2023-11-13T17:47:31-06:00 2022-12-31 990 2022-01-01 582130450 Thompson Cancer Survival Ctr Foundation THOM 8653743140 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 JOSEPH C DOLAN EVP/CFO 8653743140 2023-10-13 JOSEPH DOLAN 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Charlie Johnson 1915 White Ave Knoxville TN 37916 884605 0 X www.tcscfoundation.org X 1994 TN To support Thompson Cancer Survival Center's programs and services through charitable gifts. 14 12 0 120 0 0 273621 328768 0 0 339113 495860 -24470 -50278 588264 774350 2083775 2417760 0 0 0 0 0 0 184498 199826 221522 2283601 2639282 -1695337 -1864932 13217499 9313030 242338 306760 12975161 9006270 X Thompson Cancer Survival Center Foundation provides consistent charitable support to Thompson Cancer Survival Center to ensure accessible cancer treatment programs for all people throughout the region regardless of their ability to pay. 0 0 1342709 1342709 Multidisciplinary Operating Grant: The Foundation provides grant support for the operations of the Multidisciplinary Treatment Department of the Thompson Cancer Survival Center ("TCSC"). Multidisciplinary treatment facilitates specialty physicians discussing treatment options based on the individuality of the patient's circumstances. A multidisciplinary nurse navigator schedules a private consultation for each patient with the members of the specialty team. This approach affords the opportunity for the physician to relate one-on-one with the oncology patient and explain treatment choices in layman's terms. Patients in need of this support come from various Covenant Health facilities, as well as outside facilities. Nurse navigators and a department assistant currently organize, oversee, summarize, and provide follow-up for four to five multidisciplinary cancer conferences per week. In 2022, 1,615 patients were presented at multidisciplinary conferences, with 162 of those patients seen in our multidisciplinary clinics where a nurse navigator attends with each patient to take notes, educate, offer support to patients and families, and become their liaison between all physicians and services. TCSC's nurse navigators assist oncology patients according to their needs and help them overcome multiple barriers to healthcare. Two new nurse navigators joined the program in 2022. Common barriers include financial, educational, transportation, logistical, linguistic, cultural, and emotional factors, as well as the complicated health care system in general. Navigators guide patients to sources of financial support, help complete paperwork, educate patients on diagnoses and medical procedures, arrange and coordinate appointments with multiple providers, help with transportation, assist with housing, communicate with providers about unique patient needs, ensure medical records arrive at scheduled appointments, direct patients to support groups or counseling services, and attend patient appointments for support. There were 31,604 oncology patient education encounters in 2022, and 2,227 patients were assisted by navigators to address complicated issues. For those patients that have curative treatment options, 173 Survivorship Care Plans were completed by nurse navigators and discussed with patients in 2022. 585130 585130 Social Services Operating Grant:The Foundation provides grant support for the operations of the Social Services Department of TCSC. The Social Services Department receives referrals from Covenant Health facilities when oncology patients are identified that could benefit from the services provided by this department. In 2022, Social Services supported 2,916 new patient referrals and 8,694 follow-up patients. Additionally, there were 2,956 new patients referred for nutritional counseling and education in 2022 with 4,182 follow-up assessments and 3,629 educational encounters to support those patients. The Social Services Department also offers genetic counseling services including breast cancer and hereditary cancer risk assessments. In 2022, the Genetics Clinic provided services for 881 new patients who were in need of genetic counseling. Of those patients, 866 were scheduled, 581 completed genetic counseling, and 458 elected to pursue genetic testing. Whether patients tested positive or negative for a hereditary cancer syndrome, decided not to pursue testing, or were not appropriate candidates for testing, they and their families were able to make informed decisions regarding their medical management based on the genetic counseling they received. All patients received education, counseling and guidelines based on recommendations informed by their personal health history, family health history, and genetic testing results. 289279 289279 Clinical Trials Operating Grant:The Foundation provides a grant to TCSC for the operation of its Clinical Trials program. Since the opening of TCSC in 1988, the Clinical Trials Department has enrolled 2,713 patients in clinical trials. The TCSC Clinical Trials Department currently has 11 active treatment patients and 99 patients in follow-up studies. In 2022, TCSC Clinical Trials Department opened 11 new oncology clinical trials. Due to the excellent research reputation of the program's medical director and research team, TCSC continues to have new clinical trial opportunities offered to its research team on a weekly basis. To help with screening efforts for potential clinical trial participants, Research Nurse Coordinators are assigned to specific physician schedules for screening and to specific locations for coverage, including Thompson Oncology Group's Oak Ridge, Sevierville, West Knoxville, Downtown Knoxville, and Lenoir City. Opening new studies increases referrals locally and regionally and gives current patients the ability to be treated with state-of-the-art care in their own community. Involvement in prevention, treatment, and data and specimen collection trials offers an improved means of health strategies for individuals at risk for certain cancers, as well as access to proven standard cancer treatments and new, developing cutting edge therapies for those diagnosed with cancer. In November 2022, the department hosted its second annual Clinical Trials Symposium featuring six excellent speakers addressing lung cancer treatment trials. 200642 200642 In addition to the program services detailed above, funding was also provided in 2022 for cancer outreach and patient assistance.Thompson Cancer Survival Center Foundation supports the work of TCSC's cancer outreach department that provides free and reduced-cost cancer screenings in the East Tennessee area. In addition to outreach efforts at community health fairs/free clinics, the department provides no-cost mammograms and smoking/vaping cessation education. Early detection and prevention efforts are the first step to help patients be diagnosed quickly or, if possible, never have to battle the disease at all.The Thompson Cares Fund, supported by employee and community donations, provides emergency assistance for cancer patients in times of crisis. In 2022, 1,054 patients received assistance with such needs as housing, transportation, utilities, food/nutritional supplements, medical supplies and medications.In 2022, the foundation began funding a new patient education program focused on colon cancer and ostomy care. Last year 27 patients benefited from the classes taught both in advance of and following colostomy surgery to prepare patients and their families for successfully living with a colostomy. The classes are taught by a registered nurse and there is no charge to the patients. 200642 200642 2417760 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 12 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X Amy DeLong 8653743140 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 Charlie Johnson Director/Chair 1.00 0.00 X X 0 0 0 Rodney Grugin Director/Secretary 1.00 0.00 X X 0 0 0 Kathy Meacham Webb Director/Vice-Chair 1.00 0.00 X X 0 0 0 Grant Clark MD Director 1.00 0.00 X 0 0 0 Doug Kennedy Director 1.00 0.00 X 0 0 0 Jack Maloney Director 1.00 0.00 X 0 0 0 Lisa Mellon Director 1.00 0.00 X 0 0 0 Sam Mishu Director 1.00 0.00 X 0 0 0 Jeff Roth Director 1.00 0.00 X 0 0 0 Terry Turner Director 1.00 0.00 X 0 0 0 Erin Wakefield Mahan Director 1.00 0.00 X 0 0 0 Kurt Weigel Director 1.00 0.00 X 0 0 0 James D VanderSteeg President & CEO 1.00 50.00 X 0 2346646 316057 Lucas D Johnson Sr EVP-Phys Enterprises; Fmr TCSC Pres 1.00 50.00 X 0 835157 31825 R Scott Warwick TCSC President & CAO 1.00 50.00 X 0 318954 29449 Patrick J Birmingham IV VP of Philanthropy 8.00 42.00 X 0 263688 39709 0 3764445 417040 0 0 1 0 0 228016 100752 22489 328768 495860 495860 59977 228016 110255 -50278 -50278 774350 0 0 445582 2417760 2417760 200926 27319 173607 8468 8468 1623 308 1315 1106 1106 700 700 Bank Fees 6678 6678 Postage and Shipping 805 483 322 Meals & Entertainment 760 760 Dues and Licenses 391 391 65 39 26 2639282 2417760 37024 184498 127545 125368 1000 0 3470 2000 142061 8166 134595 133895 12950889 9051767 13217499 9313030 1513 9710 240825 297050 242338 306760 X 11773754 7952858 1201407 1053412 12975161 9006270 13217499 9313030 X -1864932 -2101677 -2282 X 0 1 X 1 0 X X 2 Thompson Cancer Survival Center 621250943 3 1 2413229 0 Fort Sanders Regional Medical Center 620528340 3 1 4531 0 2 2417760 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section C, Line 1: Both Thompson Cancer Survival Center Foundation (the Supporting Organization) and the Thompson Cancer Survival Center (the Supported Organization) are controlled by Covenant Health, who is the sole member of each organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1201407 48115 196111 1053411 1170289 388983 186652 171213 1201407 1076047 370631 181104 95285 1170289 1077259 469042 278271 191983 1076047 1085476 469714 270717 207215 1077259 0.00000 0.00000 1.00000 0 1 1 133662 133662 8399 8166 233 133895 Annuities Payable 42310 Due to Affiliates, Net 254740 297050 X Part V, Line 4: Endowment funds are intended to be used for the following purposes: Radiation Oncology Staff Education and Training, Radiation Oncology Research Operating Funding, Cancer Outreach Services, and Patient Assistance. Part V, line 1c: The funds currently in the endowment funds are all temporary funds that have not been donor or board requested to earn interest. These funds are pooled with other Foundation funds and any amounts earned are considered unrestricted revenue. Part X, Line 2: Excerpt from the consolidated audited financial statements of Covenant Health (Covenant), parent company to Thompson Cancer Survival Center, the supported organization of Thompson Cancer Survival Center 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, 2022 and 2021. As such, no interest or penalties were recognized in the consolidated financial statements related to unrecognized tax benefits. At December 31, 2022 and 2021, tax returns for 2019 through 2022 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, 2022 and 2021. Race Against Cancer 170416 147642 22774 2159 10221 2655 1545 36612 Game On Against Cancer 117577 80374 37203 1295 19289 9388 1200 25891 287993 228016 59977 3454 29510 12043 2745 62503 110255 -50278 1 Thompson Cancer Survival Ctr 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621250943 501(c)(3) 2413229 0 Operating grants (continued in Part IV) 1 Part I, Line 2: Grants to Thompson Cancer Survival Center ("TCSC") are reviewed and approved through TCSC's annual budget process for planning for the use of charitable dollars. Once approved, as expenses are incurred by TCSC, the Foundation reimburses TCSC for the particular need. If an appropriate Foundation (charitable gift) funding opportunity comes up outside of this process, the CAO approaches Covenant Health's Executive Leadership Team for approval. TCSC then expends the dollars and is reimbursed from the Foundation. The Foundation does not decide how or where to allocate dollars outside of discussion with and approval by TCSC's CAO (and Covenant Health leadership). Part II, Line 1, Column (h): Name of Organization: Thompson Cancer Survival Center (h) Purpose of Grant or Assistance: Operating grants for cancer outreach services, social services, multidisciplinary clinic, clinical trials, radiation oncology research, and patient assistance. 0 1 0 0 0 0 0 0 0 James D VanderSteeg President & CEO 0 1425507 0 742500 0 178639 0 284975 0 31082 0 2662703 0 0 Lucas D Johnson Sr EVP-Phys Enterprises; Fmr TCSC Pres 0 525752 0 231469 0 77936 0 11600 0 20225 0 866982 0 0 R Scott Warwick TCSC President & CAO 0 226006 0 49613 0 43335 0 0 0 29449 0 348403 0 0 Patrick J Birmingham IV VP of Philanthropy 0 181629 0 41000 0 41059 0 10260 0 29449 0 303397 0 0 Part I, Line 3 Covenant Health, the parent company of Thompson Cancer Survival Ctr Foundation, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O. Part I, Line 4b Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg. Employer contributions of $273,375 are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2022 earnings of $70,560 are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a). Form 990, Part VI, Section A, line 6 Thompson Cancer Survival Center Foundation has one member, Covenant Health, a Tennessee nonprofit corporation. Covenant Health is the sole member of Thompson Cancer Survival Center, which is the supported organization of the Foundation. 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 Thompson Cancer Survival Center 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 Thompson Cancer Survival Center 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. Form 990, Part XI, line 9: Change in Value of Trusts -2,282. Thompson Cancer Survival Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621250943 Cancer support center TN 501(c)(3) Line 3 Covenant Health 0 Covenant Health 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621646734 Supporting organization TN 501(c)(3) Line 12b, II N/A 0 Claiborne Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 464420358 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Covenant HomeCare 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621623114 Home health services TN 501(c)(3) Line 10 Covenant Health 0 Cumberland Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620790132 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Fort Loudoun Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621373691 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Fort Sanders Regional Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620528340 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Fort Sanders Perinatal Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 043760551 High risk obstetrical services TN 501(c)(3) Line 3 Fort Sanders Regional Medical Center 0 LeConte Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621114867 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Methodist Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620636239 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Morristown-Hamblen Hospital Association 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620545814 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Parkwest Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 581897274 Acute care hospital and behavioral health services TN 501(c)(3) Line 3 Covenant Health 0 Roane County Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 680673354 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Thompson Oncology Group 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621619239 Oncology services TN 501(c)(3) Line 3 Thompson Cancer Survival Center 0 Fort Sanders Foundation 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621748601 Fundraising and patient outreach TN 501(c)(3) Line 12b, II Covenant Health 0 The Dr Robert F Thomas Foundation Inc 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 581537582 Fundraising and patient outreach TN 501(c)(3) Line 12a, I Covenant Health 0 Covenant-AmSurg ASC Ventures LLC 1A Burton Hills Blvd Nashville TN 37215 884134388 Management Company TN N/A 0 0 Covenant-KEC ASC Ventures LLC 1A Burton Hills Blvd Nashville TN 37215 920539400 Management Company TN N/A 0 0 TEC North LLC 1A Burton Hills Blvd Nashville TN 37215 201871076 Physician Services TN N/A 0 0 The Endoscopy Center of Knoxville LLC 1A Burton Hills Blvd Nashville TN 37215 621512837 Physician Services TN N/A 0 0 Fortress Corporation 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621308885 Management company TN N/A C 0 Covenant Medical Group Inc 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621282917 Physician practice management TN N/A C 0 East TN Cardiovascular Surgery Group Inc 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621018541 Cardiovascular surgical practice TN N/A C 0 Knoxville Heart Group 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 271528941 Cardiology medical practice TN N/A C 0 VortexT Analytics Inc 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 475296949 Computer programming services TN N/A C 0 TenHats LLC 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 814563094 Data storage TN N/A C 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1