2024-11-13T13:55:35-06:00 2023-12-31 990 2023-01-01 621748601 Fort Sanders Foundation FORT 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 Kathy May-Martin 280 Ft Sanders West Knoxville TN 37922 1694402 0 X www.fortsandersfoundation.org X 1998 TN To support the programs and services of Covenant Health through charitable contributions. 12 11 0 79 0 0 1140954 1129066 0 0 695672 394645 -2856 -19094 1833770 1504617 1045527 1006520 0 0 0 0 0 0 168809 246184 237059 1291711 1243579 542059 261038 15615561 17498469 212420 163955 15403141 17334514 X Fort Sanders Foundation raises and distributes funds in support of patient care, equipment, programs, services and staff not otherwise funded by Covenant Health and its affiliates. The Foundation's mission is to provide charitable support to further Covenant Health's mission to serve the community by improving the quality of life through better health. 0 0 311067 311067 Covenant HomeCare and Hospice:Donors to Fort Sanders Foundation provide funding for a partnership between Covenant HomeCare and Knoxville Area Rescue Mission (KARM) to reduce frequent hospitalizations among the homeless community. In 2023, $213,958 was distributed to support that project which provides onsite medical care, clinic facilities, medication management and case management at the KARM shelter. Since opening in 2019, the program has served over 300 patients. Following participation in these services, patients show a 40% reduction in emergency department visits and the avoidance of 9,840 inpatient hospitalization days. As a result of these shelter-based services, the patients at KARM are leading healthier lives.Another $62,065 was distributed to underwrite professional education opportunities for staff, fund membership in the National Hospice and Palliative Care organization, provide medical/hospice housing for indigent patients, provide patient education materials, fund grief counseling services, and conduct the annual memorial service for families of deceased Hospice patients.Covenant Hospice's annual Katerpillar Kids Camp programming continued to be funded by the Foundation in 2023. Approximately $35,000 was distributed to support free weekend day camp experiences and grief support for some 80 children who have experienced the death of a loved one. Approximately 150 patients, guardians, and siblings were also impacted by camp services. The annual camp provides grieving children and teens a safe, understanding environment to express their grief and learn that they are not alone in their grief journey.Just under $8,800 was distributed from the HomeCare Hope fund which assisted 200 patients in crisis with emergency funds for housing, transportation, utilities, meals, medicines/medical supplies, and funeral expenses. 261226 261226 Employee and Patient Emergency Assistance: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 distributed to assist 3,996 individuals at Claiborne Medical Center (10), Covenant parent company (107), Covenant HomeCare (200), Cumberland Medical Center (14), Fort Sanders Regional Medical Center (2,087), Fort Loudoun Medical Center (5), LeConte Medical Center (37), Methodist Medical Center (151), Morristown-Hamblen Healthcare System (44), Parkwest Medical Center (70), Peninsula (51), Roane Medical Center (24), and Thompson Cancer Survival Center (1,196). 180931 180931 Behavioral Health Care at Peninsula:In 2023, funds raised through the annual Artsclamation! fine art sale and other donations supported behavioral health care at Peninsula. Funds supported Peninsula's emergency room diversion project which places a team of behavioral specialists in Covenant Health emergency departments to assess patients who make repeated non-emergency visits to the emergency room. These specialists develop a personalized treatment plan for patients, proposing alternative options to visiting the ED and providing follow-up support and resources to these patients. Additional funds provided discharge medications to patients who need a supply of prescriptions when they leave the hospital to maintain their health until they are set up on TennCare or other payer sources for ongoing maintenance medications. Donations also supported the placement of behavioral health staff in Covenant HomeCare's onsite clinic at Knoxville Area Rescue Ministries (KARM) to provide counseling and case management services to those clients. Peninsula patients were supported with emergency funding assistance to help with necessary living expenses such as utilities, housing, medications and transportation. 253296 253296 The Foundation supports a variety of other patient care programs throughout Covenant Health. The most significant distributions in 2023, which were directed to Patricia Neal Rehabilitation Hospitals and outpatient clinics, the Fellowship Outpatient Lodging Program, cardiopulmonary programs, Cumberland Medical Center, Fort Sanders Regional Medical Center, Roane Medical Center, Parkwest Medical Center, the Fort Sanders Dept. of Nursing at Tennessee Wesleyan College, and Fort Loudoun Medical Center, are outlined below:Distributions to support Patricia Neal therapy programs and services in 2023 included approximately $67,000 for patients in need of care who do not have insurance coverage or any other ability to pay for care, $13,000 for staff education and advanced certifications, $35,000 for the annual operating and equipment expenses of the Innovative Recreation Cooperative which provides adaptive sports and recreation opportunities throughout the community, and $40,000 for a Bioness integrated therapy system, as well as funding for several patient support groups and community brain injury and concussion education/prevention programs. The Fellowship Outpatient Lodging Program, which is supported entirely by contributions, offers free hotel accommodations and transportation to treatment for patients and families coping with serious illnesses. The program primarily serves Thompson Cancer Survival Center patients and their families who live more than 30 miles from Knoxville. In 2023, $19,000 in distributions supported the program. The program housed 31 guests in 2023 providing 187 nights of free lodging. The Foundation receives grant funds annually from the Will Rogers Institute to support pulmonary rehabilitation across Covenant Health. The grant funds provide scholarships to assist outpatient pulmonary rehab patients without insurance coverage or the ability to pay. In 2023, approximately $17,000 in funding benefited patients at Roane, Methodist, LeConte, and Fort Sanders Regional outpatient pulmonary rehabilitation clinics.Just over $13,000 in donations were distributed to Cumberland Medical Center, primarily to provide cancer patient assistance and patient education materials.Just over $12,000 was distributed to Fort Sanders Regional Medical Center, including $5,500 the hospital's chaplaincy program, annual ethics conference and training for critical care staff. 253296 253296 1006520 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 1 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 Kathy May-Martin Director/Chair 1.00 0.00 X X 0 0 0 Shohreh Nazzy Hashemian Director/Secretary 1.00 0.00 X X 0 0 0 Jim Atchley Director 1.00 0.00 X 0 0 0 Mary Child Director 1.00 0.00 X 0 0 0 Rob Del Moro Director 1.00 0.00 X 0 0 0 Mary E Dillon MD Director/FSRMC Medical Dir 1.00 0.00 X 0 0 0 Marty Gibbs Director 1.00 0.00 X 0 0 0 Charles Griffin Director 1.00 0.00 X 0 0 0 Alan Hill Director 1.00 0.00 X 0 0 0 Rachel Hurt Director 1.00 0.00 X 0 0 0 Tyler Janow Director 1.00 0.00 X 0 0 0 James D VanderSteeg President & CEO 1.00 50.00 X 0 2762691 352568 Patrick J Birmingham IV VP of Philanthrophy 8.00 42.00 X 0 267424 39832 0 3030115 392400 0 0 1 0 0 305345 2210 821511 6327 1129066 394645 394645 170691 305345 189785 -19094 -19094 1504617 0 0 375551 635952 635952 370568 370568 196410 32902 163508 171 171 626 626 4949 4949 18019 18019 1409 930 479 2980 2980 1482 1482 Bank Fees 6407 6407 Fundraising 2460 2460 Meals 1716 1716 Dues and Licenses 410 410 20 20 1243579 1006520 68250 168809 571313 464994 750 19500 1232 482 1614354 1410676 205160 203678 14814505 16788215 22601 21600 15615561 17498469 17763 212420 146192 212420 163955 X 9215240 10850483 6187901 6484031 15403141 17334514 15615561 17498469 X 261038 1671175 -840 X 0 1 X 1 0 X X 9 Fort Sanders Regional Med Ctr 620528340 3 1 95606 627 Parkwest Medical Center 581897274 3 1 190267 0 Thompson Cancer Survival Center 621250943 3 1 18995 0 Covenant HomeCare 621623114 10 1 314770 350 LeConte Medical Center 621114867 3 1 120 0 Roane County Medical Center 680673354 3 1 10520 0 Methodist Medical Center 620636239 3 1 4168 0 Fort Loudoun Medical Center 621373691 3 1 398 0 Fort Sanders Perinatal Center 043760551 3 1 0 131 9 634844 1108 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 Part IV, Section A, Line 1: The Charter of Fort Sanders Foundation designates its supported organizations by class. They include organizations that are specifically named in the Charter of its Member, which is Covenant Health, that are exempt from Federal income taxation under Section 501(c)(3) of the Code and described in Section 509(a)(1) or (2) of the Code. The Foundation's supported organizations also include any other organizations of which Covenant Health is the sole member and that are (i) organized and operated exclusively for religious, charitable, educational and scientific purposes and (ii) qualified as exempt from Federal income taxation under Section 501(c)(3) of the Code and described in Section 509(a)(1) or (2) of the Code. Part IV, Section A, Line 6: Fort Sanders Foundation provided grants to individuals in 2023, in the form of emergency assistance to employees, patients and patient families. Part IV, Section C, Line 1: Covenant Health is the sole member of Fort Sanders Foundation. The supported organizations of the Foundation are governed by Covenant Health's board of directors. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6187902 1093113 32806 631968 197821 6484032 5962141 1080115 59008 720863 192499 6187902 5837459 1094427 37361 791592 215514 5962141 5614448 1332425 38668 1010172 137910 5837459 5807393 1169472 43760 1144382 261795 5614448 0.00000 0.06142 0.93858 0 1 1 198863 198863 1391393 1391393 0 24098 19283 4815 203678 Annuities Payable 7102 Other Liabilities 2595 Due to Affiliates, Net 136495 146192 X Part V, Line 4: Fort Sanders Foundation maintains five permanent endowments for the purpose of providing a permanent source of income for programs at Fort Sanders Regional Medical Center, Parkwest Medical Center, and the Fort Sanders School of Nursing at Tennessee Wesleyan. The Pastoral Care Fund and the Caroline Can! Fund were established for the benefit of Fort Sanders Regional Medical Center, the Wayne Heatherly Excellence in Patient Care Fund for Parkwest Medical Center, and the Ruth Crawley R.N. Scholarship Award Fund for Tennessee Wesleyan Fort Sanders School of Nursing. The Lewis S. Howard Fund was established to benefit Cardiac Rehab patients at Fort Sanders Regional and Parkwest. The principal of all five permanent endowments will be kept intact in perpetuity and only the income generated will be distributed to support programs at these institutions. Part X, Line 2: Excerpt from the consolidated audited financial statements of Covenant Health (Covenant), parent company to Fort Sanders 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. PATRICIA NEAL GOLF CLASSIC 290354 222094 68260 43160 18905 4760 5643 ARTSCLAMATION! 185682 83251 102431 9097 18238 89982 476036 305345 170691 43160 28002 22998 95625 189785 -19094 1 Fort Sanders Regional Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 620528340 501(c)(3) 95606 627 FMV Padded piano bench, keyboard, and stand. To help provide equipment, staff and patient education, rehabilitation programs and cardiopulmonary programs, CVA, brain injury and amputee support groups. Also helps provide activities for Patricia Neal Rehabilitation center patients and the physically challenged through the Innovative Recreation Cooperative. Parkwest Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 581897274 501(c)(3) 190267 0 Support ED Diversion Program at Peninsula, provide patient medication for discharge as needed, and equipment for Pulmonary Rehab programs. Thompson Cancer Survival Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621250943 501(c)(3) 18995 0 To provide support for patient housing and trasportation through the Fellowship Outpatient Lodging Program. Covenant HomeCare 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 621623114 501(c)(3) 314769 350 FMV Mattress Firm Bed Frame To help provide patient and family care through Homecare/Hospice, as well as the Katerpillar Kids Camp program. Assist with the KARM program, providing nurses and patient care to individuals at Knoxville Area Rescue Ministry. Roane Medical Center 1420 Centerpoint Blvd Bldg C Knoxville TN 379321960 680673354 501(c)(3) 10520 0 To help support for Outdoor Exercise Facility for City of Kingston and Employee Education for Vital Stim Dysphagia Class 5 Employee/patient assistance 4086 257173 Academic scholarships 5 5400 Patient medical assistance not covered by insurance or any other means 435 107995 Part I, Line 2: Fort Sanders Foundation provides support to several emergency assistance funds throughout the Covenant Health system to assist patients and patient families, as well as Covenant Health system employees who have fallen on hard times, according to their needs. Such needs include the cost of medical treatment, housing, food, and clothes. There are social service committees in place to evaluate requests, select and process this distribution of funds. Scholarship assistance is both merit-based and needs-based, and funds are contingent upon on-going satisfactory academic progress. Support is also provided to Covenant Health facilities. Facilities submit annual requests for foundation funding and these requests are evaluated and selected by facility and company executive leadership. Once a facility is granted its request, funds are provided on a reimbursement basis, with the foundation matching the expense to the approved funding request form. 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 Patrick J Birmingham IV VP of Philanthrophy 0 186151 0 34000 0 47273 0 10711 0 29121 0 307256 0 0 Part I, Line 3 Covenant Health, the parent company of Fort Sanders 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 6 Fort Sanders Foundation has one member, Covenant Health, a Tennessee nonprofit corporation. 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 Corporations'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 for review on an annual basis. It is part of orientation for new Fort Sanders 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. The Covenant Health CEO is 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 Fort Sanders 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 -840. 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 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 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 1 1 1 1 1 1 1 1 1