BALLAD HEALTH: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349309787
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:14:29-05:00 | 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 | 611771290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ballad Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | 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 | Shane Hilton | PersonNm |
| Person Title | BH EVP & CFO | PersonTitleTxt |
| Phone | 4233023467 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Shane | PersonFirstNm |
| Person Last | Hilton | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
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 | Alan Levine PresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Pkwy | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,564,445 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1859 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $22,735 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $19,561 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,334,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,911,969 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,958,715 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,372,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $76,729,403 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,342,872 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,092,421 | PYOtherRevenueAmt |
| CY Other Revenue | $3,519,880 | CYOtherRevenueAmt |
| PY Total Revenue | $90,929,944 | PYTotalRevenueAmt |
| CY Total Revenue | $72,147,131 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,099,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,527,455 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,647 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,705,640 | PYOtherExpensesAmt |
| CY Other Expenses | $74,639,252 | CYOtherExpensesAmt |
| PY Total Expenses | $86,860,303 | PYTotalExpensesAmt |
| CY Total Expenses | $85,176,207 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,069,641 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,029,076 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,902,110,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,842,874,401 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,278,794,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,257,617,532 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $623,315,872 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $585,256,869 | 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 | $122,993,029 | ExpenseAmt |
| Grant | $9,500 | GrantAmt |
| Revenue | $23,456,818 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $122,993,029 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| 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 | 1044 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1859 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| 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 (24 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||
| Executive Chair | 56.00 | 9.00 | Yes (X) | Yes (X) | $3,557,360 | $0 | $247,091 | |||
| Marta Wayt MD BHMA | ||||||||||
| Director (Beg Feb 2023) | 5.00 | 0.00 | Yes (X) | $439,615 | $0 | $10,621 | ||||
| Aldo Noseda | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Keith Wilson | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Golden | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Peacock | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Brian Noland | ||||||||||
| Director, Vice Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Scott Niswonger | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David May MD | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Lester | ||||||||||
| Director, Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Doug Springer MD | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie Bennett CLOGovn Offcr | ||||||||||
| Director, Secretary (End Feb 2023) | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Shane Hilton | ||||||||||
| EVP/CFO (Beg 1/2024) | 65.00 | 0.00 | Yes (X) | $783,689 | $0 | $90,969 | ||||
| Eric Deaton | ||||||||||
| EVP/COO | 56.20 | 8.80 | Yes (X) | $1,268,808 | $0 | $106,688 | ||||
| Lynn Krutak | ||||||||||
| EVP/CFO (Through 6/2024) | 65.00 | 0.00 | Yes (X) | $1,209,478 | $0 | $109,728 | ||||
| Marvin Eichorn | ||||||||||
| EVP/CAO | 57.90 | 7.10 | Yes (X) | $3,107,146 | $0 | $45,520 | ||||
| Pam Austin SVP | ||||||||||
| CIO | 55.00 | 0.00 | $528,454 | $0 | $65,845 | Yes (X) | ||||
| Lisa Smithgall SVP | ||||||||||
| Chief Nursing Executive | 55.00 | 0.00 | $684,332 | $0 | $75,396 | Yes (X) | ||||
| Amit Vashist MD | ||||||||||
| SVP Chief Clinical Officer | 55.00 | 0.00 | $795,095 | $0 | $87,126 | Yes (X) | ||||
| Clay Runnels MD | ||||||||||
| EVP/Chief Phys Exec | 64.90 | 0.10 | $1,095,491 | $0 | $98,857 | Yes (X) | ||||
| Steve Kilgore | ||||||||||
| BHMA SVP | 55.00 | 0.00 | $812,533 | $0 | $94,833 | Yes (X) | ||||
| Anthony Keck | ||||||||||
| EVP/CPHO | 64.40 | 0.60 | $837,512 | $0 | $91,471 | Yes (X) | ||||
| Tim Belisle EVP | ||||||||||
| General Counsel (End July 2022) | 59.00 | 6.00 | $827,127 | $0 | $56,231 | Yes (X) | ||||
| Melissa Carr Sr Director | ||||||||||
| Treasury Fmr. Key Employee | 40.00 | 0.00 | $169,955 | $0 | $15,901 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,116,595 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,196,277 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 175 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ensemble RCM LLC | |||||
| 13620 Reese BLVD E Suite 200 | Huntsville | NC | 28078 | Rev Cycle Mgmt | $94,516,254 |
| Anesthesia Pain Counsultants | |||||
| 1009 Lark St Ste 2 | Johnson City | TN | 37604 | Anesthesia Svcs | $6,565,650 |
| Virginia Highlands Anesthesia PC | |||||
| PO Box 1476 | Abingdon | VA | 24212 | Anesthesia Svcs | $6,193,893 |
| American Anesthesiology of Tennesse | |||||
| 1305 Walt Whitman Rd Ste 300 | Melville | NY | 11747 | Anesthesia Svcs | $5,850,000 |
| Leverage Group LLC | |||||
| 15290 Turnberry Court | Bristol | VA | 24202 | Advertising | $4,817,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 161 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $893,387 | RelatedOrganizationsAmt |
| Government Grants | $2,298,773 | GovernmentGrantsAmt |
| All Other Contributions | $719,809 | AllOtherContributionsAmt |
| Total Contributions | $3,911,969 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Wellness Programs | 900099 | $10,612,704 | $10,612,704 |
| Gain on Debt Retirement | 900099 | $10,107,005 | $10,107,005 |
| Rent Related Exempt Orgs | 531120 | $2,652,701 | $2,652,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,372,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,178,581 | TotalRevenueColumnAmt |
| Exclusion | $29,178,581 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,248,341 | TotalRevenueColumnAmt |
| Exclusion | $1,248,341 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $276,889 | RealAmt |
| Personal | $22,735 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,890 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $268,999 | RealAmt |
| Personal | $22,735 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,734 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $22,735 | UnrelatedBusinessRevenueAmt |
| Exclusion | $268,999 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,063,532 | SecuritiesAmt |
| Other | $261,842 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,231,990 | SecuritiesAmt |
| Other | $177,434 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,831,542 | SecuritiesAmt |
| Other | $84,408 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,915,950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,408 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $10,831,542 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Air Transport | 900099 | $754,758 | $754,758 |
| Daycare | 900099 | $655,097 | $655,097 |
| Research Revenue | 900099 | $412,489 | $412,489 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,405,802 | TotalRevenueColumnAmt |
| Exclusion | $1,405,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,228,146 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,147,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,456,818 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,735 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,755,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,500 | TotalAmt |
| Program Services | $9,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,388,195 | TotalAmt |
| Management And General | $12,388,195 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$3,796,839 | TotalAmt |
| Program Services | $1,435,857 | ProgramServicesAmt |
| Management And General | -$5,473,603 | ManagementAndGeneralAmt |
| Fundraising | $240,907 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,833 | TotalAmt |
| Program Services | $194,992 | ProgramServicesAmt |
| Management And General | $138,841 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,312 | TotalAmt |
| Program Services | $579,814 | ProgramServicesAmt |
| Management And General | $386,543 | ManagementAndGeneralAmt |
| Fundraising | $20,955 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,954 | TotalAmt |
| Program Services | $422,781 | ProgramServicesAmt |
| Management And General | $192,173 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109,677 | TotalAmt |
| Program Services | $60,316 | ProgramServicesAmt |
| Management And General | $2,049,361 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,941 | TotalAmt |
| Management And General | $654,941 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,434 | TotalAmt |
| Management And General | $1,049,434 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,528,722 | TotalAmt |
| Program Services | $1,438,681 | ProgramServicesAmt |
| Management And General | $1,090,036 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,286,638 | TotalAmt |
| Program Services | $7,422,055 | ProgramServicesAmt |
| Management And General | $5,864,583 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,156,922 | TotalAmt |
| Program Services | $1,081,530 | ProgramServicesAmt |
| Management And General | $3,075,392 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,397,613 | TotalAmt |
| Program Services | $4,187,372 | ProgramServicesAmt |
| Management And General | $1,210,105 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,323,737 | TotalAmt |
| Program Services | $6,445,682 | ProgramServicesAmt |
| Management And General | $7,878,055 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,890,174 | TotalAmt |
| Program Services | $1,894,374 | ProgramServicesAmt |
| Management And General | $1,995,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126,557 | TotalAmt |
| Program Services | $1,146,032 | ProgramServicesAmt |
| Management And General | $978,907 | ManagementAndGeneralAmt |
| Fundraising | $1,618 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,662,183 | TotalAmt |
| Program Services | $11,342,722 | ProgramServicesAmt |
| Management And General | $319,316 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,093,975 | TotalAmt |
| Program Services | $41,393,834 | ProgramServicesAmt |
| Management And General | $7,699,787 | ManagementAndGeneralAmt |
| Fundraising | $354 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,615 | TotalAmt |
| Program Services | $1,133,650 | ProgramServicesAmt |
| Management And General | $855,965 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Taxes - UBIT | $75,958 | $43,215 | $32,743 |
| Maintenance | $37,118,610 | $25,394,358 | $11,724,252 |
| Dues & Subscriptions | $6,690,022 | $4,406,729 | $2,283,293 |
| Population Health | $4,897,406 | $4,897,406 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$86,412,932 | TotalAmt |
| Program Services | $8,062,129 | ProgramServicesAmt |
| Management And General | -$94,476,588 | ManagementAndGeneralAmt |
| Fundraising | $1,527 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,176,207 | TotalAmt |
| Program Services | $122,993,029 | ProgramServicesAmt |
| Management And General | -$38,082,469 | ManagementAndGeneralAmt |
| Fundraising | $265,647 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,725,345 | BOYAmt |
| EOY | $1,923,472 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,198,020 | BOYAmt |
| EOY | $31,191,324 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136,439 | BOYAmt |
| EOY | $762,294 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,003,327 | BOYAmt |
| EOY | $4,978,901 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007,341 | BOYAmt |
| EOY | $5,007,341 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,237,513 | BOYAmt |
| EOY | $27,733,750 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,664,061 | BOYAmt |
| EOY | $1,394,641 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,878,667 | BOYAmt |
| EOY | $16,400,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $684,430,735 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $453,917,032 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,636,992 | BOYAmt |
| EOY | $230,513,703 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,034,030,206 | BOYAmt |
| EOY | $1,124,749,235 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,203,838 | BOYAmt |
| EOY | $18,645,776 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,927,163 | BOYAmt |
| EOY | $225,964,496 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,326,592 | BOYAmt |
| EOY | $133,326,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,134,886 | BOYAmt |
| EOY | $20,282,318 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,110,390 | BOYAmt |
| EOY | $1,842,874,401 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,229,440 | BOYAmt |
| EOY | $84,366,813 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,339 | BOYAmt |
| EOY | $227,289 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,545,290 | BOYAmt |
| EOY | $1,104,328,481 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,541,411 | BOYAmt |
| EOY | $6,767,658 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,203,038 | BOYAmt |
| EOY | $61,927,291 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,794,518 | BOYAmt |
| EOY | $1,257,617,532 | 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 | $623,054,287 | BOYAmt |
| EOY | $584,783,136 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,585 | BOYAmt |
| EOY | $473,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,315,872 | BOYAmt |
| EOY | $585,256,869 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,110,390 | BOYAmt |
| EOY | $1,842,874,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,029,076 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $30,729,154 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,073,624 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$54,685,457 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Mountain States Health Alliance | ||||
| 620476282 | 3 | Yes (1) | $0 | $0 |
| Wellmont Health System | ||||
| 621636465 | 3 | Yes (1) | $0 | $0 |
| Early Learning Center | ||||
| 923891827 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 12g, Column (vi) | FormAndLineReferenceDesc |
| Explanation | Ballad Health is the parent organization that provides management services to its supported organizations. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $9,638 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,228,538 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,238,176 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Ballad Health had lobbying expenses of $9,638 which represents the portion of dues paid to various organizations attributable to lobbying, including Tennessee Business Leadership Council and Tennessee Chamber of Commerce & Industry. Representatives of Ballad Health participated in the following legislative events: -Premier Federal Affairs Network meeting -Tennessee Hospital Association (THA) Legislative Advocacy Day -Tennessee Public & Teaching Hospitals Association annual meeting -Participated in THA Public Policy Sub-Committee Representatives of Ballad Health's Community & Government Relations department also contacted congressional offices concerning the following issues: -Opposed any cuts in Medicare/Medicaid -Supported area wage index permanent fix (introduced Save Rural Hospital Act) -Supported the continuance of Medicare Dependent Hospital and low-volume designations -Opposed cuts to 340B program -Supported a reasonable remedy for "surprise" billing -Supported legislation to protect hospital eligibility in the 340B Program -Supported the extension of Medicare Sequester Relief -Opposed effort to extend site neutrality payment policies Representative of Ballad Health's Community & Government Relations department responded via letter, phone, or in person to the following Tennessee and Virginia legislative issues: Supported the following issues: -Certificate Of Need reform (TN)/Certificate Of Public Need (VA) reform -Continuation and monitoring of hospital assessment fee in Tennessee and Virginia -Mental health funding for inpatient psychiatric care - Tennessee and overall behavioral health funding in Virginia -Adequate TennCare funding in Tennessee -Limited hospital reporting requirements for surprise billing -Advocated for legislation and Temporary Assistance for Needy Families (TANF) funding in Tennessee to support residential treatment center for mothers with substance use disorders and their young children -Monitored progress of the TN Medicaid Block Grant -Corporate practice of medicine -Access to clinician adminstered medications -Healthcare worker protection policies | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,118,079 | OtherCostOrOtherBasisAmt |
| Book Value | $40,118,079 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,385,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,540,942 | DepreciationAmt |
| Book Value | $63,844,546 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,555,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,284,763 | DepreciationAmt |
| Book Value | $1,270,703 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,870,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $400,607,869 | DepreciationAmt |
| Book Value | $123,263,130 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,500,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,483,458 | DepreciationAmt |
| Book Value | $2,017,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $230,513,703 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment - BRMMC | $100,310,432 | C |
| Investment - MSHA | $125,042,522 | C |
| Investment - PRAM HLDG | $510,732 | C |
| Investment - DePre HLDG | $100,810 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $225,964,496 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $23,737,111 |
| Contributions Payable | $12,843,113 |
| Long-term Compensation Payable | $7,929,044 |
| Asset Retirement Obligations | $3,885,653 |
| Professional Liabilities Reserve | $2,530,433 |
| Retiree Health Care Benefit | $796,926 |
| Operating Lease Obligation ST | $1,390,579 |
| Operating Lease Obligation LT | $1,360,924 |
| SWAPS | $6,789,100 |
| Due to Payor Stimulus Reserve | $683,816 |
| Reserve - Circle of Hope | -$252 |
| Due to 3rd Party Payors | -$19,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,927,291 | 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 | "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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| American Cancer Society | ||||||||
| 250 Williams Street NW Suite 400 | Atlanta | GA | 30303 | 131788491 | 501C3 | $14,500 | $0 | Making strides against Cancer n NETN & SWVA |
| American Red Cross | ||||||||
| 2025 E Street NW | Washington | DC | 20006 | 530196605 | 501C3 | $10,000 | $0 | Humanitarian support for NETN Disaster response & recovery |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Ballad Health Community Benefit and Population Health Committee is a collective group of members from both Tennessee and Virginia. These members bring a variety of insights into community health improvement, striving to cultivate an understanding of population health, philanthropy, community benefit obligations, and the integral role that Ballad Health plays in enhancing health access. Senior leadership of Ballad Health, including the President and CEO and the COO, are present at these meetings. One of the committee's key duties is to ensure that charitable donations are in line with the policies set by the Ballad Health Board. All applications for assistance are submitted digitally, complete with the necessary information to assess eligibility. Following a thorough review of these applications by the committee, approval must be obtained from various levels, including the Ballad Health CEO or the Ballad Health Board, depending on the level of commitment required. For those seeking funding for a specific event or program, the application should include the following details: -Mission statement of organization -Year organization was founded -Tax status and federal taxpayer ID number -Website -Description of the event/program -Event/program budget -Other sources of income -Impact of the event/program on the health of residents in our region -Beneficiaries of contribution -Number of people served annually -Event/program accomplishments -Measure of accomplishments | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||||||
| Executive Chair | $1,351,717 | $0 | $2,162,808 | $0 | $42,835 | $0 | $218,859 | $0 | $28,232 | $0 | $3,804,451 | $0 | $0 | $0 |
| Marvin Eichorn | ||||||||||||||
| EVP/CAO | $752,788 | $0 | $598,921 | $0 | $1,755,437 | $0 | $17,400 | $0 | $28,120 | $0 | $3,152,666 | $0 | $0 | $0 |
| Eric Deaton | ||||||||||||||
| EVP/COO | $720,293 | $0 | $530,145 | $0 | $18,370 | $0 | $84,013 | $0 | $22,675 | $0 | $1,375,496 | $0 | $0 | $0 |
| Lynn Krutak | ||||||||||||||
| EVP/CFO (Through 6/2024) | $682,629 | $0 | $520,077 | $0 | $6,772 | $0 | $82,332 | $0 | $27,396 | $0 | $1,319,206 | $0 | $0 | $0 |
| Clay Runnels MD | ||||||||||||||
| EVP/Chief Phys Exec | $626,281 | $0 | $450,791 | $0 | $18,419 | $0 | $72,852 | $0 | $26,005 | $0 | $1,194,348 | $0 | $0 | $0 |
| Anthony Keck | ||||||||||||||
| EVP/CPHO | $477,287 | $0 | $347,573 | $0 | $12,652 | $0 | $63,501 | $0 | $27,970 | $0 | $928,983 | $0 | $0 | $0 |
| Steve Kilgore | ||||||||||||||
| BHMA SVP | $473,763 | $0 | $319,356 | $0 | $19,414 | $0 | $65,761 | $0 | $29,072 | $0 | $907,366 | $0 | $0 | $0 |
| Tim Belisle EVP | ||||||||||||||
| General Counsel (End July 2022) | $277,977 | $0 | $310,583 | $0 | $238,567 | $0 | $29,779 | $0 | $26,452 | $0 | $883,358 | $0 | $0 | $0 |
| Amit Vashist MD | ||||||||||||||
| SVP Chief Clinical Officer | $495,069 | $0 | $298,306 | $0 | $1,720 | $0 | $59,896 | $0 | $27,230 | $0 | $882,221 | $0 | $0 | $0 |
| Shane Hilton | ||||||||||||||
| EVP/CFO (Beg 1/2024) | $473,534 | $0 | $303,383 | $0 | $6,772 | $0 | $62,877 | $0 | $28,092 | $0 | $874,658 | $0 | $0 | $0 |
| Lisa Smithgall SVP | ||||||||||||||
| Chief Nursing Executive | $400,451 | $0 | $271,787 | $0 | $12,094 | $0 | $55,798 | $0 | $19,598 | $0 | $759,728 | $0 | $0 | $0 |
| Pam Austin SVP | ||||||||||||||
| CIO | $394,458 | $0 | $119,272 | $0 | $14,724 | $0 | $54,037 | $0 | $11,808 | $0 | $594,299 | $0 | $0 | $0 |
| Marta Wayt MD BHMA | ||||||||||||||
| Director (Beg Feb 2023) | $433,405 | $0 | $1,250 | $0 | $4,960 | $0 | $0 | $0 | $10,621 | $0 | $450,236 | $0 | $0 | $0 |
| Melissa Carr Sr Director | ||||||||||||||
| Treasury Fmr. Key Employee | $110,226 | $0 | $52,898 | $0 | $6,831 | $0 | $7,224 | $0 | $8,677 | $0 | $185,856 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Unless expressly approved by the Ballad Health Executive Chair/President, first-class transportation is generally not permitted. The Executive Chair/President may utilize first class travel for flights of a long duration. The Vice Chair/Lead Independent Director of the Board of Directors reviews and determines approval for expense reimbursement requests made by the Executive Chair/President. Charter flights must be approved in advance by the Executive Chair/President and are limited to business trips that can be justified based on financial savings, essential time savings and meeting logistics. On an annual basis, the Internal Audit Department of Ballad Health validates all charter travel was for valid business purposes and in compliance with the Ballad Health senior executive travel and business reimbursement policy. |
| Part I, Lines 4a-c | 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. Alan Levine $201,459 Eric Deaton $66,613 Lynn Krutak $64,932 Tony Keck $45,581 Tim Belisle $22,233 Steve Kilgore $47,841 Clay Runnels, MD $55,452 Shane Hilton $43,547 Lisa Smithgall $36,786 Pam Austin $35,858 Amit Vashist, MD $42,003 The following executive received a change-of-control payment. The payment was reported as taxable income with appropriate tax withheld and remitted to the IRS. Tim Belisle $179,601 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Health & Educational Facil Bd 2018 | ||||||||
| A | 830682499 | 396649EX9 | 2018-06-06 | $820,526,657 | Assets & Capital Improvements | Yes (1) | 0 | 0 |
| Health & Educational Facil Bd 2022 | ||||||||
| B | 621464028 | 478271KE8 | 2022-06-16 | $128,145,000 | Capital&Debt Refd | 0 | 0 | 0 |
| Health & Educational Facil Bd 2022B | ||||||||
| C | 621464028 | 478271KDO | 2022-07-07 | $121,855,000 | Refund the 2018C Bonds | 0 | 0 | 0 |
| Health & Educational Facil Bd 2023A & 2022B | ||||||||
| D | 621464028 | 478271KR9 | 2023-05-18 | $208,262,134 | Refund the 2018A Bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $181,525,000 | $158,480,000 | $820,545,037 | $9,240 | $820,535,798 | 2022 | 0 | 0 | 0 | Yes (1) | ||
| B | $128,145,000 | $520,000 | $71,250,000 | 2022 | Yes (1) | 0 | 0 | Yes (1) | $56,484,941 | |||
| C | $121,855,000 | $1,190,000 | Yes (1) | 0 | 0 | Yes (1) | $120,665,000 | |||||
| D | $208,262,134 | $1,803,579 | $45,000,000 | 2023 | Yes (1) | 0 | 0 | Yes (1) | $161,458,555 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part II, Proceeds, Line 3: | Line 3 for the 2018A, B and C Bonds and 2022A and C Bonds does not match the applicable issue price for such bond issues because of interest earnings earned on the proceeds of such bonds. |
| Schedule K, Part II, Proceeds, Line 10: | Pursuant to Section 1.150 - 1(a)(2)(ii) of the Treasury Regulations, the proceeds of the Bonds were used to acquire the assets of Mountain States Health Alliance and Wellmont Health System, and such expenditures are treated as capital expenditures, and not the refunding of prior debt. |
| Schedule K, Part IV, Arbitrage, Line 2(c): | This Schedule relates to the status of bonds issues as of June 30, 2023, which is the relevant fiscal year end. The Series 2018A, B and C Bonds were issued June 6, 2018, and the first rebate calculation that was required for that bond issue was for the period ending on June 6, 2023. Because that rebate calculation was not required to be made for 90 days after June 6, 2023, no rebate was due as of the end of the fiscal year, and no rebate calculation was required as of such date. For purposes of disclosure, a rebate calculation was obtained as of August 23, 2023, which determined that no rebate was due. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Eichorn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $2,808,925 | OriginalPrincipalAmt |
| Balance Due | $5,007,341 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,007,341 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Stephen Stanley | |||
| Family Member | $129,829 | See Part V | 0 |
| Sky Night LLC | |||
| Transportation Svcs. | $105,910 | See Part V | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Supplemental Information | FormAndLineReferenceDesc |
| Explanation | (1) Pam Austin, SVP and CIO of Ballad Health, is a family member of Stephen Stanley, an employee of Ballad Health.(2) Scott Niswonger, Ballad Health board member, owns Sky Night, LLC, which provides services to Ballad Health. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Program Service Accomplishments | Ballad Health (Ballad) is an integrated healthcare delivery system consisting of 21 hospitals in Northeast Tennessee and Southwest Virginia, including a Level 1 Trauma Center, dedicated children's hospital, several community hospitals, three critical access hospitals, a behavioral health hospital, an addiction treatment facility, long-term care facilities, home care and hospice services, retail pharmacies, outpatient services and a comprehensive medical management corporation. Ballad works closely with an active independent medical community and community stakeholders to improve the health and well-being of over one million people in 29 counties of the Appalachian Highlands in Northeast Tennessee, Southwest Virginia, Northwest North Carolina, and Southeast Kentucky. Ballad is a Tennessee non-profit corporation and is the main provider of healthcare services in Northeast Tennessee and Southwest Virginia. Ballad Health is a tax-exempt entity and the parent corporation of both Mountain States Health Alliance (MSHA) and Wellmont Health System (WHS). On February 1, 2018, Ballad was formed through a merger of two legacy systems, Mountain States Health Alliance and Wellmont Health System. Ballad was formed under state-action immunity in compliance with federal antitrust law, to create a healthier region and keep healthcare local. The action approving the merger was officially taken through the agreements made between Ballad and the State of Tennessee in the Certificate of Public Advantage (the "COPA") and the Letter Authorizing the Cooperative Agreement (the "CA") in Virginia. Pursuant to the COPA and CA, Ballad must fulfill certain obligations, commitments, and covenants. Tennessee and Virginia, through their respective health departments, supervise specific aspects of Ballad's operations under certain conditions of the COPA and the CA. The COPA and amendments are publicly available on the website of the Tennessee Department of Health, at https://www.tn.gov/health/health-program -areas/health-planning/certificate-of-public-advantage.html. The Cooperative Agreement is available on the website of the Virginia Department of Health, at https://www.vdh.virginia.gov/licensure- and-certification/cooperative-agreement/. Form 990 for Wellmont Health System (WHS) includes five wholly owned hospitals, including two tertiary hospitals, while three wholly owned hospitals file separate returns. In addition to the acute care hospitals, WHS wholly owns or has ownership interest in a nursing home, an assisted living facility, physician practice organizations, ambulatory surgery centers and other health care businesses. Form 990 for Mountain States Health Alliance (MSHA) includes eight wholly owned hospitals including a tertiary hospital, a children's hospital and a behavioral health hospital; two others, wholly owned by MSHA, each file a separate return. MSHA is sole shareholder of Blue Ridge Medical Management Corporation (BRMMC), a for-profit entity that owns and manages physician practices and real estate and provides other health care services to patients in Tennessee and Virginia. MSHA is the sole member of Integrated Solutions Health Network, LLC (ISHN). ISHN, also included in this Form 990, is a regional health solutions company headquartered in Johnson City, Tennessee. ISHN is an expansive network of providers serving residents of Northeast Tennessee and Southwest Virginia and consists of provider groups, primary care physicians, specialists, and allied health providers. FOCUS ON QUALITY |
| EMPHASIZING ZERO-HARM THROUGH TIERED SAFETY HUDDLES - As part of Ballad | Health's systemwide initiative to improve safety and reduce harm, Ballad Health continued its tiered safety huddle program throughout the pandemic. Each day, frontline team members across the Ballad Health organization begin their morning with huddles focused on clinical quality and safety. These huddles provide an organized manner for team members to express opportunities to improve safety and quality and strive towards becoming a zero-harm institution. Any issues identified during those huddles are elevated to hospital leadership. If hospital leadership needs help to resolve the problem, the issue is further elevated to the market and corporate levels. Using this approach, Ballad Health can improve outcomes and enhance safety by rapidly deploying resources to support and solve safety issues as they arise. LAUNCH OF IBM/WATSON TOP HEALTH SYSTEM JOURNEY - Since the merger in 2018, one of Ballad Health's priorities has been to instill a zero-harm culture and become one of the highest-performing health systems in America for the quality of care it delivers to patients. After a rigorous review of the various systems for measuring that success, Ballad Health leaders chose IBM/Watson because it provided measurable, achievable, and valid guideposts for the health system. To help lead Ballad Health on this journey to become a top health system in the nation, health system leaders formed the IBM/Watson Top 15 Health System Task Force, comprised of stakeholders from multiple departments of Ballad Health. IBM/Watson identifies the 15 top-performing health systems in the nation based on four key performance domains: inpatient outcomes, extended outcomes, operational efficiency, and patient experience. Dr. Amit Vashist, Ballad Health's chief clinical officer, who leads the IBM/Watson top health system journey, stated, "We looked far and wide at various methodologies to identify the most appropriate benchmarks to measure ourselves against, and we ultimately chose IBM/Watson because it included an ideal blend of metrics and measures that are truly meaningful and appealed to our frontline clinicians, such as hospital-acquired conditions, ED throughput, readmissions, mortality, costs of care and length of stay." CLINICAL COUNCIL - A unique feature of Ballad Health is the establishment of a robust and diverse Clinical Council, comprised of about 30 physicians. The physicians were nominated by the leadership of all Ballad Health hospitals, the health system's medical group and independently practicing community physicians. The Council's members also include pharmacists, advanced practice providers and nurses. The Council reports directly to the Quality Committee of the Ballad Health Board of Directors. The council aims to ensure excellence in clinical care through physician engagement and leadership and is charged with guiding Ballad Health's transformation into a community health improvement system. As a result of the council's efforts, several important quality measures are now performing among the top-decile health systems in America. CONTINUED PUBLIC ADVANTAGE - Ballad's compliance with each of the COPA and CA is supervised by Tennessee and Virginia respectively. Ballad is in compliance with all terms of the COPA and CA. Each year since the creation of Ballad, the State of Tennessee and Commonwealth of Virginia have independently confirmed the public advantage created by the unification of the hospitals in the rural region. In the latest report dated March 2023, the Tennessee Department of Health highlighted "Over the life of the COPA, improvement was seen in Ballad Health's service area for most of the Access Sub-Index measures. Significant improvements were seen in preventive health measures such as primary care provider and prenatal care in the first trimester. Improvement was also achieved by Ballad Health in all five screening measures, with the most significant improvement occurring in rates of Colorectal Cancer Screenings and Diabetes and Prediabetes Screenings". TDH also recognizes that Ballad Health continued to invest in standing up and implementing many of its Population Health, Behavioral Health, Children's Health, Rural Health, and Health Research and Graduate Medical Education programs proposed under the system's three-year Spending Plans, even as it prioritized its response to COVID-19. In the Tennessee Department of Health report covering the period of July 1, 2021 to June 30, 2022, the department noted that as a combined health system, "Ballad Health's continued handling of the pandemic and the fact that all of Ballad Health's 21 hospitals, including its many vulnerable rural hospitals, remained open through the year are acknowledged by TDH as two of the system's greatest successes during FY22". In each year before the COVID-19 pandemic, Ballad Health also maintained one of the nation's most successful Accountable Care Organizations, which has been highlighted by the Centers for Medicare and Medicaid Services as one of a handful of organizations that have produced savings for taxpayers in each year since the program's creation, while making high-quality scores. ENVIRONMENTAL, SOCIAL, AND GOVERNANCE (ESG) |
| Ballad Health is committed to being a responsible and concerned citizen of | the communities of the service area where it operates and is driven by its mission: "honor those we serve by delivering the best possible care." Ballad continues to deploy initiatives intended to improve the overall health and well-being of the over one million people living in its service area. ENVIRONMENTAL - Environmental stewardship and preserving the environment is important to Ballad and is demonstrated in the following practices: - Environmentally responsible supply chain - Encourage the recycling of materials and minimization of waste - Encourage the reduction of energy usage - Incorporate environmentally preferable alternatives when designing new construction SOCIAL - Social commitments are an integral part of Ballad's mission, vision, and values. By working and collaborating with others in the communities in which it serves, Ballad works "to build a legacy of superior health by listening to and caring for those we serve". Ballad provides direct and in-kind support to improve access to care and deliver healthy lifestyle services, education, and activities. The community health programs are designed to improve access and quality of care, strengthen community outreach and partnerships, decrease healthcare costs, and assist in the reduction of health care disparities in the region. Ballad has opened two new rural hospitals in the past five years. Ballad offers extensive education and outreach programs throughout the community at little or no cost to participants. Program areas include: - Community events, such as health fairs, screenings, flu shots, health and safety education, support groups, stroke education, baby and child health, and medical libraries - Children's resources, such as the Morning Mile Program, B.E.A.R. Buddies, car seat safety, and Families Thrive. - Heart and Soul, senior health, and well-being programs. - General health resources, individual health, nutrition, and safety education. - Regular health education speakers covering a wide range of topics. The following are some of the programs designed to improve healthcare equity and availability: Ballad as a Community Health Improvement Organization: Ballad's goal is to ensure the sustainability of rural healthcare services while improving the health and well-being of the region as a whole. In the short-term, Ballad will address health related social needs to improve access to care, reduce inequity, and empower individuals to adopt healthy behaviors and manage health conditions. In the long-term, Ballad will address social drivers of health to provide a community level foundation for permanent regional health improvement through multi-sector collective impact. Ballad is taking an intergenerational approach to focus on children's health initiatives to give kids a strong start in life, as well as assisting adults with overcoming obstacles to health and self-sufficiency. Ballad is on a journey to universalize social needs screening and prioritized navigation resources throughout the system using embedded Epic tools combined with the UniteUs referral management platform. These efforts are informed and supported by a multi-departmental team called the Social Needs Council which has accountability to the system Population Health Council, the Chief Population Health Officer, and ultimately the board Population Health and Social Responsibility Committee. STRONG Accountable Care Community: Driving Community Level Action and Change: The STRONG Accountable Care Community is a regional collective impact model focusing on community level strategies across a life course model that includes a multi-generation approach to parenting support and family self-sufficiency. Established in 2018, the STRONG Accountable Care Community (STRONG ACC), sponsored by Ballad, is a 350 organization, multi-sector model serving the same geographic footprint as Ballad and additional contiguous counties. The STRONG ACC has adopted the "Five Conditions of Collective Impact": a common agenda, shared measurement, mutually reinforcing activities, continuous communication, and backbone support. Ballad is providing backbone support and investing in the STRONG ACC because the health system believes the collective impact model is necessary to accelerate, leverage, and sustain community level change. The STRONG ACC is also using the UniteUs platform for a "no wrong door" approach to social needs across hundreds of networked organizations. The organization is also creating an Early Care and Education Plan for all of Northeast Tennessee and Southwest Virginia. For more information, visit https://www.strongacc.org/. Accountable Health Communities ("AHC"): When Ballad was awarded the Accountable Health Communities grant from the Centers for Medicare and Medicaid Services in 2017, the system acted on its vision to universalize social needs screening and navigation. Health related social needs create major barriers to health for some individuals. Within Ballad Health, Unite Tennessee and Unite Virginia will allow specially trained staff to conduct health-related social needs screenings for gaps in care, such as food and housing insecurity, transportation challenges or other obstacles. It will then connect those families with community organizations committed to resolving those issues. The network, however, is not dependent on Ballad Health. Participating organizations will also be able to refer clients to each other even if the people they're referring aren't Ballad Health patients. Since its inception, the program has screened 319,349 individuals and identified 50,000 distinct needs, working with nearly 2,000 regional organizations to successfully connect individuals to services which provide food, housing, transportation, safety support, and utilities among other needs. AHC has provided 29,681 community referrals and navigation for 7,573 patients. The program has revealed new information about the extent of social needs within Ballad's patient environment and informed the goal to scale social needs screening and navigation services throughout the organization. Appalachian Highlands Care Network: Appalachian Highlands Care Network, started in 2020, is Ballad's program to serve low-income, uninsured people of the region through a realignment of charity care dollars. The goals of the Appalachian Highlands Care Network are to identify low-income uninsured people, enroll them in the program, and serve them to improve quality of care, increase access to care, and reduce avoidable cost of care. Patients in the program receive free needed medical care from Ballad and a network of other providers. This includes ensuring all patients have a source of primary care and are screened and navigated to social need resources, provided with medical care coordination, and assisted through care management services. Ballad partners significantly with Appalachian Mountain Project Access, the region's free and reduced cost clinics and health departments, and hundreds of regional social support agencies to break down barriers to medical care, improve chronic conditions like diabetes, and address social needs. To date, the program has enrolled more than 4,800 individuals. |
| STRONG Starts: Ballad believes safe, stable, nurturing environments | for children are essential to optimal early development and later success in life. Started in 2021, STRONG Starts is aimed at improving birth outcomes and reducing the negative impact of chronic stress for mothers, babies and families. The birth of a new baby is a pivotal time for a mother and her family. No one should feel alone or unsupported during this time. Ballad seeks to connect with every expectant mother as early in her pregnancy as possible to ensure access to early prenatal care - all in partnership with the region's obstetric providers. As the life situation and pregnancy experience for every woman is different, Ballad will build supportive relationships aligned with the unique circumstances of every woman and family. With embedded staff in the region's obstetric practices and hospital birthing centers, these relationships begin early. Staff will help families connect with community resources for issues from food/housing insecurity to parenting resources to education/job training. To date, the program has screened more than 7,300 women and served nearly 3,000 through the course of their pregnancies. The program continues into the post-natal and early stage of life. Ballad staff assist those in the program through kindergarten entry with a whole-family approach. This ongoing relationship will help with evolving needs and the transition in healthcare from the obstetric environment to the pediatric environment. Ballad works with regional pediatricians to ensure they can refer children and families into the program. The developmental milestones of children will be assessed so early supports can be provided, and Ballad assist with connections to community resources as children grow, including programs which support resiliency and early learning environments. Ballad seeks to further support the safety, stability, and self-sufficiency of families and to help ensure children enter kindergarten developmentally, socially, and emotionally ready to learn. This first experience with the educational system is foundational, as it sets the tone for later success with grade level reading, math proficiency, and the academic discipline needed to ensure high school graduation and college and career readiness. These benchmarks are predictors of later economic and health outcomes which can reshape the life trajectory, health, and well-being for children and families for generations to come. To date, this section of the program has served more than 2,000 families. In addition to these programs, Ballad invests significant funding annually to support partnering organizations, Community Health Improvement Sites, who provide aligned services and mutually serve the populations mentioned above. These services include free health services, care coordination, housing supports, substance use and recovery, social needs support, maternal/child supports, early learning and literacy improvement initiatives, and women's health services. Ballad also provides a host of other services to vulnerable populations including free cancer screenings, mobile health services, health fairs, children's resources, and health education programs notably through a network of faith community nurses. Governance |
| Governance is overseen by the Ballad Board of Directors and ongoing | ESG work through the following committees: - Audit and Compliance - environmental and sustainability performance - Community Benefit & Population Health - social and community goals and performance - Executive Compensation - human capital; diversity, equity, and inclusion; and pay equity goals and performance - Governance - governance goals and performance - Quality - equity of care, patient safety and quality of care goals and performance Ballad has a conflict-of-interest policy and plans to align reporting with the Sustainability Accounting Standards Board's topics for disclosure and other reporting frameworks in the coming years. Ballad has leader diversity with 30% of CEOs being females and 33% of Executive Vice Presidents being females. CHARITABLE CONTRIBUTIONS - From its inception in February of 2018, Ballad Health made significant contributions to the community it serves totaling over $30 million to date in direct contributions and other community health improvement initiatives. A few examples include: Support for Speedway Children's Charities, aid to Feeding Southwest Virginia, provision of new EKG equipment to regional emergency medical services, and investments in regional programs for schoolchildren. IMPROVING ACCESS TO HEALTHCARE SERVICES RE-IMAGINE RURAL HEALTHCARE - Our region has a variety of health, economic and other issues that, when combined, present a unique and challenging environment for healthcare access and outcomes. These unique challenges were reaffirmed in a 2017 report issued by the Appalachian Regional Commission, the Robert Wood Johnson Foundation and the Foundation for a Healthier Kentucky (Health Disparities in Appalachia), which found that the health outcomes in the greater Appalachian region are worse than those experienced in the United States as a whole in 7 of the 10 leading causes of death: heart disease, cancer, chronic obstructive pulmonary disease (COPD), injury, stroke, diabetes and suicide. The region also faces economic challenges, with performance on incomes, poverty rates, unemployment rates and postsecondary education lagging the national level. This is relevant because, as the study notes, socioeconomic and health outcomes are often interrelated, if not interdependent. Since 2010, more than 151 rural hospitals have closed in the United States, according to the North Carolina Rural Health Research Program. Compared to other states, Tennessee ranks amongst the worst in the nation, with 15 rural hospital closures since 2005. In the region served by Ballad Health, however, it is a different story. Every community in the region with a hospital prior to the merger creating Ballad Health continues to be served by a hospital. In fact, in the middle of the pandemic, Ballad Health opened the country's newest rural hospital. In July 2021, Ballad Health followed through on its promise to the residents of Lee County, Virginia, and reopened Lee County Community Hospital in Pennington Gap. CREATED SINGLE COORDINATED REGIONAL TRAUMA SYSTEM - A critical success factor of the COPA and CA is avoidance of duplication of hospital resources. Ballad Health consolidated two Level I trauma centers operating within 25 miles of each other and subsequently created a coordinated regional trauma system. In approving this move in advance of the merger, the State of Tennessee relied upon the evidence published in multiple respected studies which found higher volume trauma centers lead to improved outcomes. The move toward a single coordinated trauma system followed the guidance of the American College of Surgeons (ACS), which verifies trauma centers. The Tennessee Department of Health, after conducting a rigorous review of the trauma program at Johnson City Medical Center, issued its Level I Trauma Center Reverification Site Visit Report. The report found the hospital "has demonstrated an outstanding commitment to care for the injured patient." Further, the survey resulted in zero deficiencies, a first for trauma care in the region. CONSOLIDATED REGIONAL PERINATAL CENTER - Tennessee law requires a regionalized system of care for high-risk newborns. As a result of this law, Tennessee recognizes five regional perinatal centers. Niswonger Children's Hospital at Johnson City Medical Center is the designated center for regional perinatal care for the Appalachian Highlands. Prior to the merger, two neonatal intensive care units (NICUs) existed and were not coordinated. After the merger, Ballad Health immediately took steps to consolidate the NICUs to achieve a more sustainable and coordinated system of care for neonates, while also reducing the costs associated with maintaining two lower-volume units. After this consolidation, Ballad Health partnered with ETSU's Quillen College of Medicine to provide ongoing expert neonatology coverage for the hospital 24 hours per day. As a result of the merger and NICU consolidation, every newborn in the region has access to more than 25 pediatric specialists at the regional Perinatal Center. EXPANDED ACCESS TO PEDIATRIC SPECIALTIES - With financial support from Ballad Health and the State of Tennessee, the ETSU Quillen College of Medicine was able to successfully recruit pediatric surgeons to support Niswonger Children's Hospital. Our partners at ETSU's Quillen College of Medicine also provide 24/7 neonatology coverage for the NICU. Ballad Health now proudly meets the highest standards for regional perinatal care, something that was not thought possible prior to the merger creating Ballad Health. PARTNERSHIP WITH ETSU TO CREATE FELLOWSHIP PROGRAM IN ADDICTION MEDICINE - Ballad Health and East Tennessee State University formed a partnership to create a new fellowship program in addiction medicine. As part of its commitment to expand education and training in the region, Ballad Health will fund any unreimbursed costs of the fellowship program which, over a 10-year period, could cost more than $2.5 million. ESTABLISHMENT OF CENTER FOR RURAL HEALTH RESEARCH - Tennessee Governor Bill Lee announced the creation of a new Center for Rural Health Research that will be housed at the College of Public Health at East Tennessee State University. In addition to state funding, Ballad Health has committed to contributing more than $15 million during the next 10 years to the Center. The goal of the Center will be to work with Ballad Health, local healthcare delivery partners, national experts and the leadership of ETSU Health to identify new mechanisms to improve health in rural and nonurban communities. Specific emphasis will be placed on strategies that disrupt inter-generational cycles of behaviors that contribute to poor health outcomes, which ultimately can affect college and career-readiness. RECRUITMENT OF NEW PHYSICIANS TO THE APPALACHIAN HIGHLANDS - Ballad Health provided the necessary resources to recruit new specialists to serve our region, many of whom were recruited to private practices not owned by Ballad Health. The addition of specialists is helping to improve access to care in rural communities. For instance, Wise County, Virginia now benefits from an orthopedist, a cardiologist and several other physicians and providers. Wythe County, Virginia, a community not served by a Ballad Health hospital, benefits from a cardiologist recruited by Ballad Health. Throughout the region, new physicians and advanced practitioners, recruited and funded by Ballad Health, are serving the region - from trauma care to pediatrics, from Wythe County, Virginia to Hancock County, Tennessee. |
| OTHER NOTABLE EVENTS AND AWARDS | - Ballad has invested significantly across the region specifically in academic and community institutions that serve the people in the Service Area. Examples of this investment are shown through the continuum of service from the offering of observation opportunities to students of all ages within our clinical facilities, to providing experts to lecture to school children on a broad variety of healthcare topics. The commitment to giving back extends to direct investment in regional educational partners. Some key examples of this include the Appalachian Highlands Center for Nursing Advancement, The Center for Rural Health Research, the STRONG BRAIN Institute, and the Gatton College of Pharmacy Center for Pharmacy, Education, Outreach, and Advocacy. The work of these centers at ETSU focuses on some of the leading issues facing the service area, from the development and support of the next evolution of nursing as a profession, to understanding the unique challenges facing our public health, to the scourge of adverse childhood experiences, to access and intervention at the community pharmacy, Ballad is committed to understanding and addressing the significant issues facing the service area. - Ballad is also engaged in funding the development of new and expanded healthcare training programs across the region. Ballad has granted support of programs in Nursing and Allied Health. From a new BSN program in Southwest Virginia at Emory & Henry College, to a new program in Ultrasonography at Southwest Virginia Community College, we are supporting programs large and small. We have expanded the Medical-legal partnership we have in the Appalachian Highlands to include all of the Ballad facilities as well as many of the outpatient clinics. This one-of-a-kind program partners Ballad with Virginia Tech and the Appalachian School of Law together to address the challenges of access to social supports for the poorest members of the service area. Ballad is a sponsor of a residency in Advanced Education Graduate Dentistry in Southwest Virginia. The endemic problem of poor oral hygiene across service area accounts for loss of economic opportunity, loss of self-esteem, and profound impacts on the health of individuals suffering from missing or diseased teeth. - Ballad's research department serves as the central office for multi-specialty research oversight in the System. In addition to providing full spectrum support for studies generated and managed by the research department, the department provides oversight for studies generated by external groups. The research department has participated in several large-scale, multi-center trials with subject retention at nearly 100%. Oversight services include administrative, legal, regulatory support, internal service arrangement and financial management. Ballad is a world leader in cardiovascular clinical trials. -Received its Accreditation/Department of Distinction from the International Association for Healthcare Security & Safety (IAHSS). - Recognized by Harvard University and UnitedHealthcare as one of four healthcare organizations leading the way towards a 3D model for value-based care. - Earned the College of Healthcare Information Management Executives (CHIME) Digital Health Most Wired. - After the creation of a regional and coordinated system of trauma care nearly two years prior, in July 2021, a Tennessee Department of Health survey concluded the trauma program serving the Appalachian Highlands provides "outstanding commitment to care for the injured patient and found zero deficiencies at the Level I Trauma Center at Johnson City Medical Center, a first for trauma care in the region. As a result of the regional and coordinated system of trauma care, Ballad decreased mortality by 40% and reduced the cost of care by approximately $3 million. |
| Form 990, Part V, line 1a | For CY22 Ballad Health (BH) filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. Each subsidiary reimburses BH for all expenses related to vendor payments and the expenses are recorded on each individual entity's books. |
| 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 EVP/CFO 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 policy requires Board of Directors and Board Committee members, the Executive Chair/President, and Executive Vice Presidents to complete a conflict of interest disclosure statement on an annual basis. Ballad Health policy also requires team members to complete an annual acknowledgement that they have read and understand the conflict of interest policy and they will complete a conflict of interest disclosure statement if they have a conflict of interest. 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. This applies to all Ballad Health organizations. |
| Form 990, Part VI, Section B, line 15 | Line 15a Compensation Process for Top Official: The executive compensation committee serves as the compensation oversight committee of Ballad Health's Board of Directors. The executive compensation committee is comprised of members who are determined to be independent and whom are not reliant upon any business relationship with Ballad Health for income or compensation. The compensation plan for Alan Levine, Ballad Health's Chairman, President and CEO, was reviewed and approved by the executive compensation committee and then by the Ballad Health Board of Directors in accordance with the Board's compensation policy and practice. The Board of Directors relies upon the advice of an independent and experienced compensation consultant with knowledge about pay practices for comparable positions within the industry, and who has access to broad data, studies and surveys in order to ensure the compensation falls within competitive and appropriate ranges for the position. Part VI, Line 15b Compensation Process for Officers & Key Employees: 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 President & CEO evaluates the data and submits his recommendations to Ballad Health's Board of Directors for their final review and approval. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics approved by the Ballad Health Board of Directors which include Quality of Care, Access to Care, Cost Management, etc. |
| 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 IX, line 11g | Consulting Fees: Program service expenses 1,302,900. Management and general expenses 3,296,535. Fundraising expenses 0. Total expenses 4,599,435. Contract Labor: Program service expenses 2,085,895. Management and general expenses 280,414. Fundraising expenses 0. Total expenses 2,366,309. Marsh Julia Davis Collection Center: Program service expenses 2,082,956. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,082,956. Environmental Services: Program service expenses 108,724. Management and general expenses 53,447. Fundraising expenses 0. Total expenses 162,171. Physician Fees: Program service expenses 275,768. Management and general expenses 0. Fundraising expenses 0. Total expenses 275,768. Other: Program service expenses 1,565,812. Management and general expenses 2,234,187. Fundraising expenses 0. Total expenses 3,799,999. |
| Form 990, Part XI, line 9: | Change in Fair Value of interest Rate Swap -1,469,823. Elimination of Intercompany Rec/Pay -53,065,495. Temp. Restricted Grants -152,897. South Bristol Trust - Moved to another FEIN 2,758. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Abingdon Physician Partners | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501C3 | 12a | JMH | 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 HEALTH | 0 |
| Ballad Health Foundation | ||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501C3 | Line_7_Organization_ | BALLAD HEALTH | Yes (1) |
| Dickenson Community Hospital | ||||||||||
| 312 Hospital Drive | Clintwood | VA | 24228 | 770599553 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | WHS | 0 |
| East TN Healthcare Holdings Inc | ||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501C3 | Line_3_Hospital_Coop | MSHA | 0 |
| Johnston Memorial Hospital | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 |
| Mountain States Health Alliance | ||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) |
| 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 |
| Takoma Regional Hospital Inc DBA GCH | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 |
| Wellmont Cardiology Services | ||||||||||
| 303 Med Tech Parkway Suite 220B | Johnson City | TN | 37604 | 263557623 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 |
| Wellmont Hawkins Co Memorial Hosp Inc | ||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 |
| Wellmont Health System | ||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 621636465 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) |
| Wellmont Imaging Services Inc | ||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 861103148 | Healthcare | TN | 501C3 | 12a | WHS | 0 |
| Wellmont Madison House | ||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | Line_10_Organization | WHS | 0 |
| Wellmont Medical Associates | ||||||||||
| 303 Med Tech Parkway Suite 220B | Johnson City | TN | 37604 | 270898372 | Medical Services | TN | 501C3 | Line_7_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 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| East Tennessee Ambulatory Surgical Ctr | |||||||||||||
| 701 Med Tech Parkway Ste 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | 0 | 0 | ||||
| Emmaus Community Healthcare PLLC | |||||||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | 0 | 0 | ||||
| Medical Specialists of J C LLC | |||||||||||||
| 2528 Wesley St Ste 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | 0 | 0 | ||||
| Quality Improvement Ptrs LLC | |||||||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 861932106 | Healthcare | TN | 0 | 0 | Ballad Health | Excluded | -$22,743 | 0.50000 | |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ballad Health Development Corporation | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 883118592 | Investments | TN | BRMMC | C | $2,752 | $375,000 | 1.00000 | 0 | |||||
| Ballad Ventures LLC | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | BRMMC | C | -$100 | 1.00000 | 0 | ||||||
| Blue Ridge Medical Management Corp | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621490616 | Medical Services | TN | MSHA | C | $130,822,830 | $22,258,705 | 1.00000 | 0 | |||||
| Community Home Care Inc | |||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | WHS | C | $45,516 | 1.00000 | 0 | ||||||
| Mediserve Medical Equipment | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | $2,293,682 | $5,246,943 | 1.00000 | 0 | |||||
| Mountain States Physician Grp | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621700412 | Medical Services | TN | BRMMC | C | $13,098,551 | $125,501,757 | 1.00000 | 0 | |||||
| Mountain States Properties | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621845895 | Property Management | TN | BRMMC | C | $13,098,551 | $125,501,757 | 1.00000 | 0 | |||||
| Nolichuckey Management Svcs Inc | |||||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | TRH | C | -$372,953 | $335,264 | 1.00000 | 0 | |||||
| Wellmont Health Services Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621254373 | Medical Services | TN | WHS | C | -$157,187 | $9,479,760 | 1.00000 | 0 | |||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | $943,025 | $30,987,242 | 1.00000 | 0 | P O Box 30600 | Grand Caymon | KY1-1203 | CJ | CJ | |||||
| Wellmont Physician Services | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621567353 | Medical Services | TN | WHS | C | 1.00000 | 0 | |||||||
| Wellmont Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621320035 | Medical Services | TN | WHS | C | -$90,378,025 | 1.00000 | 0 | ||||||
| Wilson Pharmacy Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | $4,489,436 | $7,887,170 | 1.00000 | 0 | |||||
| WPS Providers Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 205564642 | Medical Services | TN | WHS | C | -$142,086 | $1,470,927 | 1.00000 | 0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (53 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Abingdon Physician Partners | ||
| Q | $746,941 | Cost |
| Ballad Health Foundation | ||
| A | $76,971 | Cost |
| Ballad Health Development | ||
| R | $375,000 | Cost |
| Ballad Ventures LLC | ||
| R | $2,500,000 | Cost |
| Blue Ridge Medical Management | ||
| A | $58,569 | Cost |
| Blue Ridge Medical Management | ||
| S | $1,329,390 | Cost |
| Blue Ridge Medical Management | ||
| O | $9,746,635 | Cost |
| Blue Ridge Medical Management | ||
| Q | $8,133,266 | Cost |
| Blue Ridge Medical Management | ||
| M | $124,187 | Cost |
| Blue Ridge Medical Management | ||
| L | $232,221 | Cost |
| Dickenson Community Hospital | ||
| O | $754,396 | Cost |
| Dickenson Community Hospital | ||
| Q | $1,651,529 | Cost |
| East TN Healthcare Holdings Inc | ||
| A | $242,128 | Cost |
| East TN Healthcare Holdings Inc | ||
| Q | $270,007 | Cost |
| Johnston Memorial Hospital | ||
| Q | $20,252,962 | Cost |
| Johnston Memorial Hospital | ||
| O | $8,768,960 | Cost |
| Johnston Memorial Hospital | ||
| L | $448,182 | Cost |
| Laughlin Medical Group | ||
| Q | $247,624 | Cost |
| Mediserve Medical Equipment | ||
| O | $115,504 | Cost |
| Mediserve Medical Equipment | ||
| Q | $424,019 | Cost |
| Mountain States Health Alliance | ||
| A | $1,024,340 | Cost |
| Mountain States Health Alliance | ||
| O | $56,918,430 | Cost |
| Mountain States Health Alliance | ||
| Q | $124,102,803 | Cost |
| Mountain States Health Alliance | ||
| L | $3,739,990 | Cost |
| Mountain States Health Alliance | ||
| M | $640,692 | Cost |
| Mountain States Properties | ||
| K | $762,255 | Cost |
| Mountain States Properties | ||
| O | $173,986 | Cost |
| Mountain States Properties | ||
| P | $303,789 | Cost |
| Smyth County Community Hospital | ||
| O | $2,583,246 | Cost |
| Smyth County Community Hospital | ||
| L | $76,659 | Cost |
| Smyth County Community Hospital | ||
| Q | $8,564,435 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| O | $5,467,953 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| Q | $19,469,187 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| L | $460,598 | Cost |
| Wellmont Cardiology Services | ||
| K | $60,336 | Cost |
| Wellmont Cardiology Services | ||
| Q | $3,657,279 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| O | $970,701 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| A | $346,530 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| Q | $1,305,590 | Cost |
| Wellmont Health Services Inc | ||
| R | $372,481 | Cost |
| Wellmont Health System | ||
| L | $3,147,082 | Cost |
| Wellmont Health System | ||
| O | $46,168,305 | Cost |
| Wellmont Health System | ||
| Q | $99,995,851 | Cost |
| Wellmont Madison House | ||
| O | $78,724 | Cost |
| Wellmont Madison House | ||
| Q | $110,835 | Cost |
| Wellmont Medical Associates | ||
| J | $984,385 | Cost |
| Wellmont Medical Associates | ||
| Q | $7,445,559 | Cost |
| Wellmont Medical Associates | ||
| R | $79,050 | Cost |
| Wellmont Wexford House | ||
| O | $597,952 | Cost |
| Wellmont Wexford House | ||
| Q | $2,252,024 | Cost |
| Wilson Pharmacy | ||
| Q | $397,211 | Cost |
| Wilson Pharmacy | ||
| O | $148,679 | Cost |
| WPS Providers | ||
| Q | $831,840 | Cost |