BALLAD HEALTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-07
- IRS object ID
- 202541279349301994
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T10:38:44-05:00 | 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 | 611771290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ballad Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | BusinessNameControlTxt |
| Phone | 4233023467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 Princeton Road Suite 1 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 376012080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shane Hilton | PersonNm |
| Person Title | BH EVP & CFO | PersonTitleTxt |
| Phone | 4233023467 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| 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 PresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Pkwy | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,841,532 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2138 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $23,809 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $20,528 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,911,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,699,232 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,372,410 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,078,195 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,342,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,098,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,519,880 | PYOtherRevenueAmt |
| CY Other Revenue | $3,122,650 | CYOtherRevenueAmt |
| PY Total Revenue | $72,147,131 | PYTotalRevenueAmt |
| CY Total Revenue | $80,998,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,710,714 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,527,455 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,820,937 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $240,826 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,639,252 | PYOtherExpensesAmt |
| CY Other Expenses | $75,192,741 | CYOtherExpensesAmt |
| PY Total Expenses | $85,176,207 | PYTotalExpensesAmt |
| CY Total Expenses | $85,724,392 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,029,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,726,162 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,842,874,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,954,168,188 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,257,617,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,310,333,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $585,256,869 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $643,834,978 | 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 | $141,844,566 | ExpenseAmt |
| Grant | $4,710,714 | GrantAmt |
| Revenue | $10,705,900 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $141,844,566 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1139 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2138 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shane Hilton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4233023467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Parkway Suite 300 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||
| Executive Chair | 57.00 | 8.00 | Yes (X) | Yes (X) | $1,983,279 | $0 | $264,516 | |||
| Marta Wayt MD BHMA | ||||||||||
| Director | 5.00 | 35.00 | Yes (X) | $0 | $429,969 | $29,174 | ||||
| Aldo Noseda | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| Keith Wilson | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| David Golden | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| Dr Brian Noland | ||||||||||
| Director, Vice Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Scott Niswonger | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| David May MD | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| David Lester | ||||||||||
| Director, Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Martin Kent | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| Michael J Quillen | ||||||||||
| Director | 5.00 | Yes (X) | $0 | $0 | $0 | |||||
| Shane Hilton EVPCFO | ||||||||||
| (Beg Jan 2024) | 57.00 | 8.00 | Yes (X) | $630,028 | $0 | $100,190 | ||||
| Eric Deaton | ||||||||||
| EVP/COO | 57.00 | 8.00 | Yes (X) | $1,121,768 | $0 | $123,773 | ||||
| Lynn Krutak EVPCFO | ||||||||||
| (End June 2024) | 57.00 | 8.00 | Yes (X) | $994,595 | $0 | $120,642 | ||||
| Marvin Eichorn | ||||||||||
| EVP/CAO | 57.00 | 8.00 | Yes (X) | $1,073,543 | $0 | $50,738 | ||||
| Julie Bennett CLOGovn Offcr | ||||||||||
| Director, Secretary | 57.00 | 8.00 | Yes (X) | $567,016 | $0 | $57,811 | ||||
| Anthony Keck | ||||||||||
| EVP/CPHO | 64.00 | 1.00 | $716,765 | $0 | $102,173 | Yes (X) | ||||
| Pam Austin SVP | ||||||||||
| CIO | 55.00 | 0.00 | $562,581 | $0 | $74,950 | Yes (X) | ||||
| Lisa Smithgall SVP | ||||||||||
| Chief Nursing Executive | 55.00 | 0.00 | $586,458 | $0 | $82,904 | Yes (X) | ||||
| Amit Vashist MD | ||||||||||
| Chief Clinical Officer | 55.00 | 0.00 | $634,759 | $0 | $95,562 | Yes (X) | ||||
| Clay Runnels MD | ||||||||||
| EVP/Chief Phys Exec | 64.00 | 1.00 | $970,301 | $0 | $118,739 | Yes (X) | ||||
| Steve Kilgore SVP | ||||||||||
| Retail & Physician Svcs. | 55.00 | 0.00 | $643,370 | $0 | $101,125 | Yes (X) | ||||
| Mark Wilkinson MD | ||||||||||
| CMO | 55.00 | 0.00 | $564,821 | $0 | $93,190 | Yes (X) | ||||
| Deborah Dover SVP | ||||||||||
| Chief Human Resources Officer | 55.00 | 0.00 | $538,257 | $0 | $74,773 | Yes (X) | ||||
| Shana Tate Chief Revenue Offcr | ||||||||||
| Former Key Employee | 40.00 | 0.00 | $173,376 | $0 | $28,193 | Yes (X) | ||||
| Tim Belisle | ||||||||||
| Former Officer | 0.00 | 0.00 | $162,508 | $0 | $2,542 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,923,425 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $429,969 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,520,995 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 208 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ensemble Health Partners | |||||
| 11511 Reed Hartman Hwy | Cincinnati | OH | 45241 | Rev Cycle Mgmt | $93,713,669 |
| East Tennessee State University | |||||
| P O Box 70732 | Johnson City | TN | 37614 | Resident & Acad Svcs | $21,839,580 |
| Medical Education Assistance Corp | |||||
| PO Box 699 | Mountain Home | TN | 376840699 | Medical Education Svcs | $20,055,331 |
| Paragon Anesthesia PC | |||||
| 10415 Wallace Alley St | Kingsport | TN | 37663 | Anesthesia Svcs | $16,709,911 |
| American Anesthesiology of TN PC | |||||
| 1305 Walt Whitman Rd | Melville | NY | 11747 | Anesthesia Svcs | $15,055,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 176 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $42,400 | RelatedOrganizationsAmt |
| Government Grants | $2,164,978 | GovernmentGrantsAmt |
| All Other Contributions | $3,491,854 | AllOtherContributionsAmt |
| Total Contributions | $5,699,232 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Wellness Programs | 900099 | $7,017,130 | $7,017,130 |
| Rent Related Exempt Orgs | 531120 | $3,047,902 | $3,047,902 |
| Gain on Debt Retirement | 900099 | $13,163 | $13,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,078,195 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,657,973 | TotalRevenueColumnAmt |
| Exclusion | $31,657,973 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $495,750 | TotalRevenueColumnAmt |
| Exclusion | $495,750 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182,246 | RealAmt |
| Personal | $23,809 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182,246 | RealAmt |
| Personal | $23,809 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,055 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $182,246 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,316,725 | SecuritiesAmt |
| Other | $471,007 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$156,698 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,316,725 | SecuritiesAmt |
| Other | $627,705 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,944,430 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $627,705 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $29,316,725 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Daycare | 900099 | $850,515 | $850,515 |
| Air Transport | 900099 | $780,907 | $780,907 |
| Research Revenue | 900099 | $409,044 | $409,044 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $876,129 | TotalRevenueColumnAmt |
| Exclusion | $876,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,916,595 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,998,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,705,900 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $64,569,289 | 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 | $4,710,714 | TotalAmt |
| Program Services | $4,710,714 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,641,683 | TotalAmt |
| Management And General | $9,641,683 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$4,445,202 | TotalAmt |
| Program Services | $3,017,240 | ProgramServicesAmt |
| Management And General | -$7,681,775 | ManagementAndGeneralAmt |
| Fundraising | $219,333 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,311 | TotalAmt |
| Program Services | $104,189 | ProgramServicesAmt |
| Management And General | $81,122 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,819 | TotalAmt |
| Program Services | $369,737 | ProgramServicesAmt |
| Management And General | -$64,387 | ManagementAndGeneralAmt |
| Fundraising | $16,469 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,326 | TotalAmt |
| Program Services | $88,703 | ProgramServicesAmt |
| Management And General | $28,623 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,361,000 | TotalAmt |
| Program Services | $147,025 | ProgramServicesAmt |
| Management And General | $2,213,975 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,790 | TotalAmt |
| Management And General | $644,790 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,751 | TotalAmt |
| Management And General | $1,015,751 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,483,963 | TotalAmt |
| Program Services | $1,447,729 | ProgramServicesAmt |
| Management And General | $1,036,234 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,728,833 | TotalAmt |
| Program Services | $7,494,928 | ProgramServicesAmt |
| Management And General | $5,233,905 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,399,342 | TotalAmt |
| Program Services | $981,684 | ProgramServicesAmt |
| Management And General | $3,417,658 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,160,887 | TotalAmt |
| Program Services | $5,517,999 | ProgramServicesAmt |
| Management And General | $1,642,095 | ManagementAndGeneralAmt |
| Fundraising | $793 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,698,655 | TotalAmt |
| Program Services | $8,634,260 | ProgramServicesAmt |
| Management And General | $7,064,395 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,729,555 | TotalAmt |
| Program Services | $1,856,136 | ProgramServicesAmt |
| Management And General | $1,873,419 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,854,932 | TotalAmt |
| Program Services | $1,307,208 | ProgramServicesAmt |
| Management And General | $1,543,993 | ManagementAndGeneralAmt |
| Fundraising | $3,731 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,176,146 | TotalAmt |
| Program Services | $9,923,296 | ProgramServicesAmt |
| Management And General | $252,850 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,254,230 | TotalAmt |
| Program Services | $46,631,613 | ProgramServicesAmt |
| Management And General | $8,622,617 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,853,983 | TotalAmt |
| Program Services | $1,083,416 | ProgramServicesAmt |
| Management And General | $770,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Taxes - UBIT | -$51,560 | -$30,051 | -$21,509 |
| Maintenance | $36,524,522 | $27,839,701 | $8,684,821 |
| Dues & Subscriptions | $10,369,760 | $5,147,712 | $5,222,048 |
| Population Health | $4,402,917 | $4,402,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$96,414,965 | TotalAmt |
| Program Services | $11,168,410 | ProgramServicesAmt |
| Management And General | -$107,583,875 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,724,392 | TotalAmt |
| Program Services | $141,844,566 | ProgramServicesAmt |
| Management And General | -$56,361,000 | ManagementAndGeneralAmt |
| Fundraising | $240,826 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,923,472 | BOYAmt |
| EOY | $1,294,967 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,191,324 | BOYAmt |
| EOY | $39,248,611 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,294 | BOYAmt |
| EOY | $1,313,081 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,978,901 | BOYAmt |
| EOY | -$1,891,792 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007,341 | BOYAmt |
| EOY | $5,007,341 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,733,750 | BOYAmt |
| EOY | $31,253,867 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,641 | BOYAmt |
| EOY | $976,790 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,400,558 | BOYAmt |
| EOY | $22,497,809 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $683,570,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $472,983,559 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,513,703 | BOYAmt |
| EOY | $210,586,908 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,749,235 | BOYAmt |
| EOY | $1,246,748,258 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,645,776 | BOYAmt |
| EOY | $16,869,690 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,964,496 | BOYAmt |
| EOY | $225,352,954 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,326,592 | BOYAmt |
| EOY | $133,326,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,282,318 | BOYAmt |
| EOY | $21,583,112 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,842,874,401 | BOYAmt |
| EOY | $1,954,168,188 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,366,813 | BOYAmt |
| EOY | $99,403,534 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,289 | BOYAmt |
| EOY | $179,238 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,328,481 | BOYAmt |
| EOY | $1,076,768,030 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,767,658 | BOYAmt |
| EOY | $6,458,725 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,927,291 | BOYAmt |
| EOY | $127,523,683 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,257,617,532 | BOYAmt |
| EOY | $1,310,333,210 | 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 | $584,783,136 | BOYAmt |
| EOY | $638,270,212 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,733 | BOYAmt |
| EOY | $5,564,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,256,869 | BOYAmt |
| EOY | $643,834,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,842,874,401 | BOYAmt |
| EOY | $1,954,168,188 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,726,162 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,959,669 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,344,602 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Mountain States Health Alliance | ||||
| 620476282 | 3 | Yes (1) | $0 | $0 |
| Wellmont Health System | ||||
| 621636465 | 3 | Yes (1) | $0 | $0 |
| Early Learning Center | ||||
| 923891827 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 12g, Column (vi) | FormAndLineReferenceDesc |
| Explanation | Ballad Health is the parent organization that provides management services to its supported organizations. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $2,175 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,227,459 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,229,634 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Ballad Health had lobbying expenses of $2,175 which represents the portion of dues paid to various organizations attributable to lobbying, including Tennessee Business Leadership Council and Tennessee Chamber of Commerce and Industry. Representatives of Ballad Health participated in the following legislative events: -Premier Federal Affairs Network meeting -Tennessee Hospital Association Legislative Advocacy Day -Tennessee Public & Teaching Hospitals Association annual meeting -Participated in THA Public Policy Sub-Committee Representatives of Ballad Health's Community & Government Relations department also contacted congressional offices concerning the following issues: -Opposed any cuts in Medicare/Medicaid -Supported area wage index permanent fix (introduced Save Rural Hospital Act) -Supported the continuance of Medicare Dependent Hospital and low-volume designations -Opposed cuts to 340B program -Supported a reasonable remedy for "surprise" billing -Supported legislation to protect hospital eligibility in the 340B Program -Supported the extension of Medicare Sequester Relief -Opposed effort to extend site neutrality payment policies -Supported Telehealth Flexibility Extension Representatives of Ballad Health's Community & Government Relations department responded via letter, phone, or in person to the following Tennessee and Virginia legislative issues: Supported the following issues: -Certificate Of Need reform (TN)/Certificate Of Public Need (VA) reform -Continuation and monitoring of hospital assessment fee in Tennessee and Virginia -Mental health funding for inpatient psychiatric care - Tennessee and overall behavioral health funding in Virginia -Adequate TennCare funding in Tennessee -Limited hospital reporting requirements for surprise billing -Opposed repeal of COPA -Corporate practice of medicine -Healthcare worker protection policies | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,200,138 | OtherCostOrOtherBasisAmt |
| Book Value | $40,200,138 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,584,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,273,349 | DepreciationAmt |
| Book Value | $65,310,939 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,346,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,332,570 | DepreciationAmt |
| Book Value | $1,013,450 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $518,261,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $415,317,360 | DepreciationAmt |
| Book Value | $102,943,698 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,178,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,060,280 | DepreciationAmt |
| Book Value | $1,118,683 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $210,586,908 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment - BRMMC | $100,310,432 | C |
| Investment - MSHA | $125,042,522 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $225,352,954 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (13 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligations | $4,001,141 |
| Contributions Payable | $9,465,333 |
| Due to Affiliates | $92,539,558 |
| Due to Payor Stimulus Reserve | $3,918,278 |
| Due to Payor Stimulus Reserve | -$19,156 |
| Long-term Compensation Payable | $5,979,955 |
| Operating Lease Obligation LT | $5,537,133 |
| Operating Lease Obligation ST | $1,118,010 |
| Professional Liabilities Reserve | -$26,735 |
| Reserve - Circle of Hope | -$16,804 |
| Reserve - General Patient Assistance | $16,094 |
| Retiree Health Care Benefit | $796,926 |
| SWAPS | $4,213,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,523,683 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2024 and 2023. Tax returns for 2021 through 2023 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Appalachian Banner Academy | ||||||||
| 2423 Susannah Street | Johnson City | TN | 37601 | 861679529 | 501C3 | $20,000 | $0 | School serves students with Autism Spectrum Disorder. Technology - Golf shootout. |
| Barter Theater | ||||||||
| P O Box 867 | Abingdon | VA | 24212 | 546000120 | 501C3 | $9,550 | $0 | 2024 Sponsorship |
| Bipartisan Policy Center | ||||||||
| 1225 Eye St NW Ste 1000 | Washington | DC | 20005 | 731628382 | 501C3 | $10,000 | $0 | Support independent research & policy work. |
| Birthplace of Country Music | ||||||||
| P O Box 1927 | Bristol | VA | 24203 | 731628382 | 501C3 | $57,150 | $0 | 2024 Bristol Rhythm & Roots Reunion |
| Blue Plum Organization | ||||||||
| 325 1/2 E Main Street | Elizabethton | TN | 37601 | 311704906 | 501C3 | $15,000 | $0 | 2024 Sponsorship |
| Boys and Girls Club of Elizabethton | ||||||||
| 104 Hudson Drive | Elizabethton | TN | 37643 | 620502737 | 501C3 | $8,000 | $0 | Ongoing Support of Programs |
| Boys and Girls Club of Johnson City | ||||||||
| 2210 Market Street | Johnson City | TN | 37601 | 620810733 | 501C3 | $4,400 | $0 | Ongoing Support of Programs |
| Boys and Girls Club of Kingsport | ||||||||
| P O Box 784 | Kingsport | TN | 37662 | 620481370 | 501C3 | $12,500 | $0 | Ongoing Support of Programs |
| East Tennessee Foundation | ||||||||
| 520 W Summit Hill Drive Ste 1101 | Knoxville | TN | 37902 | 620807696 | 501C3 | $10,000 | $0 | Kingsport's Best Presenting Sponsor 2024 |
| Founders Forge | ||||||||
| 404 S Roan Street | Johnson City | TN | 37601 | 824430682 | 501C3 | $15,000 | $0 | Mountain Summit Event Sponsorship |
| George L Carter Railroad Museum | ||||||||
| 207 N Boone St Ste 2000 | Johnson City | TN | 37604 | 932402782 | 501C3 | $7,500 | $0 | Locomotive Simulator & Program Sponsorship |
| Greater Kingsport Family YMCA | ||||||||
| 1840 Meadowview Parkway | Kingsport | TN | 37660 | 581564232 | 501C3 | $20,000 | $0 | Ongoing Support of Programs |
| Hometown Service Coalition | ||||||||
| 200 Meywood Lane | Mountain City | TN | 37683 | 852772602 | 501C3 | $50,000 | $0 | Replacement of playground equipment at Ralph State Park. |
| Junior Achievement of Tri-Cities TNVA | ||||||||
| 330 Broad Street Suite 1 | Kingsport | TN | 37660 | 620757847 | 501C3 | $22,000 | $0 | Junior Achievement Hall of Fame. |
| Kingsport Chamber Foundation | ||||||||
| 400 Clinchfield Street Ste 100 | Kingsport | TN | 37660 | 581453565 | 501C3 | $20,525 | $0 | Healthy Kingsport and Sponsorship of Fun Fest and Juneteenth |
| Milligan University | ||||||||
| P O Box 750 | Milligan College | TN | 37682 | 620535755 | 501C3 | $66,100 | $0 | Athletics Program Sponsorship Yr 2 & Focus Wall Signage |
| Niswonger Foundation Inc | ||||||||
| c/o Tusculum College P O Box 5112 | Greeneville | TN | 37743 | 621871605 | 501C3 | $40,000 | $0 | Professional Development: Learning together. |
| President and Fellows of Harvard College | ||||||||
| 1033 Massachusetts Ave 2nd Fl | Cambridge | MA | 02138 | 424720113 | 501C3 | $15,000 | $0 | Health Policy Leadership Council Sponsorship |
| Rotary Club of Kingsport Foundation | ||||||||
| P O Box 3991 | Kingsport | TN | 37664 | 454720113 | 501C3 | $15,000 | $0 | Centennial Celebration: Children's Book Sponsor |
| Science Hill Band Boosters | ||||||||
| P O Box 1462 | Johnson City | TN | 376051462 | 621842972 | 501C3 | $10,000 | $0 | SHHS Marching Band invitational to Dublin, Ireland. |
| Town of Jonesborough | ||||||||
| 123 Pine Ridge Road | Jonesborough | TN | 37659 | 626000322 | 501C3 | $250,000 | $0 | Jackson Theater - Main Auditorium Yr. 1 of 5 yr. sponsorship |
| United Way of Southwest Virginia Inc | ||||||||
| 1096 Ole Berry Drive | Abingdon | VA | 24210 | 540718860 | 501C3 | $4,000,000 | $0 | Facility for childcare: classrooms, kitchen and indoor/outdoor play space |
| Visit Johnson City Foundation | ||||||||
| 302 Buffalo Street | Johnson City | TN | 37604 | 352795354 | 501C3 | $10,000 | $0 | Meet the Mountains Festival |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Ballad Health Community Benefit and Population Health Committee is a collective group of members from both Tennessee and Virginia. These members bring a variety of insights into community health improvement, striving to cultivate an understanding of population health, philanthropy, community benefit obligations, and the integral role that Ballad Health plays in enhancing health access. Senior leadership of Ballad Health, including the President and CEO and the COO, are present at these meetings. One of the committee's key duties is to ensure that charitable donations are in line with the policies set by the Ballad Health Board. All applications for assistance are submitted digitally, complete with the necessary information to assess eligibility. Following a thorough review of these applications by the committee, approval must be obtained from various levels, including the Ballad Health CEO or the Ballad Health Board, depending on the level of commitment required. For those seeking funding for a specific event or program, the application should include the following details: -Mission statement of organization -Year organization was founded -Tax status and federal taxpayer ID number -Website -Description of the event/program -Event/program budget -Other sources of income -Impact of the event/program on the health of residents in our region -Beneficiaries of contribution -Number of people served annually -Event/program accomplishments -Measure of accomplishments | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||||||
| Executive Chair | $1,451,380 | $0 | $495,018 | $0 | $36,881 | $0 | $233,996 | $0 | $30,520 | $0 | $2,247,795 | $0 | $0 | $0 |
| Eric Deaton | ||||||||||||||
| EVP/COO | $851,884 | $0 | $253,329 | $0 | $16,555 | $0 | $98,731 | $0 | $25,042 | $0 | $1,245,541 | $0 | $0 | $0 |
| Marvin Eichorn | ||||||||||||||
| EVP/CAO | $782,057 | $0 | $240,415 | $0 | $51,071 | $0 | $19,805 | $0 | $30,933 | $0 | $1,124,281 | $0 | $0 | $0 |
| Lynn Krutak EVPCFO | ||||||||||||||
| (End June 2024) | $751,346 | $0 | $230,794 | $0 | $12,455 | $0 | $90,747 | $0 | $29,895 | $0 | $1,115,237 | $0 | $0 | $0 |
| Clay Runnels MD | ||||||||||||||
| EVP/Chief Phys Exec | $746,205 | $0 | $217,294 | $0 | $6,802 | $0 | $90,442 | $0 | $28,297 | $0 | $1,089,040 | $0 | $0 | $0 |
| Anthony Keck | ||||||||||||||
| EVP/CPHO | $540,176 | $0 | $163,908 | $0 | $12,681 | $0 | $71,915 | $0 | $30,258 | $0 | $818,938 | $0 | $0 | $0 |
| Steve Kilgore SVP | ||||||||||||||
| Retail & Physician Svcs. | $492,924 | $0 | $131,001 | $0 | $19,445 | $0 | $70,075 | $0 | $31,050 | $0 | $744,495 | $0 | $0 | $0 |
| Amit Vashist MD | ||||||||||||||
| Chief Clinical Officer | $506,885 | $0 | $121,615 | $0 | $6,259 | $0 | $65,992 | $0 | $29,570 | $0 | $730,321 | $0 | $0 | $0 |
| Shane Hilton EVPCFO | ||||||||||||||
| (Beg Jan 2024) | $492,543 | $0 | $130,683 | $0 | $6,802 | $0 | $69,984 | $0 | $30,206 | $0 | $730,218 | $0 | $0 | $0 |
| Lisa Smithgall SVP | ||||||||||||||
| Chief Nursing Executive | $458,966 | $0 | $120,029 | $0 | $7,463 | $0 | $61,022 | $0 | $21,882 | $0 | $669,362 | $0 | $0 | $0 |
| Mark Wilkinson MD | ||||||||||||||
| CMO | $451,190 | $0 | $100,949 | $0 | $12,682 | $0 | $65,158 | $0 | $28,032 | $0 | $658,011 | $0 | $0 | $0 |
| Pam Austin SVP | ||||||||||||||
| CIO | $438,487 | $0 | $112,924 | $0 | $11,170 | $0 | $62,370 | $0 | $12,580 | $0 | $637,531 | $0 | $0 | $0 |
| Julie Bennett CLOGovn Offcr | ||||||||||||||
| Director, Secretary | $463,475 | $0 | $100,000 | $0 | $3,541 | $0 | $41,515 | $0 | $16,296 | $0 | $624,827 | $0 | $0 | $0 |
| Deborah Dover SVP | ||||||||||||||
| Chief Human Resources Officer | $410,583 | $0 | $108,230 | $0 | $19,444 | $0 | $60,335 | $0 | $14,438 | $0 | $613,030 | $0 | $0 | $0 |
| Marta Wayt MD BHMA | ||||||||||||||
| Director | $0 | $411,277 | $0 | $12,521 | $0 | $6,171 | $0 | $18,977 | $0 | $10,197 | $0 | $459,143 | $0 | $0 |
| Shana Tate Chief Revenue Offcr | ||||||||||||||
| Former Key Employee | $172,401 | $0 | $0 | $0 | $975 | $0 | $10,720 | $0 | $17,473 | $0 | $201,569 | $0 | $0 | $0 |
| Tim Belisle | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $162,508 | $0 | $2,542 | $0 | $0 | $0 | $165,050 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Unless expressly approved by the Ballad Health Executive Chair/President, first-class transportation is generally not permitted. The Executive Chair/President may utilize first class travel for flights of a long duration. The Vice Chair/Lead Independent Director of the Board of Directors reviews and determines approval for expense reimbursement requests made by the Executive Chair/President. Charter flights must be approved in advance by the Executive Chair/President and are limited to business trips that can be justified based on financial savings, essential time savings and meeting logistics. On an annual basis, the Internal Audit Department of Ballad Health validates all charter travel was for valid business purposes and in compliance with the Ballad Health senior executive travel and business reimbursement policy. |
| Part I, Lines 4a-c | The following executives listed in Schedule J, Part II participated in a 457(f) retirement plan provided by Ballad Health (BH). The 457(f) plan is a nonqualified tax-deferred compensation plan available to a select group of key executives for the intent of supporting retention and to offer a competitive total retirement program. Account balances have a "substantial risk of forfeiture". In addition to creditor risk, substantial risk of forfeiture is created through default risk if the participant's employment with BH is terminated prior to age 65. However, the 457(f) plan contains a non-compete provision that provides the account balance to be paid in a lump sum after the executive satisfies the two-year non-compete period. This provision applies to employer contributions if the executive has provided eligible service for six or more years. The executive will receive the entire account balance if he/she becomes disabled, dies or if the executive terminates for "good reason or is involuntarily terminated without "good cause" within a 24-month period after a change-of-control occurs. Distributions from this plan are subject to federal, state, and local taxes on the entire account balance upon distribution. Alan Levine $214,191 Eric Deaton $78,933 Lynn Krutak $70,942 Tony Keck $52,137 Julie Bennett $41,515 Steve Kilgore $50,297 Clay Runnels, MD $70,664 Shane Hilton $50,175 Mark Wilkinson, MD $44,571 Lisa Smithgall $42,507 Pam Austin $42,941 Amit Vashist, MD $46,693 Debbie Dover $41,554 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 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Health & Educational Facil Bd 2018 | ||||||||
| A | 830682499 | 396649EX9 | 2018-06-06 | $820,526,657 | Assets & Capital Improvements | Yes (1) | 0 | 0 |
| Health & Educational Facil Bd 2022 | ||||||||
| B | 621464028 | 478271KE8 | 2022-06-16 | $128,145,000 | Capital&Debt Refd | 0 | 0 | 0 |
| Health & Educational Facil Bd 2022B | ||||||||
| C | 621464028 | 478271KDO | 2022-07-07 | $121,855,000 | Refund the 2018C Bonds | 0 | 0 | 0 |
| Health & Educational Facil Bd 2023A & 2022B | ||||||||
| D | 621464028 | 478271KR9 | 2023-05-18 | $208,262,134 | Refund the 2018A Bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $357,350,000 | $820,545,037 | $9,240 | $820,535,798 | 2022 | 0 | 0 | 0 | Yes (1) | |
| B | $1,815,000 | $128,254,941 | $520,000 | $71,250,000 | 2022 | Yes (1) | 0 | 0 | Yes (1) | $56,484,941 |
| C | $121,855,000 | $1,190,000 | Yes (1) | 0 | 0 | Yes (1) | $120,665,000 | |||
| D | $208,262,134 | $1,803,579 | $45,000,000 | 2023 | Yes (1) | 0 | 0 | Yes (1) | $161,458,555 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Health & Educational Facil Bd. 2018 Date the Rebate Computation was Performed: 08/23/2023 |
| Schedule K, Part II, Proceeds, Line 3: | Line 3 for the 2018A, B and C Bonds and 2022A and C Bonds does not match the applicable issue price for such bond issues because of interest earnings earned on the proceeds of such bonds. |
| Schedule K, Part II, Proceeds, Line 10: | Pursuant to Section 1.150 1(a)(2)(ii) of the Treasury Regulations, the proceeds of the Bonds were used to acquire the assets of Mountain States Health Alliance and Wellmont Health System, and such expenditures are treated as capital expenditures, and not the refunding of prior debt. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Eichorn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $2,808,925 | OriginalPrincipalAmt |
| Balance Due | $5,007,341 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,007,341 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen G Stanley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member | RelationshipDescriptionTxt |
| Transaction | $131,823 | 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 | (1) Pam Austin, SVP and CIO of Ballad Health, is a family member of Stephen G. Stanley, an employee of Ballad Health. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 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 Wellmont Health System (WHS) includes five wholly owned hospitals, including two tertiary hospitals, while three wholly owned hospitals file separate returns. In addition to the acute care hospitals, WHS wholly owns or has ownership interest in a nursing home, an assisted living facility, physician practice organizations, ambulatory surgery centers and other health care businesses. Form 990 for Mountain States Health Alliance (MSHA) includes eight wholly owned hospitals including a tertiary hospital, a children's hospital and a behavioral health hospital; two others, wholly owned by MSHA, each file a separate return. MSHA is sole shareholder of Blue Ridge Medical Management Corporation (BRMMC), a for-profit entity that owns and manages physician practices and real estate and provides other health care services to patients in Tennessee and Virginia. MSHA is the sole member of Integrated Solutions Health Network, LLC (ISHN). ISHN, also included in this Form 990, is a regional health solutions company headquartered in Johnson City, Tennessee. ISHN is an expansive network of providers serving residents of Northeast Tennessee and Southwest Virginia and consists of provider groups, primary care physicians, specialists, and allied health providers. 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. |
| Form 990, Part V, line 1a | Ballad Health (BH) filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. Each subsidiary reimburses BH for all expenses related to vendor payments and the expenses are recorded on each individual entity's books. |
| Form 990, Part VI, Section B, line 11b | The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the organization's EVP/CFO and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Ballad Health policy requires Board of Directors and Board Committee members, the Executive Chair/President, and Executive Vice Presidents to complete a conflict of interest disclosure statement on an annual basis. Ballad Health policy also requires team members to complete an annual acknowledgement that they have read and understand the conflict of interest policy and they will complete a conflict of interest disclosure statement if they have a conflict of interest. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. This applies to all Ballad Health organizations. |
| Form 990, Part VI, Section B, line 15 | Line 15a Compensation Process for Top Officials The executive compensation committee serves as the compensation oversight committee of Ballad Health's Board of Directors. The executive compensation committee is comprised of members who are determined to be independent and whom are not reliant upon any business relationship with Ballad Health for income or compensation. The compensation plan for Alan Levine, Ballad Health's Chairman, President and CEO, was reviewed and approved by the executive compensation committee and then by the Ballad Health Board of Directors in accordance with the Board's compensation policy and practice. The Board of Directors relies upon the advice of an independent and experienced compensation consultant with knowledge about pay practices for comparable positions within the industry, and who has access to broad data, studies and surveys in order to ensure the compensation falls within competitive and appropriate ranges for the position. Part VI, Line 15b Compensation Process for Officers On an annual basis, Ballad Health's Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. H/R's evaluation is based on market data obtained from independent third-party consultants for positions with similar responsibilities at similarly situated organizations. Based on this comparable data, Ballad Health's President & CEO evaluates the data and submits his recommendations to Ballad Health's Board of Directors for their final review and approval. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics approved by the Ballad Health Board of Directors which include Quality of Care, Access to Care, Cost Management, etc. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest policy are made available upon request to the appropriate parties requesting them. Financial statements are made available upon request to appropriate parties requesting them, and they are made available to those parties who own indebtedness of the company on a quarterly basis. |
| Form 990, Part IX, line 11g | Consulting Fees: Program service expenses 4,604,517. Management and general expenses 3,698,852. Fundraising expenses 0. Total expenses 8,303,369. Contract Labor: Program service expenses 0. Management and general expenses 292,495. Fundraising expenses 0. Total expenses 292,495. Marsh Julia Davis Collection Center: Program service expenses 2,100,014. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,100,014. Environmental Services: Program service expenses 68,256. Management and general expenses 107,127. Fundraising expenses 0. Total expenses 175,383. Physician Fees: Program service expenses 100,449. Management and general expenses 0. Fundraising expenses 0. Total expenses 100,449. Other: Program service expenses 621,692. Management and general expenses 1,135,431. Fundraising expenses 0. Total expenses 1,757,123. |
| Form 990, Part XI, line 9: | Change in Fair Value of interest Rate Swap 2,503,838. Transfers related to Self-Insurance Plan (Captive) -3,602,353. Temp. Restricted Grants 7,443,117. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Abingdon Physician Partners | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501C3 | 12a | JMH | 0 |
| Ballad Health Auxiliary | ||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501C3 | 12a | Ballad Health | Yes (1) |
| 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 | Yes (1) |
| Ballad Health Foundation | ||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501C3 | Line_7_Organization_ | BALLAD HEALTH | Yes (1) |
| Dickenson Community Hospital 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 | 0 |
| Johnston Memorial Hospital Inc | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 |
| Mountain States Health Alliance | ||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) |
| Smyth County Community Hospital | ||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 |
| Takoma Regional Hospital Inc DBA GCH | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 |
| Wellmont Cardiology Services | ||||||||||
| 303 Med Tech Parkway Suite 220B | Johnson City | TN | 37604 | 263557623 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 |
| Wellmont Hawkins Co Memorial Hosp Inc | ||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 |
| Wellmont Health System | ||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 621636465 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) |
| Wellmont Imaging Services Inc | ||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 861103148 | Healthcare | TN | 501C3 | 12a | WHS | 0 |
| Wellmont Madison House | ||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | Line_10_Organization | WHS | 0 |
| Wellmont Medical Associates Inc | ||||||||||
| 303 Med Tech Parkway Suite 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 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| East Tennessee Ambulatory Surgical Ctr | |||||||||
| 701 Med Tech Parkway Ste 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | 0 | 0 |
| Emmaus Community Healthcare PLLC | |||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | 0 | 0 |
| Medical Specialists of J C LLC | |||||||||
| 2528 Wesley St Ste 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | 0 | 0 |
| Quality Improvement Ptrs LLC | |||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 861932106 | Healthcare | TN | 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ballad Health Development Corporation | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 883118592 | Investments | TN | BRMMC | C | $202,267 | 1.00000 | 0 | ||||||
| Ballad Ventures LLC | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | BRMMC | C | $12,270,295 | 1.00000 | 0 | $22,825 | |||||
| Blue Ridge Medical Management Corp | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621490616 | Medical Services | TN | MSHA | C | $233,957,018 | 1.00000 | 0 | $127,187,172 | |||||
| Community Home Care Inc | |||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | WHS | C | 1.00000 | 0 | $179,571 | ||||||
| Mediserve Medical Equipment of Kingsport Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | $3,763,319 | 1.00000 | 0 | $3,570,660 | |||||
| Mountain States Physician Grp Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621700412 | Medical Services | TN | BRMMC | C | $7,684,278 | 1.00000 | 0 | $46,937,666 | |||||
| Mountain States Properties Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621845895 | Property Management | TN | BRMMC | C | $130,645,770 | 1.00000 | 0 | $15,101,454 | |||||
| Nolichuckey Management Svcs Inc | |||||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | TRH | C | $211,000 | 1.00000 | 0 | -$6,210 | |||||
| Wellmont Health Services Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621254373 | Medical Services | TN | WHS | C | $9,087,594 | 1.00000 | 0 | $1,158,215 | |||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | $36,465,696 | 1.00000 | 0 | $2,382,226 | P O Box 30600 | Grand Caymon | KY1-1203 | CJ | CJ | |||||
| Wellmont Physician Services Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621567353 | Medical Services | TN | WHS | C | 1.00000 | 0 | |||||||
| Wellmont Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621320035 | Medical Services | TN | WHS | C | -$90,943,380 | 1.00000 | 0 | ||||||
| Wilson Pharmacy Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | $7,946,311 | 1.00000 | 0 | $6,459,112 | |||||
| WPS Providers Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 205564642 | Medical Services | TN | WHS | C | $2,225,949 | 1.00000 | 0 | $23,634,202 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (32 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Ballad Health Foundation | ||
| A | $79,136 | Cost |
| Blue Ridge Medical Management | ||
| A | $177,890 | Cost |
| Blue Ridge Medical Management | ||
| L | $93,813 | Cost |
| Blue Ridge Medical Management | ||
| M | $111,523 | Cost |
| Blue Ridge Medical Management | ||
| O | $13,146,090 | Cost |
| Dickenson Community Hospital | ||
| O | $964,319 | Cost |
| East TN Healthcare Holdings Inc | ||
| A | $213,914 | Cost |
| Johnston Memorial Hospital | ||
| O | $11,467,022 | Cost |
| Johnston Memorial Hospital | ||
| L | $481,936 | Cost |
| Mediserve Medical Equipment | ||
| O | $191,481 | Cost |
| Mountain States Health Alliance | ||
| A | $1,018,511 | Cost |
| Mountain States Health Alliance | ||
| L | $4,107,476 | Cost |
| Mountain States Health Alliance | ||
| M | $666,324 | Cost |
| Mountain States Health Alliance | ||
| O | $72,211,768 | Cost |
| Mountain States Properties | ||
| K | $759,445 | Cost |
| Mountain States Properties | ||
| O | $245,292 | Cost |
| Mountain States Properties | ||
| P | $170,200 | Cost |
| Smyth County Community Hospital | ||
| L | $67,423 | Cost |
| Smyth County Community Hospital | ||
| O | $3,173,587 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| L | $470,618 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| O | $7,294,366 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| A | $346,528 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| O | $1,085,338 | Cost |
| Wellmont Health Services Inc | ||
| K | $65,821 | Cost |
| Wellmont Health System | ||
| L | $3,237,321 | Cost |
| Wellmont Health System | ||
| O | $55,804,758 | Cost |
| Wellmont Health System | ||
| R | $336,133 | Cost |
| Wellmont Madison House | ||
| O | $94,456 | Cost |
| Wellmont Medical Associates | ||
| J | $1,060,736 | Cost |
| Wellmont Wexford House | ||
| O | $772,607 | Cost |
| Wilson Pharmacy | ||
| O | $215,268 | Cost |
| WPS Providers | ||
| A | $172,729 | Cost |