Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
PHOEBE PUTNEY MEMORIAL HOSPITAL INC |
581928247 | 3 | Yes | 0 | 30,885,589 | |
| (B)
PHOEBE SUMTER MEDICAL CENTER INC |
263975185 | 3 | No | 0 | 5,804,422 | |
| (C)
PHOEBE WORTH MEDICAL CENTER INC |
383647394 | 3 | No | 0 | 1,238,983 | |
| (D)
PHOEBE PHYSICIAN GROUP INC |
263792403 | 10 | No | 0 | 2,959,885 | |
| (E)
PHOEBE DORMINY MEDICAL CENTER INC |
452041878 | 3 | No | 0 | 0 | |
|
Total 5
|
40,888,879 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION A, LINE 1 | THE FILING ORGANIZATION'S GOVERNING DOCUMENTS STATE THAT PHOEBE PUTNEY HEALTH SYSTEM, INC.'S (PPHS) TAX-EXEMPT PURPOSE IS TO SUPPORT, PROMOTE, ADVANCE, AND STRENGTHEN PHOEBE PUTNEY MEMORIAL HOSPITAL, INC. (PPMH) AND OTHER NONPROFIT HEALTH CARE PROVIDERS ORGANIZED FOR CHARITABLE AND CIVIC PURPOSES. PPHS, IN AN EFFORT TO PROMOTE SUCH PURPOSES, MAY CREATE SUBSIDIARY CORPORATIONS WHEREIN PPHS IS THE SOLE MEMBER OF THE SUBSIDIARY CORPORATION. |
| PART IV, SECTION D, LINE 3 | THE SUPPORTED ORGANIZATIONS SHARE OFFICERS AND BOARD MEMBERS WITH THE ORGANIZATION, PROVIDING THEM WITH A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF ITS INCOME AND ASSETS. |
| PART IV, SECTION E, LINE 3A | THE BOARD OF DIRECTORS OF PPHS HAS THE RIGHT TO APPOINT ALL DIRECTORS OF THE SUPPORTED ORGANIZATIONS, AND TO SELECT OR REMOVE THE OFFICERS OF EACH SUPPORTED ORGANIZATION. |
| PART IV, SECTION E, LINE 3B | AS SOLE MEMBER OF EACH SUPPORTED ORGANIZATION, PPHS HAS THE FOLLOWING RESPONSIBILITIES: - APPOINT OR REMOVE DIRECTORS OF THE SUPPORTED ORGANIZATIONS. - SELECT OR REMOVE THE ORGANIZATION'S OFFICERS. - APPROVE ALL AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. - APPROVE ANY ANNUAL OPERATING OR CAPITAL BUDGETS. - APPOINT OR REMOVE THE INDEPENDENT AUDITORS. |
| SUPPLEMENTAL INFORMATION | PART I, LINE 12G, COLUMN (VI) PPHS WAS FORMED TO SERVE AS THE PARENT ORGANIZATION OF THE SUPPORTED ORGANIZATIONS AND AS SUCH, ITS PRIMARY PURPOSES IS TO PLAN AND COORDINATE THE SUPPORTED ORGANIZATIONS AND TO PROVIDE CENTRALIZED ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATIONS. THE AMOUNTS INCLUDED IN COLUMN (VI) ARE THE AMOUNTS RELATED TO THE MANAGEMENT SERVICES PROVIDED TO THE SUPPORTED ORGANIZATIONS. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990 | PHOEBE PUTNEY HEALTH SYSTEM, INC. (CORPORATION) IS A NOT-FOR-PROFIT HEALTH CARE ORGANIZATION THAT WAS FORMED TO SERVE AS THE PARENT ORGANIZATION OF A GROUP OF AFFILIATED ENTITIES AND AS SUCH, ITS PRIMARY PURPOSE IS TO PLAN, COORDINATE, AND DIRECT THE GROUP AND TO PROVIDE CENTRALIZED ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE EXEMPT ENTITIES IN THE GROUP. THE CORPORATION IS RECOGNIZED AS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. CURRENTLY, THE AFFILIATED ENTITIES COMPRISING THE GROUP INCLUDE: PHOEBE PUTNEY MEMORIAL HOSPITAL, INC. (PPMH), PHOEBE FOUNDATION, INC. (FOUNDATION), PHOEBE PUTNEY HEALTH VENTURES, INC. (HEALTH VENTURES), PHOEBE PHYSICIAN GROUP, INC. (PPG), PHOEBE PUTNEY INDEMNITY, LTD., PHOEBE SUMTER MEDICAL CENTER, INC. (PSMC) AND PHOEBE WORTH MEDICAL CENTER, INC. (PWMC). AS A TAX EXEMPT ORGANIZATION, THE CORPORATION HAS NO STOCKHOLDERS OR OWNERS. ALL REVENUE AFTER EXPENSES IS REINVESTED IN OUR MISSION TO CARE FOR THE CITIZENS OF THE COMMUNITIES SERVED BY THE CORPORATION AND ITS AFFILIATED ENTITIES AND INCLUDES CLINICAL CARE, HEALTH PROGRAMS, STATE-OF- THE-ART TECHNOLOGY AND FACILITIES, RESEARCH AND TEACHING AND TRAINING OF MEDICAL PROFESSIONALS TO MEET CURRENT AND FUTURE NEEDS. PHOEBE PUTNEY HEALTH SYSTEM, INC. OPERATES AS A CHARITABLE ORGANIZATION CONSISTENT WITH THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE "COMMUNITY BENEFIT STANDARD" OF IRS REVENUE RULING 69-545. THE CORPORATION TAKES SERIOUSLY ITS RESPONSIBILITY AS THE COMMUNITY'S SAFETY NET HOSPITAL AND HAS A STRONG RECORD OF MEETING AND EXCEEDING THE CHARITABLE CARE AND THE ORGANIZATIONAL AND OPERATIONAL STANDARDS REQUIRED FOR FEDERAL TAX-EXEMPT STATUS. THE CORPORATION DEMONSTRATES A CONTINUED AND EXPANDING COMMITMENT TO MEETING OUR MISSION BY PROVIDING COMMUNITY BENEFITS. A COMMUNITY BENEFIT IS A PLANNED, MANAGED, ORGANIZED, AND MEASURED APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS, REQUIRING A PARTNERSHIP BETWEEN THE HEALTHCARE ORGANIZATION AND THE COMMUNITY TO BENEFIT RESIDENTS THROUGH PROGRAMS AND SERVICES THAT IMPROVE HEALTH STATUS AND QUALITY OF LIFE. THROUGH ITS AFFILIATED GROUP OF HOSPITALS, THE CORPORATION IMPROVES THE HEALTH AND WELL-BEING OF SOUTHWEST GEORGIA THROUGH CLINICAL SERVICES, EDUCATION, RESEARCH AND PARTNERSHIPS THAT BUILD HEALTH CAPACITY IN THE COMMUNITY. EACH HOSPITAL PROVIDES COMMUNITY BENEFITS FOR EVERY CITIZEN IN ITS SERVICE AREA AS WELL AS FOR THE MEDICALLY UNDERSERVED. THE HOSPITALS CONDUCT COMMUNITY NEEDS ASSESSMENTS AND PAY CLOSE ATTENTION TO THE NEEDS OF LOW INCOME AND OTHER VULNERABLE PERSONS AND THE COMMUNITY AT LARGE. THE CORPORATION OFTEN WORKS WITH COMMUNITY GROUPS TO IDENTIFY NEEDS, STRENGTHEN EXISTING COMMUNITY PROGRAMS AND PLAN NEWLY NEEDED SERVICES. IN ADDITION TO PROVIDING FREE AND DISCOUNTED SERVICES TO PEOPLE WHO ARE UNINSURED AND UNDERINSURED, THE CORPORATION PROVIDES A WIDE-RANGING ARRAY OF COMMUNITY BENEFIT SERVICES DESIGNED TO IMPROVE COMMUNITY AND INDIVIDUAL HEALTH AND TO INCREASE ACCESS TO HEALTH CARE. THE CORPORATION'S EXCELLENCE IN COMMUNITY BENEFIT PROGRAMS WAS RECOGNIZED BY THE PRESTIGIOUS FOSTER MCGAW PRIZE AWARDED TO THE HOSPITAL IN 2003 FOR ITS BROAD-BASED OUTREACH IN BUILDING COLLABORATIVES THAT MAKE MEASURABLE IMPROVEMENTS IN HEALTH STATUS, EXPAND ACCESS TO CARE AND BUILD COMMUNITY CAPACITY, SO THAT PATIENTS RECEIVE CARE CLOSEST TO THEIR OWN NEIGHBORHOODS. DRAWING ON A DYNAMIC AND FLEXIBLE STRUCTURE, THE COMMUNITY BENEFIT PROGRAMS ARE DESIGNED TO RESPOND TO ASSESSED NEEDS AND ARE FOCUSED ON UPSTREAM PREVENTION. AS SOUTHWEST GEORGIA'S LEADING PROVIDER OF COST-EFFECTIVE, PATIENT-CENTERED HEALTH CARE, THE CORPORATION'S AFFILIATED HOSPITALS PARTICIPATE IN THE MEDICARE AND MEDICAID PROGRAMS AND ARE AMONG THE LEADING PROVIDERS OF MEDICAID SERVICES IN GEORGIA. THE FOLLOWING TABLE SUMMARIZES THE AMOUNTS OF CHARGES FOREGONE (I.E., CONTRACTUAL ADJUSTMENTS) AND ESTIMATES THE LOSSES (COMPUTED BY APPLYING A TOTAL COST FACTOR TO CHARGES FOREGONE) INCURRED BY THE AFFILIATED HOSPITALS DUE TO INADEQUATE PAYMENTS BY THESE PROGRAMS AND FOR INDIGENT/CHARITY. THIS TABLE DOES NOT INCLUDE DISCOUNTS OFFERED BY THE ORGANIZATIONS UNDER MANAGED CARE AND OTHER AGREEMENTS: CHARGES ESTIMATED FOREGONE UNREIMBURSED COST MEDICARE 1,124,000,000 359,000,000 MEDICAID 266,000,000 85,000,000 INDIGENT/CHARITY 191,000,000 62,000,000 1,581,000,000 506,000,000 THE FOLLOWING IS A SUMMARY OF THE COMMUNITY BENEFIT ACTIVITIES AND HEALTH IMPROVEMENT SERVICES OFFERED BY THE HOSPITALS AND ILLUSTRATES THE ACTIVITIES AND DONATIONS DURING FISCAL YEAR 2025. I. COMMUNITY HEALTH IMPROVEMENT SERVICES A. COMMUNITY HEALTH EDUCATION THE CORPORATION'S AFFILIATED HOSPITALS PROVIDED HEALTH EDUCATION SERVICES THAT REACHED 10,080 INDIVIDUALS IN 2025 AT A COST OF 419,203. THESE SERVICES INCLUDED THE FOLLOWING FREE CLASSES AND SEMINARS: - TEEN PREGNANCY PREVENTION EDUCATION - TEEN PARENTING CLASSES (NETWORK OF TRUST) - CPR TRAINING TO TEACHERS - SAFE-SITTER CLASSES - ASTHMA & EPI-PEN EDUCATION - HEALTH EDUCATION AT SUMMER CAMPS - SHOP TALK DISCUSSIONS RELATED TO PROSTATE CANCER AND DIABETES - HEALTH LAY-WORKER TRAINING - VARIOUS CANCER SPECIFIC SEMINARS AND PRESENTATIONS - THE RIBBON WALK - PROJECT ELEVATION PROSTATE CANCER SCREENING INITIATIVE MEN'S AND WOMEN'S HEALTH CONFERENCES THE PPMH'S MEN'S AND WOMEN'S CONFERENCES ATTRACTED A TOTAL OF 647 PARTICIPANTS. IN JUNE, THE MEN'S CONFERENCE ATTRACTED 250 PARTICIPANTS. THE 2025 MEN'S HEALTH FAIR WAS A SCREENING EVENT THAT PROVIDED PROSTATE CANCER SCREENING, BLOOD PRESSURE AND GLUCOSE CHECKS, EDUCATION ON LUNG HEALTH WELLNESS AND PRIMARY CARE WAS ALSO PROVIDED. THE WOMEN'S CONFERENCE WAS HELD IN OCTOBER 2024 AND HAD 397 PARTICIPANTS. THE WOMEN'S CONFERENCE FOCUSED ON BREAST, LUNG, AND COLORECTAL CANCER AND SCREENINGS FOR CHOLESTEROL, GLUCOSE, AND BLOOD PRESSURE WERE PROVIDED. THE TOTAL COST TO THE ORGANIZATION FOR THE TWO CONFERENCES AND OTHER COMMUNITY HEALTH EDUCATION EVENTS WAS 100,398. THE PSMC CHILDREN'S AND MEN'S HEALTH CONFERENCES ATTRACTED A TOTAL OF 525 PARTICIPANTS. IN AUGUST, THE CHILDREN'S HEALTH CONFERENCE ATTRACTED 250 PARTICIPANTS. CHILDREN AGES 5-17 WERE SCREENED FOR WEIGHT, BMI AND BLOOD PRESSURE. IN NOVEMBER, THE MEN'S CONFERENCE ATTRACTED 88 PARTICIPANTS. THIS FAIR WAS A SCREENING EVENT THAT PROVIDED PROSTATE CANCER SCREENING, BLOOD PRESSURE AND GLUCOSE CHECKS. IN FEBRUARY, PSMC HELD ITS ANNUAL HEART AWARENESS WALK & RUN THAT ATTRACTED 187 PARTICIPANTS. PARTICIPANTS WERE GIVEN A CHANCE TO HAVE BLOOD PRESSURE SCREENINGS AS WELL AS ACCESS TO HEART HEALTHY INFORMATION FROM PSMC'S LOCAL CARDIOLOGIST'S OFFICE. THE TOTAL COST TO THE ORGANIZATION FOR THE TWO CONFERENCES AND OTHER COMMUNITY HEALTH EDUCATION EVENTS WAS 47,866. NETWORK OF TRUST THIS IS A NATIONALLY RECOGNIZED PROGRAM AIMED AT TEEN MOTHERS TO PROVIDE PARENTING SKILLS, ATTEMPT TO REDUCE REPEAT PREGNANCIES, AND COMPLETE HIGH SCHOOL. INTERNAL EVALUATIONS SHOW TEENS PARTICIPATING IN THE PROGRAM ARE LESS LIKELY TO REPEAT A PREGNANCY PRIOR TO GRADUATION. NETWORK OF TRUST ENROLLED 3 TEEN PARENTS (WITH ZERO REPEAT PREGNANCIES) DURING THE 2024/2025 SCHOOL YEAR. PROGRAM RESULTS DEMONSTRATE TEENS THAT GRADUATED FROM THE TWO-SEMESTER PROGRAM ARE LESS LIKELY TO HAVE A SECOND PREGNANCY PRIOR TO AGE 21. ADDITIONALLY, NETWORK OF TRUST AND THE SCHOOL NURSE PROGRAM PROVIDED TEEN PREGNANCY PREVENTION PROGRAMMING, CPR TRAINING, HANDWASHING EDUCATION, ASTHMA AND EPI-PEN EDUCATION, STOP THE BLEED TRAINING, AND CONDUCTED HEALTH EDUCATION AT SUMMER CAMPS. HEALTH INFORMATION TABLES WERE ALSO PROVIDED AT LOCAL HEALTH FAIRS. THE TOTAL COST TO THE ORGANIZATION FOR NETWORK OF TRUST COMMUNITY OUTREACH TOTALED 270,939. B. COMMUNITY BASED CLINICAL SERVICES THE CORPORATION'S AFFILIATED HOSPITALS PROVIDED COMMUNITY BASED CLINICAL SERVICES THAT REACHED 31,901 INDIVIDUALS IN 2025 AT A COST OF 728,411. THESE SERVICES INCLUDED THE FOLLOWING FREE CLASSES AND SEMINARS: FLU SHOTS THE CORPORATION PROVIDES FREE FLU SHOTS TO VOLUNTEERS AND STUDENTS, AND HOMELESS SHELTERS. IN 2025, THE CORPORATION ADMINISTERED 44 FLU SHOTS AT AN UNREIMBURSED COST OF 572. MAMMOGRAPHY PPHS PROVIDED 216 MAMMOGRAMS TO THE UNINSURED IN 2025 AT AN ESTIMATED COST OF 13,001. LUNG CANCER SCREENINGS AND PROSTATE SPECIFIC ANTIGEN (PSA) TESTING PPHS PROVIDED 30 LUNG CANCER SCREENINGS TO THE UNINSURED IN 2025 AT AN ESTIMATED COST OF 2,818 AND 38 PSA'S TO THE UNINSURED IN 2025 AT AN APPROXIMATE COST OF 197. SCHOOL NURSE PROGRAM THE CORPORATION PLACES NURSES IN NINETEEN SCHOOLS IN ITS PRIMARY SERVICE AREA WITH A GOAL OF CREATING ACCESS TO CARE FOR STUDENTS AND STAFF, ASSESSING THE HEALTH CARE STATUS OF EACH POPULATION REPRESENTED, AND EFFECTIVELY ESTABLISHING REFERRALS FOR ALL HEALTH CARE NEEDS. NURSES CONDUCTED CPR TRAINING, SAFE SITTER CLASSES, TEEN PREGNANCY PREVENTION EDUCATION, ASTHMA AND EPI-PEN EDUCATION, STOP THE BLEED TRAINING, AND HEALTH EDUCATION SUMMER CAMPS. DURING THE 20 |
| 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 V | LINE 4B - FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES PPHS BOARD OF DIRECTORS RELIES ON ITS HEALTH SYSTEM BOARD INVESTMENT COMMITTEE, INDEPENDENT INVESTMENT ADVISOR, PPHS BOARD APPROVED INVESTMENT POLICY STATEMENT, AND REGULAR INVESTMENT COMMITTEE MEETINGS TO MANAGE AND MAINTAIN A WELL-DIVERSIFIED INVESTMENT FUND PORTFOLIO WHICH INCLUDES U.S. EQUITIES, GLOBAL NON-US EQUITIES, EMERGING MARKETS, HEDGE FUNDS, REAL ASSETS, OPPORTUNISTIC, FIXED INCOME, AND CASH AND EQUIVALENTS. THESE PPHS INVESTMENT ACCOUNTS HAVE LONG TERM STRATEGIES, GOALS AND OBJECTIVES AND ARE RELATED TO SPECIFIC HEALTHCARE RELATED PURPOSES INCLUDING DEFINED PENSION LIABILITIES FOR EMPLOYEES, MALPRACTICE INSURANCE LIABILITIES AND HOSPITAL DESIGNATED FUNDS FOR FUTURE CAPITAL REPLACEMENT OF FACILITIES AND EQUIPMENT AS THEY WEAR OUT AND NEED TO BE UPDATED. MUCH LIKE A RETIREMENT 401K OR 403B ACCOUNT FOR AN INDIVIDUAL THAT ACCESSES MUTUAL FUNDS THAT ARE WELL DIVERSIFIED, IT IS COMMON FOR FUNDS, FUND MANAGERS AND/OR SPECIFIC INVESTMENTS TO BE IN UNITED STATES JURISDICTIONS OR FOREIGN JURISDICTIONS IN ORDER TO ACCOMPLISH A GREATER INVESTMENT RISK DIVERSIFICATION. |
| FORM 990, PART V, LINE 4B | CAYMAN ISLANDS |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 (BASED UPON INFORMATION PROVIDED BY THE ORGANIZATION) PROVIDES A COMPLETE COPY OF THE RETURN WITH APPLICABLE SCHEDULES TO BE REVIEWED BY MANAGEMENT. MANAGEMENT PERFORMS A DETAILED REVIEW WHICH CONSISTS OF REVIEWING THE FINANCIAL DATA, THE NARRATIVES DISCLOSED, AND OTHER FACTS PRESENTED ON THE RETURN. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, TO GAIN THEIR COMMENTS AND APPROVAL. UPON APPROVAL FROM THE FINANCE COMMITTEE, THE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND FEEDBACK. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES, A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, PHOEBE PUTNEY HEALTH SYSTEM (PPHS) BOARD MEMBERS AS WELL AS ALL OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THIS QUESTIONNAIRE IS ADMINISTERED BY THE PPHS COMPLIANCE DEPARTMENT AND THE DOCUMENT ASKS EACH INDIVIDUAL TO DISCLOSE ANY PERSONAL, BUSINESS, OR OTHER AFFILIATIONS AND MONETARY AMOUNT IF APPLICABLE THAT THEY OR THEIR IMMEDIATE FAMILY MEMBERS HAVE HAD WITHIN THE PAST 12 MONTHS WITH PPHS OR ANY RELATED ENTITIES. ALL RESPONSES ARE THEN EVALUATED BY THE PPHS COMPLIANCE DEPARTMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATIONS FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATIONS MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATIONS OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE ORGANIZATIONS BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUALS LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATIONS COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATIONS LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATIONS FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATIONS MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATIONS OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE ORGANIZATIONS BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUALS LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATIONS COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE OTHER OFFICERS AND KEY EMPLOYEES COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATIONS LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO PROVIDES A PERFORMANCE NARRATIVE AND RECOMMENDED COMPENSATION ADJUSTMENT FOR THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMMITTEE DETERMINES THE REASONABLENESS OF ANY COMPENSATION ADJUSTMENTS FOR OTHER OFFICERS AND KEY EMPLOYEES BASED ON THE PRESENTED EVALUATION AND COMPARATIVE COMPENSATION DATA. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS CONFLICT OF INTEREST AND AUDITED FINANCIAL STATEMENTS ON THE ORGANIZATION'S WEBSITE, BY PROVIDING COPIES UPON REQUEST, AND BY INSPECTION AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | ALLOCATED SERVICE CONTRACTS 236,056 936,604 0 CONSULTING 437,097 1,734,275 0 OUTSIDE SERVICES 0 1,370,528 0 TOTAL 673,153 4,041,407 0 |
| FORM 990, PART XI, LINE 9 | INVESTMENTS IN SUBS.(EQUITY) -11,665,435 |
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