2023-11-13T18:04:55-06:00 2022-12-31 990 2022-01-01 581537582 The Dr Robert F Thomas Foundation Inc DRRO 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 Jeanie Allen 740 Middle Creek Rd Sevierville TN 37862 672573 0 X www.drthomasfoundation.org X 1983 TN To support the programs and services offered by LeConte Medical Center. 13 11 0 65 0 0 192440 208782 0 0 253330 443487 -18096 -17162 427674 635107 31427 42625 0 0 0 0 0 0 63170 97514 272348 128941 314973 298733 320134 7151628 7366575 5293058 5347673 1858570 2018902 X The 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. 0 0 24609 24609 Each year funds are contributed, primarily through Covenant Health's annual WeCare Employee Giving Campaign, to assist employees and patients in times of crisis. Support includes assistance with housing, transportation, food, clothing, medicines/medical supplies, utilities, childcare, and unexpected funeral expenses. In 2022, assistance was provided to 33 individuals at LeConte Medical Center. 7716 7716 In 2022, through the Paint the Mountains Pink campaign, the foundation provided funding for approximately ten 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. 5728 5728 Contributions to the foundation supported continuing clinical education for physical therapists and also for clinicians honored for their excellent performance by the medical staff at LeConte Medical Center in 2022. Additionally, the foundation funded the production of postpartum and newborn education booklets in both English and Spanish for parents whose babies were born at LeConte Medical Center. 4572 4572 Just over $4,500 was distributed in 2022 to LeConte Medical Center to support scholarships for five patients in need of outpatient cardiac rehabilitation services who do not have insurance coverage or the ability to pay. 4572 4572 42625 1 1 0 0 0 0 0 0 0 1 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 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 11 0 0 1 0 0 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 Jama Spicer Sutton Director/Fmr Chair 1.00 0.00 X X 0 0 0 Jeannie Allen Director/Chair 1.00 0.00 X X 0 0 0 Wes Farragut Fmr Dir/Treasurer (through Dec 2022) 1.00 0.00 X X 0 0 0 Donna Roland Fmr Dir/Secretary (through Apr 2022) 1.00 0.00 X X 0 0 0 Carol Agee Director 1.00 0.00 X 0 0 0 Harriet Berrier Director 1.00 0.00 X 0 0 0 Doug Blalock Director/Vice-Chair 1.00 0.00 X X 0 0 0 George E Hawkins Director 1.00 0.00 X 0 0 0 Stefanie A Johnson Director 1.00 0.00 X 0 0 0 Chris Massie Director 1.00 0.00 X 0 0 0 Linda Ogle Director 1.00 0.00 X 0 0 0 Paul Swafford Director 1.00 0.00 X 0 0 0 Lisa B Tarwater Director/Secretary 1.00 0.00 X X 0 0 0 Elissa G Jolly Fmr Director (through Mar 2022) 1.00 50.00 X 0 230362 17415 James D VanderSteeg President & CEO 1.00 50.00 X 0 2346646 316057 Aaron M Burns LeConte President & CAO 1.00 50.00 X 0 240507 30289 Patrick J Birmingham IV VP of Philanthropy 10.00 40.00 X 0 263688 39709 0 3081203 403470 0 0 1 0 0 166280 42502 125 208782 443487 443487 20304 166280 37466 -17162 -17162 635107 0 0 426325 13490 13490 29135 29135 78289 19572 58717 1294 522 772 881 151 730 1929 1929 1511 1511 184359 184359 Bank Fees 2294 2294 Meals 680 680 Dues and Licenses 655 655 Postage 456 114 342 314973 42625 209178 63170 424816 356919 786 0 0 0 0 980550 7008870 5746262 0 7151628 7366575 158759 165679 4993823 5171262 140476 10732 5293058 5347673 X 832378 1358269 1026192 660633 1858570 2018902 7151628 7366575 320134 -149902 -9900 0 X 0 1 X 1 0 X X 1 LeConte Medical Center 621114867 3 1 13490 0 1 13490 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section B, Line 1: The 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 980550 136186 37397 11465 407241 660633 913650 76522 9622 980550 875482 46674 8506 913650 819637 117396 53000 8551 875482 833362 25315 -30426 8614 819637 0.00000 0.39450 0.60550 0 1 1 0 Due to Affiliates, Net 10712 Other Liabilities 20 10732 X Part V, Line 4: Endowments consist of temporarily restricted and permanently restricted funds to assist in various programs at LeConte Medical Center. 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. RFT Golf 82017 65500 16517 10948 4780 3941 5780 Paint the Mountains Pink 104567 100780 3787 12017 186584 166280 20304 10948 4780 3941 17797 37466 -17162 1 LeConte Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 37932 621114867 501(C)(3) 13490 0 Enhance Healthcare 1 0 Employee and patient emergency assistance 48 29135 Part I, Line 2: Grants to LeConte Medical Center are reviewed and approved through the hospital's annual budget process for planning for the use of charitable dollars. Once approved, as expenses are incurred by the Hospital, the Foundation reimburses the Hospital 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. The Hospital 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 the Hospital's CAO (and Covenant Health leadership). 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 Patrick J Birmingham IV VP of Philanthropy 0 181629 0 41000 0 41059 0 10260 0 29449 0 303397 0 0 Aaron M Burns LeConte President & CAO 0 205217 0 33413 0 1877 0 0 0 30289 0 270796 0 0 Elissa G Jolly Fmr Director (through Mar 2022) 0 48903 0 85952 0 95507 0 11600 0 5815 0 247777 0 0 Part I, Line 3 Covenant Health, the parent company of The Dr. Robert F. Thomas 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 4 Effective April 2022, The Dr. Robert F. Thomas Foundation was reorganized. The entity filed an Amended and Restated Charter and Amended and Restated Corporate Bylaws. The IRS approved the entity's reclassification to a Type I supporting organization. The structure of the organization changed; however, the exempt purpose and supported organization remain unchanged. 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. Covenant Health 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621646734 Supporting organization TN 501(c)(3) Line 12b, II N/A 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 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 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 Methodist Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620636239 Acute care hospital 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 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 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 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 Covenant HomeCare 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621623114 Home health services TN 501(c)(3) Line 10 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 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 Thompson Cancer Survival Center Foundation 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 582130450 Fundraising and patient outreach TN 501(c)(3) Line 12b, II 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 Claiborne Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 464420358 Acute care hospital TN 501(c)(3) Line 3 Covenant Health 0 Fort Sanders Foundation 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621748601 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 Knoxville Heart Group 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 271528941 Cardiology medical practice 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 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 0 1 1 1 1 1 1 1 1