MOUNTAIN STATES HEALTH ALLIANCE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAIN STATES HEALTH ALLIANCE (EIN 62-0476282)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-07
- IRS object ID
- 202501279349302015
- Schema version
- 2023v6.0
- 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 H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T09:53:59-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620476282 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mountain States Health Alliance | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | 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 | EVP/CFO | PersonTitleTxt |
| Phone | 4233023367 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Non-Paid Preparer | PreparerPersonNm |
| PTIN | P03077501 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Alan Levine BH PresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Prkwy | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,070,796,948 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 6871 | TotalEmployeeCnt |
| Total Volunteers | 357 | TotalVolunteersCnt |
| Total Gross UBI | $491,342 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $169,729 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,006,238 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,205,724 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $950,636,535 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,057,080,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $233,313 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,268 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,020,461 | PYOtherRevenueAmt |
| CY Other Revenue | $8,779,370 | CYOtherRevenueAmt |
| PY Total Revenue | $974,896,547 | PYTotalRevenueAmt |
| CY Total Revenue | $1,070,107,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,064,386 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,815,725 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $345,719,307 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $391,150,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $610,993,352 | PYOtherExpensesAmt |
| CY Other Expenses | $636,713,159 | CYOtherExpensesAmt |
| PY Total Expenses | $957,777,045 | PYTotalExpensesAmt |
| CY Total Expenses | $1,029,679,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,119,502 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $40,428,374 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $532,273,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $603,516,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,530,311 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,820,220 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $427,743,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $469,696,272 | 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 | $850,426,147 | ExpenseAmt |
| Grant | $1,815,725 | GrantAmt |
| Revenue | $1,057,581,537 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $850,426,147 | 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 | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6871 | 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine BH PresCEO | ||||||||||
| Director, Chair | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $1,983,279 | $264,516 | |||
| Eric Deaton BH EVPCOO | ||||||||||
| Director | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $1,121,768 | $123,773 | |||
| Marvin Eichorn BH EVPCAO | ||||||||||
| Director | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $1,073,543 | $50,738 | |||
| Julie Bennett CLOGovnc Offcr | ||||||||||
| Director, Secretary | 1.00 | 64.00 | Yes (X) | Yes (X) | $0 | $567,016 | $57,811 | |||
| Lynn Krutak BH EVPCFO | ||||||||||
| (End June 2024) | 1.00 | 64.00 | Yes (X) | $0 | $994,595 | $120,642 | ||||
| Shane Hilton BH EVPCFO | ||||||||||
| (Beg. Jan. 2024) | 1.00 | 64.00 | Yes (X) | $0 | $630,028 | $100,190 | ||||
| Kenneth Shafer | ||||||||||
| CEO - JCMC | 45.00 | 0.00 | $493,104 | $0 | $44,790 | Yes (X) | ||||
| Lemmie Taylor | ||||||||||
| CEO - SSH | 45.00 | 0.00 | $324,978 | $0 | $48,053 | Yes (X) | ||||
| Lisa Carter | ||||||||||
| Regional Pres - Southern Mkt | 45.00 | 0.00 | $651,449 | $0 | $102,678 | Yes (X) | ||||
| Melanie Stanton | ||||||||||
| CEO - FWCH | 45.00 | 0.00 | $386,172 | $0 | $43,335 | Yes (X) | ||||
| Morgan May | ||||||||||
| Regional CNO | 45.00 | 0.00 | $329,276 | $0 | $32,219 | Yes (X) | ||||
| Frank Canova | ||||||||||
| Regional CFO | 44.00 | 1.00 | $401,788 | $0 | $33,411 | Yes (X) | ||||
| Brandy Lawson | ||||||||||
| Lead Resp Therapist FWCH | 40.00 | 0.00 | $221,279 | $0 | $21,616 | Yes (X) | ||||
| David Wild MD | ||||||||||
| Regional CMO | 45.00 | 0.00 | $507,728 | $0 | $40,277 | Yes (X) | ||||
| Dwight Owens | ||||||||||
| Admin/COO - IPCH | 45.00 | 0.00 | $297,388 | $0 | $41,062 | Yes (X) | ||||
| Christopher Jett | ||||||||||
| CEO - NsCH | 45.00 | 0.00 | $354,625 | $0 | $29,107 | Yes (X) | ||||
| Alison Johnson | ||||||||||
| CNO - JCMC | 40.00 | 0.00 | $216,399 | $0 | $32,696 | Yes (X) | ||||
| Eric Carroll CEO Greene Co | ||||||||||
| Former Highest Compensated | 0.00 | 45.00 | $0 | $295,694 | $36,511 | Yes (X) | ||||
| Andrew Wampler BH Gen Cnsl | ||||||||||
| Former Officer | 1.00 | 54.00 | $0 | $398,602 | $62,837 | Yes (X) | ||||
| Tim Belisle | ||||||||||
| Former Officer | 0.00 | 0.00 | $0 | $162,508 | $2,542 | Yes (X) | ||||
| Chase Wilson CFO JCMC | ||||||||||
| Former Key Employee | 45.00 | 0.00 | $278,455 | $0 | $41,749 | Yes (X) | ||||
| Joshua McFall CFO-Acute Svcs | ||||||||||
| Former Key Employee | 0.00 | 45.00 | $0 | $477,101 | $87,670 | Yes (X) | ||||
| Clay Runnels MD - BH EVP | ||||||||||
| Chief Phys Exec - Former Officer | 0.00 | 65.00 | $0 | $970,301 | $118,739 | Yes (X) | ||||
| Mark Wilkinson MD BH CMO | ||||||||||
| Former Highest Compensated | 0.00 | 55.00 | $0 | $564,821 | $93,190 | Yes (X) | ||||
| Matthew Loos BH CAO | ||||||||||
| Former Highest Compensated | 0.00 | 45.00 | $0 | $514,378 | $51,779 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,462,641 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,753,634 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,681,931 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 478 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $770,229 | RelatedOrganizationsAmt |
| Government Grants | $2,691,592 | GovernmentGrantsAmt |
| All Other Contributions | $743,903 | AllOtherContributionsAmt |
| Total Contributions | $4,205,724 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Revenue | 622110 | $1,055,838,922 | $1,055,838,922 | |
| Diabetes Program Revenue | 900099 | $666,324 | $666,324 | |
| Lab Outreach Revenue | 621500 | $488,771 | $488,771 | |
| O/P Rehabilitation Revenue | 900099 | $81,803 | $81,803 | |
| Wellness Classes Revenue | 900099 | $4,201 | $4,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,057,080,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,321 | TotalRevenueColumnAmt |
| Exclusion | $289,321 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $864,984 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $381,667 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $483,317 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $483,317 | TotalRevenueColumnAmt |
| Exclusion | $483,317 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $60,845 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $307,898 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$247,053 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$247,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$247,053 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Cafeteria/Vending | 722514 | $3,078,534 | $3,078,534 | |
| Network Mgt Services | 900099 | $1,791,991 | $1,791,991 | |
| Support Services | 900099 | $1,237,340 | $1,237,340 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,188,188 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,571 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,185,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,296,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,070,107,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,057,581,537 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $491,342 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,828,780 | 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 | $1,815,725 | TotalAmt |
| Program Services | $1,815,725 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731,402 | TotalAmt |
| Program Services | $378,051 | ProgramServicesAmt |
| Management And General | $2,353,351 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,071,985 | TotalAmt |
| Program Services | $245,687,062 | ProgramServicesAmt |
| Management And General | $72,384,923 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,877,729 | TotalAmt |
| Program Services | $6,119,585 | ProgramServicesAmt |
| Management And General | $1,758,144 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,332,696 | TotalAmt |
| Program Services | $24,141,621 | ProgramServicesAmt |
| Management And General | $19,191,075 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,136,313 | TotalAmt |
| Program Services | $18,082,743 | ProgramServicesAmt |
| Management And General | $1,053,570 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,206 | TotalAmt |
| Management And General | $308,206 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,176,694 | TotalAmt |
| Program Services | $193,396,744 | ProgramServicesAmt |
| Management And General | $57,779,950 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,292 | TotalAmt |
| Program Services | $65,643 | ProgramServicesAmt |
| Management And General | $964,649 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,690,265 | TotalAmt |
| Program Services | $6,287,430 | ProgramServicesAmt |
| Management And General | $402,835 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,641,044 | TotalAmt |
| Program Services | $13,103,784 | ProgramServicesAmt |
| Management And General | $1,537,260 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,260,850 | TotalAmt |
| Program Services | $12,155,658 | ProgramServicesAmt |
| Management And General | $105,192 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,132 | TotalAmt |
| Program Services | $1,303,587 | ProgramServicesAmt |
| Management And General | $99,545 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,076,540 | TotalAmt |
| Program Services | $26,010,672 | ProgramServicesAmt |
| Management And General | $65,868 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,195,310 | TotalAmt |
| Program Services | $31,670,060 | ProgramServicesAmt |
| Management And General | $525,250 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,976 | TotalAmt |
| Program Services | $451,187 | ProgramServicesAmt |
| Management And General | $100,789 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $231,493,914 | $231,493,914 | |
| Support Services | $24,884,571 | $7,649,137 | $17,235,434 |
| Maintenance | $21,962,703 | $21,384,183 | $578,520 |
| Dietary | $3,046,731 | $3,046,731 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,990,931 | TotalAmt |
| Program Services | $6,182,630 | ProgramServicesAmt |
| Management And General | $2,808,301 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,679,009 | TotalAmt |
| Program Services | $850,426,147 | ProgramServicesAmt |
| Management And General | $179,252,862 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $15,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,869 | BOYAmt |
| EOY | $41,165 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,845 | BOYAmt |
| EOY | $1,090,896 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,072,479 | BOYAmt |
| EOY | $134,323,789 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,938,037 | BOYAmt |
| EOY | $16,489,591 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,177,149 | BOYAmt |
| EOY | $21,672,885 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,669,516 | BOYAmt |
| EOY | $8,044,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $929,329,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $570,249,230 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,309,323 | BOYAmt |
| EOY | $359,080,211 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,141,003 | BOYAmt |
| EOY | $13,141,003 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,684,362 | BOYAmt |
| EOY | $49,616,983 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,273,583 | BOYAmt |
| EOY | $603,516,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,365,380 | BOYAmt |
| EOY | $92,742,498 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,498,677 | BOYAmt |
| EOY | $7,086,527 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,120 | BOYAmt |
| EOY | $33,343 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,618,134 | BOYAmt |
| EOY | $33,957,852 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,530,311 | BOYAmt |
| EOY | $133,820,220 | 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 | $427,549,663 | BOYAmt |
| EOY | $467,978,037 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,609 | BOYAmt |
| EOY | $1,718,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,743,272 | BOYAmt |
| EOY | $469,696,272 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,273,583 | BOYAmt |
| EOY | $603,516,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $40,428,374 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,524,626 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | $209,651 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $209,651 | 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 | Mountain States Health Alliance had lobbying expenses of $209,651 which represents the portion of dues paid to various organizations attributable to direct lobbying, including Tennessee Hospital Association and Virginia Hospital and Healthcare Association. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,219,663 | OtherCostOrOtherBasisAmt |
| Book Value | $22,219,663 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $529,581,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $278,863,418 | DepreciationAmt |
| Book Value | $250,718,021 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,812,144 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,036,862 | DepreciationAmt |
| Book Value | $775,282 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,080,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,650,845 | DepreciationAmt |
| Book Value | $61,429,347 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,636,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,698,105 | DepreciationAmt |
| Book Value | $23,937,898 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $359,080,211 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Affiliates | Desc |
| Book Value | $49,616,983 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $49,616,983 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to 3rd Party Payors | $8,601,463 |
| Operating Lease Obligation ST | $1,228,309 |
| Operating Lease Obligation LT | $3,877,534 |
| Professional Liabilities Reserve | $9,471,416 |
| Due to Payor Stimulus Reserve | $2,270,500 |
| Deferred Income | $8,517,645 |
| Medicare Advanced Payments ST | -$9,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,957,852 | 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 | Mountain States Health Alliance is included in the audited consolidated financial statements of Ballad Health. The footnote explanation relative to income taxes reads: "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2024 and 2023. Tax returns for 2021 through 2023 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 225.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 450.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $31,692,524 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $31,692,524 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03080 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $174,090,386 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $166,609,201 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,481,185 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00730 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $205,782,910 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $166,609,201 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,173,709 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03810 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,596,218 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $932,872 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,663,346 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00740 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,454,650 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,219,347 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,235,303 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01480 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $55,170,236 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $15,753,351 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,416,885 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03830 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,088,563 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $89,789 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,998,774 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00190 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,786,850 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,786,850 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $87,096,517 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,995,359 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $66,101,158 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06410 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $292,879,427 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $187,604,560 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $105,274,867 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10220 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,725 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,725 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,250 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,250 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,800 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,800 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,775 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $17,775 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $52,986,833 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $2,649,342 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $157,077,625 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $146,484,940 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $10,592,685 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 8 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (8 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Research FacilityResearchFacilityInd | Emergency Room24 HrsEmergencyRoom24HrsInd | OtherOtherDesc | Facility Reporting GroupFacilityReportingGroupCd | Critical Access HospitalCriticalAccessHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Johnson City Medical Center | |||||||||||||||
| 1 | 400 N State of Franklin Rd | Johnson City | TN | 37604 | balladhealth.org | 00000121 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Mental Health | A | |
| Indian Path Community Hospital | |||||||||||||||
| 2 | 2000 Brookside Drive | Kingsport | TN | 37660 | balladhealth.org | 00000134 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | ||||
| Franklin Woods Community Hospital | |||||||||||||||
| 3 | 300 Med Tech Parkway | Johnson City | TN | 37604 | balladhealth.org | 00000123 | Yes (X) | Yes (X) | Yes (X) | A | |||||
| Sycamore Shoals Hospital | |||||||||||||||
| 4 | 1501 W Elk Avenue | Elizabethton | TN | 37643 | balladhealth.org | 00000012 | Yes (X) | Yes (X) | Yes (X) | Mental Health | A | ||||
| Russell County Hospital | |||||||||||||||
| 5 | 58 Carroll Street | Lebanon | VA | 24266 | balladhealth.org | H 1892 | Yes (X) | Yes (X) | Yes (X) | Mental Health | A | ||||
| Johnson County Community Hospital | |||||||||||||||
| 6 | 1901 S Shady Street | Mountain City | TN | 37683 | balladhealth.org | 00000039 | Yes (X) | Yes (X) | Yes (X) | A | Yes (X) | ||||
| Unicoi County Hospital | |||||||||||||||
| 7 | 2030 Temple Hill Road | Erwin | TN | 37650 | balladhealth.org | 00000119 | Yes (X) | Yes (X) | Yes (X) | A | |||||
| Lee County Community Hospital | |||||||||||||||
| 8 | 127 Health Care Drive | Pennington Gap | VA | 24277 | balladhealth.org | H 1940 | Yes (X) | Yes (X) | Yes (X) | A | Yes (X) | ||||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group - A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | balladhealth.org/locations | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 25 | ImplementationStrategyAdptYr |
| Strategy Posted Website | 0 | StrategyPostedWebsiteInd |
| Strategy Attached | Yes (1) | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 225.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 450.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | balladhealth.org | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | balladhealth.org | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | balladhealth.org | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: Johnson City Medical Center, - Facility 2: Indian Path Community Hospital, - Facility 3: Franklin Woods Community Hospital, - Facility 4: Sycamore Shoals Hospital, - Facility 5: Russell County Hospital, - Facility 6: Johnson County Community Hospital, - Facility 7: Unicoi County Hospital, - Facility 8: Lee County Community Hospital |
| Facility Reporting Group - A Part V, Section B, line 3j: | The Community Health Needs Assessment report also included information related to other findings from the data collection process. Special topics such as Adverse Childhood Experiences, Access, Child Health, and others were also detailed. The report also included extensive data appendices further describing the community and health and social related outcomes. |
| Facility Reporting Group - A Part V, Section B, line 5: | To assess the health of those living in our service area, Ballad Health utilized the Mobilizing for Action through Planning and Partnerships (MAPP 2.0) framework. This comprehensive assessment was conducted from summer 2023 through spring 2024 and included all Ballad Health hospitals. We gathered primary data through surveys with community partners and members, as well as stakeholder meetings. There was broad representation from multi-sector community partners such as, but not exclusively, health departments, academic institutions, community-based organizations, faith-based organizations, justice systems, behavioral health organizations, clinical providers, governmental agencies, emergency personnel, and social services. There was also special focus on including vulnerable and marginalized populations input. Additionally, we compiled secondary data from national, state, regional and county sources. This thorough approach helps us understand and address the unique health needs of our communities. Throughout the community health needs assessment process, we focused on identifying health priorities and disparities within each community. Community members ranked the top three health issues in their area, providing valuable local insights. Combining these perspectives with county, state and national data gives us a comprehensive view of the region's health. This foundation helps us develop effective solutions to improve health outcomes for all. |
| Facility Reporting Group - A Part V, Section B, line 6a: | The comprehensive assessment was conducted from summer 2023 through spring 2024 and included all Ballad Health hospitals (Bristol Regional Medical Center, Dickenson Community Hospital, Franklin Woods Community Hospital, Greeneville Community Hospital, Hancock County Hospital, Hawkins County Memorial Hospital, Holston Valley Medical Center, Indian Path Community Hospital, Johnson City Medical Center, Johnson County Community Hospital, Johnston Memorial Hospital, Lee County Community Hospital, Lonesome Pine Hospital, Niswonger Children's Hospital, Norton Community Hospital, Russell County Hospital, Smyth County Community Hospital, Sycamore Shoals Hospital, Unicoi County Hospital, and Woodridge Hospital). |
| Facility Reporting Group - A Part V, Section B, line 11: | Phase 3 of the MAPP 2.0 framework focuses on the continuous improvement of the community. As part of this phase, presentations on Ballad Health's Community Health Needs Assessment (CHNA) process were provided to each of the hospital boards to promote engagement and secure buy-in ahead of the development of Community Health Improvement Plans (CHIPs). These presentations aimed to ensure that hospital leadership fully understood the CHNA process and were committed to the subsequent steps. The CHIPs were developed by each facility based on the CHNA findings and involve collaboration between hospital leadership and community partners in their design and implementation. Each CHIP outlines specific, actionable strategies tailored to address the priority health issues identified in the CHNA. These strategies include measurable objectives, timelines, and assigned responsibilities to ensure accountability and progress tracking.Recognizing the complexity of the identified health issues, Ballad Health emphasizes the importance of collaboration, ensuring that all partners have a seat at the table. This inclusive approach is essential for addressing the multifaceted health challenges that no single entity can manage alone. By fostering strong partnerships and collective action, Ballad Health aims to create effective and sustainable health improvement strategies for the community. Furthermore, the CHIPs will include regular progress reviews and updates to adapt to emerging needs and challenges. This dynamic process ensures that the plans remain relevant and effective over time, continually improving health outcomes in the community. Through these comprehensive and collaborative efforts, Ballad Health is committed to making meaningful and lasting improvements in community health. |
| Facility Reporting Group - A Part V, Section B, line 13h: | Ballad Health's financial assistance policy allows for some exceptions to strictly adhering to federal poverty guidelines when awarding financial assistance. Unique circumstances may be weighed and assessed for financial assistance consideration on a case-by-case basis. Also, there are some services where financial assistance may be provided outside of federal poverty guidelines. These are noted in Ballad Health's financial assistance policy. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - MSHA dba BH Homecare-Johnson City | ||||
| 509 Med Tech Parkway Ste 200 | Johnson City | TN | 37604 | Licensed Home Health Agency |
| 2 - MSHA dba BH Homecare-Abingdon | ||||
| 611 Campus Dr Ste 300 | Abingdon | VA | 24210 | Licensed Home Health Agency |
| 3 - MSHA dba BH Homecare-Greeneville | ||||
| 1410 Tusculum Blvd Ste 1600 | Greeneville | TN | 37745 | Licensed Home Health Agency |
| 4 - MSHA dba BH Homecare-Norton | ||||
| 96 15th St NW Ste 104A | Norton | VA | 24273 | Licensed Home Health Agency |
| 5 - MSHA dba BH Hospice-Bristol | ||||
| 280 Steeles Road | Bristol | TN | 37620 | Licensed Hospice Agency |
| 6 - MSHA dba BH Hospice-Abingdon | ||||
| 611 Campus Dr Ste 500 | Abingdon | VA | 24210 | Licensed Hospice Agency |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Financial assistance approval can apply to an assortment of patients such as those who have exhausted their Medicaid/TennCare benefits, those who qualified for Medicaid/TennCare after the date of service, deceased patients with no estate or assets, uninsured patients, and underinsured patients. While Ballad Health's qualifications for financial assistance is based on federal poverty guidelines, asset values may also be used to determine financial assistance eligibility. Unique circumstances may be assessed on a case-by-case basis. Charity approval covers current or active patient balances when they are approved and there is no limitation or cap on the amount of charity that a patient may receive. Ballad Health hospitals do not stop approving financial assistance for patient accounts if a hospital's charity write-offs exceed the hospital's charity budget.All Ballad Health hospitals provide an uninsured discount; the current uninsured discount is 85% for all acute facilities and 77% for all critical access facilities. In addition to the uninsured discount, many patients will further qualify for additional financial assistance. All patients seeking financial assistance must submit an application for financial assistance and submit documents in support of the information on the application, unless specifically excluded according to policy guidelines. Medicaid eligible patients will qualify for 100% financial assistance and not be required to complete the required documentation when: a) Medicaid eligibility requirements are met after the service is provided, b) non-covered charges occur on a Medicaid eligible encounter, or c) benefits have been exhausted. Deceased patients with no estate also qualify for 100% financial assistance.Financial assistance determinations may be retroactive for all outstanding balances. In addition, Ballad Health offers a number of programs with special discounts such as lactation consultation services, oncology treatment regimens, enrollment in various community programs and prescription drugs filled post-discharge. |
| Part I, Line 7: | The cost to charge ratio (worksheet 2 "ratio of patient care cost to charges") was used to calculate line 7a financial assistance at cost, which includes charity and uninsured discounts. MSHA's cost accounting system was used to determine losses from Tenncare and Medicaid reported on line 7b, with the exception of home health and a small physician clinic. A cost to charge ratio was used for their data because these are smaller divisions not available in MSHA's cost accounting software. Line 7e community health improvement includes costs that are taken directly from departmental operating reports or expenses specific to a community health event, with no additional overhead included in the cost. Line 7f health professions education is comprised of internships (primarily internal medicine residents, nursing, pharmacy, and therapy students) with schools and universities, allowing their health profession students to receive hands-on training in a hospital setting. MSHA's Medicare-approved programs include medical residents, pharmacy and pastoral care. For these programs, Medicare-approved costs and Medicare reimbursement comes from filed Medicare cost reports. The Ballad Health Organizational Development Department maintains records for the non-Medicare programs. Only labor costs are included for MSHA team members that provide training (no overhead is applied) and only a percentage of team members' time is attributed to actual training. For line 7g subsidized health care services, MSHA's cost accounting system is used because MSHA has established, standard costing reports for these services. There are exceptions where MSHA does not use the cost accounting system. A small clinic inside Johnson County Community Hospital (JCCH), a federally designated critical access hospital, is subsidized by JCCH and the clinic's departmental operating report is used to compute the clinic's community benefit. The second exception is a palliative care program. For this program, the department's operating report is used. Although there are other service lines within MSHA hospitals that incur losses, MSHA does not report services that hospitals are required by state licensure to provide, routine services or ancillary services. Line 7g also includes $35,969,134 of actual cost MSHA incurred that is attributable to physician clinics. Services are being subsidized at these clinics in order to maintain access and service in rural areas and would otherwise be unavailable to the community or below the community's need if not provided. MSHA is careful to ensure no double counting of costs. Line 7h research represents MSHA's expense allocation from Ballad Health for research. Line 7i cash and in-kind contributions includes cash disbursements and in-kind donations of medications to local nonprofit rescue squads and fire departments. In-kind donations of medications are based on actual cost for these items. |
| Part II, Community Building Activities: | MSHA leaders support and encourage all team members to volunteer time, money and skills to community service projects and charitable organizations. Senior leaders and board members set a positive example for MSHA team members, serving voluntarily on committees and boards of local service and nonprofit organizations. Some also serve as members and consultants on professional committees and task forces that affect regional development in healthcare and education. MSHA does not capture costs associated with team members that serve on other nonprofit boards or provide services to other nonprofits.MSHA, in collaboration with area health agencies and providers, offers assistance with coordination, advocacy, or contributes supplies to support groups for their program activities that serve to assist special populations within the area. Most of these organizations work to improve the lives of community members that have limited, or no, financial resources.During FY24, MSHA provided funds to: Lee County Virginia Sheriff's Office for their Text Alert System, Town of Pennington Gap, Virginia for a water station in a local park, the local Boy Scouts of America council, along with other contributions for community building projects. |
| Part III, Line 2: | Self-pay balances include accounts after payments and contractual adjustments (discounts) have been applied from all third-party payors such as Medicare, TennCare/Medicaid, commercial insurers, and others - generally leaving the patient responsible for any remaining deductible and/or co-payment. Other self-pay accounts are from patients with no insurance or other third-party coverage. Under Ballad Health's system-wide self-pay policy, any patient who has no insurance and is ineligible for any government assistance program received an 85% discount, with the exception of critical access hospitals, where it is 77%. Many self-pay patients will further qualify for financial assistance (sometimes referred to as charity care) if they provide the financial information needed to deem them eligible or upon determination of presumptive charity eligibility. After the normal collection process has indicated an account is uncollectible, MSHA writes the account off to bad debt. The overall self-pay accounts receivable balance is evaluated on an ongoing basis to evaluate the age of accounts receivable, historical write-offs and recoveries and any unusual instances (such as local, regional or national economic conditions) which affect the collectability of receivables. |
| Part III, Line 3: | Ballad Health estimates that approximately 5% of MSHA's bad debt would have qualified for financial assistance if patients had provided a financial assistance application and required documentation. Pursuant to the merger, MSHA has begun to score accounts using a presumptive eligibility tool. This tool utilizes various data points for a proprietary algorithm operated by an outside vendor to provide an individual's score which is then relied upon to assign presumptive charity eligibility. There are many instances of patients with large account balances and no health insurance coverage that MSHA believes would qualify for financial assistance. Although patients are encouraged to apply for assistance, many will not do so. MSHA would prefer for patients to submit completed financial assistance applications given that historical data clearly indicates that most uninsured patients and many underinsured patients will qualify for financial assistance under our program. Without a completed application, these are recorded as bad debt instead of charity care. |
| Part III, Line 4: | Ballad Health's audited financial statements include a footnote on page 14 that describes bad debt. MSHA is included in the June 30, 2024 audited financial statements of Ballad Health (attached). |
| Part III, Line 8: | Excluding Medicare losses reported in Part I subsidized health, the Part III Medicare allowable costs are reported using MSHA's filed Medicare cost report (C/R). The C/R uses a cost to charge ratio based on a step-down allocation methodology. |
| Part III, Line 9b: | Requests for financial assistance are evaluated using established guidelines, while allowing for unique financial circumstances - for example, medically indigent patients with catastrophic medical costs that would threaten the patient's household financial viability. When a patient requests financial assistance or when an application has been received, the patient's account is placed in a hold status to prevent further collection activities until financial assistance eligibility is determined. All Ballad Health hospitals comply with IRS 501(r) regulatory guidelines.Ballad Health's collection policy clearly states that all patients are treated equally - with dignity and respect. Ballad Health ensures that outside collection agencies adhere to Ballad Health billing and collection guidelines. The collection program includes communicating expected financial responsibility prior to service. MSHA hospitals provide assistance to help underinsured and uninsured patients determine sources of payment for medical bills and to help patients determine eligibility for programs such as TennCare or Medicaid.After insurance benefit verification, MSHA hospitals bill insurance carriers. If the insurance carrier denies payment of the service/procedure as non-covered or the patient has exceeded their maximum benefits, the service/procedure will qualify for the uninsured discount.Financial counselors are available to discuss financial assistance with patients and their families. MSHA hospitals provide a number of payment options:- a pre-service discount may be offered- a discount in excess of established discounting rates may be granted for catastrophic high dollar accounts- MSHA hospitals accept all non-contracted and out-of-network payors and will make attempts to work with these payors regarding appropriate reimbursement and billing to their members- as part of Ballad Health's commitments to the State of Tennessee and Commonwealth of Virginia to form Ballad Health, not-in-network discounts are applied per policies in place for MSHA hospitals- payment arrangements are available as long as the account is not with a collection agencyReasonable efforts are made to determine if a patient is eligible for financial assistance - see Schedule H, Part VI, line 3 for information on how patients are informed about the Ballad Health financial assistance policy. |
| Part VI, Line 2: | Ballad Health and its hospitals have pledged to improve the health of our service area counties by focusing on access, quality and population health measures. These metrics enable Ballad Health to collaborate with our communities and address the region's health disparities and access challenges. Through the Community Health Needs Assessment (CHNA) process, we have gained valuable insights into the health disparities within our communities and prioritized the most pressing issues in each hospital's service area. This collaborative approach helps us educate and drive meaningful change, ensuring better health outcomes for all.The community health needs assessment identified chronic disease, behavioral and mental health, and obesity and overweight as the top three health priorities for the hospital service area. These issues emerged as the most pressing health concerns based on data from various sources, including local perspectives and community surveys. Addressing these critical areas allows us to focus efforts on improving overall health outcomes and quality of life in the region. |
| Part VI, Line 3: | Consistent with the Ballad Health financial assistance policy, MSHA communicates with and provides education to patients through various avenues regarding governmental assistance programs and hospital financial assistance. Various educational and application documents related to obtaining financial assistance are widely available at MSHA and all documents are available on the Ballad Health website. Printed financial assistance educational materials are part of each registration packet and posters are displayed in highly visible areas of the hospitals. Our financial assistance policy and documents are available in emergency departments and admitting areas. MSHA is also happy to mail all documents to patients and offers a plain language summary. All documents are available in English and Spanish. Financial assistance information is available during pre-registration, registration and/or during financial counseling. MSHA offers governmental program eligibility representatives to assist patients in securing eligibility for TennCare or Medicaid, federal disability and other governmental assistance programs. Additionally, if a patient or community resident expresses an interest in the ACA-healthcare exchange, MSHA representatives have the qualifications and experience to assist them through the entire process. Financial counselors offer financial assistance applications to patients who do not qualify for governmental assistance programs and are unable to pay for some or all of their healthcare.All patient billing statements have verbiage discussing financial assistance along with contact information. The last letter to the patient displays the plain language summary. In all oral correspondences with a patient, if it is identified the patient cannot meet payment requirements on their account, financial assistance is discussed as an option.Applicants are notified of financial assistance determination in writing. |
| Part VI, Line 4: | MSHA serves the healthcare needs of 29 Appalachian counties in Northeast Tennessee, Southwest Virginia, Southeast Kentucky, and Northwest North Carolina. All of the counties MSHA serves are federally designated as medically underserved areas. MSHA's largest hospital, Johnson City Medical Center, is a tertiary referral center and level one trauma center. Medically underserved areas are designated by the U.S. Department of Health and Human Services. Shortage areas are identified through analysis of physician to population ratios depending on whether an area is considered to have a high need. Criteria used to determine high need are poverty rates, the percent of the population over age 65, infant mortality rates and fertility rates. MSHA operates 2 critical access hospitals: Johnson County Community Hospital in Tennessee and Lee County Community Hospital in Virginia.Additionally, according to County Health Rankings, counties where MSHA hospitals are located consistently rank poorly for both health outcomes and health factors. |
| Part VI, Line 5: | MSHA is dedicated to operating efficiently so that waste is minimized. MSHA's leadership remains mindful of managing limited resources so that adequate facilities and equipment are available for the care of patients. Surplus funds are invested into improving treatment options for patients through new technologies, recruiting physicians and trained staff in shortage areas, and improving MSHA facilities. Various checks and balances are established to ensure that expenditures for operating expenses and capital costs are reasonable and necessary. MSHA has several hospitals with Medicare-approved health profession education programs. In addition, MSHA hospitals serve as training sites for many types of health professions: nursing, pharmacy, psychology, lab, respiratory therapy, EMT, public health, etc. Students from numerous colleges and universities receive training and experience in MSHA hospitals. MSHA resources are devoted to health conferences for local health professionals, two health resources centers conveniently located in a shopping mall and a wellness center; provide for media coverage to educate residents on health issues; offer events to the public that combine fun activities with health education; and many other programs focused on improving the health of area residents. While MSHA operates hospitals in predominantly low-income, rural and isolated areas, MSHA continues to offer services that operate at a loss because residents would otherwise need to leave their hometown or county to receive needed care. Mountain States merged with Wellmont Health System in February 2018 to form Ballad Health healthcare system. Mountain States and Wellmont still exist as legal entities and continue to operate multiple hospitals. MSHA's governing body is comprised of persons who reside in the organization's primary service areas. Physicians that request privileges who are qualified and credentialed are extended privileges by MSHA. |
| Part VI, Line 6: | Mountain State's merger with Wellmont opened up many opportunities not previously available to two competing health systems. Collaboration started post-merger and Ballad Health continues to see progress towards improving efficiencies within our health system, activities consistent with Ballad Health's population health initiative, sharing best practice quality improvements, and other benefits related to operating as one rather than operating in a competitive environment. A clinical council was formed immediately following the merger. The council includes physicians nominated from the leadership of all Ballad hospitals. A Community Benefit and Population Health Committee of the board was established, and various other infrastructures have been established since the merger. Across MSHA's hospitals, there were many projects, programs, and collaborative efforts that took place during the year. MSHA provides care to people in 29 counties in Tennessee, Virginia, Kentucky and North Carolina. Each hospital is fully accredited by The Joint Commission, with the exception of Johnson County Community Hospital and Lee County Community Hospital. JCCH and LCCH receive certification through the states of Tennessee and Virginia since they are critical access hospitals. MSHA, based in Johnson City, Tennessee includes 8 wholly owned hospitals which are included in this Form 990. In addition, MSHA owns 2 hospitals located in Southwest Virginia, each of which file separate returns. In addition to acute care hospitals, the system includes such services as:Primary/specialty physician practices, emergency departments, occupational medicine, rehabilitation, outreach laboratory, mental health, neonatal intensive care, a NACHARI-affiliated children's hospital, renal dialysis, St. Jude's Oncology, inpatient/outpatient surgery, skilled nursing, long-term care, home health, and more. With these additional facilities and services, MSHA extends a highly effective health care delivery system. Since our system is both horizontally and vertically integrated, patients can be efficiently moved along an integrated, comprehensive continuum of care as their health status dictates. MSHA's flagship facility, Johnson City Medical Center is at the core of the system offering full-service tertiary care. In addition to MSHA hospitals, MSHA is the sole member of Blue Ridge Medical Management Corporation (BRMMC). MSHA extends an integrated healthcare delivery system through BRMMC to include multiple primary and specialty care patient access centers and numerous outpatient care sites, including urgent care centers, occupational medicine services, a same day surgery center and rehabilitation.MSHA partners with East Tennessee State University to operate Overmountain Recovery, an opioid addiction recovery facility located in Gray, Tennessee.MSHA is the sole member of Integrated Solutions Health Network, LLC. (ISHN). ISHN operates Anewcare Collaborative, the region's first accountable care organization, bringing together community health care providers to provide better outcomes and improved patient satisfaction at a lower cost. ISHN also operates Appalachian Highlands Clinically Integrated Network, a Clinical Integration Program that supports and encourages the delivery of quality health care services. Hospitals in the Ballad Health system work closely with one another to share expertise and resources. |
| Part VI, Line 7, Reports Filed With States | TN,VA |
| Part VI, Additional Information | Ballad Health is required to report community benefit estimates on a quarterly basis with the states of Tennessee and Virginia. The reporting includes all of Ballad's hospital organizations and is reported using IRS Form 990, Schedule H instructions for reporting community benefit. Ballad operates under a Cooperative Agreement (CA) in Virginia and a Certificate of Public Advantage (COPA) in Tennessee as obligated by agreements between Ballad and the two states to allow Mountain States Health Alliance and Wellmont Health System to merge. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| American Heart Association | ||||||||
| 4708 Papermill Drive | Knoxville | TN | 37909 | 135613797 | 501c3 | $9,500 | $0 | Program Support |
| American Red Cross | ||||||||
| 2025 E Street NW | Washington | DC | 20006 | 530196605 | 501C3 | $10,000 | $0 | Program Support |
| Appalachian School of Law | ||||||||
| 1169 Edgewater Drive | Grundy | VA | 24614 | 541743079 | 501c3 | $260,000 | $0 | Grant to improve access to healthcare |
| CASA of Northeast Tennessee | ||||||||
| PO Box 1021 | Johnson City | TN | 37605 | 450515257 | 501c3 | $12,500 | $0 | Program Support-Court Appointed Spec. Advocates for abused children |
| Carter Co Emergency & Rescue Squad | ||||||||
| PO Box 776 | Elizabethton | TN | 37644 | 581468813 | 501c3 | $327,926 | $0 | Purchase of ambulance |
| Children Exceeding Expectations Inc | ||||||||
| 156 Vines Drive | Jonesborough | TN | 37659 | 882297375 | 501c3 | $35,000 | $0 | Program Support-Learning environment for children with cancer |
| Crumley House Brain Injury Rehabilitation Center | ||||||||
| 300 Urbana Road | Limestone | TN | 37681 | 581988511 | 501c3 | $17,500 | $0 | Program Support |
| East Tennessee State University | ||||||||
| PO Box 70732 | Johnson City | TN | 37614 | 626021046 | 501c3 | $470,000 | $0 | Program Support-College of Pharmacy |
| East Tennessee State University Foundation | ||||||||
| PO Box 70721 | Johnson City | TN | 37614 | 237092731 | 501c3 | $64,819 | $0 | Program Support-Center for Nursing Excellence |
| East Tennessee State University Foundation | ||||||||
| PO Box 70721 | Johnson City | TN | 37614 | 237092731 | 501c3 | $100,000 | $0 | Program Support-Quillen College of Medicine |
| East Tennessee State University | ||||||||
| PO Box 70721 | Johnson City | TN | 37614 | 626021046 | 501c3 | $115,255 | $0 | Rural Health Research Grant |
| East Tennessee State University | ||||||||
| PO Box 70721 | Johnson City | TN | 37602 | 626021046 | 501c3 | $45,565 | $0 | Research Grant |
| Juvenile Diabetes Research Fndtn | ||||||||
| PO Box 5060 | Hagerstown | MD | 21741 | 581437894 | 501c3 | $6,000 | $0 | Program Support |
| Southern Appalachian Ronald McDonald House Charities | ||||||||
| 418 N State of Franklin Rd | Johnson City | TN | 37604 | 621578123 | 501c3 | $6,000 | $0 | Program Support |
| Salvation Army | ||||||||
| PO Box 1715 | Johnson City | TN | 37605 | 580660607 | 501c3 | $20,000 | $0 | Program Support |
| Tennessee Charitable Care Network | ||||||||
| 1515 B Hayden Drive | Nashville | TN | 37206 | 464916133 | 501c3 | $5,500 | $0 | Program Support |
| Town of Pennington Gap | ||||||||
| 526 Industrial Drive | Pennington Gap | VA | 24277 | 546015001 | 501c3 | $5,725 | $0 | Sports field water station |
| Virginia Polytechnic Institute & State Univ | ||||||||
| 201 Southgate Center | Blacksburg | VA | 24061 | 546001805 | 501c3 | $240,000 | $0 | Partnership to improve access to healthcare |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | 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) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine BH PresCEO | ||||||||||||||
| Director, Chair | $0 | $1,451,380 | $0 | $495,018 | $0 | $36,881 | $0 | $233,996 | $0 | $30,520 | $0 | $2,247,795 | $0 | $0 |
| Eric Deaton BH EVPCOO | ||||||||||||||
| Director | $0 | $851,884 | $0 | $253,329 | $0 | $16,555 | $0 | $98,731 | $0 | $25,042 | $0 | $1,245,541 | $0 | $0 |
| Marvin Eichorn BH EVPCAO | ||||||||||||||
| Director | $0 | $782,057 | $0 | $240,415 | $0 | $51,071 | $0 | $19,805 | $0 | $30,933 | $0 | $1,124,281 | $0 | $0 |
| Lynn Krutak BH EVPCFO | ||||||||||||||
| (End June 2024) | $0 | $751,346 | $0 | $230,794 | $0 | $12,455 | $0 | $90,747 | $0 | $29,895 | $0 | $1,115,237 | $0 | $0 |
| Clay Runnels MD - BH EVP | ||||||||||||||
| Chief Phys Exec - Former Officer | $0 | $746,205 | $0 | $217,294 | $0 | $6,802 | $0 | $90,442 | $0 | $28,297 | $0 | $1,089,040 | $0 | $0 |
| Lisa Carter | ||||||||||||||
| Regional Pres - Southern Mkt | $501,214 | $0 | $138,638 | $0 | $11,597 | $0 | $76,076 | $0 | $26,602 | $0 | $754,127 | $0 | $0 | $0 |
| Shane Hilton BH EVPCFO | ||||||||||||||
| (Beg. Jan. 2024) | $0 | $492,543 | $0 | $130,683 | $0 | $6,802 | $0 | $69,984 | $0 | $30,206 | $0 | $730,218 | $0 | $0 |
| Mark Wilkinson MD BH CMO | ||||||||||||||
| Former Highest Compensated | $0 | $451,190 | $0 | $100,949 | $0 | $12,682 | $0 | $65,158 | $0 | $28,032 | $0 | $658,011 | $0 | $0 |
| Julie Bennett CLOGovnc Offcr | ||||||||||||||
| Director, Secretary | $0 | $463,475 | $0 | $100,000 | $0 | $3,541 | $0 | $41,515 | $0 | $16,296 | $0 | $624,827 | $0 | $0 |
| Matthew Loos BH CAO | ||||||||||||||
| Former Highest Compensated | $0 | $410,917 | $0 | $92,613 | $0 | $10,848 | $0 | $20,840 | $0 | $30,939 | $0 | $566,157 | $0 | $0 |
| Joshua McFall CFO-Acute Svcs | ||||||||||||||
| Former Key Employee | $0 | $375,615 | $0 | $100,420 | $0 | $1,066 | $0 | $57,934 | $0 | $29,736 | $0 | $564,771 | $0 | $0 |
| David Wild MD | ||||||||||||||
| Regional CMO | $397,863 | $0 | $104,775 | $0 | $5,090 | $0 | $11,242 | $0 | $29,035 | $0 | $548,005 | $0 | $0 | $0 |
| Kenneth Shafer | ||||||||||||||
| CEO - JCMC | $388,922 | $0 | $97,722 | $0 | $6,460 | $0 | $19,483 | $0 | $25,307 | $0 | $537,894 | $0 | $0 | $0 |
| Andrew Wampler BH Gen Cnsl | ||||||||||||||
| Former Officer | $0 | $311,946 | $0 | $79,268 | $0 | $7,388 | $0 | $45,089 | $0 | $17,748 | $0 | $461,439 | $0 | $0 |
| Frank Canova | ||||||||||||||
| Regional CFO | $313,954 | $0 | $82,907 | $0 | $4,927 | $0 | $9,600 | $0 | $23,811 | $0 | $435,199 | $0 | $0 | $0 |
| Melanie Stanton | ||||||||||||||
| CEO - FWCH | $307,811 | $0 | $71,973 | $0 | $6,388 | $0 | $17,607 | $0 | $25,728 | $0 | $429,507 | $0 | $0 | $0 |
| Christopher Jett | ||||||||||||||
| CEO - NsCH | $280,490 | $0 | $73,084 | $0 | $1,051 | $0 | $4,032 | $0 | $25,075 | $0 | $383,732 | $0 | $0 | $0 |
| Lemmie Taylor | ||||||||||||||
| CEO - SSH | $255,163 | $0 | $60,593 | $0 | $9,222 | $0 | $28,807 | $0 | $19,246 | $0 | $373,031 | $0 | $0 | $0 |
| Morgan May | ||||||||||||||
| Regional CNO | $262,673 | $0 | $65,442 | $0 | $1,161 | $0 | $8,814 | $0 | $23,405 | $0 | $361,495 | $0 | $0 | $0 |
| Dwight Owens | ||||||||||||||
| Admin/COO - IPCH | $242,116 | $0 | $50,217 | $0 | $5,055 | $0 | $15,082 | $0 | $25,980 | $0 | $338,450 | $0 | $0 | $0 |
| Eric Carroll CEO Greene Co | ||||||||||||||
| Former Highest Compensated | $0 | $239,141 | $0 | $55,388 | $0 | $1,165 | $0 | $14,580 | $0 | $21,931 | $0 | $332,205 | $0 | $0 |
| Chase Wilson CFO JCMC | ||||||||||||||
| Former Key Employee | $216,567 | $0 | $61,672 | $0 | $216 | $0 | $13,590 | $0 | $28,159 | $0 | $320,204 | $0 | $0 | $0 |
| Alison Johnson | ||||||||||||||
| CNO - JCMC | $181,107 | $0 | $34,127 | $0 | $1,165 | $0 | $7,507 | $0 | $25,189 | $0 | $249,095 | $0 | $0 | $0 |
| Brandy Lawson | ||||||||||||||
| Lead Resp Therapist FWCH | $220,402 | $0 | $0 | $0 | $877 | $0 | $13,375 | $0 | $8,241 | $0 | $242,895 | $0 | $0 | $0 |
| Tim Belisle | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $0 | $162,508 | $0 | $0 | $0 | $2,542 | $0 | $165,050 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Lines 4a-b | FormAndLineReferenceDesc |
| Explanation | The following executives listed in Schedule J, Part II participated in a 457(f) retirement plan provided by Ballad Health (BH). The 457(f) plan is a nonqualified tax-deferred compensation plan available to a select group of key executives for the intent of supporting retention and to offer a competitive total retirement program. Account balances have a "substantial risk of forfeiture". In addition to creditor risk, substantial risk of forfeiture is created through default risk if the participant's employment with Ballad Health 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 $214,191 Eric Deaton $ 78,933 Lynn Krutak $ 70,942 Clay Runnels $ 70,664 Julie Bennett $ 41,515 Shane Hilton $ 50,175 Joshua McFall $ 38,555 Andrew Wampler $ 25,902 Lisa Carter $ 50,744 Mark Wilkinson $ 44,571 Lemmie Taylor $ 13,074 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 $161,641 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Levine | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member | RelationshipDescriptionTxt |
| Transaction | $23,732 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Alan Levine, President and CEO of the Ballad Health/Mountain States Health Alliance Board of Directors, is a family member of Laura Levine, an employee of Mountain States Health Alliance. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Program Service Accomplishments | Ballad Health (Ballad) is an integrated healthcare delivery system consisting of 20 hospitals in Northeast Tennessee and Southwest Virginia, including a Level 1 Trauma Center, dedicated children's hospital, several community hospitals, four 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 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. Specific to the hospitals included in this Form 990, services were provided to: 42,158 inpatients 614,120 outpatient visits 178,101 emergency visits 3,431 deliveries 25,560 surgeries 85,470 home health visits |
| WASHINGTON COUNTY, TN: JOHNSON CITY MEDICAL CENTER (JCMC) | - Located in Johnson City, Tennessee and serving the community since 1911. The 585-bed regional tertiary referral center has 416 beds dedicated to acute care, 85 beds for children and 84-beds for behavioral. - Provides a wide array of acute care services, including a complete range of cardiovascular, neurology, oncology, surgical and rehabilitation services. JCMC is a comprehensive, acute-care teaching hospital affiliated with James H. & Cecile C. Quillen College of Medicine at East Tennessee State University (ETSU). - Region's only Level I trauma center, one of only five in Tennessee, with 24/7 orthopedic traumatologist specialist coverage. - Region's only safety net hospital. - Regional Cancer Center at JCMC has relationships with Harvard, Duke, and Vanderbilt universities. - Quantros named JCMC in the top 10% of hospitals in the nation for patient safety in overall medical care, trauma care, heart attack and heart failure treatment, stroke care, hip fracture treatment and major neurological surgery in its 2023 CareChex awards. JCMC was also recognized among the top 100 hospitals and top 10% of hospitals in the nation for medical excellence in hip fracture care. - U.S. News recognized JCMC as "high performing" for knee replacement procedures, heart attack care and treatment, heart failure care and treatment, and care of stroke patients. - Niswonger Children's Hospital (NsCH) is a hospital within a hospital located on the campus of JCMC. NsCH is the only children's hospital in northeast Tennessee and serves more than 200,000 children in the four state, 29-county region. NsCH has more than 20 pediatric subspecialties providing specialty care through a pediatric emergency room and 85 inpatient beds, including a 16-bed neonatal abstinence syndrome unit. The Level III designated neonatal intensive care unit is only one of five state-designated tertiary centers for high-risk maternal fetal care in Tennessee and is the regional referral center for neonatal patents. A Ronald McDonald House is located on the campus and provides services to the pediatric patients and family members. In October 1999, a clinical affiliation was entered with St. Jude's Children's Research Hospital to provide pediatric cancer and other catastrophic disease treatment services. The affiliation with St. Jude's is one of only eight in the country. The First Regional Hemophilia Program, a state sponsored program for congenital bleeding disorders, is housed in the St. Jude affiliate clinic and provides programs for both children and adults with hemophilia. - Woodridge Hospital, a free-standing 84-bed behavioral health hospital located across the street from JCMC, provides mental health and chemical dependency services for adults, adolescents, and children in Northeast Tennessee and Southwest Virginia. Woodridge is the only dedicated inpatient behavioral health hospital in the region and provides a 24/7 intervention helpline. In 2023, Woodridge opened a new access point for behavioral healthcare with a 24/7 walk-in behavioral crisis clinic for patients experiencing behavioral health emergencies, such as suicidal or homicidal ideation, acute psychosis, auditory and/or visual hallucinations and other extreme mental or emotional crises. |
| WASHINGTON COUNTY, TN: FRANKLIN WOODS COMMUNITY HOSPITAL (FWCH) | - 80-bed acute care hospital located in Johnson City, Tennessee and providing services since 2010. - Provides specialty and subspecialty care, including general acute medical, maternity, comprehensive diagnostic imaging, emergency services and advanced surgical services, including minimally invasive robotic surgery. - FWCH was the first "Leadership Energy and Environmental Design" (LEED) certified hospital in Tennessee. - U.S. News recognized FWCH as "high-performing" for pulmonary disease care. - Healthgrades recognized FWCH as a Five-Star Recipient for Treatment of Sepsis in 2023. |
| SULLIVAN COUNTY, TN: INDIAN PATH COMMUNITY HOSPITAL (IPCH) | - 239-bed acute care hospital located in Kingsport, Tennessee serving the community since 1984. - Provides general medical and surgical services, including the Center for Women and Babies, various outpatient services, including advanced services such as the lung nodule clinic, a regional cancer center, and a sleep center. - IPCH opened the third Niswonger Children's Network Pediatric Emergency department in 2023, strengthening the system of care for children by joining Niswonger Children's Hospital in Johnson City and the J.D. Nicewonder Family Pediatric Emergency Department at Bristol Regional Medical Center. - Quantros named IPCH in the top 10% of hospitals in the nation for patient safety in overall surgical care, medical excellence in general surgery, patient safety in gastrointestinal care in its 2023 CareChex awards. IPCH was also named in the top 10% in the State of Tennessee for patient safety in general surgery. - U.S. News recognized IPCH as "high-performing" in pneumonia care in 2023. |
| CARTER COUNTY, TN: SYCAMORE SHOALS HOSPITAL (SSH) | - 121-bed acute care facility located in Elizabethton, Tennessee providing services to the community since 1955. - Provides inpatient, geropsychiatric, and outpatient care for medical and surgical patients. - Quantros named SSH in the top 10% in the nation for medical excellence in gallbladder removal in its 2023 CareChex awards and in the top 10% of hospitals in the State of Tennessee for gastrointestinal hemorrhage. |
| JOHNSON COUNTY, TN: JOHNSON COUNTY COMMUNITY HOSPITAL (JCCH) | - Federally designated critical access hospital located in Mountain City, Tennessee serving residents of upper Northeast Tennessee, parts of western North Carolina and Southwest Virginia since 1998. - Provides inpatient, emergency and outpatient care along with cardiac rehabilitation, diagnostic, and physical therapy services. |
| RUSSELL COUNTY, VA: RUSSELL COUNTY HOSPITAL (RCH) | - 78-bed Medicare dependent hospital located in Lebanon, Virginia. - Included in the 78-bed complement, is a 20-bed inpatient psychiatric unit. RCH offers a full array of primary care services and some specialty services, including a cancer center. |
| UNICOI COUNTY, TN: UNICOI COUNTY HOSPITAL (UCH) | - 10-bed acute care hospital, located in Erwin, Tennessee and providing services since 2018. - Provides general acute inpatient, emergency, cardiology, diagnostic imaging, sleep lab, and rehabilitation services. |
| LEE COUNTY, VA: LEE COUNTY COMMUNITY HOSPITAL (LCCH) | - 10-bed critical access hospital located in Pennington Gap, Virginia providing services since 2021 to residents of Southwest Virginia and Southeast Kentucky. - LCCH was specially designed to meet the needs of its community, with acute and emergency services, diagnostic radiology and lab services, outpatient cardiology and additional rotating clinics for specialty care and telehealth access. In FY24, Ballad Health continued to demonstrate its commitment to improving the health of the Appalachian Highlands region through investments in its people, COPA Plan spending commitments, and capital. These investments include: - Over $67 million in new investments for rural health, behavioral health, children's health, population health, health research and graduate medical education, and health information exchange. - Capital spend of over $91 million, investing in information technology, new diagnostic and treatment technology, facility upgrades and the continued expansion of Niswonger Children's Hospital. Quality of Care - Recognition from Independent Organizations: Ballad Health hospitals were named among the top performers in the nation by multiple respected national organizations, such as U.S. News & World Report, Quantros Inc's CareChex awards, and the American Heart Association. Noted areas of excellence for specific hospitals included overall hospital care, trauma and orthopedic care, cardiovascular care, neurological care, surgical care, pulmonary care, and gastrointestinal care. Additionally, zero deficiencies were found across all Ballad Health trauma centers by state surveyors. Their report found that Johnson City Medical Center "demonstrated an outstanding commitment to care for the injured patient." Blue Cross and Blue Shield of America has designated Ballad Hospitals as "Blue Centers of Distinction" in services such as cardiology and maternity care. In fact, Blue Cross highlights only five hospitals in Tennessee as "Blue Centers of Distinction in Quality and Value" for cardiology services, with two of the five hospitals being Ballad Health facilities. |
| Charity Care: | Ballad Health maintained increased patient eligibility for charity care at 225% of the federal poverty guidelines (up from 200% before the merger in 2018). Ballad Health spent over $106 million in FY24 for Charity and Unreimbursed TennCare and Medicaid, the most ever as a merged entity. Notably, the weighted average median household income in the region is approximately $46,800 (lower in some communities), while Ballad Health's threshold for free charity care for a family of 2.5 people is approximately $52,000 (225% of the Federal Poverty Level) - indicating one of the most generous charity care policies in the nation. Additionally, continued efforts by Ballad Health to provide care to chronic uninsured and underinsured patients had the desired result in reducing the cost of care, lowering charity care costs, and savings to employers, payers, and individuals who help subsidize the cost of charity care through state and federal programs. Reducing the number of preventable hospitalizations and emergency room visits results in lower costs of charity care and improves patient safety. This is a benefit of efforts by Ballad Health to initiate value-based initiatives, such as the Appalachian Highlands Care Network (AHCN). The AHCN connects uninsured patients and their families with free or low-cost clinics, dental services, financial counseling, and preventative care services. The AHCN is a national model for partnership programs between a health system and local organizations, outpatient clinics and providers that are working together to deliver a better, more supportive system of care for the uninsured population. These efforts reduce the cost of charity care - which benefits taxpayers, patients, and hospitals. The AHCN had over 8,500 uninsured enrollees by the end of the reporting period. Expanding Access to Care and Population Health: - Access to Care Metrics: Ballad Health achieved results over the pre-merger baseline for 21 of 25 access measures. Notable areas of improvement included appropriate emergency department wait times, asthma emergency department visits, antidepressant medication management for both acute and continuation phase, engagement of alcohol or drug treatment and rate of SBIRT administration during emergency department visits. Notably, while officially rolled out in FY24, with the FY23 investment in technology, anyone with access to a smart phone or the internet can now access Ballad Health's urgent care from anywhere in the region or world. Ballad Health is the only provider in the region which currently provides this service. - Population Health Measures: Ballad Health achieved all Process Measures (15 out of 15) for FY24. Ballad Health also exceeded its FY24 Population Health Plan Spend commitment of $11 million with an additional $7 million investment over its required spend. Improving Quality of Care, Patient Experience & Staff Experience: Quality data in almost every hospital in the nation declined during the pandemic. According to Premier - the nation's largest aggregator of quality data for hospitals - "Ballad Health's quality has recovered faster than any of the thousands of hospitals in its database." Quality of Care Metrics: Ballad Health publishes its quality data in accordance with the COPA requirements on its website. Notable highlights include the following: - Ballad Health improved results in 11 of the 17 target measures for FY24 compared to FY23. - Ballad Health improved in 8 out of the 10 patient experience monitoring measures for FY24 compared to FY23. - Among the hospital infection indicators, Ballad Health is performing better than expected or meeting the measure in all but one measure when using the Centers for Disease Control and Prevention's recommended adjustment methodology accounting for differences in patient population. Clinical Council: The Clinical Council (the Council) is aligned with the Ballad Health Board of Directors and the Board's Quality Service and Safety Committee (QSSC). During FY24, the Council was comprised of 30 physicians from many backgrounds and specialties. Of those physicians, 16 were employed by Ballad Health. The Council continued to assist in establishing key quality and patient safety priorities with consideration to risk, volume, propensity for problems (including incidence, prevalence, and severity), impact on health outcomes, patient safety and quality across all areas of care. Key accomplishments in FY24 included: - improvements in the usage of electronic health records, - standardization of a variety of high-value care initiatives, - updates to medication use processes, and - improvements to children's and women's care standards. Patient Experience: In the aggregate, 90% of patients surveyed by Press-Ganey, the nation's most credible patient data firm which tracks patient and employee experience, would recommend Ballad Health's hospitals. In some Ballad Health hospitals, as many as 98% of patients would recommend their hospital. While wait times, specifically for the emergency department, are too long as a result of staffing shortages, it should be noted that the metrics for Ballad Health's tertiary hospitals outperform national averages, and some of America's, Tennessee's, and Virginia's most well-respected health systems in areas such as patients who leave without being seen, time from presentation to discharge, and sepsis care. Workforce and Career Development: Ballad Health has added programs and enhanced existing programs since its last report, reflecting a significant investment in workforce development resources to equip Ballad Health team members to deliver the best experience for patients and each other. These programs include the return of in-person orientation, onboarding programs for new leaders as well as tiered leadership programs, the healthcare advisory program, and tuition reimbursement and scholarships. Lowering Cost of Care Ballad Health and community physicians continue to reduce the cost of care to patients, employers and government payors through value-based care. Price Transparency: Ballad Health continued to meet the Centers for Medicare & Medicaid Services hospital price transparency requirements under section 2718(e) of the Public Health Service Act. As such, Ballad Health's gross charges, discounted cash prices, payer-specific negotiated rates, and de-identified minimum and maximum negotiated rates for all hospital items and services as well as a consumer- friendly estimator tool and other pricing information are publicly available on its website. Cost-Efficiency Measures: According to countyhealthrankings.org, Ballad Health and community physicians have reduced preventable hospitalizations in our region by 50% since 2017. This has resulted in over $200 million of savings to taxpayers, employers, and patients. Our region's preventable hospitalization rate is as low, or lower than, communities like Nashville - a stunning result given the magnitude of resources available in those communities. In FY24, Ballad Health saw more than $50.3 million (for projects greater than $200,000) in savings due to cost-efficiency measures taken across the areas of labor, and contract consolidation, productivity, and supplies. Partnership & Research Highlights Ballad Health has made progress toward its involvement with its academic and community partners and its research goals. Highlights include receiving a grant from the Bloomberg Foundation to develop the Ballad Health Academy, a multifaceted academic partnership with East Tennessee State University's (ETSU) Center for Rural Health and Research, as well as continuing studies with Harvard Medical School's Department of Health Care Policy. Non-academic research included work with the Health Resources and Services Administration's (HRSA) efforts to combat opioid usage in rural communities, and the Centers for Medicaid and Medicare Services (CMS) Accountable Health Communities. Ballad Health also funded a myriad of initiatives across a broad spectrum of research. |
| 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 of 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 are referring aren't Ballad Health 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. |
| 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. 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 can 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. 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. |
| 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 United Healthcare 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. |
| Part IV, Line 24a and Part X, Line 20 - Tax Exempt Bonds | The tax exempt bond liability reflects the portion of bonds issued by Ballad Health, MSHA's parent organization, on behalf of MSHA for capital needs. MSHA pays all costs related to this portion of the bond issue. |
| Form 990, Part V, line 1a | Ballad Health (BH), MSHA's parent organization, files Form 1096 on a consolidated basis for all subsidiaries that are required to file Forms 1099-MISC/NEC. MSHA reimburses BH for all expenses related to vendor payments and the expenses are recorded on MSHA's books. |
| Form 990, Part VI, Section A, line 6 | Line 6 explanation - Mountain States Health Alliance is a Tennessee non-stock, nonprofit organization with Ballad Health as its sole member. |
| Form 990, Part VI, Section A, line 7a | Line 7a explanation - Ballad Health has the authority to appoint Mountain States Health Alliance board members. The President and CEO of Ballad Health serves as the President and CEO for Mountain States Health Alliance. |
| Form 990, Part VI, Section A, line 7b | Line 7b explanation - Decisions of the Mountain States Health Alliance Board of Directors are subject to approval by the Ballad Health Board of Directors. |
| Form 990, Part VI, Section B, line 11b | Line 11b Explanation - 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. Line 15b - Compensation Process for Officers On an annual basis, Ballad Health's Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. H/R's evaluation is based on market data obtained from independent third-party consultants for positions with similar responsibilities at similarly situated organizations. Based on this comparable data, Ballad Health's CEO evaluates the data and, if appropriate, makes necessary adjustments. Any adjustments to Senior Vice Presidents or above are reviewed by the Board of Directors Executive Compensation Committee. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics categorized by; Quality, Service and Safety; Access to Care; Financial Stewardship, and any other metrics approved from time to time by the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest policy are made available upon request to the appropriate parties requesting them. Financial statements are made available upon request to appropriate parties requesting them, and they are made available to those parties who own indebtedness of the company on a quarterly basis. |
| Form 990, Part IX, line 11g | Collection Services: Program service expenses 0. Management and general expenses 39,854,075. Fundraising expenses 0. Total expenses 39,854,075. Consulting Fees: Program service expenses 0. Management and general expenses 4,607,670. Fundraising expenses 0. Total expenses 4,607,670. Contract Labor: Program service expenses 34,560,304. Management and general expenses 8,281,217. Fundraising expenses 0. Total expenses 42,841,521. Dietary Services: Program service expenses 11,194,177. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,194,177. Environmental Services: Program service expenses 10,426,204. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,426,204. Hospital Supported Clinics: Program service expenses 64,714,509. Management and general expenses 0. Fundraising expenses 0. Total expenses 64,714,509. Laboratory Services: Program service expenses 4,955,269. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,955,269. Laundry Services: Program service expenses 3,382,968. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,382,968. Other: Program service expenses 12,430,004. Management and general expenses 5,036,988. Fundraising expenses 0. Total expenses 17,466,992. Physician Fees: Program service expenses 51,733,309. Management and general expenses 0. Fundraising expenses 0. Total expenses 51,733,309. |
| Form 990, Part XI, line 9: | Temporarily Restricted Grants 1,524,626. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Integrated Solutions Health Network LLC | |||||||||
| 509 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 621711997 | Health Network | TN | $3,487,918 | $402,702 | MSHA |
| AnewCare Collaborative LLC | |||||||||
| 509 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 453232366 | Accountable Care Organization | TN | $44 | $0 | ISHN |
| Appalachian Highlands Clinically Integrated Network LLC | |||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 992004473 | Accountable Care Organization | TN | $0 | $0 | ISHN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abingdon Physician Partners | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501C3 | 12a | JMH | 0 | |
| Ballad Health | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 611771290 | Supporting Organization | TN | 501C3 | 12b | 0 | N/A | |
| 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 | 0 | |
| Dickenson Community Hospital Inc | |||||||||||
| 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_10_Organization | MSHA | Yes (1) | |
| Johnston Memorial Hospital Inc | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | Yes (1) | |
| Ballad Health Auxiliary | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501C3 | 12a | BALLAD HEALTH | 0 | |
| Smyth County Community Hospital | |||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | Yes (1) | |
| 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 Ste 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 | 0 | |
| Wellmont Madison House | |||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Medical Associates Inc | |||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 270898372 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Wexford House | |||||||||||
| 2421 N John B Dennis Hwy | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Imaging Services Inc | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 861103148 | Healthcare | TN | 501C3 | 12a | WHS | 0 | |
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 |
|---|---|---|---|---|---|---|---|---|---|
| Emmaus Community Healthcare PLLC | |||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | 0 | 0 |
| Medical Specialists of JC LLC | |||||||||
| 2528 Wesley St Ste 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | 0 | 0 |
| East Tennessee Ambulatory Surgery Center | |||||||||
| 701 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | 0 | 0 |
| Quality Improvement Ptrs LLC | |||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 861932106 | Healthcare | TN | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ballad Health Development Corporation | ||||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 883118592 | Investments | TN | N/A | C | 0 | |||||||||
| Ballad Ventures LLC | ||||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | N/A | C | 0 | |||||||||
| Blue Ridge Medical Management Corp | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621490616 | Medical Services | TN | C | 0 | MSHA | $127,187,172 | $233,957,018 | 1.00000 | ||||||
| Community Home Care Inc | ||||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | N/A | C | 0 | |||||||||
| Mediserve Medical Equipment of Kingsport Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621212286 | Durable Medical Equipment | TN | C | 0 | BRMMC | $3,570,660 | $3,763,319 | 1.00000 | ||||||
| Mountain States Physician Group Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621700412 | Medical Services | TN | C | 0 | BRMMC | $46,937,666 | $7,684,278 | 1.00000 | ||||||
| Mountain States Properties Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621845895 | Property Management | TN | C | 0 | BRMMC | $15,101,454 | $130,645,770 | 1.00000 | ||||||
| Nolichuckey Mgmt Svcs Inc | ||||||||||||||||||
| 1420 Tusculum Blvd | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | N/A | C | 0 | |||||||||
| Wellmont Health Services Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621254373 | Medical Services | TN | N/A | C | 0 | |||||||||
| Wellmont Insurance Co SPC LTD | ||||||||||||||||||
| 981195624 | Insurance | N/A | C | 0 | PO Box 30600 | Grand Cayman | CJ | KY1-1203 | CJ | |||||||||
| Wellmont Physician Services Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621567353 | Medical Services | TN | N/A | C | 0 | |||||||||
| Wellmont Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621320035 | Medical Services | TN | N/A | C | 0 | |||||||||
| Wilson Pharmacy Inc | ||||||||||||||||||
| PO Box 5289 | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | C | 0 | BRMMC | $6,459,112 | $7,946,311 | 1.00000 | ||||||
| WPS Providers Inc | ||||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 205564642 | Medical Services | TN | N/A | C | 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 | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Blue Ridge Medical Management Corp | ||
| A | $510,307 | FMV |
| Blue Ridge Medical Management Corp | ||
| L | $303,050 | FMV |
| Blue Ridge Medical Management Corp | ||
| M | $77,450 | FMV |
| Mountain States Properties | ||
| K | $706,028 | Cost |
| Abingdon Physician Partners | ||
| P | $382,322 | Cost |
| Blue Ridge Medical Management Corp | ||
| P | $29,953,099 | Cost |
| Blue Ridge Medical Management Corp | ||
| S | $141,431 | Cost |