WELLMONT CARDIOLOGY SERVICES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WELLMONT CARDIOLOGY SERVICES (EIN 26-3557623)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349306216
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:43:24-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263557623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellmont Cardiology Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 4233023467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 Princeton Road Suite 1 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 376012080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew Lazari | PersonNm |
| Person Title | CFO-BHMA | PersonTitleTxt |
| Phone | 4233026583 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Matthew | PersonFirstNm |
| Person Last | Lazari | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Non-Paid Preparer | PreparerPersonNm |
| PTIN | P03077501 | PTIN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Matthew Lazari | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Prkwy | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $74,431,003 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 406 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,210 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,959,616 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,331,948 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,396 | CYInvestmentIncomeAmt |
| PY Other Revenue | $469,230 | PYOtherRevenueAmt |
| CY Other Revenue | $90,449 | CYOtherRevenueAmt |
| PY Total Revenue | $62,431,042 | PYTotalRevenueAmt |
| CY Total Revenue | $74,431,003 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,344,857 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,984,147 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,562,251 | PYOtherExpensesAmt |
| CY Other Expenses | $15,442,150 | CYOtherExpensesAmt |
| PY Total Expenses | $61,907,108 | PYTotalExpensesAmt |
| CY Total Expenses | $75,426,297 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $523,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$995,294 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,691,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,322,339 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,951,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,232,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$6,259,833 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,910,122 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Honor those we serve by delivering the best possible care.Ballad Health is dedicated to improving the health of the 29-county Appalachian Highlands region. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $71,176,759 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $72,715,590 | RevenueAmt |
| Desc | Cardiovascular Associates was established in 1978 to provide comprehensive cardiovascular services to the Northeast Tennessee/Southwest Virginia region. In May 2010, Wellmont Cardiology Services (WCS) acquired substantially all of the assets of Cardiovascular Associates to become the region's largest provider of comprehensive cardiovascular services.This physician group provides top-quality cardiovascular services to Northeast Tennessee, Southwest Virginia, Southeast Kentucky and Northwest North Carolina, as well as areas of West Virginia.WCS strives to improve the cardiovascular health of the region and deliver high-quality, cost-effective heart and vascular care with compassion.WCS consists of 55 certified cardiologists and cardiovascular and thoracic surgeons who work in thirteen community offices and the seven member hospitals of Wellmont Health System. WCS diagnoses, treats and manages all aspects of adult cardiovascular disease. Services provided include general cardiology, preventive cardiology, electrophysiology, interventional cardiology, vascular medicine, structural heart disease, heart failure management, cardiovascular and thoracic surgery and advanced cardiovascular imaging. WCS also serves as a leader in clinical research and teaching institution through the Cardiovascular University.For fiscal year 2023, WCS had 160,666 outpatient encounters and performed 4,370 surgical procedures.WCS is dedicated to improving the community's access to quality, affordable healthcare, educating the region's caregivers, improving the health status of its communities, and contributing to the quality of life in the areas it serves.CHARITY AND OTHER UNREIMBURSED COSTS:CHARITY CARE: While reimbursement for healthcare services rendered is critical to the operation and sustainability of the organization, Wellmont Cardiology Services recognizes its obligation to provide care to individuals who cannot afford essential medical services, including emergency care. WCS accepts all patients regardless of their ability to pay. A patient is classified as a charity patient when they meet the established policies of WCS and guidelines outlined by the federal government. However, financial assistance decisions are not solely based on income. Unique financial circumstances are weighed with verified patient assets which can determine financial assistance eligibility. It is not until after verification of income and assets that a decision regarding the amount of financial assistance can be made. In fiscal year 2023, WCS incurred a loss of $692,451 attributable to the provision of charity care.TENNCARE/MEDICAID/MEDICARE/CHAMPUS: WCS provides care to persons covered by governmental programs, such as TennCare (Tennessee residents), Medicaid, Medicare and Champus. WCS incurred a loss of $10,908,321 providing care to this population of patients during the year.It is WCS's obligation to support causes that improve the quality of life in the region. WCS sponsored or participated in educational, community-based programs on healthy lifestyles, risk factor identification, diagnostic and treatment options, including continuing education programs for physicians, nurses and allied health professionals. Such initiatives included:-Annual Cardiovascular Summit-Presentations to medical societiesWCS received the highest 2019 Performance Achievement Award from the American College of Cardiology, the nation's largest and most authoritative quality improvement registry with 1.5 million patient records. WCS's platinum level award recognizes its quality performance score of 100% for NSTEMI (a type of heart attack) and STEMI (a very serious type of heart attack in which one of the heart's major arteries is blocked). | Desc |
| Total Program Service Expenses | $71,176,759 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 406 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shane Hilton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4233023467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Parkway Suite 300 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Stanley Gall Jr MD | |||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | Yes (X) | $671,161 | $0 | $43,579 | ||
| Matthew Luff MD end 1122 | |||||||||
| Sec/Treasurer | 40.00 | 0.00 | Yes (X) | Yes (X) | $636,690 | $0 | $40,438 | ||
| Eric Deaton | |||||||||
| BH EVP/COO | 0.10 | 64.90 | Yes (X) | Yes (X) | $0 | $1,268,808 | $106,688 | ||
| Marvin Eichorn | |||||||||
| BH EVP/CAO | 0.10 | 64.90 | Yes (X) | Yes (X) | $0 | $3,107,147 | $45,520 | ||
| Mark Chang MD | |||||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $716,483 | $0 | $49,122 | ||
| Thomas Helton MD | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $218,230 | $0 | $0 | |||
| Keith Kramer MD | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $667,753 | $0 | $45,917 | |||
| Sherryl Croitor MD | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $678,390 | $0 | $20,431 | |||
| Jack Whitaker MDstart 123 | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $764,177 | $0 | $37,924 | |||
| Clay Runnels MD | |||||||||
| BH EVP & Chief Phys Exec. | 0.10 | 64.90 | Yes (X) | $0 | $1,095,491 | $98,857 | |||
| Tony Keck | |||||||||
| BH EVP/Sys Innov & CPMO | 0.10 | 64.90 | Yes (X) | Yes (X) | $0 | $837,512 | $91,471 | ||
| Eduardo Fernandez MDend 1222 | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $668,861 | $0 | $43,651 | |||
| Marc Counts MD end 1222 | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $581,013 | $0 | $43,379 | |||
| Benjamin Culp MDstart 1122 | |||||||||
| Sec/Treasurer | 40.00 | 0.00 | Yes (X) | Yes (X) | $669,515 | $0 | $44,228 | ||
| Jonathan Burress MDstart 123 | |||||||||
| Physician | 40.00 | 0.00 | Yes (X) | $680,858 | $0 | $44,384 | |||
| Chase Wilson end 423 | |||||||||
| BHMA VP, COO/CFO | 4.50 | 40.50 | Yes (X) | $0 | $296,185 | $40,312 | |||
| Mark Patterson MD | |||||||||
| BHMA SVP/President | 54.50 | 0.50 | Yes (X) | $661,164 | $0 | $89,742 | |||
| Matthew Lazari start 722 | |||||||||
| CFO-BHMA | 40.00 | 0.00 | Yes (X) | $0 | $142,000 | $25,409 | |||
| David Metzger MD | |||||||||
| Physician | 40.00 | 0.00 | $979,534 | $0 | $38,064 | Yes (X) | |||
| Julius Gasso MD | |||||||||
| Physician | 40.00 | 0.00 | $698,806 | $0 | $21,291 | Yes (X) | |||
| David Beckner MD | |||||||||
| Physician | 40.00 | 0.00 | $317,313 | $0 | $31,084 | Yes (X) | |||
| Heesuk Yoon MD | |||||||||
| Physician | 40.00 | 0.00 | $694,151 | $0 | $42,117 | Yes (X) | |||
| Luke Erdoes MD | |||||||||
| Physician | 40.00 | 0.00 | $689,988 | $0 | $13,208 | Yes (X) | |||
| Leanne Cox end 102020 | |||||||||
| Former Officer VP/CFO | 0.00 | 40.00 | $0 | $106,022 | $33,250 | Yes (X) | |||
| Lori Jackson | |||||||||
| Former Key Emp AVP/Svc Lin | 0.00 | 40.00 | $0 | $162,009 | $14,925 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,994,087 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,015,174 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,104,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 103 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,110 | GovernmentGrantsAmt |
| All Other Contributions | $100 | AllOtherContributionsAmt |
| Total Contributions | $2,210 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Hospital Support | 900099 | $34,777,131 | $34,777,131 | |
| Net Patient Revenue | 621990 | $34,345,606 | $34,345,606 | |
| Clinical Services | 621990 | $3,469,522 | $3,469,522 | |
| Research Revenue | 541700 | $1,617,648 | $1,617,648 | |
| Medical Education Training | 900099 | $61,705 | $61,705 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,336 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,336 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,331,948 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,106 | TotalRevenueColumnAmt |
| Exclusion | $5,106 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,386 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,386 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,386 | TotalRevenueColumnAmt |
| Exclusion | $4,386 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,290 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,290 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,290 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Medical Director Fees | 900099 | $49,875 | $49,875 |
| Medical Records | 900099 | $9,079 | $9,079 |
| Vending Commission | 900099 | $2,608 | $2,608 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,501 | TotalRevenueColumnAmt |
| Exclusion | $24,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $86,063 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,431,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,715,590 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,713,203 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,598,723 | TotalAmt |
| Management And General | $2,598,723 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,435,747 | TotalAmt |
| Program Services | $49,255,183 | ProgramServicesAmt |
| Management And General | $1,180,564 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,301 | TotalAmt |
| Program Services | $1,471,956 | ProgramServicesAmt |
| Management And General | $35,345 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,347,964 | TotalAmt |
| Program Services | $3,331,543 | ProgramServicesAmt |
| Management And General | $16,421 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,094,412 | TotalAmt |
| Program Services | $2,028,192 | ProgramServicesAmt |
| Management And General | $66,220 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,028 | TotalAmt |
| Management And General | $6,028 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,501 | TotalAmt |
| Program Services | $1,948,501 | ProgramServicesAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,097 | TotalAmt |
| Program Services | $92,597 | ProgramServicesAmt |
| Management And General | $5,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,005 | TotalAmt |
| Program Services | $185,536 | ProgramServicesAmt |
| Management And General | $176,469 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512,603 | TotalAmt |
| Program Services | $2,509,098 | ProgramServicesAmt |
| Management And General | $3,505 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,554 | TotalAmt |
| Program Services | $434,692 | ProgramServicesAmt |
| Management And General | $1,862 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,450,258 | TotalAmt |
| Program Services | $1,441,396 | ProgramServicesAmt |
| Management And General | $8,862 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,984 | TotalAmt |
| Program Services | -$3,984 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Support Services | $6,533,578 | $6,533,578 | |
| Maintenance | $1,304,930 | $1,276,449 | $28,481 |
| Medical Supplies | $428,430 | $428,426 | $4 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,150 | TotalAmt |
| Program Services | $243,596 | ProgramServicesAmt |
| Management And General | $113,554 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,426,297 | TotalAmt |
| Program Services | $71,176,759 | ProgramServicesAmt |
| Management And General | $4,249,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596 | BOYAmt |
| EOY | $2,456 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,902 | BOYAmt |
| EOY | $2,029,056 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,106 | BOYAmt |
| EOY | $156,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,871 | BOYAmt |
| EOY | $2,187,169 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,924,778 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,451,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,670,756 | BOYAmt |
| EOY | $1,473,604 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,677 | BOYAmt |
| EOY | $423,677 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,628 | BOYAmt |
| EOY | $4,049,771 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,691,536 | BOYAmt |
| EOY | $10,322,339 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,423,210 | BOYAmt |
| EOY | $12,013,782 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,159 | BOYAmt |
| EOY | $2,218,679 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,951,369 | BOYAmt |
| EOY | $14,232,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,259,833 | BOYAmt |
| EOY | -$3,910,122 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,259,833 | BOYAmt |
| EOY | -$3,910,122 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,691,536 | BOYAmt |
| EOY | $10,322,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$995,294 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $3,345,005 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,210 | CurrentTaxYearAmt |
| Total | $40,193 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,523,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,275,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,585,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,941,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,715,590 | CurrentTaxYearAmt |
| Total | $288,041,451 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $462,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,062 | CurrentTaxYearAmt |
| Total | $618,834 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,588,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,296,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,608,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,403,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,803,862 | CurrentTaxYearAmt |
| Total | $288,700,478 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $288,700,478 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,493 | CurrentTaxYearAmt |
| Total | $34,967 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,493 | CurrentTaxYearAmt |
| Total | $34,967 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $629,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $761,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $893,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,018,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,617,648 | CurrentTaxYearAmt |
| Total | $4,920,832 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,221,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,063,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,508,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,431,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,431,003 | CurrentTaxYearAmt |
| Total | $293,656,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98360 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,149 | DepreciationAmt |
| Book Value | $94,022 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,994,274 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,060,361 | DepreciationAmt |
| Book Value | $933,913 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,800,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,354,664 | DepreciationAmt |
| Book Value | $445,669 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,473,604 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| A/R-HPI Stock | $16,500 |
| A/R-Miscellaneous | $142,577 |
| Due From Affiliates | $3,890,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,049,771 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating Lease Obligation ST | $564,098 |
| Operating Lease Obligation LT | $1,654,012 |
| Due to 3rd Parties - Stimulus | $569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,218,679 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Wellmont Cardiology Services is included in the audited consolidated financial statements of Ballad Health. The footnote explanation relative to income taxes reads: "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2023 and 2022. Tax returns for 2020 through 2022 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Marvin Eichorn | ||||||||||||||
| BH EVP/CAO | $0 | $752,788 | $0 | $598,921 | $0 | $1,755,438 | $0 | $17,400 | $0 | $28,120 | $0 | $3,152,667 | $0 | $0 |
| Eric Deaton | ||||||||||||||
| BH EVP/COO | $0 | $720,293 | $0 | $530,155 | $0 | $18,360 | $0 | $84,013 | $0 | $22,675 | $0 | $1,375,496 | $0 | $0 |
| Clay Runnels MD | ||||||||||||||
| BH EVP & Chief Phys Exec. | $0 | $626,281 | $0 | $450,791 | $0 | $18,419 | $0 | $72,852 | $0 | $26,005 | $0 | $1,194,348 | $0 | $0 |
| David Metzger MD | ||||||||||||||
| Physician | $574,714 | $0 | $102,270 | $0 | $302,550 | $0 | $17,400 | $0 | $20,664 | $0 | $1,017,598 | $0 | $0 | $0 |
| Tony Keck | ||||||||||||||
| BH EVP/Sys Innov & CPMO | $0 | $477,287 | $0 | $347,573 | $0 | $12,652 | $0 | $63,501 | $0 | $27,970 | $0 | $928,983 | $0 | $0 |
| Jack Whitaker MDstart 123 | ||||||||||||||
| Physician | $649,917 | $0 | $100,876 | $0 | $13,384 | $0 | $17,686 | $0 | $20,238 | $0 | $802,101 | $0 | $0 | $0 |
| Mark Chang MD | ||||||||||||||
| President | $612,775 | $0 | $102,270 | $0 | $1,438 | $0 | $24,492 | $0 | $24,630 | $0 | $765,605 | $0 | $0 | $0 |
| Mark Patterson MD | ||||||||||||||
| BHMA SVP/President | $500,802 | $0 | $152,838 | $0 | $7,524 | $0 | $61,791 | $0 | $27,951 | $0 | $750,906 | $0 | $0 | $0 |
| Heesuk Yoon MD | ||||||||||||||
| Physician | $589,288 | $0 | $102,270 | $0 | $2,593 | $0 | $17,900 | $0 | $24,217 | $0 | $736,268 | $0 | $0 | $0 |
| Jonathan Burress MDstart 123 | ||||||||||||||
| Physician | $567,762 | $0 | $102,182 | $0 | $10,914 | $0 | $20,234 | $0 | $24,150 | $0 | $725,242 | $0 | $0 | $0 |
| Julius Gasso MD | ||||||||||||||
| Physician | $595,750 | $0 | $100,770 | $0 | $2,286 | $0 | $9,063 | $0 | $12,228 | $0 | $720,097 | $0 | $0 | $0 |
| Stanley Gall Jr MD | ||||||||||||||
| Vice President | $567,703 | $0 | $102,270 | $0 | $1,188 | $0 | $18,877 | $0 | $24,702 | $0 | $714,740 | $0 | $0 | $0 |
| Benjamin Culp MDstart 1122 | ||||||||||||||
| Sec/Treasurer | $566,057 | $0 | $102,270 | $0 | $1,188 | $0 | $17,880 | $0 | $26,348 | $0 | $713,743 | $0 | $0 | $0 |
| Keith Kramer MD | ||||||||||||||
| Physician | $565,579 | $0 | $100,900 | $0 | $1,274 | $0 | $19,091 | $0 | $26,826 | $0 | $713,670 | $0 | $0 | $0 |
| Eduardo Fernandez MDend 1222 | ||||||||||||||
| Physician | $566,154 | $0 | $100,770 | $0 | $1,937 | $0 | $17,400 | $0 | $26,251 | $0 | $712,512 | $0 | $0 | $0 |
| Luke Erdoes MD | ||||||||||||||
| Physician | $586,530 | $0 | $102,270 | $0 | $1,188 | $0 | $4,540 | $0 | $8,668 | $0 | $703,196 | $0 | $0 | $0 |
| Sherryl Croitor MD | ||||||||||||||
| Physician | $575,845 | $0 | $101,631 | $0 | $914 | $0 | $17,654 | $0 | $2,777 | $0 | $698,821 | $0 | $0 | $0 |
| Matthew Luff MD end 1122 | ||||||||||||||
| Sec/Treasurer | $534,890 | $0 | $101,075 | $0 | $725 | $0 | $17,395 | $0 | $23,043 | $0 | $677,128 | $0 | $0 | $0 |
| Marc Counts MD end 1222 | ||||||||||||||
| Physician | $567,375 | $0 | $11,352 | $0 | $2,286 | $0 | $18,349 | $0 | $25,030 | $0 | $624,392 | $0 | $0 | $0 |
| David Beckner MD | ||||||||||||||
| Physician | $316,146 | $0 | $750 | $0 | $417 | $0 | $17,960 | $0 | $13,124 | $0 | $348,397 | $0 | $0 | $0 |
| Chase Wilson end 423 | ||||||||||||||
| BHMA VP, COO/CFO | $0 | $229,756 | $0 | $66,225 | $0 | $204 | $0 | $14,416 | $0 | $25,896 | $0 | $336,497 | $0 | $0 |
| Thomas Helton MD | ||||||||||||||
| Physician | $187,299 | $0 | $30,931 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $218,230 | $0 | $0 | $0 |
| Lori Jackson | ||||||||||||||
| Former Key Emp AVP/Svc Lin | $0 | $140,594 | $0 | $1,250 | $0 | $20,165 | $0 | $9,718 | $0 | $5,207 | $0 | $176,934 | $0 | $0 |
| Matthew Lazari start 722 | ||||||||||||||
| CFO-BHMA | $0 | $140,502 | $0 | $1,250 | $0 | $248 | $0 | $5,020 | $0 | $20,389 | $0 | $167,409 | $0 | $0 |
| Leanne Cox end 102020 | ||||||||||||||
| Former Officer VP/CFO | $0 | $103,846 | $0 | $1,250 | $0 | $926 | $0 | $6,906 | $0 | $26,344 | $0 | $139,272 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | The following executives listed in Schedule J, Part II participated in a 457(f) retirement plan provided by Ballad Health (BH). The 457(f) plan is a nonqualified tax-deferred compensation plan available to a select group of key executives for the intent of supporting retention and to offer a competitive total retirement program. Account balances have a "substantial risk of forfeiture". In addition to creditor risk, substantial risk of forfeiture is created through default risk if the participant's employment with BH is terminated prior to age 65. However, the 457(f) plan contains a non-compete provision that provides the account balance to be paid in a lump sum after the executive satisfies the two-year non-compete period. This provision applies to employer contributions if the executive has provided eligible service for six or more years. The executive will receive the entire account balance if he/she becomes disabled, dies or if the executive terminates for "good reason or is involuntarily terminated without "good cause" within a 24-month period after a change-of-control occurs. Distributions from this plan are subject to federal, state, and local taxes on the entire account balance upon distribution. Eric Deaton $66,613 Tony Keck $45,581 Mark Patterson $43,898 Clay Runnels $55,452 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, line 1a | For CY22 Ballad Health (BH), WCS's parent organization, filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. WCS reimburses BH for all expenses related to vendor payments and the expenses are recorded on WCS's books. |
| Form 990, Part VI, Section A, line 6 | The business and affairs of Wellmont Cardiology Services (WCS) are governed exclusively by the Board of Directors. WCS's Board of Directors is designated by Wellmont Health System, the sole member of WCS. In addition to such rights of approval and consent as may be reserved to the sole member of WCS pursuant to applicable law, transactions of the following matters by WCS require the prior approval of Wellmont Health System: (A) Implementation of Corporation's annual budget, (B) Incurring any loan or other indebtedness for borrowed money, (C) Acquisition of any equipment or personal property for a purchase price in excess of $50,000 or the acquisition of any real estate, regardless of purchase price, (D) The undertaking of certain contractual commitments, (E) Entering into any plan of merger or consolidation, (F) Acquisition of substantially all of the assets of any other legal entity, and (G) Institution of any litigation by or on behalf of WCS. |
| Form 990, Part VI, Section A, line 7a | Wellmont Health System (WHS) is WCS's sole member. The board of directors of Ballad Health, WHS's parent organization, serves as WHS's board of directors and is responsible for appointing the directors of WCS's board. |
| Form 990, Part VI, Section A, line 7b | Certain decisions of the board are, pursuant to charter, subject to approval of the members. No ordinary, day-to-day decisions are subject to member approval. |
| Form 990, Part VI, Section B, line 11b | The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the organization's VP/COO and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Ballad Health has a conflict of interest policy for all members of the Board of Directors, the Executive Chair/President, Executive Vice Presidents, Senior Vice Presidents, and Vice Presidents, and applies to all Ballad Health organizations. All persons covered by this policy are required to complete a conflict of interest disclosure form on an annual basis. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. |
| Form 990, Part VI, Section B, line 15 | Line 15a - Compensation Process for Top Official During FY23, Dr. Mark Chang served as the President of WCS and received no compensation for his board services to WCS. His compensation is derived from medical services provided to WCS. His compensation, consistent with all WCS physicians, is evaluated annually by the board utilizing an independent third-party physician compensation database. Line 15b - Compensation Process for Officers On an annual basis, Ballad Health's Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. H/R's evaluation is based on market data obtained from independent third-party consultants for positions with similar responsibilities at similarly situated organizations. Based on this comparable data, Ballad Health's CEO evaluates the data and, if appropriate, makes necessary adjustments. Any adjustments to Senior Vice Presidents or above are reviewed by the Board of Directors Executive Compensation Committee. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics categorized by; Quality, Service and Safety; Access to Care; Financial Stewardship, and any other metrics approved from time to time by the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest policy are made available upon request to the appropriate parties requesting them. Financial statements are made available upon request to appropriate parties requesting them, and they are made available to those parties who own indebtedness of the company on a quarterly basis. |
| Form 990, Part XI, line 9: | Intercompany Transfers 3,345,005. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mountain States Health Alliance | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501c3 | Line_3_Hospital_Coop | BALLAD | 0 | |
| MSHA Auxiliary | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501c3 | 12a | MSHA | 0 | |
| Smyth County Community Hospital | |||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501c3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Dickenson Community Hospital | |||||||||||
| 312 Hospital Drive | Clintwood | VA | 24228 | 770599553 | Hospital | VA | 501c3 | Line_3_Hospital_Coop | WHS | 0 | |
| Johnston Memorial Hospital | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501c3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Abingdon Physician Partners | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501c3 | 12a | JMH | 0 | |
| Ballad Health | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 611771290 | Supporting Organization | TN | 501c3 | 12b | 0 | N/A | |
| East TN Healthcare Holdings Inc | |||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501c3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Wellmont Health System | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 621636465 | Hospital System | TN | 501c3 | Line_3_Hospital_Coop | BALLAD | 0 | |
| Wellmont Hawkins Co Memorial Hosp Inc | |||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501c3 | Line_3_Hospital_Coop | WHS | 0 | |
| Takoma Regional Hospital Inc DBA GCH | |||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501c3 | Line_3_Hospital_Coop | WHS | 0 | |
| Wellmont Medical Associates | |||||||||||
| 303 Med Tech Parkway Ste 220B | Kingsport | TN | 37660 | 270898372 | Medical Services | TN | 501c3 | Line_7_Organization_ | WHS | 0 | |
| Ballad Health Foundation | |||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501c3 | Line_7_Organization_ | BALLAD | 0 | |
| Wellmont Madison House | |||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501c3 | Line_10_Organization | WHS | 0 | |
| Wellmont Wexford House | |||||||||||
| 2421 N John B Dennis Hwy | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501c3 | Line_10_Organization | WHS | 0 | |
| Wellmont Imaging Services Inc | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 861103148 | Healthcare | TN | 501c3 | 12a | WHS | 0 | |
| Ballad Health Center for Early Learning | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 923891827 | Child Day Care Services | TN | 501c3 | Line_10_Organization | BALLAD | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Emmaus Community Healthcare PLLC | ||||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | N/A | 0 | 0 |
| Medical Specialists of JC LLC | ||||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | N/A | 0 | 0 |
| East Tennessee Ambulatory Surgery Center | ||||||||||
| 701 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellmont Inc | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621320035 | Medical Services | TN | N/A | C | 0 | |||||
| Wellmont Physician Services | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621567353 | Medical Services | TN | N/A | C | 0 | |||||
| WPS Providers Inc | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 205564642 | Medical Services | TN | N/A | C | 0 | |||||
| Wellmont Health Services Inc | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621254373 | Medical Services | TN | N/A | C | 0 | |||||
| Wellmont Insurance Co SPC LTD | ||||||||||||||
| 981195624 | Insurance | N/A | C | 0 | PO Box 30600 | Grand Cayman | CJ | KY1-1203 | CJ | |||||
| Blue Ridge Medical Management Corp | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621490616 | Medical Services | TN | N/A | C | 0 | |||||
| Mediserve Medical Equipment | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621212286 | Durable Medical Equipment | TN | N/A | C | 0 | |||||
| Mountain States Properties | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621845895 | Property Management | TN | N/A | C | 0 | |||||
| Mountain States Physician Grp | ||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson city | TN | 37604 | 621700412 | Medical Services | TN | N/A | C | 0 | |||||
| Community Home Care Inc | ||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | N/A | C | 0 | |||||
| Wilson Pharmacy Inc | ||||||||||||||
| PO Box 5289 | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | N/A | C | 0 | |||||
| Nolichuckey Management Svcs Inc | ||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | N/A | C | 0 | |||||
| Ballad Ventures LLC | ||||||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 844214681 | Investments | TN | N/A | C | 0 | |||||
| Ballad Health Development Corporation | ||||||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 883118592 | Investments | TN | N/A | C | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |