0 0 0 JOHN MILLER DIRECTOR / FORMER CEO 1.00 X 0 651660 0 KAREN MAK DIRECTOR 1.00 X 0 0 0 LEANDER CANNICK III DIRECTOR 1.00 X 0 0 0 LEE LUFF CHAIRMAN 1.00 X X 0 0 0 MARIL YESKE DIRECTOR 1.00 X 0 0 0 MARSHALL PICKENS III DIRECTOR 1.00 X 0 0 0 STONEY ABERCROMBIE DIRECTOR 1.00 49.00 X 0 333513 47344 TERENCE ROBERTS EX-OFFICIO 1.00 2.00 X X 0 0 0 TREY THOMAS DIRECTOR 1.00 X 0 0 0 WILLIAM KIBLER EX-OFFICIO 1.00 2.00 X 0 0 0 WILLIAM MANSON EX-OFFICIO / CEO AH 3.00 49.00 X X 0 1491629 42344 WILLIAM KENLEY EX-OFFICIO / CEO AH 3.00 49.00 X X 0 399558 97688 SONYA GOULD CHIEF FINANCIAL OFFICER 4.00 49.00 X 0 221820 45545 TIM SELF EXECUTIVE DIRECTOR 50.00 X 0 190011 31217 0 3288191 264138 0 0 1 0 0 133985 1156930 1290915 337839 84385 253454 253454 1544369 0 0 253454 1075323 1075323 319348 319348 248340 124170 62085 62085 44701 22351 11175 11175 68838 68838 11069 11069 1018 1018 1768637 1622117 73260 73260 5531241 6820576 12085 12084 5543326 6832660 448 2911205 4425255 2911653 4425255 X -1786461 -2133908 4418134 4541313 2631673 2407405 5543326 6832660 X -224268 0 X X 0 1 X 1 0 X X 1 ANMED HEALTH 570359174 3 1 435128 1853019 1 435128 1853019 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 4425255 4425255 X 1628754 84385 84385 1544369 0 1544369 1853022 84385 84385 1768637 0 1768637 PART X, LINE 2: THE SYSTEM, EXCEPT FOR THE HOLDING COMPANY, IS EXEMPT FROM INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES. THE HOLDING COMPANY IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE LIABILITY METHOD IS USED IN ACCOUNTING FOR INCOME TAXES. UNDER THIS METHOD, DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON DIFFERENCES BETWEEN FINANCIAL REPORTING AND TAX BASES OF ASSET AND LIABILITIES AND ARE MEASURED USING THE ENACTED TAX RATES AND LAWS THAT WILL BE IN EFFECT WHEN THE DIFFERENCES ARE EXPECTED TO REVERSE. THE SYSTEM HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 84,385. PART XI, LINE 4B - OTHER ADJUSTMENTS: EQUITY TRANSFER PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 84,385. X X X X X CAMELLIA BALL 277112 277112 14912 27807 5842 17550 KIDS CLASSIC GOLF TOURNAMENT 60727 60727 567 2970 1963 12774 337839 337839 567 17882 29770 5842 30324 84385 253454 1 ANMED HEALTH 800 NORTH FANT STREET ANDERSON SC 29621 570359174 435128 AH MEDICAL EDUCATION OPERATIONS AND CAPITAL EXPENSES 1 PATIENT CARE ASSISTANCE FOR INDIGENT PATIENTS 1482 64277 SAFETY PROGRAM - SAFE KIDS 48 5153 PEDIATRIC THERAPY WORKS 874 FREEDOM LINK SUBSCRIPTIONS 53 12012 MAMMOGRAMS 165 26113 CANCER CARE SERVICE ASSISTANCE 32 9923 EMPLOYEE ASSISTANCE 50 9950 PIEDMONT HEALTH PARTNERS - HELPING HANDS PROJECT FUND 535 6012 CHOOSEWELL CONTRACEPTIVE ACCESS INITIATIVE FUND 92 181000 PART I, LINE 2: THE ORGANIZATION IS AFFILIATED WITH ANMED HEALTH. ALL ASSISTANCE PROVIDED BY THE ORGANIZATION TO OUTSIDE PARTIES IS DIRECTED EXCLUSIVELY TO ANMED HEALTH TO ASSIST THAT ORGANIZATION IN FULFILLING ITS TAX EXEMPT PURPOSE. SCHEDULE I PART II THE AMOUNTS REPORTED ON SCHEDULE I PART II REFLECT ALL AMOUNTS TRANSFERRED TO ANMED HEALTH NOT JUST THOSE REFLECTED AS GRANTS ON PART IX OF THE CORE FORM. 0 1 0 0 0 0 0 0 0 WILLIAM MANSON EX-OFFICIO / CEO AH 0 593493 0 533213 0 364923 0 11400 0 30944 0 1533973 0 320008 JOHN MILLER DIRECTOR / FORMER CEO 0 95366 0 0 0 556294 0 0 0 0 0 651660 0 0 WILLIAM KENLEY EX-OFFICIO / CEO AH 0 198179 0 0 0 201379 0 92251 0 5437 0 497246 0 0 STONEY ABERCROMBIE DIRECTOR 0 278175 0 36773 0 18565 0 44886 0 2458 0 380857 0 0 SONYA GOULD CHIEF FINANCIAL OFFICER 0 196419 0 23934 0 1467 0 41930 0 3615 0 267365 0 0 TIM SELF EXECUTIVE DIRECTOR 0 158975 0 18174 0 12862 0 29873 0 1344 0 221228 0 0 PART I, LINE 3 COMPENSATION PAID TO OFFICERS THE ANMED HEALTH FOUNDATION WAS PAID BY ANMED HEALTH, A RELATED ORGANIZATION. ANMED HEALTH UTILIZED THE FOLLOWING METHODS TO DETERMINE APPROPRIATE COMPENSATION FOR THE TOP EXECUTIVE OFFICER AND CERTAIN OTHER OFFICERS THAT HAD INFLUENCE OVER THE FOUNDATION'S ACTIVITIES: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PARTICIPANTS IN THE PLAN DEFER AMOUNTS TO BE PAID IN A SUBSEQUENT YEAR BASED ON MEETING METRICS/GOALS. THE AMOUNTS DEFERRED UNDER THIS PLAN IN 2020 ARE AS FOLLOWS: TIM SELF - $17,298 SONYA GOULD - $22,819 STONEY ABERCROMBIE - 33,644 WILLIAM KENLEY - $92,251 THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. DEFERRED AMOUNTS ARE SET ASIDE IN A CAPITAL ACCUMULATION ACCOUNT AND ARE PAID OUT IN A SPECIFIED PERIOD IF THE EMPLOYEE CONTINUES TO RETAIN EMPLOYMENT. THE AMOUNTS DEFERRED IN 2020 UNDER THIS PLAN ARE AS FOLLOWS: TIM SELF: 8,303 SONYA GOULD: 11,728 WILLIAM MANSON PARTICIPATED IN A CAPEX LIFE INSURANCE PLAN DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE FOUNDATION BOARD CHAIR, VICE-CHAIR, AND SECRETARY AND/OR TREASURER, AND ITS THREE EX-OFFICIO TRUSTEES. BETWEEN REGULAR MEETINGS, THE EXECUTIVE COMMITTEE MAY MEET AT THE CALL OF THE CHAIR, AND ACT ON BEHALF OF THE FOUNDATION BOARD AND TAKE ANY ACTION THE FOUNDATION BOARD MIGHT OTHERWISE HAVE TAKEN. A QUORUM OF THE EXECUTIVE COMMITTEE SHALL CONSIST OF FOUR MEMBERS, INCLUDING AT LEAST ONE EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THE ANMED HEALTH FOUNDATION IS A SUBSIDIARY OF THE ANMED HEALTH SYSTEM(SYSTEM), A SOUTH CAROLINA 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE INITIAL BOARD OF TRUSTEES OF THE ANMED HEALTH FOUNDATION AS PROVIDED FOR IN ITS BYLAWS IS ELECTED BY THE SYSTEM BOARD. THE SYSTEM BOARD IS ALSO ELIGIBLE TO ELECT SUCCESSOR TRUSTEES AND INTERIM TRUSTEES OF THE FILING ORGANZATION. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW BY MANAGEMENT, COPIES OF THE RETURN WERE PROVIDED AT THE NOVEMBER MEETING AND THE BOARD WAS ABLE TO ASK QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE DISCLOSURE OF THE CONFLICT OF INTEREST POLICY, ALONG WITH AN EXPLANATION AND QUESTIONNIARE IS SENT TO ALL TRUSTEES, EXECUTIVE STAFF, MEDICAL STAFF WITH ADMINISTRATIVE RESPONSIBILITY, SELECTED OTHER EMPLOYEES, AND VOLUNTEERS ANNUALLY. THE QUESTIONNAIRE MUST BE COMPLETED AND RETURNED TO THE CHAIR OF THE BOARD. A REPORT IS SUBMITTED TO THE BOARD CONCERNING ANY POTENTIAL CONFLICTS THAT ARE DISCLOSED. IN SITUATIONS WHERE A POTENTIAL CONFLICT IS FOUND, THE BOARD REVIEWS THE CIRCUMSTANCES BEFORE A VOTE OR DISCUSSION OF MATTERS INVOLVING INTERESTED PARTIES. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S EXECUTIVE OFFICES. FORM 990, PART VI, SECTION C, LINE 19 PHOTOCOPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S EXECUTIVE OFFICES. FORM 990, PART VII THE COMPENSATION PROVIDED TO RETIRED CEO, JOHN MILLER, REPRESENTS THE BENEFITS EARNED UNDER VARIOUS SUPPLEMENTAL SURVIVOR BENEFIT SPLIT DOLLAR PLANS, AS WELL AS THE PROVISION FOR TAX OBLIGATIONS FOR THE DISTRIBUTIONS. FORM 990, PART XI, LINE 2: CONSOLIDATED FINANCIAL STATEMENTS: THE ORGANIZATION RECEIVED AUDITED FINANCIAL STATEMENTS ON A CONSOLIDATED BASIS WITH ANMED HEALTH SYSTEM, ANMED HEALTH ENTERPRISES, INC., ANMED HEALTH, AND THEIR CONTROLLED AND MAJORITY OWNED AFFILIATES. ALL SIGNIFICANT INTERCOMPANY ACCOUNTS AND TRANSACTIONS HAVE BEEN ELIMINATED. ANMED HEALTH 800 N FANT STREET ANDERSON SC 29621 570359174 HEALTHCARE SC 501(C)(3) LINE 3 ANMED HEALTH SYSTEM 0 ANMED HEALTH SYSTEM 800 N FANT STREET ANDERSON SC 29621 570817544 SUPPORT SC 501(C)(3) LINE 7 N/A 0 CANNON MEMORIAL HOSPITAL 123 WG ACKER DRIVE PICKENS SC 29671 570342027 HEALTHCARE SC 501(C)(3) LINE 3 ANMED HEALTH SYSTEM 0 CANNON MEMORIAL HOSPITAL FOUNDATION PO BOX 188 PICKENS SC 29671 570943822 FUNDRAISING/SUPPORT SC 501(C)(3) LINE 7 CANNON MEMORIAL HOSPITAL 0 ANMED HEALTH ENTERPRISES INC 800 N FANT STREET ANDERSON SC 29621 570815011 HOLDING CORPORATION SC N/A C 0 ANMED HEALTH PLAN INC 800 N FANT STREET ANDERSON SC 29621 570811053 MANAGEMENT SERVICES ORGANIZATION SC N/A C 0 ANMED HEALTH SERVICES INC 800 N FANT STREET ANDERSON SC 29621 570741536 HEALTHCARE SC N/A C 0 PIEDMONT HEALTH PARTNERS 800 N FANT STREET ANDERSON SC 29621 611796834 HEALTHCARE SC N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1