WELLMONT WEXFORD HOUSE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WELLMONT WEXFORD HOUSE (EIN 58-1859039)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202101339349302500
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:41:16-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581859039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellmont Wexford House | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | 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 | Michele Rusek | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2021-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michele Rusek | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2421 N John B Dennis Hwy | AddressLine1Txt |
| City | Kingsport | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,017,345 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Provide facilities and healthcare for the elderly. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 231 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,852,465 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,904,348 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,078 | PYOtherRevenueAmt |
| CY Other Revenue | $112,997 | CYOtherRevenueAmt |
| PY Total Revenue | $14,910,543 | PYTotalRevenueAmt |
| CY Total Revenue | $16,017,345 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,066,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,191,352 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,183,173 | PYOtherExpensesAmt |
| CY Other Expenses | $6,917,454 | CYOtherExpensesAmt |
| PY Total Expenses | $15,249,509 | PYTotalExpensesAmt |
| CY Total Expenses | $15,108,806 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$338,966 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $908,539 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,769,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,462,829 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,452,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,421,804 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,316,837 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,041,025 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Honor those we serve by delivering the best possible care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,081,816 | ExpenseAmt |
| Revenue | $15,972,650 | RevenueAmt |
| Desc | Wellmont Wexford House is a 174-bed skilled and long-term care facility. Our team of professional caregivers has a goal to provide each resident with high-quality healthcare in a comfortable home-like environment. Their expertise ensures effective medical services for skilled and rehabilitative nursing care, including inpatient and outpatient physical therapy, speech therapy and occupational therapy, residential custodial care, respite and hospice care. During fiscal year 2020, Wexford House served 599 residents and provided 56,316 days of care.Serving the residents of Sullivan County and surrounding communities, our licensed and certified nursing facility is recognized by The Joint Commission as a healthcare leader, providing short-term and long-term medical care and rehabilitation. Wellmont Wexford House earned the Joint Commission's Gold Seal of Approval for accreditation and certification in August 2017 with a December 31, 2020 expiration. Our facility achieved that designation by complying with national standards for advanced rehabilitation services, healthcare quality and patient and resident safety in nursing home care.With the aligning of Ballad Health's organizations, Wellmont Wexford House enhances the continuum of care the region's patients receive. It results in a seamless transition from one healthcare setting to another, while retaining the same quality throughout the care process.Special attention is given to the personal needs of each resident. Social, religious, recreational and educational programs, along with other amenities, are provided so each resident can lead a fulfilling life and experience as much personal freedom as possible.Services at Wellmont Wexford House include nursing and healthcare programs that offer a wide range of individualized care such as respiratory care, therapeutic management, restorative therapies, nutritional counseling and recreational activities, as well as convalescent nursing care for the acutely ill.Residents also have onsite access to diagnostic services such as ultrasound, X-ray and EKG.Motivational programs emphasize the rehabilitation of each resident to their maximum level of functioning. Other medical services offered include enteral nutritional and tube feeding, Foley catheter care, colostomy, urostomy, nephrostomy care, ventilator care, IV access care and therapy/antibiotics, pain management, diabetes care, wound care, lab services, orthopedic rehabilitation, incontinence care, and dental and vision care.Wexford House has also been recognized as a five-star facility by the Centers for Medicaid and Medicare Services and has garnered a perfect score from Tennessee Department of Health inspectors. | Desc |
| Total Program Service Expenses | $13,081,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 231 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Krutak | PersonNm |
| 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 (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Marvin Eichorn | |||||||
| Former Officer | 0.00 | 60.00 | $0 | $1,097,890 | $42,535 | ||
| Barton Hove | |||||||
| Former Officer-Retired | 0.00 | 0.00 | $0 | $980,153 | $0 | ||
| Eric Deaton | |||||||
| BH EVP/COO | 0.10 | 59.90 | $0 | $780,843 | $86,618 | Yes (X) | |
| Monty McLaurin | |||||||
| Former Officer | 0.00 | 24.00 | $0 | $571,962 | $61,620 | ||
| Marta Wayt MD | |||||||
| Staff Physician | 0.10 | 39.90 | $0 | $471,913 | $26,490 | Yes (X) | |
| Linda White | |||||||
| WH Pres/CEO-NW | 0.10 | 44.90 | $0 | $420,682 | $50,419 | Yes (X) | Yes (X) |
| Andrew Wampler | |||||||
| Sec/Tres/CFO-NW | 0.10 | 44.90 | $0 | $401,470 | $54,056 | Yes (X) | Yes (X) |
| Gary Miller | |||||||
| Former Board Member | 0.00 | 50.00 | $0 | $405,567 | $24,848 | ||
| Grace Pereira | |||||||
| VP/Non Acute Sv | 0.10 | 44.90 | $0 | $356,715 | $38,329 | Yes (X) | |
| Hamlin Wilson | |||||||
| VP/Employee Rel | 0.10 | 44.90 | $0 | $363,631 | $27,660 | Yes (X) | |
| Todd Dougan | |||||||
| Former Officer-Retired | 0.00 | 0.00 | $0 | $348,086 | $0 | ||
| Dale Poe | |||||||
| Former Officer | 0.00 | 0.00 | $0 | $276,732 | $20,450 | ||
| Michele Rusek | |||||||
| Executive Dir | 40.00 | 0.00 | $162,265 | $0 | $22,192 | Yes (X) | |
| Pamela Poff | |||||||
| LPN | 40.00 | 0.00 | $101,581 | $0 | $13,022 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $263,846 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,475,644 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,239 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HealthPRO Heritage LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 Old Howell Road | AddressLine1Txt |
| City | Greeneville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Rehabilitation services | ServicesDesc |
| Compensation | $785,140 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CARES Act Revenue | 900099 | $580,669 | $580,669 |
| Nursing Facilities Rev | 623000 | $15,323,679 | $15,323,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,904,348 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Beauty Salon/Barber | 900099 | $38,422 | $38,422 | |
| Cafeteria/Vending | 900099 | $4,873 | $4,873 | |
| Revenue from Parent | 900099 | $68,302 | $68,302 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,400 | TotalRevenueColumnAmt |
| Exclusion | $1,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $112,997 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,017,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,972,650 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $44,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,227 | TotalAmt |
| Management And General | $196,227 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,389,012 | TotalAmt |
| Program Services | $5,696,715 | ProgramServicesAmt |
| Management And General | $692,297 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,262 | TotalAmt |
| Program Services | $98,941 | ProgramServicesAmt |
| Management And General | $11,321 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,054,427 | TotalAmt |
| Program Services | $833,864 | ProgramServicesAmt |
| Management And General | $220,563 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,424 | TotalAmt |
| Program Services | $416,047 | ProgramServicesAmt |
| Management And General | $25,377 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,286 | TotalAmt |
| Management And General | $55,286 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,753,887 | TotalAmt |
| Program Services | $2,704,150 | ProgramServicesAmt |
| Management And General | $49,737 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781 | TotalAmt |
| Management And General | $781 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,457 | TotalAmt |
| Program Services | $142,104 | ProgramServicesAmt |
| Management And General | $87,353 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,012 | TotalAmt |
| Program Services | $298,288 | ProgramServicesAmt |
| Management And General | $23,724 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430 | TotalAmt |
| Program Services | $3,983 | ProgramServicesAmt |
| Management And General | $2,447 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,398 | TotalAmt |
| Program Services | $469,586 | ProgramServicesAmt |
| Management And General | $127,812 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,344 | TotalAmt |
| Program Services | $418,489 | ProgramServicesAmt |
| Management And General | $91,855 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,602 | TotalAmt |
| Program Services | $108,341 | ProgramServicesAmt |
| Management And General | $11,261 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Nursing Home Assessment Tax | $955,718 | $955,718 | |
| Medical Supplies | $752,825 | $752,825 | |
| Support Services | $383,783 | $383,783 | |
| Maintenance | $75,836 | $71,491 | $4,345 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,095 | TotalAmt |
| Program Services | $111,274 | ProgramServicesAmt |
| Management And General | $42,821 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,108,806 | TotalAmt |
| Program Services | $13,081,816 | ProgramServicesAmt |
| Management And General | $2,026,990 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,713 | BOYAmt |
| EOY | $68,377 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,238 | BOYAmt |
| EOY | $1,546,107 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,737 | BOYAmt |
| EOY | $10,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,105,105 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,036,971 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,339,103 | BOYAmt |
| EOY | $4,068,134 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,622,979 | BOYAmt |
| EOY | $7,622,979 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,278 | BOYAmt |
| EOY | $147,170 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,769,048 | BOYAmt |
| EOY | $13,462,829 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,204,806 | BOYAmt |
| EOY | $1,286,061 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,083 | BOYAmt |
| EOY | $81,265 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,322 | BOYAmt |
| EOY | $1,054,478 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,211 | BOYAmt |
| EOY | $2,421,804 | 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 | $13,316,837 | BOYAmt |
| EOY | $11,041,025 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,316,837 | BOYAmt |
| EOY | $11,041,025 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,769,048 | BOYAmt |
| EOY | $13,462,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $908,539 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$3,184,351 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55 | CurrentTaxYearMinus3YearsAmt |
| Total | $783 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,820,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,423,499 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,765,989 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,887,505 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,972,650 | CurrentTaxYearAmt |
| Total | $77,870,615 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,639 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,695 | CurrentTaxYearAmt |
| Total | $195,301 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,872,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,463,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,802,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,910,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,017,345 | CurrentTaxYearAmt |
| Total | $78,066,699 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,225 | CurrentTaxYearAmt |
| Total | $1,009,595 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $238,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,225 | CurrentTaxYearAmt |
| Total | $1,009,595 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $77,057,104 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8 | CurrentTaxYearMinus4YearsAmt |
| Total | $8 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8 | CurrentTaxYearMinus4YearsAmt |
| Total | $8 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,872,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,463,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,802,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,910,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,017,345 | CurrentTaxYearAmt |
| Total | $78,066,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98380 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $505,992 | OtherCostOrOtherBasisAmt |
| Book Value | $505,992 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,072,781 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,146,610 | DepreciationAmt |
| Book Value | $2,926,171 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,370,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $786,487 | DepreciationAmt |
| Book Value | $584,275 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,874 | DepreciationAmt |
| Book Value | $51,696 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,068,134 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| COVID-19 FICA Loan | $88,119 |
| Due to 3rd Parties-Medicare Adv Pmts L/T | $227,264 |
| Due to 3rd Parties-Medicare Adv Pmts S/T | $50,571 |
| Due to 3rd Parties-Stimulus Reserve | $495,567 |
| Due to Affiliates | $8,658 |
| Pharmacy, Medical, Worker's Comp | $184,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,054,478 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: Explanation of escrow account liability | The patient trust liability account is monies owned by the residents of Wellmont Wexford House to be used for personal expenses. The residents' social security checks and other personal funds are deposited to Wellmont Wexford House SunTrust Bank account, solely used for the residents'. Checks are written from this account by Ballad Health Accounts Payable department via check requests submitted by Wellmont Wexford House business office manager for residents' personal expenses. The patient trust liability account is monitored closely by the State of Tennessee to ensure disbursements are in compliance with state law. |
| Part X : FIN48 Footnote | Wellmont Wexford House is included in the audited consolidated financial statements of Ballad Health. The footnote explanation relative to income taxes reads: "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2020. Tax returns for 2017 through 2019 are subject to examination by the Internal Revenue Service." |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Wampler | |||||||||||||
| Sec/Tres/CFO-NW | $294,579 | $89,508 | $17,383 | $31,677 | $22,379 | $455,526 | $15,000 | ||||||
| Barton Hove | |||||||||||||
| Former Officer-Retired | $12,563 | $967,590 | $980,153 | ||||||||||
| Dale Poe | |||||||||||||
| Former Officer | $83,678 | $193,054 | $5,260 | $15,190 | $297,182 | ||||||||
| Eric Deaton | |||||||||||||
| BH EVP/COO | $517,462 | $235,353 | $28,028 | $68,002 | $18,616 | $867,461 | |||||||
| Gary Miller | |||||||||||||
| Former Board Member | $303,627 | $55,000 | $46,940 | $17,261 | $7,587 | $430,415 | $30,279 | ||||||
| Grace Pereira | |||||||||||||
| VP/Non Acute Sv | $270,003 | $82,708 | $4,004 | $18,308 | $20,021 | $395,044 | |||||||
| Hamlin Wilson | |||||||||||||
| VP/Employee Rel | $275,203 | $84,401 | $4,027 | $16,774 | $10,886 | $391,291 | |||||||
| Linda White | |||||||||||||
| WH Pres/CEO-NW | $368,053 | $51,411 | $1,218 | $31,663 | $18,756 | $471,101 | |||||||
| Marta Wayt MD | |||||||||||||
| Staff Physician | $383,460 | $64,330 | $24,123 | $16,372 | $10,118 | $498,403 | |||||||
| Marvin Eichorn | |||||||||||||
| Former Officer | $715,309 | $346,798 | $35,783 | $16,759 | $25,776 | $1,140,425 | |||||||
| Michele Rusek | |||||||||||||
| Executive Dir | $137,035 | $24,794 | $436 | $3,900 | $18,292 | $184,457 | |||||||
| Monty McLaurin | |||||||||||||
| Former Officer | $389,780 | $137,469 | $44,713 | $37,303 | $24,317 | $633,582 | $19,479 | ||||||
| Todd Dougan | |||||||||||||
| Former Officer-Retired | $14,379 | $333,707 | $348,086 | ||||||||||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The business and affairs of Wellmont Wexford House (the Corporation) shallbe governed exclusively by the Board of Directors. The Corporation's Boardof Directors is designated by Wellmont Health System, the sole member ofthe Corporation.In addition to such rights of approval and consent as may be reserved tothe sole member of the Corporation pursuant to applicable law, transactionsof the following matters by the Corporation shall require the priorapproval of Wellmont Health System:A) Implementation of the Corporation's annual budget,B) Incurring any loan or other indebtedness for borrowed money,C) Acquisition of any equipment or personal property for a purchase price in excess of $50,000 or the acquisition of any real estate, regardless of purchase price,D) The undertaking of certain contractual commitments,E) Entering into any plan of merger or consolidation,F) Acquisition of substantially all of the assets of any other legal entity, andG) Institution of any litigation by or on behalf of the Corporation. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The Board of Directors are appointed by the Wellmont Health System Board ofDirectors. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Certain decisions of the board are, pursuant to charter, subject toapproval of the members. No ordinary, day-to-day decisions are subjectmember approval. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the organization's Executive Director and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Ballad Health has a conflict of interest policy for all members of the Board of Directors, the Executive Chair/President, Executive Vice Presidents, Senior Vice Presidents,and Vice Presidents, and applies to all Ballad organizations. All persons covered by this policy are required to complete a conflict of interest disclosure form on an annual basis. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents and conflict of interest policy are made available 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. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Intercompany Transfers = -$3184351 |
| Form 990, Part VI, Line 15a - Compensation Process for Top Official | On an annual basis, Ballad Health's Human Resources (HR) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. The review includes Ballad Health's CEO-Northwest Market, who also serves as board president of Wellmont Wexford House. HR's evaluation is based on market data obtained from independent third-party consultants for positions with similar responsibilities at similarly situated organizations. Based on this comparable data, Ballad Health's President and CEO evaluates the data and submits his recommendations to Ballad Health's Board of Directors for their final review and approval. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics approved by the Ballad Health Board of Directors which include Quality of Care, Access to Care, Cost Management, Etc.Similar to Ballad Health's CEO-Northwest Market, Wellmont Wexford House's Executive Director receives compensation that complies with Ballad Health's salary policy. Her pay is set at a market percentile specific to her position as Executive Director of Wellmont Wexford House. |
| Form 990, Part VI, Line 15b - Compensation for Officers | Similar to Ballad Health's CEO-Northwest Market, other officers reported on Wellmont Wexford House's Part VII receive compensation that complies with Ballad Health's salary policy and undergoes the same review and approval process by Ballad Health's Board of Directors as described in 15a. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Mountain States Health Alliance | ||||||||||
| 303 Med Tech Parkway Suite 220 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501c3 | 3 | BALLAD | false |
| MSHA Auxiliary | ||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501c3 | 12a | MSHA | false |
| Smyth County Community Hospital | ||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501c3 | 3 | MSHA | false |
| Norton Community Hospital | ||||||||||
| 100 15th Street NW | Norton | VA | 24273 | 540566029 | Hospital | VA | 501c3 | 3 | MSHA | false |
| Dickenson Community Hospital | ||||||||||
| 312 Hospital Drive | Clintwood | VA | 24228 | 770599553 | Hospital | VA | 501c3 | 3 | NCH | false |
| Johnston Memorial Hospital | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501c3 | 3 | NA | false |
| Abingdon Physician Partners | ||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501c3 | 12a | JMH | false |
| Ballad Health | ||||||||||
| 303 Med Tech Parkway Suite 220 | Johnson City | TN | 37604 | 611771290 | Supporting Organization | TN | 501c3 | 12b | NA | false |
| Wellmont Health System | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621636465 | Hospital System | TN | 501c3 | 3 | BALLAD | false |
| Wellmont Hawkins Co Memorial Hosp | ||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501c3 | 3 | WHS | false |
| Takoma Regional Hospital Inc DBA GCH | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501c3 | 3 | WHS | false |
| Wellmont Cardiology Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 263557623 | Medical Services | TN | 501c3 | 10 | WHS | false |
| Wellmont Medical Associates | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 270898372 | Medical Services | TN | 501c3 | 7 | WHS | false |
| Ballad Health Foundation | ||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501c3 | 7 | BALLAD | false |
| Wellmont Madison House | ||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501c3 | 10 | WHS | false |
| Wellmont Imaging Services Inc | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 861103148 | Healthcare | TN | 501c3 | 12a | WHS | false |
| Wellmont Sleep Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 273777167 | Medical Services | TN | 501c3 | 3 | WHS | false |
| East TN Healthcare Holdings Inc | ||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501c3 | 3 | MSHA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sapling Grove Ambulatory Surgery Center | ||||||||||
| 220 Medical Park Boulevard | Bristol | TN | 37620 | 204450153 | Medical Services | TN | WHS | N/A | false | false |
| Holston Valley Ambulatory Surgery Center | ||||||||||
| 103 West Stone Drive | Kingsport | TN | 37660 | 621816864 | Medical Services | TN | WHS | false | false | |
| Greeneville Physician Services LLC | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 455070419 | Medical Services | TN | WHS | N/A | false | false |
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 | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellmont Inc | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621320035 | Medical Services | TN | WHS | C | false | |||||
| Wellmont Collections Inc | ||||||||||||||
| 2004 American Way Suite 101 | Kingsport | TN | 37660 | 621325938 | Business Services | TN | NA | C | false | |||||
| Medical Mall Pharmacy Inc | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621565006 | Medical Services | TN | NA | C | false | |||||
| Wellmont Physician Services | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621567353 | Medical Services | TN | NA | C | false | |||||
| WPS Providers Inc | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 205564642 | Medical Services | TN | NA | C | false | |||||
| Wellmont Health Services Inc | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621254373 | Medical Services | TN | NA | C | false | |||||
| Blue Ridge Medical Management Corp | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621490616 | Medical Services | TN | MSHA | C | false | |||||
| Mediserve Medical Equipment | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | false | |||||
| Mountain States Properties | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621845895 | Property Management | TN | BRMMC | C | false | |||||
| Mountain States Physician Grp | ||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621700412 | Medical Services | TN | BRMMC | C | false | |||||
| Community Home Care Inc | ||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | NCH | C | false | |||||
| Wilson Pharmacy Inc | ||||||||||||||
| PO Box 5289 | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | false | |||||
| Crestpoint Health Insurance Company | ||||||||||||||
| 509 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 620381170 | Insurance | TN | ISHN | C | false | |||||
| Nolichuckey Management Svcs Inc | ||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | LMH | C | false | |||||
| Ballad Ventures LLC | ||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | NA | C | false | |||||
| Wellmont Insurance Co SPC LTD | ||||||||||||||
| 981195624 | Insurance | NA | C | false | PO Box 30600 | Grand Cayman | CJ | KY1-1203 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |