2022-05-09T09:15:53-07:00 2021-06-30 990 2020-07-01 270898372 Wellmont Medical Associates Inc WELL 4233023374 311 Princeton Road Suite 1 Johnson City TN 37601 Chase Wilson VP/COO-BHMA 2022-05-09 Chase Wilson 999009999 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X Chase Wilson 1905 American Way Kingsport TN 37660 119893228 false X balladhealth.org X 2008 TN Mission: Honor those we serve by delivering the best possible care.Vision: To build a legacy of superior health by listening to and caring for those we serve. 22 0 1012 0 1173649 122459725 118507895 35348 14433 860360 166783 123355433 119862760 0 0 88600873 86661498 0 0 34955250 35801499 123556123 122462997 -200690 -2600237 20115154 20328734 22269644 23109479 -2154490 -2780745 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. false false 110595302 118596009 Wellmont Medical Associates, Inc. (WMA) is physician-led and professionally managed. From the WMA board of directors and leadership team members to the providers who care for patients every day, WMAs commitment to physician leadership is clear.WMA, a non-profit healthcare provider, delivers exceptional care to patients in the Tri-Cities region of Northeast Tennessee and Southwest Virginia. Based in Kingsport, Tennessee, as well as locations expanding from Sneedville, Tennessee, to Marion, Virginia, WMA offers the latest in technological advances to ensure patients receive superior care. Medical services provided by Wellmont Medical Associates include:- Primary care- OB/GYN- Surgery- Oncology- Outpatient and urgent care centers- Neurology- Pulmonology- Spine and rehabilitation- Behavioral health- Sleep center- Occupational medicine- Physical therapy- Pain management- Palliative medicine- HospitalistsWMA is dedicated to improving the community's access to quality, affordable healthcare, educating the region's caregivers, improving the health status of the communities and contributing to the overall quality of life in the areas served.In fiscal year 2021, WMA had 646,542 patient encounters.Recognizing some patients cannot afford essential medical services, WMA incurred a loss of $1,055,310 attributable to the provision of charity care in fiscal year 2021.Additionally, WMA provided care to people covered by Medicare, Medicaid, TennCare and Champus at a loss. Due to mandated reductions in Medicare funding and declining reimbursement from TennCare, the shortfall between reimbursement and the cost of providing care to these patients totaled $35,913,669.It is WMAs obligation to support the causes that improve the quality of life in the region. WMA sponsored educational, community-based programs on healthy lifestyles, risk factor identification and options for diagnosis and treatment. Programs included:- Lectures about asthma to area elementary schools- Providing a free clinic in Church Hill, Tennessee- Providing free medical care through the Remote Area Medical clinic- Supporting The Health Wagon in Wise, Virginia- Teaching at Lincoln Memorial University-DeBusk College of Osteopathic Medicine- Teaching at the University of Virginia's College at Wise- Working with Appalachian Mountain Project Access- Working with Friends In Need, a local nonprofit that provides primary care and dental care to the uninsured and underinsured as well as full-time college studentsWMA also participated in a number of health fairs and community screenings. Employees gave their time to area nonprofit organizations, which included the United Way and the East Tennessee affiliate of Susan G. Komen for the Cure. 110595302 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false true false false true false false false false false false true false false false true 86 0 true 1012 true false false false false false false false 0 false false false false false false false X 22 0 false false false false true true true true true false false true true true true true true false false false X Lynn Krutak 4233023374 303 Med Tech Parkway Suite 300 Johnson City TN 37604 Scott Dulebohn MD Director 40.00 0.00 X 0 1152038 35245 Eric Deaton BH EVP/COO 0.10 64.90 X 0 1039919 94315 Paul Jett MD Physician 40.00 0.00 902062 0 39411 Adel El Abbassi MD Physician 40.00 0.00 872230 0 17062 Israel Garcia MD Director 40.00 0.00 X 0 854164 19181 Clay Runnels MD BH EVP/Chief Ph 0.10 64.90 X 0 778006 94084 Girendra Hoskere MD Director 40.00 0.00 X 832616 0 8192 Daniel Krenk MD Physician 40.00 0.00 758982 0 41187 Mark Patterson MD BH SVP BHMA Pres/CEO 54.50 0.50 X X 669080 0 73897 Mark Chang MD Director 0.10 39.90 X 0 680367 43703 Anthony Palazzo MD Director 40.00 0.00 X 0 679250 42246 Samuel Deel MD Physician 40.00 0.00 658216 0 42649 Paul Kramer MD Physician 40.00 0.00 658083 0 39094 Greg Miller MD Director 40.00 0.00 X 0 623333 28107 Wes Pectol MD Director 40.00 0.00 X 0 578932 41577 Elizabeth Jackson MD Director 0.10 39.90 X 0 539864 34630 Stephen Combs MD VP/CMO Medical Services 45.00 0.00 526463 0 25126 Howard Herrell MD Secretary/Treas 40.00 0.00 X X 0 511310 39035 Maurice Nida DO Director 40.00 0.00 X 462280 0 30067 Tamara Musgrave MD Director 40.00 0.00 X 469123 0 21176 Marta Wayt MD Chairman 39.90 0.10 X X 423408 0 25109 Rohini Nathan MD Director 40.00 0.00 X 381810 0 42067 David Thompson MD Vice Chair/CAMO 40.00 0.00 X X 341547 0 30398 Landon Combs MD Former Officer 40.00 0.00 284781 0 34326 Leanne Cox end 102020 VP/BHMA CFO 20.25 24.75 X 0 238020 37109 Stephanie Dominy end 0820 Interim BHMACEO 45.00 0.00 X 0 223436 26407 Marilyn Bishop MD Director 40.00 0.00 X 0 235361 13268 Karen Williams Former Key Employee 40.00 0.00 0 185820 32244 Chase Wilson COO/CFO 40.50 4.50 X 0 167843 31136 Joshua Stone PA-C Director 40.00 0.00 X 0 149516 31527 Karen Stallard NP Director 40.00 0.00 X 141610 0 27991 Megan Johnson MD Director 40.00 0.00 X 0 145768 8911 Tim Schwob MD Director 40.00 0.00 X 0 63871 0 8382291 8846818 1150477 206 true true false Powell River Emergency Group PO Box 677979 Dallas TX 75267 Medical Staffing 751123 Pain Medicine Associates PC 101 MedTech Parkway Suite 200 Johnson City TN 37604 Medical Staffing 718622 Weatherby Locums Inc PO Box 972633 Dallas TX 75397 Medical Staffing 613341 Blue Ridge Radiology PC 3053 West State Street Bristol TN 37620 Radiology Services 306213 LocumTenenscom LLC PO Box 405547 Atlanta GA 30384 Medical Staffing 273778 8 1173649 1173649 CARES Act Revenue 900099 4162266 4162266 CMS Oncology Care Model 900099 227325 227325 Hospital Support 621990 27509732 27509732 Net Patient Revenue 621990 74177545 74177545 Performance Bonuses/Cap 621990 12430595 12430595 432 432 118507895 14433 14433 0 0 18346 30468 -12122 -12122 -12122 0 0 0 0 Medical Director Fees 900099 88114 88114 Medical Records 900099 79885 79885 Recovery of Unclaimed Property 900099 7614 7614 3292 3292 178905 119862760 118596009 93102 0 0 0 0 4291371 3267248 1024123 0 70586736 70504226 82510 2358560 2297174 61386 5475537 5466982 8555 3949294 3915839 33455 0 8420 8420 0 0 0 0 10245789 9475182 770607 26000 25965 35 867455 834585 32870 794 794 0 5974704 5764627 210077 640547 624510 16037 0 0 62747 62747 0 1616234 1441349 174885 130049 125312 4737 Support Services 9132071 9132071 Medical Supplies 5508813 5508813 Maintenance 560408 518878 41530 Dues & Subscriptions 516280 252923 263357 511188 499728 11460 122462997 110595302 11867695 0 65192 63661 0 0 4644679 5849545 29166 12500 0 201173 106146 97016 1440316 1636362 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Operating Lease Obligation S/T 1618655 8204021 X Part X : FIN48 Footnote Wellmont Medical Associates is included in the audited consolidated financial statements of Ballad Health. The footnote explanation relative to income taxes reads: "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2021 and 2020. Tax returns for 2018 through 2020 are subject to examination by the Internal Revenue Service." X false false false true false false false false false false false Adel El Abbassi MD Physician 456167 415285 778 16670 392 889292 Anthony Palazzo MD Director 607346 45500 26404 17314 24932 721496 Chase Wilson COO/CFO 135247 32356 240 8999 22137 198979 Clay Runnels MD BH EVP/Chief Ph 474281 289754 13971 68948 25136 872090 Daniel Krenk MD Physician 694736 50500 13746 17225 23962 800169 David Thompson MD Vice Chair/CAMO 339844 500 1203 5113 25285 371945 Elizabeth Jackson MD Director 492575 45268 2021 17034 17596 574494 Eric Deaton BH EVP/COO 577023 447591 15305 73799 20516 1134234 Girendra Hoskere MD Director 486851 342428 3337 7800 392 840808 Greg Miller MD Director 527542 85002 10789 4300 23807 651440 Howard Herrell MD Secretary/Treas 386799 124316 195 16800 22235 550345 Israel Garcia MD Director 820850 500 32814 16800 2381 873345 Joshua Stone PA-C Director 93249 54844 1423 9387 22140 181043 Karen Stallard NP Director 62036 79461 113 8740 19251 169601 Karen Williams Former Key Employee 183581 500 1739 11492 20752 218064 Landon Combs MD Former Officer 241375 500 42906 16599 17727 319107 Leanne Cox end 102020 VP/BHMA CFO 183988 40575 13457 12137 24972 275129 Marilyn Bishop MD Director 208933 24127 2301 13268 248629 Mark Chang MD Director 494545 184033 1789 18322 25381 724070 Mark Patterson MD BH SVP BHMA Pres/CEO 437603 215209 16268 48050 25847 742977 Marta Wayt MD Chairman 346021 53244 24143 16322 8787 448517 Maurice Nida DO Director 408458 35869 17953 13195 16872 492347 Megan Johnson MD Director 130846 14815 107 8710 201 154679 Paul Jett MD Physician 276635 616750 8677 14446 24965 941473 Paul Kramer MD Physician 561332 95962 789 17907 21187 697177 Rohini Nathan MD Director 357178 21516 3116 17780 24287 423877 Samuel Deel MD Physician 494415 119684 44117 17687 24962 700865 Scott Dulebohn MD Director 1051116 85296 15626 17299 17946 1187283 Stephanie Dominy end 0820 Interim BHMACEO 204173 19263 13169 13238 249843 Stephen Combs MD VP/CMO Medical Services 430892 74383 21188 17196 7930 551589 Tamara Musgrave MD Director 466320 700 2103 21176 490299 Wes Pectol MD Director 566018 500 12414 16800 24777 620509 Part I, Line 1a: Relevant information in regards to selections on 1a. Discretionary SpendingWMA provided a monthly vehicle allowance to Stephen Combs, M.D., for travel expenses during the fiscal year ended June 30, 2021. The amount is included in taxable compensation. Part I, Line 1b: Reason for not following policy regarding payment provisions for expenses As part of Dr. Stephen Combs' employment agreement for assuming the WMA CMO position, he receives $400 a month to provide for his personal auto usage. As CMO, Dr. Combs is required to attend numerous medical staff meetings, executive business meetings, serve on various committees and is responsible for various other clinical duties. He travels to multiple locations in East Tennessee and Southwest Virginia in performance of these responsibilities. The agreement was approved by the Wellmont Health System CEO. Marta Wayt MD Phy/Brd Mbm Education X 50000 12500 false false true 12500 Landon Combs MD Family Member 268787 See Part V false Schedule L, Part V Supplemental Information (1) Landon Combs, M.D., an employee and former officer of WMA, is a family member of Stephen Combs, M.D., key employee of WMA. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The business and affairs of Wellmont Medical Associates, Inc. (WMA) are governed by Wellmont Health System's Board of Directors. WMA's board of directors is designated by Wellmont Health System, the sole member of WMA.In addition to such rights of approval and consent as may be reserved to the sole member of WMA pursuant to applicable law, transactions of the following matters by WMA require the prior approval of Wellmont Health System:(A) Implementation of WMA's annual budget,(B) Incurring any loan or other indebtedness for borrowed money,(C) Acquisition of any equipment or personal property for a purchase price in excess of $50,000 or the acquisition of any real estate, regardless of purchase price,(D) The undertaking of certain contractual commitments,(E) Entering into any plan of merger or consolidation,(F) Acquisition of substantially all of the assets of any other legal entity, and(G) Institution of any litigation by or on behalf of WMA. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Wellmont Health System (WHS) is WMA's sole member. The board of directors of Ballad Health, WHS's parent organization, serves as WHS's board of directors and is responsible for appointing the directors of WMA's board. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Certain decisions of the board are, pursuant to charter, subject to approval of the members. No ordinary, day-to-day decisions are subject to member approval. Form 990, Part VI, Line 11b: Form 990 Review Process The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the organization's VP/COO and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Ballad Health has a conflict of interest policy for all members of the Board of Directors, the Executive Chair/President, Executive Vice Presidents, Senior Vice Presidents, and Vice Presidents, and applies to all Ballad Health organizations. All persons covered by this policy are required to complete a conflict of interest disclosure form on an annual basis. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents and conflict of interest policy are made available uponrequest to the appropriate parties requesting them. Financial statementsare 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. Other Changes In Net Assets Or Fund Balances - Other Increases Intercompany Transfers = $1973982 Form 990, Part VI, Line 15a - Compensation Process for Top Official WMAs Board Chair, Dr. Wayt, receives no compensation for her board service to WMA. Her compensation is derived from medical services provided to WMA. Her compensation, consistent with all WMA physicians, is evaluated periodically by utilizing an independent third-party firm which blends compensation data from three independent databases: MGMA, AMG, and Sullivan-Cotter. This data is then evaluated by executive leadership at Wellmont Medical Associates. Wellmont Medical Associates President will then have final review and approval of compensation. On an annual basis, Ballad Healths Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. The review includes WMAs Interim CEO and WMAs President/CEO. H/Rs 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 Healths CEO evaluates the data and, if appropriate, makes necessary adjustments. Any adjustments to Senior Vice Presidents or above are reviewed by the Board of Directors Executive Compensation Committee. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics categorized by; Quality, Service and Safety; Access to Care; Financial Stewardship, and any other metrics approved from time to time by the Board of Directors. Form 990, Part VI, Line 15b - Compensation for Officers Physician directors/officers do not receive compensation for services provided to WMA as a board member. Their compensation relates to medical services they provide to WMA. Their compensation, consistent with all WMA physicians, is evaluated periodically by utilizing an independent third-party firm which blends compensation data from three independent databases: MGMA, AMG, and Sullivan-Cotter. This data is then evaluated by executive leadership at WMA. WMA's president will then have final review and approval of compensation. Non-physician officer and key employee compensation is determined according to Ballad Healths salary policy: Ballad Healths Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. H/Rs 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 Healths CEO evaluates the data and, if appropriate, makes necessary adjustments. Any adjustments to Senior Vice Presidents or above are reviewed by the Board of Directors Executive Compensation Committee. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics categorized by; Quality, Service and Safety; Access to Care; Financial Stewardship, and any other metrics approved from time to time by the Board of Directors. Positions below Assistant Vice President are evaluated periodically by HR using data from various external sources for similar positions in similarly situated organizations. 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