Civic Intelligence

Phoebe Sumter Foundation Inc.

990 • Fiscal year 2023 • EIN 58-1607727

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 03, 2024

Organization ProfileSEE SCHEDULE O
126 Highway 280 WestAmericus, GA 31719-8645

(229) 924-6011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$102,261

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 52.7% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,641,030

Up $64,226 (+1.8%) from 2022

Net Assets

Up

$3,641,030

Up $147,028 (+4.2%) from 2022

Liabilities

Down

$0

Down $82,802 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin78th percentile

Revenue

Down

$194,137

Down $95,789 (-33%) from 2022

Expenses

Down

$147,001

Down $25,864 (-15%) from 2022

Net Income

Down

$47,136

Down $69,925 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$3,641,030
Liabilities$0
Net Assets$3,641,030
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$194,137
Expenses$147,001
Net Income$47,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 3, 2024
Return Version
2022v5.0
Gross Receipts
$711,524
Mission and Program Overview

Mission

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

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$3,373,750$3,352,295▼ $21,455
Savings and Temporary Cash Investments$203,054$288,735▲ $85,681
Total Assets$3,576,804$3,641,030▲ $64,226
Liabilities
Accounts Payable and Accrued Expenses$82,802--
Total Liabilities$82,802$0▼ $82,802
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,494,002$3,641,030▲ $147,028
Total Net Assets Fund Balance$3,494,002$3,641,030▲ $147,028
Total Liabilities and Net Assets / Fund Balance$3,576,804$3,641,030▲ $64,226

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,569,525--$2,569,525-
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Katherine CouncilFoundation DFT$102,261$102,261

Board Members and Trustees

NameTitle
Faith PinnellChair (term
Jimmy WhaleyChairman (01
Charles S PryorVice Chairma
Bardin HooksDirector
Dr Gaye HayesDirector
Leon HollowayDirector
Mark MinickDirector
Michelle AndrewsDirector
Sherrill HouseDirector
Suleania BryantDirector
Terence DuncanDirector
Kimberly ReidDirector (le
Carlyle WaltonDirector/psm
William Harris SrAsst Treasur
Patricia Fennessy MdSecretary
Rick WhaleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$134,816
Program Service Revenue
$0
Investment Income
$70,603
Other Revenue
$-11,282
All Other Contributions
$81,823
Change in Net Assets
$47,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,876
Other Expenses$38,125
Total Fundraising Expense$13,493
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,876--$108,876
Fees for Services Other-$13,493$13,493$26,986
Fees for Service Investment Mgmnt Fees-$11,139-$11,139
Total Functional Expenses$108,876$24,632$13,493$147,001
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Phoebe Sumter Medical Center IncAmericus, GA501c3Equipment/projects$108,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,886
Fundraising Gross Income$2,604
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sumter Pink Wal$27,686$1,824$8,593$-6,769
Lights of Love$27,911$780$5,293$-4,513
Total Events$55,597$2,604$13,886$-11,282
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
Yes
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 4

“In fy23, the organization changed it's name to phoebe sumter foundation, inc.”

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
Chairman (01/2024)
Phone
2299246011
Signed
2024-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jimmy Whaley
Formed
1984
Legal Domicile
Ga
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

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, 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.”

Form 990, Part IX, Line 11G

“Purchased services 0 13,493 13,493”

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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt080961
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080961
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03373750
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03352295
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0503501
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT FOR MEDICAL & HEALTHCARE SERVICES OF PHOEBE SUMTER MEDICAL CENTER, INC. AND THE AMERICUS-SUMTER COUNTY HOSPITAL AUTHORITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt03494002
IRS990/NetAssetsOrFundBalancesEOYAmt03641030
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-10358
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-10358
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11282
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11282
IRS990/NetUnrlzdGainsLossesInvstAmt099892
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03494002
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03641030
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JIMMY WHALEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0135985
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0119108
IRS990/PYInvestmentIncomeAmt0164026
IRS990/PYOtherExpensesAmt053757
IRS990/PYOtherRevenueAmt0-10085
IRS990/PYRevenuesLessExpensesAmt0117061
IRS990/PYTotalExpensesAmt0172865
IRS990/PYTotalRevenueAmt0289926
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt047136
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0203054
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0288735
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0263975185
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1586000058
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0108876
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PHOEBE SUMTER MEDICAL CENTER INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1AMERICUS AND SUMTER COUNTY HOSPITAL AUTHORITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0108876
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02569525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02569525
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt052993
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027131
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt025862
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIGHTS OF LOVE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SUMTER PINK WAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027911
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt027686
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055597
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01824
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02604
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11282
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013886
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05293
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08593
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0108876
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0317198645
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1IN FY23, THE ORGANIZATION CHANGED IT'S NAME TO PHOEBE SUMTER FOUNDATION, INC.
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/ExplanationTxt6PURCHASED SERVICES 0 13,493 13,493
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 4
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0PPHS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHOEBE SUMTER MEDICAL CENTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1AMERICUS & SUMTER COUNTY HOSP AUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263975185

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,641,030
Liabilities
$0
Net assets
$3,641,030
Revenue
$194,137
Expenses
$147,001
Net income
$47,136
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
2023Detailed filing. Detailed filing data is available for this year.$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