Civic Intelligence

Sumter Regional Hospital

EIN 58-1607727 • 501(c)3 • Americus, GA

Profile

Support for medical & healthcare service of phoebe sumter medical center, inc. And the americus & sumter county hospital authority.

126 Highway 280 WestAmericus, GA 31719-8645

see schedule o

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-155%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$106,642

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 46.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,555,017

Down $86,013 (-2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,555,017

Down $86,013 (-2.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin2nd percentile

Revenue

Up

$228,740

Up $34,603 (+18%) from 2023

Expenses

Up

$584,166

Up $437,165 (+297%) from 2023

Net Income

Down

-$355,426

Down $402,562 (-854%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,559,091Liabilities 2010: $132Net Assets 2010: $2,558,9592010Assets 2011: $2,509,523Liabilities 2011: $90Net Assets 2011: $2,509,4332011Assets 2012: $2,597,559Liabilities 2012: $90Net Assets 2012: $2,597,4692012Assets 2013: $3,181,735Liabilities 2013: $90Net Assets 2013: $3,181,6452013Assets 2014: $3,152,446Liabilities 2014: $90Net Assets 2014: $3,152,3562014Assets 2016: $3,258,884Liabilities 2016: $90Net Assets 2016: $3,258,7942016Assets 2017: $3,321,164Liabilities 2017: $93Net Assets 2017: $3,321,0712017Assets 2018: $3,282,919Liabilities 2018: $20,902Net Assets 2018: $3,262,0172018Assets 2019: $3,152,915Liabilities 2019: $25,474Net Assets 2019: $3,127,4412019Assets 2020: $3,324,640Liabilities 2020: $15,553Net Assets 2020: $3,309,0872020Assets 2021: $3,825,498Liabilities 2021: $12,463Net Assets 2021: $3,813,0352021Assets 2022: $3,576,804Liabilities 2022: $82,802Net Assets 2022: $3,494,0022022Assets 2023: $3,641,030Liabilities 2023: $0Net Assets 2023: $3,641,0302023Assets 2024: $3,555,017Liabilities 2024: $0Net Assets 2024: $3,555,0172024

Highlighted filing

2024

Assets$3,555,017
Liabilities$0
Net Assets$3,555,017
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $25,1682010Expenses 2011: $120,0902011Expenses 2012: $91,1222012Expenses 2013: $44,7772013Revenue 2014: $157,534Expenses 2014: $179,081Net Income 2014: -$21,5472014Revenue 2016: $118,683Expenses 2016: $23,270Net Income 2016: $95,4132016Revenue 2017: $131,799Expenses 2017: $22,387Net Income 2017: $109,4122017Revenue 2018: $154,399Expenses 2018: $329,723Net Income 2018: -$175,3242018Revenue 2019: $90,891Expenses 2019: $290,044Net Income 2019: -$199,1532019Revenue 2020: $167,964Expenses 2020: $76,890Net Income 2020: $91,0742020Revenue 2021: $229,245Expenses 2021: $66,398Net Income 2021: $162,8472021Revenue 2022: $289,926Expenses 2022: $172,865Net Income 2022: $117,0612022Revenue 2023: $194,137Expenses 2023: $147,001Net Income 2023: $47,1362023Revenue 2024: $228,740Expenses 2024: $584,166Net Income 2024: -$355,4262024

Highlighted filing

2024

Revenue$228,740
Expenses$584,166
Net Income-$355,426
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,555,017
Liabilities
$0
Net assets
$3,555,017
Revenue
$228,740
Expenses
$584,166
Net income
-$355,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$0.23$0.58$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$0.19$0.15$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.08$3.49$0.29$0.17$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.01$3.81$0.23$0.07$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.02$3.31$0.17$0.08$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.03$3.13$0.09$0.29$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.02$3.26$0.15$0.33$0.18
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$0.13$0.02$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.12$0.02$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.18$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.00$3.18$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.60$0.00$2.60$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 11, 2025
Return Version
2023v6.0
Gross Receipts
$657,213
Mission and Program Overview

Mission

Support for medical & healthcare services of phoebe sumter medical center, inc. And the americus-sumter county hospital authority.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,352,295$3,355,988▲ $3,693
Savings and Temporary Cash Investments$288,735$198,822▼ $89,913
Cash and Non-Interest-Bearing Accounts-$6-
Total Assets$3,641,030$3,555,017▼ $86,013
Other Assets Total-$201-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,641,030$3,555,017▼ $86,013
Total Net Assets Fund Balance$3,641,030$3,555,017▼ $86,013
Total Liabilities and Net Assets / Fund Balance$3,641,030$3,555,017▼ $86,013
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Katherine CouncilFoundation DFT$106,642$106,642

Board Members and Trustees

NameTitle
Faith PinnellChair(res.12
Mark MinickVice Chairma
Bardin HooksDirector
Charles S PryorDirector
Dr Gaye HayesDirector
Leon Holloway JrDirector
Michelle AndrewsDirector
Sherrill HouseDirector
Suleania BryantDirector
Terence DuncanDirector
William Harris SrDirector
Carlyle WaltonDirector/psm
Jimmy WhaleyDtr/current
Patricia Fennessy MdSecretary
Rick WhaleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,747
Program Service Revenue
$0
Investment Income
$125,279
Other Revenue
$-7,286
All Other Contributions
$68,112
Change in Net Assets
$-355,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$542,663
Other Expenses$41,503
Total Fundraising Expense$18,014
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$542,663--$542,663
Fees for Services Other-$7,122$7,122$14,244
Fees for Service Investment Mgmnt Fees-$11,501-$11,501
Information Technology-$4,316$4,316$8,632
Other Expenses--$6,026$6,026
Insurance-$550$550$1,100
Total Functional Expenses$542,663$23,489$18,014$584,166
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phoebe Sumter Medical Center IncAmericus, GA501c3Equipment/projects$542,663
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,726
Fundraising Gross Income$4,440
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sumter Pink Wal$32,085$4,140$10,105$-5,965
Lights of Love$14,990$300$1,621$-1,321
Total Events$47,075$4,440$11,726$-7,286
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The regular trustees of the foundation shall be appointed by the board of trustees of ascha and psmc.”

Form 990, Page 6, Part VI, Line 7B

“The board of trustees of ascha and psmc shall have full power and authority to review and approve in advance both short-term and long-term budgets, capital and operating, of income and expenditures of the foundation, and to exercise such other supervision and control over the affairs and property of the foundation. Any trustee may be removed, either for or without cause, by the board of trustees of the foundation, subject to ratification by the board of trustees of ascha and psmc. A removed trustee's successor may be elected or appointed by the board of trustees of ascha and psmc to serve the unexpired term.”

Form 990, Page 6, Part VI, Line 11B

“The chairman of the board of trustees performs a detailed review which consists of reviewing the financial data, the narratives disclosed, and other facts presented on the return, prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“The organization makes available to the public its governing documents by providing copies upon request, and by inspection at the administrative offices of the organization.”

Filing and Contact Details

Filer

Filer Name
Phoebe Sumter Foundation Inc
EIN
58-1607727
Phone
2299246011
Address
126 HIGHWAY 280 WEST, AMERICUS, GA 31719-8645

Signing Officer

Name
Jimmy Whaley
Title
Dtr/current Chair
Phone
2299246011
Signed
2025-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jimmy Whaley
Formed
1984
Legal Domicile
Ga
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Draffin & Tucker Llp
Address
PO BOX 71309, ALBANY, GA 31708-1309
Preparer
Stephen D Harrell
Phone
2298837878
Supplemental Narrative

Additional Explanations

Form 990

“Website - https://phoebehealth.com/locations/phoebe-sumter-medical-center/phoebe- sumter-foundation/”

Form 990, Page 1, Part I, Line 6

“The organization recognizes that the board members voluntarily devote their time and energy to serve their community by participating in the governance of this organization's mission.”

Raw XML AppendixShowing 400 of 488 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.

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IRS990/InformationTechnologyGrp/TotalAmt08632
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IRS990/MissionDesc0SUPPORT FOR MEDICAL & HEALTHCARE SERVICES OF PHOEBE SUMTER MEDICAL CENTER, INC. AND THE AMERICUS-SUMTER COUNTY HOSPITAL AUTHORITY.
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IRS990/OtherExpensesGrp/Desc0FUNDRAISING OTHER
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART I, LINE 11G, COLUMN (V) AND (VI) THE FILING ORGANIZATION WAS ORGANIZED, AND AT ALL TIMES SHALL BE OPERATED TO SERVE THE NEEDS AND INTERESTS OF PHOEBE SUMTER MEDICAL CENTER (PSMC) AND THE AMERICUS & SUMTER COUNTY HOSPITAL AUTHORITY (ASCHA). THE FILING ORGANIZATION SHALL HAVE FULL POWER AND AUTHORITY TO MAKE GRANTS AND CONTRIBUTIONS AND OTHERWISE TO RENDER FINANCIAL ASSISTANCE AND SUPPORT SERVICES IN FURTHERANCE OF THE PROGRAMS AND ACTIVITIES OF PSMC AND ASCHA.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0542663
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PHOEBE SUMTER MEDICAL CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1AMERICUS AND SUMTER COUNTY HOSPITAL AUTHORITY
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014690
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011726
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SUMTER PINK WAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0LIGHTS OF LOVE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt014990
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01621
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EQUIPMENT/PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PHOEBE SUMTER MEDICAL CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0263975185
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0126 HIGHWAY 280 WEST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AMERICUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS AWARDED TO PSMC OR PSMC'S RELATED ORGANIZATIONS ARE APPROVED BY THE ORGANIZATION'S BOARD. AFTER APPROVAL, THE APPROVED CAPITAL ASSETS ARE PURCHASED AND VALID DOCUMENTATION IS PRESENTED TO THE FILING ORGANIZATION PRIOR TO REIMBURSEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE - HTTPS://PHOEBEHEALTH.COM/LOCATIONS/PHOEBE-SUMTER-MEDICAL-CENTER/PHOEBE- SUMTER-FOUNDATION/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECOGNIZES THAT THE BOARD MEMBERS VOLUNTARILY DEVOTE THEIR TIME AND ENERGY TO SERVE THEIR COMMUNITY BY PARTICIPATING IN THE GOVERNANCE OF THIS ORGANIZATION'S MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE REGULAR TRUSTEES OF THE FOUNDATION SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF ASCHA AND PSMC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES OF ASCHA AND PSMC SHALL HAVE FULL POWER AND AUTHORITY TO REVIEW AND APPROVE IN ADVANCE BOTH SHORT-TERM AND LONG-TERM BUDGETS, CAPITAL AND OPERATING, OF INCOME AND EXPENDITURES OF THE FOUNDATION, AND TO EXERCISE SUCH OTHER SUPERVISION AND CONTROL OVER THE AFFAIRS AND PROPERTY OF THE FOUNDATION. ANY TRUSTEE MAY BE REMOVED, EITHER FOR OR WITHOUT CAUSE, BY THE BOARD OF TRUSTEES OF THE FOUNDATION, SUBJECT TO RATIFICATION BY THE BOARD OF TRUSTEES OF ASCHA AND PSMC. A REMOVED TRUSTEE'S SUCCESSOR MAY BE ELECTED OR APPOINTED BY THE BOARD OF TRUSTEES OF ASCHA AND PSMC TO SERVE THE UNEXPIRED TERM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CHAIRMAN OF THE BOARD OF TRUSTEES PERFORMS A DETAILED REVIEW WHICH CONSISTS OF REVIEWING THE FINANCIAL DATA, THE NARRATIVES DISCLOSED, AND OTHER FACTS PRESENTED ON THE RETURN, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS BY PROVIDING COPIES UPON REQUEST, AND BY INSPECTION AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AMERICUS & SUMTER COUNTY HOSP AUTH
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTHCARE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1126 HIGHWAY 280 WEST
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