2024-11-13T14:06:07-06:00 2023-12-31 990 2023-01-01 581537582 The Dr Robert F Thomas Foundation Inc DRRO 8653745329 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 Joseph C Dolan EVP/CFO 8653745329 2024-11-13 1 2023 2024-10-15 13:58:12Z Jeannie Allen 740 Middle Creek Rd Sevierville TN 37862 202069 0 X www.drthomasfoundation.org X 1983 TN To support the programs and services offered by LeConte Medical Center. 12 9 0 81 0 0 208782 182314 0 0 443487 -2855 -17162 -25833 635107 153626 42625 42050 0 0 0 0 0 0 69346 272348 284147 314973 326197 320134 -172571 7366575 7404301 5347673 5521064 2018902 1883237 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 23986 23986 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 2023, assistance was provided to 37 individuals at LeConte Medical Center. 8759 8759 Just over $8,500 was distributed in 2023 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. 5271 5271 In 2023, 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. 4034 4034 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 as well as staff education. 4034 4034 42050 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 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 9 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X Andrew McCreary 8653745329 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 Jeannie Allen Director/Chair 1.00 0.00 X X 0 0 0 Doug Blalock Director/Vice-Chair 1.00 0.00 X X 0 0 0 Lisa B Tarwater Director/Secretary 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 George E Hawkins Director (through July 2023) 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 Jama Spicer Sutton Director 1.00 0.00 X 0 0 0 Paul Swafford Director 1.00 50.00 X 0 246221 43518 Aaron M Burns LeConte President & CAO 1.00 50.00 X 0 309278 29735 James D VanderSteeg President & CEO 1.00 50.00 X 0 2762691 352568 Patrick J Birmingham IV VP of Philanthropy 8.00 42.00 X 0 267424 39832 0 3585614 465653 0 0 1 0 0 130248 52066 182314 -2855 -2855 22610 130248 48443 -25833 -25833 153626 0 0 -28688 9329 9329 32721 32721 85588 21397 64191 1937 708 1229 1099 220 879 2098 2098 627 627 190557 190557 Bank Fees 870 870 Meals 731 731 Dues and Licenses 349 349 Postage 291 73 218 326197 42050 214801 69346 356919 341748 17750 786 2225 7008870 7042578 7366575 7404301 165679 174081 5171262 5342956 10732 4027 5347673 5521064 X 1358269 1193663 660633 689574 2018902 1883237 7366575 7404301 -172571 36906 0 X 0 1 X 1 0 X X 1 LeConte Medical Center 621114867 3 1 9329 0 1 9329 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 660633 76643 38016 9686 689574 980550 136186 37397 11465 407241 660633 913650 76522 9622 980550 875482 46674 8506 913650 819637 117396 53000 8551 875482 0.00000 0.58010 0.41990 0 1 1 0 Due to Affiliates, Net 4027 4027 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 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, 2023 and 2022. As such, no interest or penalties were recognized in the consolidated financial statements related to unrecognized tax benefits. At December 31, 2023 and 2022, tax returns for 2020 through 2023 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, 2023 and 2022. RFT Golf 85090 68250 16840 9400 5520 5773 5729 Paint the Mountains Pink 35408 35408 8772 1 32360 26590 5770 911 4672 2826 317 4523 152858 130248 22610 10311 10192 8599 317 19024 48443 -25833 1 LeConte Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 37932 621114867 501(C)(3) 9329 0 Enhance Healthcare 1 0 Employee and patient emergency assistance 37 32721 Provided assistance with housing, transportation, funerals, utilities, and medical expenses. Part I, Line 2: Grants to LeConte Medical Center are reviewed and approved by the Foundation's board of directors prior to distribution. Grants are distributed on a reimbursement basis only after the approved purchase has been made by LeConte Medical Center. Grants to patients in need of assistance are identified by the LeConte Medical Center staff and physicians. Grants to employees in crisis situations are made through the Foundation. These confidential requests for emergency funds are reviewed and approved by a review committee prior to distribution. 0 1 0 0 0 0 0 0 0 James D VanderSteeg President & CEO 0 1523002 0 1039500 0 200189 0 322565 0 30003 0 3115259 0 0 Aaron M Burns LeConte President & CAO 0 225044 0 69000 0 15234 0 0 0 29735 0 339013 0 0 Patrick J Birmingham IV VP of Philanthropy 0 186151 0 34000 0 47273 0 10711 0 29121 0 307256 0 0 Paul Swafford Director 0 245746 0 0 0 475 0 14826 0 28692 0 289739 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 $310,365 are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2023 earnings of $91,489 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). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent year. 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 Boulevard ENT-Surgery Center LLC 9300 Parkwest Blvd Knoxville TN 379234301 921460644 Surgical Services TN N/A 0 0 CHUC LLC 216 Centerview Drive Ste 100 Brentwood TN 37027 621609262 Physician Services TN N/A 0 0 Surgery Center of Oak Ridge LLC 944 Oak Ridge Tpke Ste 200 Oak Ridge TN 378306960 621801416 Surgical 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 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