Civic Intelligence

Dr Robert F Thomas Foundation

EIN 58-1537582 • 501(c)3 • Knoxville, TN

Profile

To assist financially, various healthcare organizations in providing affordable, state of the art healthcare in Sevier County, TN

1420 Centerpoint Blvd Bldg CKnoxville, TN 37932-1960

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.73x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

9.77x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

5.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

279%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,808,857

Up $404,556 (+5.5%) from 2023

Liabilities

Up

$5,688,811

Up $167,747 (+3.0%) from 2023

Net Assets

Up

$2,120,046

Up $236,809 (+13%) from 2023

Revenue

Up

$582,343

Up $428,717 (+279%) from 2023

Expenses

Up

$355,258

Up $29,061 (+8.9%) from 2023

Net Income

Up

$227,085

Up $399,656 (+232%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,268,827Liabilities 2011: $2,050,374Net Assets 2011: $2,218,4532011Assets 2012: $5,646,963Liabilities 2012: $2,073,691Net Assets 2012: $3,573,2722012Assets 2013: $3,611,243Liabilities 2013: $55,616Net Assets 2013: $3,555,6272013Assets 2014: $5,954,396Liabilities 2014: $4,191,285Net Assets 2014: $1,763,1112014Assets 2015: $5,641,579Liabilities 2015: $4,319,300Net Assets 2015: $1,322,2792015Assets 2016: $5,678,915Liabilities 2016: $4,525,689Net Assets 2016: $1,153,2262016Assets 2017: $5,933,272Liabilities 2017: $4,595,872Net Assets 2017: $1,337,4002017Assets 2018: $6,219,298Liabilities 2018: $4,880,987Net Assets 2018: $1,338,3112018Assets 2019: $6,053,969Liabilities 2019: $5,061,011Net Assets 2019: $992,9582019Assets 2020: $6,509,821Liabilities 2020: $5,357,002Net Assets 2020: $1,152,8192020Assets 2021: $7,151,628Liabilities 2021: $5,293,058Net Assets 2021: $1,858,5702021Assets 2022: $7,366,575Liabilities 2022: $5,347,673Net Assets 2022: $2,018,9022022Assets 2023: $7,404,301Liabilities 2023: $5,521,064Net Assets 2023: $1,883,2372023Assets 2024: $7,808,857Liabilities 2024: $5,688,811Net Assets 2024: $2,120,0462024

Highlighted filing

2024

Assets$7,808,857
Liabilities$5,688,811
Net Assets$2,120,046

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,307,7392011Revenue 2012: $2,866,388Expenses 2012: $1,532,531Net Income 2012: $1,333,8572012Revenue 2013: $308,659Expenses 2013: $329,095Net Income 2013: -$20,4362013Revenue 2014: $416,379Expenses 2014: $2,183,952Net Income 2014: -$1,767,5732014Revenue 2015: $456,278Expenses 2015: $869,314Net Income 2015: -$413,0362015Revenue 2016: $361,006Expenses 2016: $550,113Net Income 2016: -$189,1072016Revenue 2017: $592,734Expenses 2017: $432,016Net Income 2017: $160,7182017Revenue 2018: $463,460Expenses 2018: $399,984Net Income 2018: $63,4762018Revenue 2019: $208,268Expenses 2019: $446,536Net Income 2019: -$238,2682019Revenue 2020: $564,921Expenses 2020: $421,814Net Income 2020: $143,1072020Revenue 2021: $633,869Expenses 2021: $335,136Net Income 2021: $298,7332021Revenue 2022: $635,107Expenses 2022: $314,973Net Income 2022: $320,1342022Revenue 2023: $153,626Expenses 2023: $326,197Net Income 2023: -$172,5712023Revenue 2024: $582,343Expenses 2024: $355,258Net Income 2024: $227,0852024

Highlighted filing

2024

Revenue$582,343
Expenses$355,258
Net Income$227,085

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$5.69$2.12$0.58$0.36$0.23
2023Summary only. Only limited summary data is available for this year.$7.40$5.52$1.88$0.15$0.33$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$5.35$2.02$0.64$0.31$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$5.29$1.86$0.63$0.34$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$5.36$1.15$0.56$0.42$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.05$5.06$0.99$0.21$0.45$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$4.88$1.34$0.46$0.40$0.06
2017Summary only. Only limited summary data is available for this year.$5.93$4.60$1.34$0.59$0.43$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$4.53$1.15$0.36$0.55$0.19
2015Summary only. Only limited summary data is available for this year.$5.64$4.32$1.32$0.46$0.87$0.41
2014Detailed filing. Detailed filing data is available for this year.$5.95$4.19$1.76$0.42$2.18$1.77
2013Summary only. Only limited summary data is available for this year.$3.61$0.06$3.56$0.31$0.33$0.02
2012Summary only. Only limited summary data is available for this year.$5.65$2.07$3.57$2.87$1.53$1.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$2.05$2.22$2.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$630,071
Mission and Program Overview

Mission

To assist financially, various healthcare organizations in providing affordable, state of the art healthcare in sevier county, tn

To support the programs and services offered by LeConte Medical Center.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,042,578$7,437,236▲ $394,658
Savings and Temporary Cash Investments$341,748$353,389▲ $11,641
Prepaid Expenses and Deferred Charges$2,225$2,056▼ $169
Pledges and Grants Receivable$17,750$1,250▼ $16,500
Total Assets$7,404,301$7,808,857▲ $404,556
Other Assets Total$0$14,926▲ $14,926
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,342,956$5,508,976▲ $166,020
Accounts Payable and Accrued Expenses$174,081$178,835▲ $4,754
Other Liabilities$4,027$1,000▼ $3,027
Total Liabilities$5,521,064$5,688,811▲ $167,747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,193,663$1,376,660▲ $182,997
Net Assets With Donor Restrictions$689,574$743,386▲ $53,812
Total Net Assets Fund Balance$1,883,237$2,120,046▲ $236,809
Total Liabilities and Net Assets / Fund Balance$7,404,301$7,808,857▲ $404,556

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$689,574$104,421-$11,223$743,386
2023$660,633$76,643-$9,686$689,574
2022$980,550$136,186-$11,465$660,633
2021$913,650-▲ $76,522-$980,550
2020$875,482-▲ $46,674-$913,650
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeannie AllenDirector/Chair
Aaron M BurnsLeConte President & CAO
James D VanderSteegPresident & CEO
Doug BlalockDirector/Vice-Chair
Adra E RowlandDirector
Carol AgeeDirector
Chad A ReaganDirector
Chris MassieDirector
Harriet BerrierDirector
Jama Spicer SuttonDirector
Laurie Blanton FaulknerDirector
Linda OgleDirector
Marty PierceDirector
Stefanie A JohnsonDirector (through Dec 2024)
Paul Swafford MDDirector/Physician Advisor
Lisa B TarwaterDirector/Secretary
Patrick J Birmingham IVFmr VP Philanthr. (through Feb 2024)
William R Bryant JrVP and Chief Philanthrophy Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$232,628
Program Service Revenue
$0
Investment Income
$385,291
Other Revenue
$-35,576
All Other Contributions
$60,977
Change in Net Assets
$227,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$302,677
Total Fundraising Expense$88,020
Grants and Similar Amounts Paid$52,581
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$172,495-$172,495
Fees for Services Management-$27,968$83,903$111,871
Grants to Domestic Individuals$42,921--$42,921
Occupancy-$10,502-$10,502
Grants to Domestic Orgs$9,660--$9,660
Travel--$1,522$1,522
Office Expenses-$110$1,387$1,497
Conferences and Meetings-$792-$792
Fees for Services Other-$774-$774
Other Expenses-$531$644$531
All Other Expenses-$259-$259
Advertising-$131$21$152
Total Functional Expenses$52,581$214,657$88,020$355,258
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LeConte Medical CenterKnoxville, TN501(c)(3)Enhance Healthcare$6,660
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,728
Fundraising Gross Income$12,152
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Paint the Mountains Pink$58,444-$12,005-
RFT Golf$86,125$9,450$14,114$-4,664
Total Events$181,419$12,152$47,728$-35,576
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

The members of the board of directors, other than the ex officio members, shall be elected by Covenant Health from a slate of nominees nominated by the board of directors of the Foundation and recommended to the Member for election. The sole member, Covenant Health, has the exclusive right to vote on the election, appointment of, or removal of directors.

Form 990, Part VI, Section A, line 7B

The sole member, Covenant Health, must approve all appointments to the board of directors, and any amendments to the bylaws. Subject in all events to the rights of the Member, the policymaking powers of the Corporation are vested in and exercised by the Corporation's board of directors.

Form 990, Part VI, Section B, line 11B

A draft Form 990 was presented to and approved by the board of directors. Management reviews and approves the final version of Form 990 prior to filing.

Form 990, Part VI, Section B, line 12C

Board members, officers and employees are required to adhere to rules and policies regarding conflicts of interest. The conflict of interest policy is presented before the full board of directors for review on an annual basis. It is part of the orientation process for new The Dr. Robert F. Thomas Foundation board members.

Form 990, Part VI, Section B, line 15

Overall compensation policies for Covenant Health (Parent Company) and affiliates are set by the Covenant Health Chief Executive Officer (CEO) in consultation with appropriate Executive Vice Presidents and the Senior Vice President-Human Resources, after review by and discussion with the executive compensation consultant ("the Consultant") to ensure that total compensation for each executive is reasonable and within a fair market value range. Individuals reported as key employees for the Foundation are compensated by Covenant Health, and a detailed description of the compensation process is included on Covenant Health's Form 990.

Form 990, Part VI, Section C, line 19

The Dr. Robert F. Thomas Foundation makes its governing documents and financial statements available to the public upon request. The organization's conflict of interest policy is not made publicly available.

Filing and Contact Details

Filer

Filer Name
The Dr Robert F Thomas Foundation Inc
EIN
58-1537582
Phone
8653745329
Address
1420 Centerpoint Blvd Bldg C, Knoxville, TN 37932-1960

Signing Officer

Name
Joseph C Dolan
Title
Evp/CFO
Phone
8653745329
Signed
2025-11-03

Organization Details

Principal Officer
Jeannie Allen
Formed
1983
Legal Domicile
Tn
Voting Board Members
15
Independent Board Members
12
Employees
0
Volunteers
40
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

Dr. Robert F. Thomas Foundation maintains three permanent endowment funds to support the mission of LeConte Medical Center. The principle of these funds will be kept and invested in perpetuity. The revenue generated by these endowments provides for advancements in healthcare services.

Part X, Line 2:

Excerpt from the consolidated audited financial statements of Covenant Health (Covenant), parent company to LeConte Medical Center, the supported organization of Dr. Robert F. Thomas Foundation: Covenant and certain of its subsidiaries or controlled entities are exempt from income taxes pursuant to Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes on qualifying activities has been made for these entities in the accompanying consolidated financial statements. However, certain entities and operations are subject to income taxes. Covenant had no unrecognized tax benefits at December 31, 2024 and 2023. As such, no interest or penalties were recognized in the consolidated financial statements related to unrecognized tax benefits. At December 31, 2024 and 2023, tax returns for 2021 through 2024 are subject to examination by the Internal Revenue Service. Covenant has no uncertain tax positions that would require financial statement recognition or disclosure under GAAP at December 31, 2024 and 2023.

Raw XML AppendixShowing 400 of 1,025 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AdvertisingGrp/FundraisingAmt021
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0131
IRS990/AdvertisingGrp/TotalAmt0152
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IRS990/Form990PartVIISectionAGrp/PersonNm0Jeannie Allen
IRS990/Form990PartVIISectionAGrp/PersonNm1Doug Blalock
IRS990/Form990PartVIISectionAGrp/PersonNm2Lisa B Tarwater
IRS990/Form990PartVIISectionAGrp/PersonNm3Carol Agee
IRS990/Form990PartVIISectionAGrp/PersonNm4Harriet Berrier
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IRS990/Form990PartVIISectionAGrp/PersonNm6Stefanie A Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm7Chris Massie
IRS990/Form990PartVIISectionAGrp/PersonNm8Linda Ogle
IRS990/Form990PartVIISectionAGrp/PersonNm9Marty Pierce
IRS990/Form990PartVIISectionAGrp/PersonNm10Chad A Reagan
IRS990/Form990PartVIISectionAGrp/PersonNm11Adra E Rowland
IRS990/Form990PartVIISectionAGrp/PersonNm12Jama Spicer Sutton
IRS990/Form990PartVIISectionAGrp/PersonNm13Paul Swafford MD
IRS990/Form990PartVIISectionAGrp/PersonNm14Aaron M Burns
IRS990/Form990PartVIISectionAGrp/PersonNm15James D VanderSteeg
IRS990/Form990PartVIISectionAGrp/PersonNm16William R Bryant Jr
IRS990/Form990PartVIISectionAGrp/PersonNm17Patrick J Birmingham IV
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Director/Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director/Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director (through Dec 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director/Physician Advisor
IRS990/Form990PartVIISectionAGrp/TitleTxt14LeConte President & CAO
IRS990/Form990PartVIISectionAGrp/TitleTxt15President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP and Chief Philanthrophy Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Fmr VP Philanthr. (through Feb 2024)
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IRS990/MissionDesc0The Dr. Robert F. Thomas Foundation raises funds, and administers and distributes charitable support to LeConte Medical Center in support of the hospital's mission to improve the quality of life in our community through better health.
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IRS990/PrincipalOfficerNm0Jeannie Allen
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IRS990/ProgSrvcAccomActy2Grp/Desc0Cardia Rehabilitation Patient Scholarships:Just over $9,300 was distributed in 2024 to LeConte Medical Center to support scholarships for seven patients in need of outpatient cardiac rehabilitation services who do not have insurance coverage or the ability to pay.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Birthing Center:Contributions to the foundation supported the production of postpartum and newborn education booklets in both English and Spanish for parents whose babies were born at LeConte Medical Center.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Foundation supports a variety of other programs and services at LeConte Medical Center. In 2024, those additional distributions included:Through the Paint the Mountains Pink campaign, the Foundation provided funding for free screening mammograms for uninsured/underinsured women and for breast health education materials used throughout our community to educate hundreds of people about the importance of mammography screenings.The Foundation also funded the purchase of patient education materials for LeConte Medical Center patients recovering from strokes.Additionally, several clinical staff selected by the medical staff leadership at LeConte Medical Center received funding from the Foundation to complete advanced clinical education/certification.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The sole purpose of The Dr. Robert F. Thomas Foundation is to support the interests of its Supported Organization, LeConte Medical Center. Both The Dr. Robert F. Thomas Foundation and LeConte Medical Center are controlled by Covenant Health, who is the sole owner of each organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1:
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