BALLAD HEALTH: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-09
- IRS object ID
- 202211299349302141
- Schema version
- 2020v4.2
- 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 J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T11:59:35-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 4233023374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 W Oakland Avenue Suite 103 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Krutak | PersonNm |
| Person Title | BH EVP & CFO | PersonTitleTxt |
| Phone | 4233023374 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lynn | PersonFirstNm |
| Person Last | Krutak | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Alan LevinePresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Pkwy Ste 300 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,410,750 | 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 | Our mission: Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2664 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $21,831 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,748 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,025,330 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,853,151 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,932,992 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,427,011 | CYProgramServiceRevenueAmt |
| PY Investment Income | $45,008,980 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,569,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$570,910 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,779,789 | CYOtherRevenueAmt |
| PY Total Revenue | $56,396,392 | PYTotalRevenueAmt |
| CY Total Revenue | $66,069,991 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,962,628 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,033,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $222,480 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $126,628,329 | PYOtherExpensesAmt |
| CY Other Expenses | $71,080,701 | CYOtherExpensesAmt |
| PY Total Expenses | $148,620,567 | PYTotalExpensesAmt |
| CY Total Expenses | $87,114,676 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$92,224,175 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,044,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,037,115,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,205,229,549 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,420,522,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,355,496,733 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $616,592,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $849,732,816 | 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 | $100,423,543 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,718,052 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ballad Health (BH) is an integrated community health improvement organization serving 29 counties of the Appalachian Highlands in Northeast Tennessee, Southwest Virginia, Northwest North Carolina and Southeast Kentucky. Our system of 21 hospitals, including a dedicated children's hospital, post-acute care and behavioral health services, and a large multi-specialty group physician practice works closely with an active independent medical community and community stakeholders to improve the health and well-being of more than 1 million people. By leading in the adoption of value-based payments, addressing health-related social needs, funding clinical and health systems research and committing to long-term investments in strong children and families in our region, Ballad Health is striving to become a national model for rural health and healthcare. Ballad Health is a tax-exempt entity and the parent corporation of both Mountain States Health Alliance (MSHA) and Wellmont Health System (WHS). The two healthcare systems came together on February 1, 2018 as a result of a merger approved by both Tennessee and Virginia Departments of Health. Ballad Health operates under a Certificate of Public Advantage (COPA) in Tennessee and a Cooperative Agreement (CA) in Virginia. Pursuant to the COPA and CA, MSHA and WHS are required to fulfill the obligations, commitments and covenants set forth in the COPA. Such obligations include that Ballad Health shall meet, over the ten-year period beginning July 1, 2018, established minimum spending criteria on initiatives for expanded access to healthcare services, health research and graduate medical education, population health improvement, and a region-wide health information exchange. The full text of the COPA can be found on the Tennessee Department of Health's website, while the CA can be found on the Virginia Department of Health's website.Form 990 for MSHA includes seven wholly-owned hospitals including a children's hospital and a behavioral health hospital; four others, majority owned by MSHA, each file a separate return. Form 990 for WHS includes five wholly-owned hospitals; two others, also wholly-owned, each file a separate return. 2019 Novel Coronavirus (COVID-19) Public Health Emergency:The United States Secretary of Health and Human Services declared a Public Health Emergency (PHE) on January 31, 2020 due to confirmed cases of the 2019 Novel Coronavirus (COVID-19). On March 10, 2020 Ballad Health executed its disaster plan in response to the COVID-19 pandemic. This included the activation of its Corporate Emergency Operations Command (CEOC) to coordinate efforts across the system and around the region to rapidly plan for, and execute, ongoing response to the issues resulting from the COVID-19 pandemic. The policy establishing the CEOC is established and authorized by the Board of Directors, and follows guidelines established by the Federal Emergency Management Agency (FEMA) and the CDC. CEOC is led by an incident commander appointed by the Chief Executive Officer in this instance the Chief Operating Officer. The CEOC is composed of key leaders overseeing essential functions of the health system, including logistics, supply chain, communications, operations, finance, government relations and clinical services. The CEOC acts as the clearinghouse for all organizational planning and decision-making related to the event, and continues its responsibilities under the oversight of, and until discontinued by, the Chief Executive Officer. The Chief Executive Officer, who also serves as Chair of the Board of Directors, keeps the Board of Directors apprised of issues on an ongoing basis and ensures compliance with the Board's delegations of authority pursuant to Ballad Health's policies.During fiscal year 2021, CEOC continued to manage activities related to the PHE which included frequent communications to internal parties, news media, and the public. These communications included providing data related to the prevalence of the virus in the community, hospital capacity and constraints, and other timely information related to the progression of the pandemic. Upon release of vaccines, communications and efforts progressed to include the distribution of vaccination to eligible individuals. This was through newly established Ballad Health vaccination centers, outpatient clinics, supporting community partners, and other mobile outreach efforts. Ballad Health administered almost 88,000 vaccine doses through these efforts during the fiscal year starting with the delivery of the first dose in the service region on December 15, 2020. The system also discharged over 6,500 patients diagnosed with COVID-19 and referred an additional 1,600 patients from Emergency Departments into the "Safe at Home" program. Through the "Safe at Home" program and other measures, the healthcare system focused on delivery of care to patients in the most convenient and appropriate environment for their condition. These measures reduced hospital stays for patients in need of monitoring while conserving hospital beds for patients in need. Ballad Health also focused on supporting patients recovering from COVID-19 through the Center for Post-COVID Care and other COVID-19 support groups. This innovative approach creates an access point to comprehensive clinical care for those struggling with post-COVID symptoms. Through the Center for Post-COVID Care, Ballad Health provides a full spectrum of services, including care navigation and care management. The health system also fosters research and learning opportunities and collaborates with other leading institutions to understand post-COVID care and increase awareness to healthcare providers, patients and community members of this Long COVID condition. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,423,543 | 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 | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 379 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2664 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lynn Krutak | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4233023374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Parkway Suite 300 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | |||||||||
| Executive Chair | 59.00 | 6.00 | Yes (X) | Yes (X) | $2,837,324 | $0 | $224,600 | ||
| Barbara Allen End 1021 | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie Bennett | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Doug Springer MD | |||||||||
| Secretary | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David Lester | |||||||||
| Vice Chair | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David May MD | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Niswonger | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Noland | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Peacock | |||||||||
| Treasurer | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Golden | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Keith Wilson | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Aldo Noseda Beg 1021 | |||||||||
| Director | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marvin Eichorn | |||||||||
| EVP/CAO | 57.80 | 7.20 | Yes (X) | $1,313,705 | $0 | $44,243 | |||
| Lynn Krutak | |||||||||
| EVP/CFO | 63.40 | 1.60 | Yes (X) | $1,107,634 | $0 | $99,395 | |||
| Eric Deaton | |||||||||
| EVP/COO | 58.60 | 6.40 | Yes (X) | $1,039,919 | $0 | $94,315 | |||
| Shane Hilton SVP | |||||||||
| CFO Market Operations | 53.00 | 2.00 | $647,926 | $0 | $81,399 | Yes (X) | |||
| Melissa Carr SVP | |||||||||
| Financial Management | 54.80 | 0.20 | $409,510 | $0 | $57,734 | Yes (X) | |||
| Lisa Smithgall SVP | |||||||||
| Chief Nursing Executiv | 55.00 | $619,140 | $0 | $70,249 | Yes (X) | ||||
| Pam Austin SVP | |||||||||
| CIO | 55.00 | $419,491 | $0 | $59,406 | Yes (X) | ||||
| Shana Tate SVP End 620 | |||||||||
| Revenue Cycle | 27.50 | $228,179 | $0 | $8,606 | Yes (X) | ||||
| Tim Belisle EVP | |||||||||
| General Counsel | 59.00 | 6.00 | $779,407 | $0 | $86,025 | Yes (X) | |||
| Anthony Keck | |||||||||
| EVP/CPHO | 64.40 | 0.60 | $774,362 | $0 | $82,066 | Yes (X) | |||
| Steve Kilgore | |||||||||
| BHMA SVP | 54.30 | 0.70 | $810,551 | $0 | $90,587 | Yes (X) | |||
| Clay Runnels MD | |||||||||
| EVP/Chief Phy Exec | 65.00 | $778,006 | $0 | $94,084 | Yes (X) | ||||
| Deborah Dover SVP | |||||||||
| CHRO | 41.00 | 14.00 | $676,344 | $0 | $67,944 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,441,498 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,160,653 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 154 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ensemble RCM LLC | |||||
| 13620 Reese BLVD E Suite 200 | Huntsville | NC | 28078 | Rev Cycle Mgmt. | $27,202,129 |
| Impact Advisors LLC | |||||
| PO Box 379 | Naperville | IL | 605560379 | IT Pro. Adv. Svcs. | $12,013,441 |
| Data Blue LLC | |||||
| 5300 Virginia Way | Brentwood | TN | 37027 | IT Maint. Svcs. | $6,589,890 |
| Anesthesia Pain Consultants | |||||
| 1009 Lark St Suite 2 | Johnson City | TN | 37604 | Anesthesia Svcs. | $4,492,500 |
| Virginia Highlands Anesthesia PC | |||||
| PO Box 1476 | Abingdon | VA | 24212 | Anesthesia Svcs. | $4,172,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $82,020 | RelatedOrganizationsAmt |
| Government Grants | $8,486,227 | GovernmentGrantsAmt |
| All Other Contributions | $284,904 | AllOtherContributionsAmt |
| Total Contributions | $8,853,151 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Regional Blood Center | 622110 | $9,486,335 | $9,486,335 |
| Wellness Programs | 622110 | $4,835,417 | $4,835,417 |
| Rent Related Exempt Orgs | 531120 | $1,105,259 | $1,105,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,427,011 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,859,002 | TotalRevenueColumnAmt |
| Exclusion | $19,859,002 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,034,772 | TotalRevenueColumnAmt |
| Exclusion | $1,034,772 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $146,477 | RealAmt |
| Personal | $21,831 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $273,797 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$127,320 | RealAmt |
| Personal | $21,831 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$105,489 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $21,831 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$127,320 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,639,301 | SecuritiesAmt |
| Other | $6,103,505 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $6,066,962 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,639,301 | SecuritiesAmt |
| Other | $36,543 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,675,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,543 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $27,639,301 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| IPO Settlement | 900099 | $3,254,498 | $3,254,498 | |
| Laundry Services | 900099 | $2,025,394 | $2,025,394 | |
| Air Transport | 900099 | $760,580 | $760,580 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,714,772 | TotalRevenueColumnAmt |
| Exclusion | -$12,714,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$6,674,300 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,069,991 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,718,052 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,831 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,476,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,012,770 | TotalAmt |
| Management And General | $11,012,770 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,850,251 | TotalAmt |
| Program Services | $894,371 | ProgramServicesAmt |
| Management And General | $2,750,000 | ManagementAndGeneralAmt |
| Fundraising | $205,880 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,857 | TotalAmt |
| Program Services | $13,416 | ProgramServicesAmt |
| Management And General | $206,441 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,097 | TotalAmt |
| Program Services | $17,024 | ProgramServicesAmt |
| Management And General | $405,645 | ManagementAndGeneralAmt |
| Fundraising | $15,428 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,000 | TotalAmt |
| Program Services | $31,303 | ProgramServicesAmt |
| Management And General | $481,697 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,619,784 | TotalAmt |
| Program Services | $33,800 | ProgramServicesAmt |
| Management And General | $1,585,984 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,724 | TotalAmt |
| Management And General | $644,724 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $902,041 | TotalAmt |
| Management And General | $902,041 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,455 | TotalAmt |
| Program Services | $987,599 | ProgramServicesAmt |
| Management And General | $1,163,856 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,460,983 | TotalAmt |
| Program Services | $8,648,897 | ProgramServicesAmt |
| Management And General | $9,812,086 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,050,427 | TotalAmt |
| Program Services | $590,627 | ProgramServicesAmt |
| Management And General | $1,459,800 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,787,580 | TotalAmt |
| Program Services | $3,149,259 | ProgramServicesAmt |
| Management And General | $1,637,559 | ManagementAndGeneralAmt |
| Fundraising | $762 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,214,430 | TotalAmt |
| Program Services | $2,159,310 | ProgramServicesAmt |
| Management And General | $3,055,120 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,585,020 | TotalAmt |
| Program Services | $2,346,068 | ProgramServicesAmt |
| Management And General | $3,238,952 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,741 | TotalAmt |
| Program Services | $298,739 | ProgramServicesAmt |
| Management And General | $267,002 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,690,696 | TotalAmt |
| Program Services | $10,787,853 | ProgramServicesAmt |
| Management And General | $902,843 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,741,148 | TotalAmt |
| Program Services | $33,671,431 | ProgramServicesAmt |
| Management And General | $10,069,717 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,219 | TotalAmt |
| Program Services | $528,585 | ProgramServicesAmt |
| Management And General | $556,634 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Taxes - UBIT | $88,546 | $40,646 | $47,900 |
| Maintenance | $38,632,314 | $24,230,788 | $14,401,526 |
| Dues & Subscriptions | $3,764,993 | $2,081,254 | $1,683,739 |
| Population Health | $3,163,767 | $3,163,767 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$73,068,167 | TotalAmt |
| Program Services | $6,748,806 | ProgramServicesAmt |
| Management And General | -$79,817,383 | ManagementAndGeneralAmt |
| Fundraising | $410 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,114,676 | TotalAmt |
| Program Services | $100,423,543 | ProgramServicesAmt |
| Management And General | -$13,531,347 | ManagementAndGeneralAmt |
| Fundraising | $222,480 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,059 | BOYAmt |
| EOY | $8,726,917 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,541,361 | BOYAmt |
| EOY | $304,846,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,776 | BOYAmt |
| EOY | $1,752,519 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,093,336 | BOYAmt |
| EOY | $1,397,208 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,565,659 | BOYAmt |
| EOY | $4,565,659 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,247,208 | BOYAmt |
| EOY | $29,876,296 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,262,000 | BOYAmt |
| EOY | $8,885,856 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,585,480 | BOYAmt |
| EOY | $21,634,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $627,861,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $371,640,001 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,934,475 | BOYAmt |
| EOY | $256,221,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $775,123,176 | BOYAmt |
| EOY | $927,900,240 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,938,691 | BOYAmt |
| EOY | $18,941,004 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,424,068 | BOYAmt |
| EOY | $448,729,709 | 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 | $36,589,190 | BOYAmt |
| EOY | $38,425,638 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,115,071 | BOYAmt |
| EOY | $2,205,229,549 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,008,482 | BOYAmt |
| EOY | $114,696,786 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,026 | BOYAmt |
| EOY | $284,185 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,741,601 | BOYAmt |
| EOY | $1,158,577,182 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,542,975 | BOYAmt |
| EOY | $22,317,393 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,870,852 | BOYAmt |
| EOY | $59,621,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,420,522,936 | BOYAmt |
| EOY | $1,355,496,733 | 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 | $616,210,175 | BOYAmt |
| EOY | $849,335,967 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,960 | BOYAmt |
| EOY | $396,849 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,592,135 | BOYAmt |
| EOY | $849,732,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,115,071 | BOYAmt |
| EOY | $2,205,229,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,044,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $118,962,652 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $135,222,714 | 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 | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | 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 |
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 | $56,340 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $869,847 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $926,187 | 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 $56,340 which represents the portion of dues paid to numerous organizations, including Tennessee Business Roundtable, Tennessee Chamber of Commerce & Industry, Tennessee Association of Mental Health Organizations, Kingsport Chamber Government Relations, attributable to lobbying. Representatives of Ballad Health's Community & Government Relations department attended the following legislative conferences: *Premier Federal Affairs Network meeting *America's Essential Hospitals Policy meeting *Tennessee Hospital Association Legislative Advocacy Day *Tennessee Public & Teaching Hospitals Association annual meeting *Participated in Children's Hospital Association 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 and changes in eligibility resulting from the pandemic *Supported a reasonable remedy for "surprise" billing *Monitored progress of the TN Medicaid Block Grant *Supported Provider Financial Relief Efforts for COVID related expenses and revenue losses Representatives of Ballad Health's Community & Government Relations department responded via letter, phone, or in person to the following Tennessee and Virginia legislative issues and supported the following: *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 in Tennessee and overall behavioral health funding in Virginia *Adequate TennCare funding in Tennessee *Limited hospital reporting requirements for surprise billing *Advocated for Temporary Assistance for Needy Families funding to support residential treatment center for mothers with substance use disorders and their young children in Tennessee | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,216,073 | OtherCostOrOtherBasisAmt |
| Book Value | $33,216,073 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,606,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,889,843 | DepreciationAmt |
| Book Value | $67,716,289 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,493,708 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,718,935 | DepreciationAmt |
| Book Value | $1,774,773 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,522,055 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,364,449 | DepreciationAmt |
| Book Value | $146,157,606 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,023,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,666,774 | DepreciationAmt |
| Book Value | $7,356,263 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $256,221,004 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment - BRMMC | $100,310,432 | C |
| Investment - MSHA | $125,042,522 | C |
| Investment - JMH | $132,000,000 | C |
| Investment - SCCH | $72,400,494 | C |
| Investment - Consortia | $400,000 | C |
| Investment - Health South | $546,482 | C |
| Investment - Premier | $18,724,952 | C |
| Investment - MSJC | -$1,064,220 | C |
| Investment - PRAM HLDG | $260,529 | C |
| Investment - DePre HLDG | $108,518 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $448,729,709 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Reserve - Other | $8,466,832 |
| Retirement Obligations | $3,664,605 |
| Retiree Health Care Benefit | $1,458,544 |
| Long-term Compensation Payable | $4,499,957 |
| Contributions Payable | $18,194,151 |
| Operating Lease-Current Portion | $1,715,512 |
| Operatig Lease-LT Portion | $4,525,242 |
| COVID-19 FICA Loan | $1,967,014 |
| SWAPS | $729,895 |
| Due to Affiliates | $14,399,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,621,187 | 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 | FASB ASC740 Footnote: "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. Tax returns for 2018 through 2020 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||||||
| Executive Chair | $1,105,435 | $0 | $1,577,573 | $0 | $154,316 | $0 | $203,351 | $0 | $21,249 | $0 | $3,061,924 | $0 | $122,199 | $0 |
| Marvin Eichorn | ||||||||||||||
| EVP/CAO | $701,564 | $0 | $576,630 | $0 | $35,511 | $0 | $17,300 | $0 | $26,943 | $0 | $1,357,948 | $0 | $0 | $0 |
| Lynn Krutak | ||||||||||||||
| EVP/CFO | $606,603 | $0 | $494,254 | $0 | $6,777 | $0 | $79,271 | $0 | $20,124 | $0 | $1,207,029 | $0 | $0 | $0 |
| Eric Deaton | ||||||||||||||
| EVP/COO | $577,023 | $0 | $447,591 | $0 | $15,305 | $0 | $73,799 | $0 | $20,516 | $0 | $1,134,234 | $0 | $0 | $0 |
| Steve Kilgore | ||||||||||||||
| BHMA SVP | $441,644 | $0 | $340,511 | $0 | $28,396 | $0 | $63,262 | $0 | $27,325 | $0 | $901,138 | $0 | $0 | $0 |
| Clay Runnels MD | ||||||||||||||
| EVP/Chief Phy Exec | $474,281 | $0 | $289,754 | $0 | $13,971 | $0 | $68,948 | $0 | $25,136 | $0 | $872,090 | $0 | $0 | $0 |
| Tim Belisle EVP | ||||||||||||||
| General Counsel | $418,179 | $0 | $345,978 | $0 | $15,250 | $0 | $60,679 | $0 | $25,346 | $0 | $865,432 | $0 | $0 | $0 |
| Anthony Keck | ||||||||||||||
| EVP/CPHO | $421,607 | $0 | $345,978 | $0 | $6,777 | $0 | $60,598 | $0 | $21,468 | $0 | $856,428 | $0 | $0 | $0 |
| Deborah Dover SVP | ||||||||||||||
| CHRO | $368,187 | $0 | $281,321 | $0 | $26,836 | $0 | $55,076 | $0 | $12,868 | $0 | $744,288 | $0 | $0 | $0 |
| Shane Hilton SVP | ||||||||||||||
| CFO Market Operations | $361,853 | $0 | $279,296 | $0 | $6,777 | $0 | $56,155 | $0 | $25,244 | $0 | $729,325 | $0 | $0 | $0 |
| Lisa Smithgall SVP | ||||||||||||||
| Chief Nursing Executiv | $344,915 | $0 | $262,405 | $0 | $11,820 | $0 | $52,096 | $0 | $18,153 | $0 | $689,389 | $0 | $0 | $0 |
| Pam Austin SVP | ||||||||||||||
| CIO | $304,716 | $0 | $106,794 | $0 | $7,981 | $0 | $48,461 | $0 | $10,945 | $0 | $478,897 | $0 | $0 | $0 |
| Melissa Carr SVP | ||||||||||||||
| Financial Management | $300,742 | $0 | $105,416 | $0 | $3,352 | $0 | $47,003 | $0 | $10,731 | $0 | $467,244 | $0 | $0 | $0 |
| Shana Tate SVP End 620 | ||||||||||||||
| Revenue Cycle | $133,809 | $0 | $0 | $0 | $94,370 | $0 | $7,986 | $0 | $620 | $0 | $236,785 | $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 $186,051 Lynn Krutak $61,972 Eric Deaton $56,507 Tim Belisle $43,383 Tony Keck $43,383 Steve Kilgore $45,962 Melissa Carr $30,077 Clay Runnels, MD $49,677 Shane Hilton $37,701 Lisa Smithgall $34,871 Pam Austin $31,702 Deborah Dover $37,974 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hlth & Edu Facil Bd 2018 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 830682499 | BondIssuerEIN |
| CUSIP | 396649EX9 | CUSIPNum |
| Bond Issued | 2018-06-06 | BondIssuedDt |
| Issue Price | $820,526,657 | IssuePriceAmt |
| Purpose | Assets & Capital Improvements | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $29,980,000 | RetiredAmt |
| Total Proceeds | $820,545,037 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $9,240 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $820,535,798 | CapitalExpendituresAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | 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 would be treated as capital expenditures, and not the refunding of prior debt. Additional CUSIP#: 396649EY7 | ExplanationTxt |
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 | $4,565,659 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $4,565,659 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part ll, Line 10 | FormAndLineReferenceDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Program Service Accomplishments (continued): | IMPROVING THE COMMUNITY'S HEALTH STATUS: ACCOUNTABLE CARE COMMUNITY ACHIEVEMENTS - To help address the broader needs of the community at large, Ballad Health has convened the nation's largest accountable care community (ACC), spanning two states with more than 300 participating organizations in 21 counties throughout the Appalachian Highlands. Through five months of regional focus groups and stakeholder meetings, the ACC selected four priority areas to influence through its work: substance abuse, tobacco use, overweight and obesity, childhood trauma and resiliency. The ACC leadership council has agreed that the most impactful way to address the four priority areas is by focusing on interventions that benefit children and families. To reflect this commitment toward youth, the group chose the name STRONG (Striving Toward Resilience and Opportunity for the Next Generation) Accountable Care Community and is organizing activities into four categories: STRONG Starts (conception through kindergarten), STRONG Youth (kindergarten through 12 years old), STRONG Teens (13 to 18 years old) and STRONG Families (adults and caregivers). In May, Ballad Health announced it would invest $2 million in 21 regional, community-based organizations to support strategies aimed at improving children's health outcomes in the region, including providing social support services and navigation for women suffering from addiction, preventing food insecurity, parenting and resiliency training and keeping youth from dropping out of school. The work these community organizations are doing will help ensure that children and families reach their full potential. Ballad Health and the region's STRONG Accountable Care Community unveiled a new partnership and coordinated care network with Unite Us that will enhance community members' health and well-being. The partnership, announced in June, will join Ballad Health with the Unite Tennessee and Unite Virginia networks. These networks connect people with unmet health and social service needs, such as housing, food, transportation and employment. Within Ballad Health, specially trained staff now conduct health related social needs screenings for gaps in care, such as food and housing insecurity, transportation challenges or other obstacles. The Unite Us technology helps staff connect families with community organizations committed to resolving those issues. The network, however, is not dependent on Ballad Health. Participating organizations also now use the system to refer clients to each other even if the people they're referring aren't Ballad Health patients. CREATION OF NEW BALLAD HEALTH BEHAVIORAL SERVICES DIVISION - To achieve success in a value-based healthcare environment and to achieve the goals for improved access to behavioral services for the region, Ballad Health created the Behavioral Health Services Division. CREATION OF THE BALLAD HEALTH INNOVATION CENTER - Ballad Health created The Innovation Center to serve as a hub for development of partnerships and collaborations that can bring to market life-saving initiatives and other technologies and services that can improve the human condition. COMMUNITY RESOURCES - Ballad Health parish nurses work with individual congregations to help people in religious communities improve their health, prevent illness and injury and ease suffering associated with any health crisis. The parish nurse acts as counselor, educator and healthcare provider by identifying needs of the congregation, coordinating health screenings, providing educational programs, supplying health literature and referring congregants to supportive health services where appropriate. Also, the parish nurse maintains an active visitation program to parishioners who are homebound, hospitalized or in nursing homes. Currently, there are dozens of churches in Northeast Tennessee and Southwest Virginia that are serviced by the Ballad Health parish nurse program. Ballad Health's Nurse Connect is a toll-free line that connects community members with experienced nurses around the clock. The nurses provide expert medical advice anytime, day or night, make referrals to a primary care provider with a location and hours convenient to the community member and referrals to a physician specialist when they need advanced local medical care. They also provide health information and resources, including health screenings and immunizations, and make referrals to urgent care clinics to see a doctor near the community member the same day. Ballad Health's Marsh Regional Blood Center supplies the blood needs of 25 medical facilities, all regional cancer centers, and local rescue aircraft across the Appalachian Highlands. This is accomplished through our collection facilities in Kingsport, Johnson City, Bristol, and mobile blood drives. CHARITABLE CONTRIBUTIONS- From its inception in February of 2018, Ballad Health made significant contributions to the community it serves totaling over $27 million to date in direct contributions and other community health improvement initiatives. A few examples from fiscal year 2021 include: contribution towards Center for Rural Health and Research Fund, contribution towards Strong BRAIN Institute, support for Milligan University's Addiction Counseling Program, support towards a Medical / Legal Partnership to improve access to health care and patient health. IMPROVING ACCESS TO HEALTHCARE SERVICES: RE-IMAGINE RURAL HEALTHCARE - Since 2010, more than 136 rural hospitals have closed in the United States, according to the North Carolina Rural Health Research Program. Compared to other states, Tennessee ranks worst in the nation, with 16 rural hospital closures since 2005. In the region served by Ballad Health, however, it is a different story. Every community in the region with a hospital prior to the merger creating Ballad Health continues to be served by a hospital. In fact, in the middle of the pandemic, Ballad Health opened the country's newest rural hospital. In July 2021, Ballad Health followed through on its promise to the residents of Lee County, Virginia, and reopened Lee County Community Hospital in Pennington Gap. REOPENING HOSPITAL IN LEE COUNTY, VA - Ballad Health took significant strides towards reopening Lee County Community Hospital as a Critical Access Hospital despite impacts of the COVID-19 pandemic. During renovations of the hospital, Ballad Health staffed a new urgent care center to provide residents in the area with immediate access to care. All preparation work and renovations were completed during fiscal year 2021 in order to meet the July 1, 2021 grand reopening date. This 10-bed modern medical facility will serve the community in rural Southwest Virginia and Southeast Kentucky. GREENE COUNTY, TN CONSOLIDATION AND NEW SERVICES- During the 2018 fiscal year, the two hospitals in Greene County, Laughlin Memorial and Takoma Regional, saw combined operating losses of $11 million, with cumulative two-year losses totaling nearly $25 million. As competing hospitals in the community, both hospitals were failing financially. With Ballad Health's creation, both hospitals were consolidated into one, with the Laughlin Memorial campus being renamed Greeneville Community Hospital. Ballad Health continues to identify ways to reduce unnecessary administrative and overhead cost, improve quality, eliminate unnecessary duplication of high-cost services, and seek better supply pricing all of which further reduced the overall cost of care for patients in the Appalachian Highlands. Ballad Health has utilized the savings it has created and invested them into a population health infrastructure, Epic electronic medical record platform, provider recruitment, academics and training. STRONG Futures - In early 2021, Ballad Health announced a major investment into serving the specialized needs of pregnant women, babies and families who suffer from the pain of addiction. Ballad Health STRONG Futures is housed in the former Takoma Regional Hospital in Greeneville and provides residential and other care for pregnant women and mothers who suffer from addiction or need other behavioral health services. The program provides a range of residential and intensive outpatient behavioral health services that help ensure the strongest-possible new beginnings for women and their children. The program is unique in that children may live with the mother during treatment. Programs for financial stability, educational classes and fathers are also offered. STRONG Futures serves community members in Carter, Cocke, Greene, Hamblen, Hancock, Hawkins, Johnson, Sullivan, Unicoi and Washington counties. The STRONG Futures program has served 147 families, impacting over 800 individuals. |
| Form 990, Part III, Program Service Accomplishments (continued): | EXPANDED ACCESS TO RURAL COMMUNITIES - In addition to opening new hospitals in rural communities, Ballad Health has focused on expansion of access to other healthcare services. Ballad Health opened a new urgent care center in Banner Elk, North Carolina. This center provides convenient access to residents who previously were required to travel excessive distances for care. This clinic also serves as a convenient resource for students, faculty, and staff of a nearby college. CREATED SINGLE COORDINATED REGIONAL TRAUMA SYSTEM - One of the most significant ways Ballad Health has been able to comply with the provisions of the Certificate of Public Advantage and Cooperative Agreement, which required avoidance of duplication of services where appropriate, was the consolidation of the two Level I trauma centers operating in the region and the subsequent creation of a coordinated regional trauma system. In approving this move in advance, the State of Tennessee relied upon the evidence published in multiple respected studies which found higher volume trauma centers lead to improved outcomes. The move toward a single coordinated trauma system followed the guidance of the American College of Surgeons (ACS), which verifies trauma centers. The Tennessee Department of Health, after conducting a rigorous review of the trauma program at Johnson City Medical Center, issued its Level I Trauma Center Reverification Site Visit Report. The report found the hospital "has demonstrated an outstanding commitment to care for the injured patient." Further, the survey resulted in zero deficiencies, a first for trauma care in the region. CONSOLIDATED REGIONAL PERINATAL CENTER - Tennessee law requires a regionalized system of care for high-risk newborns. The result of this law is a policy in Tennessee that recognizes five regional perinatal centers. Niswonger Children's Hospital at Johnson City Medical Center is the designated center for regional perinatal care for the Appalachian Highlands. Prior to the merger, perinatal care in the Appalachian Highlands did not meet the goals of the state, with two NICUs that were not coordinated and shared volumes. Ballad Health immediately took steps to correct this after the merger, leading to a more sustainable and coordinated system of care for neonates, while also reducing the costs associated with maintaining two lower-volume units. After this consolidation, Ballad Health partnered with ETSU's Quillen College of Medicine, which provides ongoing expert neonatology coverage for the hospital, ensuring Ballad Health has neonatology provider coverage 24 hours per day. With more than 25 pediatric specialists to provide support for the Perinatal Center, this is the first time every newborn in the region has access to such highly specialized care. EXPANDED ACCESS TO PEDIATRIC SPECIALTIES - With financial support from Ballad Health and the State of Tennessee, the ETSU Quillen College of Medicine was able to successfully recruit pediatric surgeons to support the Niswonger Children's Hospital. Our partners at ETSU's Quillen College of Medicine also provide 24/7 neonatology coverage for the NICU. Ballad Health now proudly meets the highest standards for regional perinatal care, something that was not thought possible prior to the merger creating Ballad Health. PARTNERSHIP WITH ETSU TO CREATE FELLOWSHIP PROGRAM IN ADDICTION MEDICINE - Ballad Health and East Tennessee State University formed a partnership to create a new fellowship program in addiction medicine. As part of its commitment to expand education and training in the region, Ballad Health will fund any unreimbursed costs of the fellowship program which, over a 10-year period, could cost more than $2.5 million. ESTABLISHMENT OF CENTER FOR RURAL HEALTH RESEARCH - Tennessee Governor Bill Lee announced the creation of a new Center for Rural Health Research that will be housed at the College of Public Health at East Tennessee State University. In addition to state funding, Ballad Health has committed to contributing more than $15 million during the next 10 years to the Center. The goal of the Center will be to work with Ballad Health, local healthcare delivery partners, national experts and the leadership of ETSU Health to identify new mechanisms to improve health in rural and nonurban communities. Specific emphasis will be placed on strategies that disrupt inter-generational cycles of behaviors that contribute to poor health outcomes, which ultimately can affect college and career-readiness. RECRUITMENT OF NEW PHYSICIANS TO RURAL SOUTHWEST VIRGINIA - Ballad Health provided the necessary resources to recruit new specialists to serve our region, many of whom were recruited to private practices not owned by Ballad Health. The addition of specialists is helping to improve access to care in rural communities. For instance, Wise County, in Virginia now benefits from an orthopedist, a cardiologist and several other physicians and providers. Wythe County, in Virginia, a community not served by a Ballad Health hospital, benefits from a cardiologist recruited by Ballad Health. Throughout the region, new physicians and advanced practitioners, recruited and funded by Ballad Health, are serving the region from trauma care to pediatrics, from Wythe County, Virginia to Hancock County, Tennessee. CREATION OF APPALACHIAN HIGHLANDS CARE NETWORK - Unveiled a major, coordinated effort to increase healthcare access for low-income uninsured people, aiming to reduce health disparity and inequity. The new Appalachian Highlands Care Network is designed to bridge gaps, improve health and reduce avoidable healthcare cost and utilization. The program includes all Ballad Health hospitals, outpatient services and physician practices, along with a regional network of non-Ballad Health care providers and primary care services offered through regional safety-net clinics, health departments and federally-qualified health centers. The new network was adapted from Appalachian Mountain Project Access, part of a national model of care that has served parts of the Appalachian Highlands, mainly Washington County, Tennessee, for many years. In addition to more than $75 million Ballad Health spends annually providing access to care for people with serious financial limitations through uncompensated care, charity care and unreimbursed Medicaid, the health system is also making significant investments into Project Access across the health system's entire 21-county service area the entire Appalachian Highlands. LAUNCH OF NISWONGER CHILDREN'S NETWORK - Unveiled philanthropic investment of nearly $60 million into a comprehensive, regional system of care for children, families and the future of the Appalachian Highlands. The Niswonger Children's Network is a regional system of healthcare and community services marking a new phase in high standards of care and well-being for children, regardless of where they live, across Northeast Tennessee and Southwest Virginia. |
| Form 990, Part III, Program Service Accomplishments (continued): | IMPROVING HEALTHCARE QUALITY: QUALITY METRICS - Ballad Health continues to make headway in its aim of being a zero-harm, top-decile health system by improving the quality of care delivered to patients by reducing hospital-acquired infection rates and improving other key indicators related to quality care. The State of Tennessee established a scoring system in the COPA to measure key indicators related to quality care and compares those scores to a baseline figure established prior to the merger. In 2021, seven of our quality measures performed among the top decile in the country, the most in the health system's history. Those metrics included in-hospital fall with hip fracture rate, post-operative sepsis rate and perioperative hemorrhage or hematoma rate, among others. These quality metrics were achieved during a time when COVID-19 had a terrible impact on hospital operations, while associated infections and complications have deteriorated nationally. FOCUS ON QUALITY - Ballad Health launched a series of initiatives, including the work of the Clinical Council, implementation of systemwide tiered safety huddles and bold and ambitious initiatives like "30 in 90" reducing infections by 30% over 90 days that target hospital-acquired infections like Clostridioides difficile (C. diff), Catheter-associated Urinary Tract Infections (CAUTI), surgical site infections and others. Not only did Ballad Health achieve its goal of reducing the number of C. diff cases by 30% within 90 days, the reduction in C. diff cases has continued as Ballad Health has now reduced C. diff cases by 70% since the program's inception. As part of Ballad Health's systemwide initiative to improve safety and reduce harm, Ballad Health has continued its tiered-safety huddle program throughout the pandemic, which continues to grow in popularity among frontline caregivers. Any issues identified during those huddles are elevated to hospital leadership. If hospital leadership cannot resolve the issue, the issue is further elevated to the market level and then to the corporate level. Using this approach, Ballad Health can improve outcomes and enhance safety by rapidly deploying resources to support and solve safety issues as they arise. PARTICIPATION IN THE MEDICAID TRANSFORMATION PROJECT - Ballad Health and a group of the nation's leading health systems joined forces to identify ways to better care for some of the nation's most vulnerable populations. The project is a national effort to transform healthcare and address social determinants of health for the nearly 75 million Americans who rely on Medicaid. The work focused on four keys areas of opportunity: behavioral health, child and maternal health, substance use disorder and avoidable emergency department visits. PARTICIPATION IN THE HIGH-VALUE CARE COLLABORATIVE - Ballad Health was chosen for a national initiative, The High-Value Care Collaborative, a partnership of the American Hospital Association, the American Board of Internal Medicine Foundation's Choosing Wisely campaign, and the Costs of Care organization. The High-Value Care Collaborative brings together participants to improve efficiency, decrease cost and improve quality in healthcare. During the past year, Ballad Health and other participants in the program adopted strategies to reduce unnecessary cost and deliver evidence-based care that has been demonstrated to reduce the burden on patients. INVESTMENTS: COMMON ELECTRONIC HEALTH RECORD - Ballad Health continued building on prior progress around a common electronic medical record. An implementation plan was developed to include infrastructure enhancements to support the expansion. This investment of over $200 million will allow patient information to be shared immediately at the point of service regardless of where a patient enters the Ballad Health system, providing clinical staff with information to better manage patients in the emergency room, clinics, acute and post-acute settings. In the midst of, and despite the global health pandemic, on October 1, Ballad Health successfully completed the acute care phase of the transition. This new common platform will provide patients and their doctors with new options for access, care and security of patient records unprecedented in Ballad Health's service area. This concluded a multi-year effort to transition to a single patient record platform. With this accomplishment, Ballad Health expects to optimize its connectivity to consumers, improving the patient experience dramatically. Ballad Health's conversion to a single technology platform, is just the first of many steps the system is taking as part of its digital transformation journey. Last year, Ballad Health launched an app for patients, giving them direct access to new services, including real-time scheduling, digital access to health information, price transparency and better coordination between providers, regardless of their location. More than 150,000 Ballad Health patients use the Ballad Health app, with thousands joining each month. CHARITY CARE CONTRIBUTIONS - For 2021, Ballad Health provided more than $80 million in free care, cost that is not reimbursed by any payer nor recovered from the patient who qualifies for charity assistance. Following the merger, Ballad Health increased the threshold for patients to qualify for charity care from 200% of the federal poverty level to 225% of the federal poverty level and provides significant discounts for people up to 450% of the federal poverty level. ACCOUNTABLE CARE ORGANIZATION SAVINGS - Ballad Health was among the first health systems to implement and successfully demonstrate that value-based care led to reduced costs through its Accountable Care Organization (ACO), AnewCare Collaborative. Value-based care means payments for healthcare are based on the quality of care provided and in the reduction of the total cost of care. Since the United States Centers for Medicare and Medicaid Services established the shared savings program six years ago, AnewCare has been one of only 18 ACOs in the nation to generate savings for taxpayers each year saving taxpayers more than $60 million since inception. MEDICAL EDUCATION - Ballad Health continues to offer free Certified Nursing Assistant (CNA) classes, which are open to the public. The CNA courses are approved and regulated by either the Tennessee State Board of Nursing or the Virginia Board of Nursing. The training opportunity can lead to career opportunities for those who complete the program. Ballad Health offers the course free of charge and participants who successfully complete the course meet criteria to sit for the state certification examination. The program includes classroom sessions followed by clinical experience. Clinical hours are conducted at various Ballad Health facilities. RESEARCH the Ballad Health research department serves as the central source of oversight for multi-specialty research. In addition to providing full spectrum support for research studies at Ballad Health, the department also provides oversight for studies generated externally. Teaching and continuing education play a large role at Ballad Health and research staff participate in conferences/webinars and conduct a monthly research orientation sessions. The research department has participated in several large-scale, multi-center trials with a high subject retention rate and sponsor/monitoring rating. Oversight services include administrative, legal, regulatory support, internal service arrangement and financial management. The department maintains reportable metrics and financial reports on a quarterly basis. The focus for principal investigators is mostly in therapeutic areas such as oncology, neuro/trauma/ortho, pharmacology, endocrinology, pediatrics, and cardiology. A variety of studies include different designs that may include, but are not limited to, pharmaceutical/investigational trials, retrospective medical chart reviews and registry studies. The research department is dedicated to: *providing consistent oversight and management of clinical research performed at all Ballad Health facilities, *ensuring regulatory compliance and fiscal responsibility, and *creating a research culture across Ballad Health facilities |
| Form 990, Part III, Program Service Accomplishments (continued): | OTHER NOTABLE EVENTS AND AWARDS: *Recognized by Forbes Magazine as being a top employer for diversity and inclusion ranked 29th in the entire nation and fifth among employers in the "Healthcare and Social" industry. *Earned the College of Healthcare Information Management Executives (CHIME) Digital Health Most Wired recognition. *Smyth County Community Hospital earned CMS 5 Star rating for patient experience. *Ballad Health provided support to build the Miracle League Field at Brickyard Park in Kingsport, TN that provides opportunities for children and adults with both mental and physical disabilities to play baseball on a safe, smooth, cushioned field. It is the only field of its kind in Northeast Tennessee. *Received its Accreditation/Department of Distinction from the International Association for Healthcare Security & Safety (IAHSS). *Partnered with East Tennessee State University (ETSU) to launch Strong BRAIN Institute to study adverse childhood experiences. The Strong BRAIN (Building Resilience through Adverse Childhood Events -Informed Networking) Institute facilitates the development and dissemination of evidence-based practices that prevent, reduce or mitigate the negative effects of Adverse Childhood Events (ACEs) on health and health disparities. The Institute will also work to inform the citizenry and workforce in the Appalachian Highlands on the importance of being trauma informed. Established through a five-year gift from Ballad Health to ETSU, the Strong BRAIN Institute will be guided by an advisory board comprised of ETSU experts, Ballad Health experts and community members. *Recognized by Harvard University and UnitedHealthcare as one of four healthcare organizations leading the way towards a 3D model for value-based care. *Partnered with Mayo Clinic, in response to the COVID-19 Pandemic to conduct research into convalescent plasma as an experimental treatment. |
| 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 has a conflict of interest policy for all members of the Board of Directors, the Executive Chair/President, Executive Vice Presidents, Senior Vice Presidents, and Vice Presidents, and applies to all Ballad Health organizations. All persons covered by this policy are required to complete a conflict of interest disclosure form on an annual basis. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. |
| Form 990, Part VI, Section B, line 15 | Part VI, Line 15a Compensation Process for Top Official: The executive compensation committee serves as the compensation oversight committee of Ballad Health's Board of Directors. The executive compensation committee is comprised of members who are determined to be independent and whom are not reliant upon any business relationship with Ballad Health for income or compensation. The compensation plan for Alan Levine, Ballad Health's Chairman, President and CEO, was reviewed and approved by the executive compensation committee and then by the Ballad Health Board of Directors in accordance with the Board's compensation policy and practice. The Board of Directors relies upon the advice of an independent and experienced compensation consultant with knowledge about pay practices for comparable positions within the industry, and who has access to broad data, studies and surveys in order to ensure the compensation falls within competitive and appropriate ranges for the position. Part VI, Line 15b Compensation Process for Officers & Key Employees: The executive committee reviewed and approved compensation for all Ballad Health executives at the vice-president level and above during FY21 using the same methodology used to determine the CEO's compensation. 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 | COVID - 19: Program service expenses 1,206,210. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,206,210. Consulting: Program service expenses 0. Management and general expenses 1,340,301. Fundraising expenses 0. Total expenses 1,340,301. Contract Labor: Program service expenses 1,762,877. Management and general expenses 472,118. Fundraising expenses 0. Total expenses 2,234,995. Mars Julia Davis Collection Center: Program service expenses 2,027,507. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,027,507. COPA Compliance: Program service expenses 0. Management and general expenses 789,172. Fundraising expenses 0. Total expenses 789,172. Other: Program service expenses 3,652,303. Management and general expenses 7,210,495. Fundraising expenses 0. Total expenses 10,862,798. |
| Form 990, Part XI, line 9: | Change in Fair Value of interest Rate Swap 4,145,652. Elimination of Intercompany Rec/Pay 135,859,436. Other Acquisition -4,797,264. Temp. Restricted Grants 14,890. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mountain States Health Alliance | |||||||||||
| 303 Med Tech Parkway Suite 220 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) | |
| MSHA Auxiliary | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501C3 | 12a | MSHA | 0 | |
| Smyth County Community Hospital | |||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Norton Community Hospital | |||||||||||
| 100 15th Street NW | Norton | VA | 24273 | 540566029 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Dickenson Community Hospital | |||||||||||
| 312 Hospital Drive | Clintwood | VA | 24228 | 770599553 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| Johnston Memorial Hospital | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | 0 | N/A | |
| Abingdon Physician Partners | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501C3 | 12a | JMH | 0 | |
| East TN Healthcare Holdings Inc | |||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501C3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Wellmont Health System | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621636465 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) | |
| Wellmont Hawkins Co Memorial Hosp | |||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | |||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| Wellmont Cardiology Services | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 263557623 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Medical Associates | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 270898372 | Medical Services | TN | 501C3 | Line_7_Organization_ | WHS | 0 | |
| Ballad Health Foundation | |||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501C3 | Line_7_Organization_ | BALLAD HEALTH | 0 | |
| Wellmont Madison House | |||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Wexford House | |||||||||||
| 2421 N John B Dennis Hwy | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Imaging Services Inc | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 861103148 | Healthcare | TN | 501C3 | 12a | WHS | 0 | |
| Wellmont Sleep Services | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 273777167 | Medical Services | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Emmaus Community Healthcare PLLC | |||||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | N/A | 0 | 0 | |
| Medical Specialists of Johnson City LLC | |||||||||||
| 2528 Wesley St Ste 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | N/A | 0 | 0 | |
| East Tennessee Ambulatory Surgical Ctr | |||||||||||
| 701 Med Tech Parkway Ste 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | 0 | 0 | NA | |
| Greeneville Physician Services LLC | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 455070419 | Medical Services | TN | N/A | N/A | 0 | 0 | |
| Rehabilitation Hospital of Bristol LLC | |||||||||||
| 103 North Street | Bristol | VA | 24201 | 205612001 | Medical Services | VA | N/A | N/A | 0 | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Ridge Medical Management Corp | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621490616 | Medical Services | TN | MSHA | C | $120,768,290 | $242,706,371 | 1.00000 | 0 | |||||
| Mediserve Medical Equipment | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | $2,843,702 | $8,810,148 | 1.00000 | 0 | |||||
| Mountain States Properties | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621845895 | Property Management | TN | BRMMC | C | $12,116,543 | $155,392,847 | 1.00000 | 0 | |||||
| Mountain States Physician Grp | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621700412 | Medical Services | TN | BRMMC | C | $56,639,573 | $12,955,642 | 1.00000 | 0 | |||||
| Community Home Care Inc | |||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | WHS | C | $1,078,596 | $2,002,862 | 1.00000 | 0 | |||||
| Wilson Pharmacy Inc | |||||||||||||||||
| P O Box 5289 | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | $6,219,901 | $6,457,289 | 1.00000 | 0 | |||||
| Crestpoint Health Insurance Company | |||||||||||||||||
| 509 Med Tech Parkway Suite 10 | Johnson City | TN | 37604 | 620381170 | Insurance | TN | ISHN | C | 1.00000 | 0 | |||||||
| Wellmont Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621320035 | Medical Services | TN | WHS | C | -$89,964,012 | 1.00000 | 0 | ||||||
| Wellmont Collections Inc | |||||||||||||||||
| 2004 American Way Suite 101 | Kingsport | TN | 37660 | 621325938 | Business Services | TN | WHS | C | $76,720 | 1.00000 | 0 | ||||||
| Medical Mall Pharmacy Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621565006 | Medical Services | TN | WHS | C | 1.00000 | 0 | |||||||
| Wellmont Physician Services | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621567353 | Medical Services | TN | WHS | C | 1.00000 | 0 | |||||||
| WPS Providers Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 205564642 | Medical Services | TN | WHS | C | 1.00000 | 0 | |||||||
| Wellmont Health Services Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621254373 | Medical Services | TN | WHS | C | -$67,599 | $2,934,412 | 1.00000 | 0 | |||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | 1.00000 | 0 | P O Box 30600 | Grand Caymon | KY1-1203 | CJ | CJ | |||||||
| Nolichuckey Management Svcs Inc | |||||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | TRH | C | $5,125,145 | $677,834 | 1.00000 | 0 | |||||
| Ballad Ventures LLC | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | Ballad | C | 1.00000 | 0 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (48 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Mountain States Health Alliance | ||
| O | $35,278,794 | Cost |
| Mountain States Health Alliance | ||
| Q | $100,078,811 | Cost |
| Mountain States Health Alliance | ||
| S | $17,780,145 | Cost |
| Mountain States Health Alliance | ||
| A | $1,150,757 | Cost |
| Mountain States Health Alliance | ||
| M | $667,692 | Cost |
| Wellmont Health System | ||
| O | $29,667,555 | Cost |
| Wellmont Health System | ||
| Q | $111,169,632 | Cost |
| Wellmont Health System | ||
| K | $92,750 | Cost |
| Mountain States Health Alliance Auxiliary | ||
| Q | $554,594 | Cost |
| Ballad Health Foundation | ||
| C | $82,020 | Cost |
| Ballad Health Foundation | ||
| Q | $328,807 | Cost |
| Smyth County Community Hospital | ||
| D | $15,271,960 | Cost |
| Smyth County Community Hospital | ||
| O | $2,046,010 | Cost |
| Smyth County Community Hospital | ||
| Q | $25,461,511 | Cost |
| Smyth County Community Hospital | ||
| R | $4,947,518 | Cost |
| Johnston Memorial Hospital | ||
| O | $6,073,306 | Cost |
| Johnston Memorial Hospital | ||
| Q | $97,829,977 | Cost |
| Abingdon Physician Partners | ||
| Q | $529,718 | Cost |
| Abingdon Physician Partners | ||
| R | $1,325,671 | Cost |
| East TN Healthcare Holdings Inc | ||
| A | $257,930 | Cost |
| East TN Healthcare Holdings Inc | ||
| D | $2,660,000 | Cost |
| East TN Healthcare Holdings Inc | ||
| Q | $99,277 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| O | $595,065 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| Q | $4,114,788 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| A | $346,508 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| O | $4,419,256 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| Q | $21,231,068 | Cost |
| Norton Community Hospital | ||
| O | $2,268,685 | Cost |
| Norton Community Hospital | ||
| Q | $9,774,287 | Cost |
| Norton Community Hospital | ||
| S | $24,050,763 | Cost |
| Dickenson CommunityHospital | ||
| O | $516,591 | Cost |
| Dickenson CommunityHospital | ||
| Q | $1,143,529 | Cost |
| Dickenson CommunityHospital | ||
| S | $5,000,000 | Cost |
| Wellmont Madison House | ||
| Q | $123,914 | Cost |
| Wellmont Wexford House | ||
| O | $414,864 | Cost |
| Wellmont Wexford House | ||
| Q | $2,482,692 | Cost |
| Wellmont Cardiology Services | ||
| Q | $2,650,516 | Cost |
| Wellmont Medical Associates | ||
| A | $1,018,519 | Cost |
| Wellmont Medical Associates | ||
| Q | $6,594,853 | Cost |
| Blue Ridge Medical Management | ||
| L | $125,000 | Cost |
| Blue Ridge Medical Management | ||
| M | $59,940 | Cost |
| Blue Ridge Medical Management | ||
| Q | $15,827,635 | Cost |
| Blue Ridge Medical Management | ||
| O | $4,040,894 | Cost |
| Mediserve Medical Equipment | ||
| Q | $2,227,159 | Cost |
| Mountain States Properties | ||
| K | $933,950 | Cost |
| Mountain States Properties | ||
| Q | $6,782,045 | Cost |
| Mountain States Physicians Group | ||
| Q | $102,856 | Cost |
| Wilson Pharmacy | ||
| Q | $16,447,232 | Cost |