WELLMONT HEALTH SYSTEM: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WELLMONT HEALTH SYSTEM (EIN 62-1636465)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349302312
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:43:36-07:00 | 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 | 621636465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellmont Health System | BusinessNameLine1Txt |
| Business Name Line2 | dba Bristol Regional Medical Center | BusinessNameLine2Txt |
| 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 | Lynn Krutak | PersonNm |
| Person Title | BH EVP & CFO | PersonTitleTxt |
| Signature | 2021-05-14 | 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 | Alan Levine | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Parkway Ste 300 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $663,415,017 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Mission: Honor those we serve by delivering the best possible care.Vision: To build a legacy of superior health by listening to and caring for those we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4936 | TotalEmployeeCnt |
| Total Volunteers | 368 | TotalVolunteersCnt |
| Total Gross UBI | -$12,667 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,009,248 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,527,702 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $703,475,445 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $650,849,665 | CYProgramServiceRevenueAmt |
| PY Investment Income | $344,059 | PYInvestmentIncomeAmt |
| CY Investment Income | $538,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,734,266 | PYOtherRevenueAmt |
| CY Other Revenue | $9,282,475 | CYOtherRevenueAmt |
| PY Total Revenue | $713,563,018 | PYTotalRevenueAmt |
| CY Total Revenue | $662,198,822 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $470,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $491,984 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $250,949,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $237,878,980 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $397,768,370 | PYOtherExpensesAmt |
| CY Other Expenses | $388,750,350 | CYOtherExpensesAmt |
| PY Total Expenses | $649,188,184 | PYTotalExpensesAmt |
| CY Total Expenses | $627,121,314 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $64,374,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,077,508 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $434,840,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,394,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $374,448,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,989,568 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,391,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $193,404,473 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Honor those we serve by delivering the best possible care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $537,750,422 | ExpenseAmt |
| Grant | $491,984 | GrantAmt |
| Revenue | $651,529,823 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $537,750,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | 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 | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 364 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4936 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 4 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | 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
| 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 (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 |
|---|---|---|---|---|---|---|---|
| Alan Levine | |||||||
| BH Pres/CEO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $2,155,621 | $214,799 |
| Marvin Eichorn | |||||||
| BH EVP/CAO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $1,097,890 | $42,535 |
| Lynn Krutak | |||||||
| BH EVP/CFO | 0.10 | 59.90 | Yes (X) | $0 | $929,458 | $96,545 | |
| Barton Hove | |||||||
| Former Officer-Retired | 0.00 | 0.00 | $0 | $980,153 | $0 | ||
| Jon Taveau MD | |||||||
| Staff Physician | 40.00 | 0.00 | $919,341 | $0 | $19,778 | ||
| Eric Deaton | |||||||
| BH EVP/COO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $780,843 | $86,618 |
| Tim Belisle | |||||||
| BH EVP/Gen Cnsl | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $691,954 | $87,755 |
| David Pryputniewicz MD | |||||||
| Staff Physician | 40.00 | 0.00 | $673,181 | $0 | $34,822 | ||
| Monty McLaurin | |||||||
| Former Key Employee/CEO NW Mkt | 23.00 | 17.00 | $0 | $571,962 | $61,620 | ||
| Lisa Smithgall | |||||||
| Former Key Employee/CNE | 0.00 | 50.00 | $0 | $521,130 | $70,738 | ||
| Greg Neal | |||||||
| Pres/CEO NE Mkt | 44.80 | 0.20 | $0 | $548,461 | $40,036 | ||
| Elizabeth Jackson MD | |||||||
| Staff Physician | 39.90 | 0.10 | $538,168 | $0 | $38,746 | ||
| Andrew Kramer MD | |||||||
| Staff Physician | 40.00 | 0.00 | $500,621 | $0 | $40,446 | ||
| John Ehrenfried MD | |||||||
| Staff Physician | 40.00 | 0.00 | $459,716 | $0 | $48,534 | ||
| Linda White | |||||||
| VP/Pres NW Mkt | 39.30 | 5.70 | $0 | $420,682 | $50,419 | ||
| Andrew Wampler | |||||||
| CFO NW Mkt | 44.80 | 0.20 | $0 | $401,470 | $54,056 | ||
| Todd Dougan | |||||||
| Fomer Officer-Retired | 0.00 | 0.00 | $0 | $348,086 | $0 | ||
| Robert Bender | |||||||
| CFO NE Mkt | 36.00 | 9.00 | $0 | $302,909 | $38,909 | ||
| Rebecca Beck | |||||||
| VP/COO HVMC | 45.00 | 0.00 | $0 | $284,208 | $34,447 | ||
| Stephen Sawyer | |||||||
| CFO NW Region | 24.00 | 21.00 | $0 | $264,667 | $36,637 | ||
| Dale Poe | |||||||
| Former Key Employee/CEO NW Mkt | 0.00 | 0.00 | $0 | $276,732 | $20,450 | ||
| Christopher Hobson | |||||||
| VP/COO BRMC | 45.00 | 0.00 | $0 | $241,242 | $33,777 | ||
| Tim Anderson | |||||||
| Former Key Employee/VP Pt Care Svc | 0.00 | 0.00 | $0 | $220,196 | $35,026 | ||
| Bobbie Murphy | |||||||
| VP/Pt Care Svcs | 45.00 | 0.00 | $0 | $219,752 | $22,739 | ||
| Chris Miller | |||||||
| VP/COO BRMC | 6.00 | 39.00 | $0 | $169,479 | $27,353 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,091,027 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,426,895 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,236,785 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 171 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| East Tennessee State University | |||||
| PO Box 70732 | Johnson City | TN | 37614 | Med Supp/Gen Acad Svcs | $6,064,342 |
| Bristol Anesthesia Services PC | |||||
| PO Box 7 | Bristol | TN | 37621 | Anesthesiology Services | $2,398,156 |
| American Anesthesiology of Tennessee PC | |||||
| PO 281034 | Atlanta | GA | 30353 | Anesthesiology Services | $2,356,231 |
| American Physician Partners | |||||
| 5121 Maryland Way Suite 300 | Brentwood | TN | 37027 | ED Physician Coverage | $2,106,037 |
| Medical Education Assistance Corp | |||||
| 2557 Rivermont Circle | Kingsport | TN | 37660 | Physician Services | $1,878,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,019,595 | RelatedOrganizationsAmt |
| Government Grants | $507,107 | GovernmentGrantsAmt |
| All Other Contributions | $1,000 | AllOtherContributionsAmt |
| Total Contributions | $1,527,702 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| 340B Drug Program | 900099 | $6,379,236 | $6,379,236 |
| CARES Act Revenue | 900099 | $21,272,041 | $21,272,041 |
| Hospital Patient Revenue | 900099 | $622,775,561 | $622,775,561 |
| P/S Ordinary Income | 541900 | $170,178 | $170,178 |
| Wellness Programs Revenue | 900099 | $173,573 | $173,573 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,076 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $650,849,665 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,064 | TotalRevenueColumnAmt |
| Exclusion | $74,064 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,724 | TotalRevenueColumnAmt |
| Exclusion | $27,724 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,684,242 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,216,192 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,468,050 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,468,050 | TotalRevenueColumnAmt |
| Exclusion | $2,468,050 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,667 | SecuritiesAmt |
| Other | $449,862 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,667 | SecuritiesAmt |
| Other | $449,859 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $437,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $449,859 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$12,667 | UnrelatedBusinessRevenueAmt |
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 |
|---|---|---|---|
| Cafeteria/Vending | 722514 | $2,194,080 | $2,194,080 |
| Facility & Const Mgmt Rev | 900099 | $440,568 | $440,568 |
| Revenue from Parent | 900099 | $3,104,167 | $3,104,167 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,075,610 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $230,299 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $845,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,814,425 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $662,198,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $651,529,823 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$12,667 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,153,964 | 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 | $491,984 | TotalAmt |
| Program Services | $491,984 | ProgramServicesAmt |
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 | $2,298,961 | TotalAmt |
| Program Services | $242,238 | ProgramServicesAmt |
| Management And General | $2,056,723 | 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 | $190,139,455 | TotalAmt |
| Program Services | $153,113,918 | ProgramServicesAmt |
| Management And General | $37,025,537 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,139,802 | TotalAmt |
| Program Services | $5,801,188 | ProgramServicesAmt |
| Management And General | $1,338,614 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,201,120 | TotalAmt |
| Program Services | $15,449,543 | ProgramServicesAmt |
| Management And General | $10,751,577 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,099,642 | TotalAmt |
| Program Services | $11,463,107 | ProgramServicesAmt |
| Management And General | $636,535 | 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 | $354,435 | TotalAmt |
| Management And General | $354,435 | 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 | $134,730,523 | TotalAmt |
| Program Services | $121,870,763 | ProgramServicesAmt |
| Management And General | $12,859,760 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,829 | TotalAmt |
| Program Services | $11,640 | ProgramServicesAmt |
| Management And General | $192,189 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,688,206 | TotalAmt |
| Program Services | $6,490,352 | ProgramServicesAmt |
| Management And General | $197,854 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,305,903 | TotalAmt |
| Program Services | $5,962,831 | ProgramServicesAmt |
| Management And General | $3,343,072 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,992,724 | TotalAmt |
| Program Services | $11,010,660 | ProgramServicesAmt |
| Management And General | $982,064 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,697 | TotalAmt |
| Program Services | $350,229 | ProgramServicesAmt |
| Management And General | $98,468 | 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 | $8,339,860 | TotalAmt |
| Program Services | $7,645,306 | ProgramServicesAmt |
| Management And General | $694,554 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,778,464 | TotalAmt |
| Program Services | $26,236,833 | ProgramServicesAmt |
| Management And General | $1,541,631 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,271,015 | TotalAmt |
| Program Services | $2,152,316 | ProgramServicesAmt |
| Management And General | $118,699 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $150,313,823 | $150,313,823 | |
| Maintenance | $16,493,475 | $16,233,751 | $259,724 |
| Support Services | $14,556,373 | $14,556,373 | |
| Food | $1,479,263 | $1,077,133 | $402,130 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,793,760 | TotalAmt |
| Program Services | $1,832,807 | ProgramServicesAmt |
| Management And General | $1,960,953 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,121,314 | TotalAmt |
| Program Services | $537,750,422 | ProgramServicesAmt |
| Management And General | $89,370,892 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,255 | BOYAmt |
| EOY | $60,394 | 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 | $500,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,438,286 | BOYAmt |
| EOY | $71,306,024 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| 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) |
|---|---|---|
| BOY | $5,788,989 | BOYAmt |
| EOY | $4,339,872 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,954,530 | BOYAmt |
| EOY | $12,936,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,585,422 | BOYAmt |
| EOY | $13,910,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $919,359,323 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $642,070,073 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,851,741 | BOYAmt |
| EOY | $277,289,250 | 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 | $37,626,739 | BOYAmt |
| EOY | $37,626,739 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,482,283 | BOYAmt |
| EOY | $7,424,845 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,840,245 | BOYAmt |
| EOY | $425,394,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,989,686 | BOYAmt |
| EOY | $66,051,375 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,034,179 | BOYAmt |
| EOY | $67,824,638 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,973,328 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,451,132 | BOYAmt |
| EOY | $98,113,555 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,448,325 | BOYAmt |
| EOY | $231,989,568 | 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 | $60,377,920 | BOYAmt |
| EOY | $193,372,725 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,000 | BOYAmt |
| EOY | $31,748 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,391,920 | BOYAmt |
| EOY | $193,404,473 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,840,245 | BOYAmt |
| EOY | $425,394,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,077,508 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $97,935,045 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $21,888 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $21,888 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | WHS had lobbying expenses of $21,888 which represents the portion of dues paid to Tennessee Hospital Association and Virginia Hospital and Healthcare Association attributable to direct lobbying. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $107,181 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,800,703 | OtherCostOrOtherBasisAmt |
| Book Value | $13,907,884 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $508,410,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $321,160,681 | DepreciationAmt |
| Book Value | $187,249,386 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,217,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,111,374 | DepreciationAmt |
| Book Value | $5,106,213 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,352,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $303,109,223 | DepreciationAmt |
| Book Value | $57,243,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,471,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,688,795 | DepreciationAmt |
| Book Value | $13,782,527 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $277,289,250 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Lease Obligation L/T | $4,681,884 |
| Capital Lease Obligation S/T | $153,751 |
| COVID-19 FICA Loan | $2,233,539 |
| Defined Pension Payable-L/T | $1,911,396 |
| Due to 3rd Parties | $850,894 |
| Due to 3rd Parties-Medicare Adv Pmts L/T | $65,763,962 |
| Due to 3rd Parties-Medicare Adv Pmts S/T | $8,456,088 |
| Due to 3rd Parties-Stimulus Reserve | $409,000 |
| Due to Affiliates | $165,680 |
| Operating Lease Obligation L/T | $9,943,477 |
| Operating Lease Obligation S/T | $2,307,829 |
| Professional Liabilities & Other | $1,236,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,113,555 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | Wellmont Health System 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." | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 225.000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 450.000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | false | AnnualCommunityBnftReportInd |
| Report Publically Available | false | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,116,025 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $11,116,025 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01770 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $80,419,735 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,611,636 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,808,098 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02520 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,535,760 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,611,636 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $26,924,123 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04290 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,903,528 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,747 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,871,781 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00620 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,264,788 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,257,028 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,007,760 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01440 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $431,400 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,104 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $418,296 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $254,289 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $28,103 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $226,186 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,218 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,218 | NetCommunityBenefitExpnsAmt |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,863,223 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,329,982 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,533,241 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02170 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $110,398,983 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $69,941,618 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,457,364 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06460 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $110,222,428 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $40,782,298 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $158,244,989 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $153,554,872 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $4,690,117 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| Holston Valley Amb Surg Ctr | ||
| Surgical Services | 0.52000 | 0.48000 |
| Sapling Grove Amb Surg Ctr | ||
| Surgical Services | 0.65000 | 0.35000 |
| Greeneville Phy Svcs LLC | ||
| Medical Services | 0.75000 | 0.25000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 5 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (5 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | Critical Access HospitalCriticalAccessHospitalInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bristol Regional Medical Ctr | ||||||||||||
| 1 | 1 Medical Park Boulevard | Bristol | TN | 37620 | balladhealth.org/locations | 0000000131 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| Holston Valley Medical Center | ||||||||||||
| 2 | 130 Ravine Road | Kingsport | TN | 37660 | balladhealth.org/locations | 0000000133 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| Hancock County Hospital | ||||||||||||
| 3 | 1519 Main Street | Sneedville | TN | 37869 | balladhealth.org/locations | 0000000165 | Yes (X) | Yes (X) | A | Yes (X) | ||
| Lonesome Pine Hospital | ||||||||||||
| 4 | 1990 Holton Avenue | Big Stone Gap | VA | 24219 | balladhealth.org/locations | H 1915 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A | |
| Mountain View Regional Hosp | ||||||||||||
| 5 | 310 3rd Street NE | Norton | VA | 24273 | balladhealth.org/locations | H 1930 | Yes (X) | Yes (X) | Yes (X) | A | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 12345 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | balladhealth.org/locations#hospitals | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | false | StrategyPostedWebsiteInd |
| Strategy Attached | Yes (true) | StrategyAttachedInd |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 225.0000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 450.0000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | balladhealth.org | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | balladhealth.org | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | balladhealth.org | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Facility: A 1,2,3,4,5 - Part V, Section B, Line 3j | Facility/Group A includes the following facilities:Bristol Regional Medical Center, Holston Valley Medical Center, Hancock County Hospital, Lonesome Pine Hospital and Mountain View Regional HospitalDuring FY20, WHS hospitals were operating under the three-year community health needs assessments (CHNAs) plans approved by the board of directors at the end of FY19. Priorities established for the CHNAs were determined by the most significant health needs of each community. For the FY19 CHNAs, Ballad Health, the health system's parent, and its hospitals and entities agreed to focus on an index of 25 active population health index measures (plus an additional 31 measures for monitoring). The population health index itself is based on the focus areas outlined in the previous (FY16 for WHS's hospitals) CHNAs and align with national health improvement efforts, such as Healthy People 2020. WHS's affiliates, Mountain States Health Alliance and its hospitals, focused on the same population health index measures determined by Ballad Health when completing their individual FY19 CHNA's.To understand each communitys individual needs, Ballad Health conducted a CHNA for each hospital to profile the health of the residents within its service area. Throughout the CHNA process, high priority was given to determining the health disparities and available resources within each community. Community members from each county met with Ballad Health representatives to discuss current health priorities and identify potential solutions.The CHNA community members for each facility evaluated measures that make up Ballad Health's population health index and a few additional measures related to access to health screenings. The groups members completed a survey relative to what health priorities should be a focus for their specific community over the next three years. After all the details and data collection was complete and interviews with various focus groups were complete, representatives identified four top focus areas:- Smoking- Physical activity/obesity - Substance abuse/mental health- Maternal/infant health |
| Facility: A 1,2,3,4,5 - Part V, Section B, Line 5 | Information for the CHNA assessment was gathered from a variety of sources,including:- Physician needs assessment- Community health facility assessment- Mental health needs assessment- Publicly available population and demographic information- Publicly available population health information, including America's Health Rankings and the County Health Rankings- State and regional health department data- The Southwest Virginia Health Authority's Blueprint for Health Enabled Prosperity- The ETSU, Wellmont, Mountain States Community Work Group Project- Other studiesSignificant information was gleaned from a process conducted by the ETSUCollege of Public Health and supported by both WHS and Mountain States Health Alliance. Community workgroups were formed, involving a cross section of subject matter experts to assess regional health needs, including those of underserved people, families, children and those suffering from mental health and substance abuse challenges.Regional meetings were also held which included representatives of the community at large and minorities or agencies serving them. Findings from this work were taken into account in both the assessment and implementation plan. The information was then collated and assessed to determine the greatest unmet health needs facing the region. Strategies to address these needs were then developed, utilizing internal resources and partnerships with other health care organizations and physicians. |
| Facility: A 1,2,3,4,5 - Part V, Section B, Line 6a | Each hospital within Wellmont Health System completed a CHNA. - Bristol Regional Medical Center- Holston Valley Medical Center- Hawkins County Memorial Hospital- Hancock County Hospital- Takoma Regional Hospital, Inc. d/b/a Greeneville Community Hospital- Lonesome Pine Hospital- Mountain View Regional Hospital |
| Facility: A 1,2,3,4,5 - Part V, Section B, Line 11 | Key findings noted during the FY19 CHNA were the low rankings of the counties served in several categories related to health and wellness, including prevalence of chronic disease management, tobacco use, diet and exercise, as well as a need for expanded and enhanced mental health services.WHS engaged the community in a myriad of activities developed to address the most prevalent health needs in the service area. Some of the programs in FY20 include:- Diabetes education. Numerous presentations were provided (free of charge)to discuss preventative measures, including participation in a cardiovasular program. Diabetes field trips for local teachers took place and many radio spots discussed diabetes awareness and prevention, including weight loss topics. Team members are involved with a local Diabetes Association support group and HVMC provided free meeting space for the Kingsport Diabetes Association's monthly meetings. Unfortunately, due to COVID-19 restrictions, diabetes education/suport meetings were canceled or forced to go to a virtual format beginning April 2020.- The trauma team remained very active throughout FY19. They offered emergency preparedness, injury prevention and other topics related to trauma events.- A support group was offerred to people who have undergone bariatric weight-loss surgery and those considering the procedure.To address the high obesity rate in the community, which often results in diabetes, Holston Valley Medical Center (HVMC) operated a Comprehensive Weight Management Center. The center offers weight loss solutions by a highly trained staff, weight-loss resources and tips to help patients succeed long-term. The center also offers a support group for people who have had bariatric surgery.Holston Valley Medical Center operates a diabetes treatment center. The center offers diabetes services and free educational programs. Dietitians, nurses and certified diabetes educators teach about topics such as preparing nutritious meals, tracking blood sugar, reducing diabetes long-term effects, and other diabetes related topics.WHS includes the hospitals reported in this Form 990. Most of the charitable donations made during the year are reported in the hospitals. More detail of WHS's charitable donations during the year is reported in the Form 990, Part III narrative included in Schedule O.Many additional community needs exist in the region. It is physically impossible for a hospital to address every health need in a community, which is why the CHNA process is used to identify and prioritize areas of focus. A thoughtful CHNA evaluates overall community health needs to determine which ones the hospital can best influence in a positive way. Consideration is given to other organizations in the hospital's geographic area that already offer services addressing specific health needs. In some cases, it is best to simply support an identified health need through a financial donation to another nonprofit organization skilled in certain areas: teen pregnancy, dental health, fighting homelessness, etc. Hospitals also lend support to other nonprofit organizations by serving on their boards, committees, and assisting with fundraising efforts. |
| Facility: A 1,2,3,4,5 - Part V, Section B, Line 13h | Ballad Health's financial assistance policy allows for some exceptions to strictly adhering to federal poverty guidelines when awarding financial assistance. Unique circumstances may be weighed and assessed for financial assistance consideration on a case-by-case basis. Also, there are some services where financial assistance may be provided outside of federal poverty guidelines. These are noted in the Ballad Health's financial assistance policy. |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c - Charity Care Eligibility Criteria (FPG Is Not Used) | Financial assistance approval can apply to an assortment of patients such as those who have exhausted their TennCare/Medicaid benefits, those who qualified for Medicaid/TennCare after the date of service, deceased patients with no estate or assets, uninsured patients, and underinsured patients. While Ballad Healths qualifications for financial assistance is based on federal poverty guidelines, asset values may also be used to determine eligibility. Unique circumstances may be assessed on a case-by-case basis. Charity approval covers current or active patient balances when they are approved and there is no limitation or cap on the amount of charity that a patient may receive. Ballad Health hospitals do not stop approving financial assistance for patient accounts if a hospitals charity write-offs exceed the hospitals charity budget.All Ballad Health hospitals provide an uninsured discount; the current uninsured discount is 85%. In addition to the uninsured discount, many patients will further qualify for additional financial assistance. All patients seeking financial assistance must submit an application for financial assistance and submit documents in support of the information on the application, unless specifically excluded according to policy guidelines. Medicaid eligible patients will qualify for 100% financial assistance and not be required to complete the required documentation when: a) Medicaid eligibility requirements are met after the service is provided, b) non-covered charges occur on a Medicaid eligible encounter, or c) benefits have been exhausted. Deceased patients with no estate also qualify for 100% financial assistance.Financial assistance determinations may be retroactive for all outstanding balances. In addition, Ballad Health offers a number of programs with special discounts such as lactation consultation services; oncology treatment regimens; enrollment in various community programs, and prescription drugs filled post-discharge. |
| Part I, Line 7 - Explanation of Costing Methodology | A cost to charge ratio was used to compute the cost related to financial assistance (charity) write-offs (line 7a) and the hospitals' loss related to TennCare/Medicaid services (line 7b). Costs reported in the other community benefit categories were not included when computing the cost to charge ratio in order to avoid duplication of cost. Line 7e community health improvement includes costs that are taken directly from departmental operating reports or expenses specific to a community health event, with no additional overhead included in the cost. Line 7f health professionseducation is comprised of internships (primarily internal medicine residents, nursing, pharmacy, and therapy students) with schools and universities, allowing their health profession students to get hands-on training in a hospital setting. WHS's Medicare-approved programs include medical residents and pharmacy. For these programs, Medicare-approved costs and Medicare reimbursement comes from filed Medicare cost reports. The Ballad Health Organizational Development Department (OD) maintains records for the non-Medicare programs. OD keeps records of the number of students receiving training at WHS hospitals and the amount of hours the students spend at WHS hospitals. Hours may differ based on the school and the type of program (RN, radiology, lab, etc). The number of team members that provide training to students will also vary based on where the student is training. For example, an RN trainer on a medical floor may have 3 or 4 students under her/his direction, while an RN trainer in a specialty area such as ICU or the ER may be training one-on-one with a single student. Only labor costs are included for WHS hospital team members that provide training (i.e. no overhead is applied) and a percentage of team members' time is attributable to actual training. Line 7g subsidized health care services, WHS uses the Hancock County Intensive Outpatient Programs departmental operating report to compute the programs community benefit. Line 7h research represents WHS's expense allocation from Ballad Health for research. Contributions (line 7i)represent cash donations, medical supplies made to other nonprofit organizations that support community wellness and the donation of a Wellness Center building/land. |
| Part III, Line 2 - Methodology Used To Estimate Bad Debt Expense | Self-pay balances include accounts after payments and contractual adjustments (discounts) have been applied from all third-party payers such as Medicare, TennCare, commercial insurers, and others - generally leaving the patient responsible for any remaining deductible and/or co-payment. Other self-pay accounts are from patients with no insurance or other third-party coverage. Under Ballad Healths system-wide self-pay policy, any patient who has no insurance and is ineligible for any government assistance program receives an 85% discount. Many self-pay patients will further qualify for financial assistance (sometimes referred to as charity care) if they provide the financial information needed to deem them eligible or upon determination of presumptive charity eligibility.After the normal collection process has indicated an account is uncollectible, WHS writes the account off to bad debt. The hospital's overall self-pay accounts receivable balance is evaluated on an ongoing basis to evaluate the age of accounts receivable, historical write-offs and recoveries and any unusual instances (such as local, regional or national economic conditions) which affect the collectability of receivables. |
| Part III, Line 3 - Methodology of Estimated Amount & Rationale for Including in Community Benefit | WHS's primary external collection agency historically estimated that 37% of WHSs bad debt would have qualified for financial assistance if patients had provided a financial assistance application and required documentation. Pursuant to the merger, WHS has begun to score accounts using a presumptive eligibility tool. This tool utilizes various data points for a proprietary algorithm operated by an outside vendor to provide an individual's score which is then relied upon to assign presumptive charity eligibility. There remain instances of patients with account balances and no identified health insurance coverage that WHS believes would qualify for financial assistance. Although patients are encouraged to apply for assistance, many will not do so. WHS would prefer for patients to submit completed financial assistance applications given that historical data clearly indicates that most uninsured patients and many underinsured will qualify for financial assistance under WHS's program. Without a completed application or approval through the presumptive charity eligibility review, these are recorded as bad debt instead of charity care. |
| Part III, Line 4 - Bad Debt Expense | The Ballad Health audited financial statements include a footnote on page 13 that describes bad debt. WHS is included in the June 30, 2020 audited financial statements of Ballad Health (attached). |
| Part III, Line 8 - Explanation Of Shortfall As Community Benefit | Excluding Medicare losses reported in Part I subsidized health, the Part III Medicare gain is reported using WHS's filed Medicare cost report (C/R). The C/R uses a cost to charge ratio based on a step-down allocation methodology. WHS believes Medicare losses should be allowed as a reportable community benefit, similar to governmental programs such as Medicaid. As a participating provider in the Medicare program, hospitals are required to provide the full regimen of care for the Medicare population. There are a number of care regimens that are compensated by the Medicare program at levels below cost. Therefore, it is only logical to allow hospitals to report these uncompensated services as a community benefit. By making this change, nonprofit providers will be encouraged to continue important care delivery models for the aging population in spite of the fact it may be economically injurious. |
| Part III, Line 9b - Provisions On Collection Practices For Qualified Patients | Requests for financial assistance are evaluated using established guidelines, while allowing for unique financial circumstances - for example, medically indigent patients with catastrophic medical costs that would threaten the patients household financial viability. When a patient requests financial assistance or when an application has been received, the patient's account is placed in a hold status to prevent further collection activities until financial assistance eligibility is determined. All Ballad Health hospitals comply with IRS 501(r) regulatory guidelines.Ballad Health's collection policy clearly states that all patients are treated equally - with dignity and respect. Ballad Health ensures that outside collection agencies adhere to Ballad Health billing and collection guidelines. The collection program includes communicating expected financial responsibility prior to service. WHS hospitals provide assistance to help underinsured and uninsured patients determine sources of payment for medical bills and to help patients determine eligibility for programs such as Medicaid or TennCare.After insurance benefit verification, WHS hospitals bill insurance carriers. If the insurance carrier denies payment of the service/procedure as non-covered or the patient has exceeded their maximum benefits, the service/procedure will qualify for the uninsured discount.Financial counselors are available to discuss financial assistance with patients and their families. WHS hospitals provided a number of payment options:- a pre-service discount may be offered- a discount in excess of established discounting rates may be granted for catastrophic high dollar accounts- WHS hospitals accept all non-contracted and out-of-network payers and will make attempts to work with these payers regarding appropriate reimbursement and billing to their members- as part of Ballad Health's commitments to the State of Tennessee and Commonwealth of Virginia to form Ballad Health, not-in-network discounts are applied per policies in place for WHS hospitals- payment arrangements are available so long as the account is not with a collection agencyReasonable efforts are made to determine if a patient is eligible for financial assistance - see Schedule H, Part VI, line 3 for information on how patients are informed about Ballad Health's financial assistance policy. |
| Part VI, Line 2 - Needs Assessment | Focusing on 25 active population health index measures allows Ballad Health to further engage the efforts of its hospitals in partnership with communities in our service areas. It has helped Ballad Health to better identify health disparities that appear across the individual communities and to prioritize issues that are most important in each hospital's community. Engaging local community organizations will expand partnerships so that organizations work together more to address community health needs.Ballad Health uses a comprehensive process to gather input for and continues to evolve its population health plan. The executive steering team, aided by national experts with experience in large-scale population health improvement, help guide this evolution. Because Ballad Health's hospitals are located in a region with many chronic disease challenges, the goal is to target population health issues to make lasting improvements. Ballad Health conducted approximately 150 interviews and held 40 meetings with external groups, including the regional health departments, United Way agencies, chambers of commerce, schools and community organizations, the regional accountable care community steering committee, as well as internal groups such as population health and social responsibility committee of the Ballad Health board of directors, the Ballad Health population health clinical committee, and hospital community boards in the creation and ongoing implementation of its population health plan. |
| Part VI, Line 3 - Patient Education of Eligibility for Assistance | Consistent with the Ballad Health financial assistance policy, WHS communicates with and provides education to patients through various avenues regarding governmental assistance programs and hospital financial assistance. Various educational and application documents related to obtaining financial assistance are widely available at WHS hospitals and all documents are available on the Ballad Health website. Printed financial assistance educational materials are part of each registration packet and posters are displayed in highly visible areas of the hospitals. The financial assistance policy and documents are available in emergency departments and admitting areas. WHS is also happy to mail all documents to patients and offers a plain language summary. All of the documents are available in English and Spanish. Financial assistance information is available during pre-registration, registration and/or during financial counseling. WHS offers governmental program eligibility representatives to assist patients in securing eligibility for Medicaid or TennCare, federal disability and other governmental assistance programs. Additionally, if a patient or community resident expresses an interest in the Affordable Care Act healthcare exchange, WHS representatives have the qualifications and experience to assist them through the entire process. Financial counselors offer financial assistance applications to patients who do not qualify for governmental assistance programs and are unable to pay for some or all of their healthcare.All patient billing statements have verbiage discussing financial assistance along with contact information. The last letter to the patient displays the plain language summary. In all oral correspondences with a patient, if it is identified the patient cannot meet payment requirements on their account, financial assistance is discussed as an option. Applicants are notified of financial assistance determination in writing. |
| Part VI, Line 4 - Community Information | WHS serves the healthcare needs of 29 Appalachian counties in Tennessee, Southwest Virginia, Kentucky and North Carolina. All of the counties WHS serves are federally designated as medically underserved areas. Medically underserved areas are designated by the U.S. Department of Health and Human Services. Shortage areas are identified through analysis of physician to population ratios depending on whether an area is considered to have a high need. Criteria used to determine high need are poverty rates, the percentage of the population over age 65, infant mortality rates and fertility rates. Many rural residents must travel a greater distance to access different points of the health care delivery system. Due to the geographic distance, sometimes extreme weather conditions, lack of public transportation and challenging roads, rural residents may be limited, and in some instances, even prohibited from accessing health care services.A CDC (Centers for Disease Control and Prevention) study demonstrated there is a significant gap in health between rural and urban Americans. The CDC noted that demographic, environmental, economic, and social factors may put rural residents at higher risk of death. Residents in rural areas tend to be older and sicker than their urban counterparts. They have higher rates of tobacco use, high blood pressure and obesity. Rural residents also report less leisure-time physical activity and lower seatbelt use. They have higher rates of poverty, less access to healthcare, and are less likely to have health insurance. The CDC study found that unintentional injury deaths were significantly higher in rural areas, partly due to a greater risk of motor vehicle crashes and opioid overdoses. The CDC believes the gaps in health between rural and urban can be addressed by:- Screening patients for high blood pressure- Increasing cancer prevention and early detection- Encouraging physical activity and healthy eating- Promoting smoking cessation cigarette smoking is the leading cause of preventable disease death in the U.S.- Promoting motor vehicle safety- Engaging providers in safer prescribing practices for opioids for pain and educating citizens on the risks of opioidsAnd, while the WHS service area has generally unfavorable health statistics, there are far fewer primary care physicians per resident in some of the counties served than the Tennessee and Virginia state average. For example, in Wise County, VA the ratio of service area demand for primary care physicians is 92.6 while the actual supply of physicians is 56.9 (only meeting 52% of the demand).Recruiting physicians to rural areas is often challenging due to a myriad of factors, such as geography, economics, culture and education. Geographically, rural communities are often far removed from suburban and urban centers that provide access to educational, cultural and economic opportunities. These limitations influence the relocation decision of the physician candidate and his/her spouse/children to locate to a rural area.The health status of the population in WHS's service area is generally poor. A number of factors contribute to a unique and challenging environment that influence the overall health standing for counties included in the WHS service area. Obesity increases the risk for many health conditions such as coronary heart disease, type 2 diabetes, hypertension, stroke, cancer, sleep apnea and respiratory problems, and osteoarthritis. Evidence indicates physical activity, independent of its effect on weight, has substantial benefits for health. Relative to obesity and physical activity levels, many of the counties have high levels of obesity combined with high levels of physical inactivity as shown below:- The percentages of adult obesity: Hancock County, TN - 33%, Sullivan County, TN 34% and Wise County, VA - 35%. The adult obesity rate for U.S. top performers is 26% according to the Robert Wood Johnson Foundations County Health Rankings.- The percentages of physical inactivity: Hancock County, TN 26%, Sullivan County, TN 30% and Wise County, VA 34%. The physical inactivity rate for U.S. top performers is 19% according to the Robert Wood Johnson Foundations County Health Rankings.The WHS service area extends to some of the poorest rural counties in the region with a poverty rate of almost 30% in some areas. The County Health Rankings estimates county median household incomes to be: Wise County, VA - $38,000 compared to $72,600 for the state of Virginia; and Hancock County, TN - $30,700 and Sullivan County, TN - $46,000 compared to $52,800 for the state of Tennessee. Children in poverty in some areas is approximately 30%. For example, the percentage of children living in poverty in Hancock County, TN - 35.8%, Sullivan County, TN 23% and Wise County, VA 28.7%.Approximately 17.29% of WHS's patients are Medicaid recipients, and 7.84% are uninsured and all of the PSA counties are designated as medically underserved areas (Tennessee and Virginia). |
| Part VI, Line 4 - Community Building Activities | Ballad Health leaders support and encourage all team members to volunteer time, money and skills to community service projects and charitable organizations. Senior leaders and board members set a positive example for Ballad Health team members, serving voluntarily on committees and boards of local service and nonprofit organizations. Some also serve as members and consultants on professional committees and task forces that affect regional development in healthcare and education. WHS does not capture costs associated with team members that serve on other nonprofit boards or provide services to other nonprofits. |
| Part VI, Line 5 - Promotion of Community Health | WHS is dedicated to operating efficiently so that waste is minimized. WHSs leadership remains mindful of managing limited resources so that adequate facilities and equipment are available for the care of their patients. Surplus funds are invested into improving treatment options for WHS patients through new technologies, recruiting physicians and trained staff in shortage areas, and improving WHS facilities. Various checks and balances are established to ensure that expenditures for operating expenses and capital costs are reasonable and necessary.WHS has several hospitals with Medicare-approved health profession education programs. In addition, WHS hospitals serve as training sites for many types of health professions: nursing, pharmacy, psychology, lab, respiratory therapy, EMT, public health, etc. Students from several colleges, universities, and programs receive training and hands-on experience in WHS hospitals. WHS resources are devoted to health conferences for local health professionals and offer other programs focused on improving the health of residents. While WHS operates in a predominantly low-income, rural and isolated areas, WHS continues to offer services that operate at a loss to WHS because residents would otherwise need to leave their home town or county to receive needed care.Wellmont Health System merged with Mountain States Health Alliance in February 2018 to form Ballad Health healthcare system. WHS and Mountain States Health Alliance still exist as legal entities and continue to operate multiple hospitals. WHS's governing body is comprised of persons who reside in the organization's primary service areas.Physicians that request privileges who are qualified and credentialed are extended privileges by WHS. |
| Part VI, Line 6 - Affilated Health Care System | WHS is a Tennessee non-profit corporation and a premier provider of healthcare services in Northeast Tennessee and Southwest Virginia. WHS includes seven hospitals (five included in this return), an integrated physician network, and several ambulatory sites. WHS hospitals offer a broad scope of services ranging from community based acute care to highly specialized tertiary services including a trauma center, comprehensive heart care, and cancer care.WHS owns and operates an integrated health care delivery system providing inpatient, outpatient, and other health care services at multiple locations in Northeast Tennessee and Southwest Virginia. Currently, WHS owns and operates six acute care hospital facilities and one critical access hospital with a total of 1,163 licensed beds. The acute care facilities owned by WHS include Holston Valley Medical Center in Kingsport, Tennessee, Bristol Regional Medical Center in Bristol, Tennessee, Mountain View Regional Hospital in Norton, Virginia, Lonesome Pine Hospital in Big Stone Gap, Virginia, Hawkins County Memorial Hospital in Rogersville, Tennessee, Takoma Regional Hospital, Inc. d/b/a Greeneville Community Hospital in Greeneville, Tennessee, and the critical access hospital, Hancock County Hospital in Sneedville, Tennessee.WHS's merger with Mountain States Health Alliance opened up many opportunities not previously available to two competing health systems. Collaboration started post-merger and Ballad Health continues to see progress towards improving efficiencies within our health system, activities consistent with Ballad Healths population health initiative, sharing best practice quality improvements, and other benefits related to operating as one rather than operating in a competitive environment. A new clinical council was formed immediately following the merger. The council includes physician nominated from the leadership of all Ballad hospitals. A new Community Benefit and Population Health Committee of the board was established and various other infrastructures have been established since the merger.Across WHSs hospitals, there were many projects, programs and collaborative efforts that took place during the year. Some examples include:- A plan was approved to adopt an integrated technology platform bringing all WHS hospitals and points of service together as an integrated system.- Consolidation of Level III NICU and other services to enhance quality of care and patient outcomes- Opioid prescribing reduction across all WHS hospitals- WHS hospitals shared successful achievements from value optimization team projectsSince the Ballad Health system is both horizontally and vertically integrated, patients can be efficiently moved along an integrated, comprehensive continuum of care as their health dictates. If needed, patients can be moved to one of Ballad Health's tertiary care facilities providing advanced treatment options.Hospitals in the Ballad Health system work closely with one another to share expertise and resources. |
| Part VI, Line 7 - States Filing of Community Benefit Report | TN VA |
| Part VI - Additional Information | Ballad Health is required to report community benefit estimates on a quarterly basis with the states of Tennessee and Virginia. The reporting includes all of Ballad Health's hospital organizations and is reported using IRS Form 990, Schedule H instructions for reporting community benefit. Ballad Health operates under a Cooperative Agreement (CA) in Virginia and a Certificate of Public Advantage (COPA) in Tennessee as obligated by agreements between Ballad Health and the two states to allow Mountain States Health Alliance and Wellmont Health System to merge. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Barter Theatre | ||||||||
| PO Box 867 | Abingdon | VA | 24212 | 546000120 | 501c3 | $20,000 | $0 | Sponsorship |
| Birthplace of Country Music | ||||||||
| PO Box 1927 | Bristol | VA | 24203 | 621580405 | 501c3 | $50,000 | $0 | Event sponsorship |
| Dobyns Bennett High School | ||||||||
| 1 Tribe Way | Kingsport | TN | 37664 | 626000323 | 501c3 | $36,750 | $0 | Sponsorship |
| Eastman Foundation | ||||||||
| PO Box 511 | Kingsport | TN | 37662 | 621614800 | 501c3 | $10,000 | $0 | Sponsorship |
| Friends in Need Health Center | ||||||||
| 1105 W Stone Dr | Kingsport | TN | 37660 | 621541637 | 501c3 | $30,000 | $0 | Program support |
| Frontier Health Foundation | ||||||||
| PO Box 8293 | Gray | TN | 37615 | 461432508 | 501c3 | $24,800 | $0 | Sponsorship |
| Greater Kingsport Family YMCA | ||||||||
| 1840 Meadowview Parkway | Kingsport | TN | 37660 | 581564232 | 501c3 | $10,000 | $0 | Support for after school programs |
| Kingsport Chamber Foundation | ||||||||
| 400 Clinchfield St Ste 100 | Kingsport | TN | 37660 | 581453565 | 501c3 | $41,950 | $0 | Sponsorship/renovation project |
| Komen East Tennessee | ||||||||
| 318 Nancy Lynn Lane 13 | Knoxville | TN | 37919 | 752854955 | 501c3 | $20,000 | $0 | Screenings & diagnostic svcs |
| NE TN Regl Fnd for Econ Dev | ||||||||
| 300 E Main Steet Ste 406 | Johnson City | TN | 37601 | 814941487 | $10,000 | $0 | Sponsorship | |
| Salvation Army | ||||||||
| PO Box 1715 | Johnson City | TN | 37605 | 580660607 | 501c3 | $30,000 | $0 | Annual Red Kettle support |
| Second Harvest Food Bank | ||||||||
| 127 Dillon Court | Gray | TN | 37615 | 621303822 | 501c3 | $7,000 | $0 | Sponsorship/ Servant's Heart |
| Streamworks Inc | ||||||||
| 200 Lynn Garden Drive | Kingsport | TN | 37660 | 832552649 | 501c3 | $10,000 | $0 | Program support |
| Sullivan Co Sheriffs Dept | ||||||||
| PO Box 589 | Blountville | TN | 37617 | 626000862 | 501c3 | $85,000 | $0 | Body scanner |
| Tri-Cities Military Affairs | ||||||||
| 555 E Main Street Ste 104CD | Kingsport | TN | 37660 | 462142491 | 501c3 | $10,000 | $0 | Program support |
| VA Health Care Foundation | ||||||||
| 707 E Main Street Ste 1350 | Richmond | VA | 23219 | 541639924 | 501c3 | $67,000 | $0 | Program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Community Benefit and Population Health Committee for Ballad Health is comprised of members from Tennessee and Virginia. Committee members have various perspectives on community health improvement and work to develop an understanding of population health, philanthropy, community benefit obligations and the role Ballad Health plays in health access improvement. The senior leadership for Ballad Health, including the President and CEO and COO, attend the meetings. Among the responsibilities of the committee is ensuring charitable contributions comply with Ballad Health Board policies.All requests are submitted electronically with the required information to determine eligibility. After the committee has reviewed requests, various levels of approval are required, including the Ballad Health CEO or Ballad Health Board, based on the level of commitment. Applicants requesting funding for a specific event or program should include the following information:- Mission statement of organization- Year organization was founded- Tax status and federal taxpayer ID number - Website- Description of the event/program- Event/program budget- Other sources of income- Impact of the event/program on the health of residents in our region- Beneficiaries of contribution- Number of people served annually - Event/program accomplishments- Measure of accomplishments | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine | |||||||||||||
| BH Pres/CEO | $1,217,727 | $805,887 | $132,007 | $192,278 | $22,521 | $2,370,420 | $101,488 | ||||||
| Andrew Kramer MD | |||||||||||||
| Staff Physician | $430,010 | $69,837 | $774 | $16,678 | $23,768 | $541,067 | |||||||
| Andrew Wampler | |||||||||||||
| CFO NW Mkt | $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 | ||||||||||
| Bobbie Murphy | |||||||||||||
| VP/Pt Care Svcs | $165,301 | $49,282 | $5,169 | $22,739 | $242,491 | ||||||||
| Chris Miller | |||||||||||||
| VP/COO BRMC | $165,852 | $3,627 | $10,335 | $17,018 | $196,832 | ||||||||
| Christopher Hobson | |||||||||||||
| VP/COO BRMC | $166,341 | $56,316 | $18,585 | $11,935 | $21,842 | $275,019 | |||||||
| Dale Poe | |||||||||||||
| Former Key Employee/CEO NW Mkt | $83,678 | $193,054 | $5,260 | $15,190 | $297,182 | ||||||||
| David Pryputniewicz MD | |||||||||||||
| Staff Physician | $445,661 | $227,520 | $16,500 | $18,322 | $708,003 | ||||||||
| Elizabeth Jackson MD | |||||||||||||
| Staff Physician | $467,232 | $69,837 | $1,099 | $16,760 | $21,986 | $576,914 | |||||||
| Eric Deaton | |||||||||||||
| BH EVP/COO | $517,462 | $235,353 | $28,028 | $68,002 | $18,616 | $867,461 | |||||||
| Greg Neal | |||||||||||||
| Pres/CEO NE Mkt | $373,361 | $113,709 | $61,391 | $16,806 | $23,230 | $588,497 | |||||||
| John Ehrenfried MD | |||||||||||||
| Staff Physician | $389,465 | $69,837 | $414 | $17,181 | $31,353 | $508,250 | |||||||
| Jon Taveau MD | |||||||||||||
| Staff Physician | $469,232 | $450,109 | $19,778 | $939,119 | |||||||||
| Linda White | |||||||||||||
| VP/Pres NW Mkt | $368,053 | $51,411 | $1,218 | $31,663 | $18,756 | $471,101 | |||||||
| Lisa Smithgall | |||||||||||||
| Former Key Employee/CNE | $362,677 | $150,386 | $8,067 | $53,895 | $16,843 | $591,868 | |||||||
| Lynn Krutak | |||||||||||||
| BH EVP/CFO | $618,283 | $304,398 | $6,777 | $77,960 | $18,585 | $1,026,003 | |||||||
| Marvin Eichorn | |||||||||||||
| BH EVP/CAO | $715,309 | $346,798 | $35,783 | $16,759 | $25,776 | $1,140,425 | |||||||
| Monty McLaurin | |||||||||||||
| Former Key Employee/CEO NW Mkt | $389,780 | $137,469 | $44,713 | $37,303 | $24,317 | $633,582 | $19,479 | ||||||
| Rebecca Beck | |||||||||||||
| VP/COO HVMC | $220,157 | $63,038 | $1,013 | $16,300 | $18,147 | $318,655 | |||||||
| Robert Bender | |||||||||||||
| CFO NE Mkt | $230,452 | $71,263 | $1,194 | $15,535 | $23,374 | $341,818 | |||||||
| Stephen Sawyer | |||||||||||||
| CFO NW Region | $184,566 | $50,103 | $29,998 | $12,396 | $24,241 | $301,304 | |||||||
| Tim Anderson | |||||||||||||
| Former Key Employee/VP Pt Care Svc | $160,816 | $53,894 | $5,486 | $13,600 | $21,426 | $255,222 | |||||||
| Tim Belisle | |||||||||||||
| BH EVP/Gen Cnsl | $426,412 | $250,526 | $15,016 | $63,565 | $24,190 | $779,709 | |||||||
| Todd Dougan | |||||||||||||
| Fomer Officer-Retired | $14,379 | $333,707 | $348,086 | ||||||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Sullvn Cty Hlth EDL&HS 06 | ||||||||
| A | 621256662 | 865293AF1 | 2006-11-02 | $207,055,314 | Construction at HVMC | false | false | false |
| Sullvn Cty Hlth EDL & HSG | ||||||||
| B | 621256662 | 865293AH7 | 2011-05-05 | $76,165,000 | Refund 2006A Bond | false | false | false |
| Sullvn Cty Hlth EDL & HSG | ||||||||
| C | 621256662 | 2012-12-13 | $42,500,000 | Purchase EPIC EMR | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,580,000 | $207,055,314 | $18,977,995 | $2,164,568 | $185,912,751 | 2011 | false | false | Yes (true) | Yes (true) | |
| B | $7,780,000 | $76,165,000 | $1,298,533 | 2011 | Yes (true) | false | Yes (true) | Yes (true) | $74,942,165 | ||
| C | $40,922,255 | $42,500,000 | $31,809 | $42,468,191 | 2014 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
| C | false | false | Yes (true) | Yes (true) | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MA Mutual Life | ||||||||||
| A | false | false | false | Yes (true) | false | Yes (true) | 29.8000 | Yes (true) | false | Yes (true) |
| (no name) | ||||||||||
| B | false | false | Yes (true) | false | false | false | false | Yes (true) | ||
| (no name) | ||||||||||
| C | false | false | Yes (true) | false | false | false | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | Schedule K - Date Rebate Computation Performed Sullivan County TN Health EDL & HSG 06C 10/31/2016 | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Greg Neal | PersonNm |
| Relationship With Org | Key Emp | RelationshipWithOrgTxt |
| Loan Purpose | Education | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $75,000 | OriginalPrincipalAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | false | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Wellmont Health System is a Tennessee non-stock, nonprofit organization with Ballad Health as its sole member. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Ballad Health has the authority to appoint Wellmont Health System board members. The President and CEO of Ballad Health serves as the President and CEO for Wellmont Health System. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Decisions of the Wellmont Health System Board of Directors are subject to approval by the Ballad Health Board of Directors. |
| 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 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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Ballad Health has a conflict of interest policy for all members of the Board of Directors, the Executive Chair/President, Executive Vice Presidents, Senior Vice Presidents, and Vice Presidents, and applies to all Ballad Health organizations. All persons covered by this policy are required to complete a conflict of interest disclosure form on an annual basis. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled Conflicts of Interest. If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents and conflict of interest policy are made available 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 Increases | Alternative Investment Income - Not on Books = $12667 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Intercompany Transfers = $96799581 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Partnership Ordinary & Interst Income - Not on Books = -$170181 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Partnership Share - Deductions = $383 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Temporarily Restricted Grants = $17748 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Transfer of Ownership of HVASC = $1274847 |
| 2019 NOVEL CORONAVIRUS (COVID-19) PUBLIC HEALTH EMERGENCY | The United States Secretary of Health and Human Services declared a Public Health Emergency 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 Boards delegations of authority pursuant to Ballad Healths policies.Effective March 23, 2020, Ballad Health complied with federal and state guidance to cease all non-emergent, elective procedures. Beyond the deferral of these procedures and diagnostic testing, Ballad Health experienced a decline in other types of medical treatment similar to that experienced by most health systems and physician organizations physician practice, urgent care and other routine medical service visits declined precipitously.Comparing the fourth quarter of 2020 to the prior year, Ballad Health saw a 22.6% decline in acute discharges; a 29.3% decline in surgeries performed in hospital settings; a 26.9% decrease in inpatient surgeries; a 30.6% decrease in outpatient surgeries; and a 34.7% decrease in emergency department visits. Due to these unique circumstances and the material adverse effect COVID-19 imposed on the health system, the Tennessee Department of Health and the Virginia Department of Health temporarily suspended certain provisions of the COPA and the CA, respectively, providing flexibility for Ballad Health to plan for, and respond to, the various issues related to the pandemic.During the 2020 fiscal year, Ballad Healths total expenses decreased by 1.4%, or $29 million, when compared to the prior year. Cost reduction efforts also resulted in almost $50 million in savings for the fourth quarter of 2020.In May 2020, Ballad Health partnered with Premier, Inc., on a new program to ensure our team members and patients are always protected through the availability of personal protective equipment, such as gloves, gowns and masks. This program focused on investing in domestic manufacturers to enhance supply chains for essential medical products and PPE. |
| d/b/a - Additional Names | Holston Valley Medical Center;Hancock County Hospital;Lonesome Pine Hospital;Mountain View Regional Hospital |
| Form 990, Part VI, Line 15a - Compensation Process for Top Official | The executive committee serves as the compensation committee of Ballad Health's Board of Directors. The compensation plan for Alan Levine, Ballad Health's President and CEO, was reviewed and approved by the executive committee. An outside and independent compensation consultant was used to determine his compensation and benefits. Studies and surveys were used to ensure his pay is comparable to like positions at similarly situated organizations. |
| Form 990, Part VI, Line 15b - Compensation Process for Officers | The executive committee reviewed and approved compensation for all Ballad Health executives at the vice-president level and above during FY20 using the same methodology used to determine the CEO's compensation. |
| HANCOCK COUNTY, TN: HANCOCK COUNTY (HCH) | 10-bed facility designated by Tennessee as a critical-access hospital Hospital built through a partnership between Wellmont Health System and the Hancock County Commission Services include inpatient/outpatient acute care, emergency care, radiology, laboratory, respiratory therapy and physical therapy services Recognized in 2020 by Beckers Hospital Review as 67 Critical Access Hospitals to Know. |
| IMPROVING ACCESS TO HEALTHCARE SERVICES | RE-IMAGINE RURAL HEALTHCARE - Since 2010, more than 130 rural hospitals have closed in the United States, according to the North Carolina Rural Health Research Program. Compared to other states, Tennessee ranks second worst in the nation, with 14 rural hospital closures between 2010 and 2020. A key benefit of Ballad Health, however, has been the retention of hospitals in rural communities of the Appalachian Highlands bucking the national trend. In fact, every community in the region with a hospital prior to the merger creating Ballad Health continues to be served by a hospital, even in the face of millions of dollars of annual operating losses in many of those hospitals. Before 2018, four hospitals in Northeast Tennessee and three hospitals in Southwest Virginia were reporting ongoing annual operating losses, with several at risk of closure, in addition to one hospital that closed in Lee County, Virginia, in 2013. REOPENING HOSPITAL IN LEE COUNTY, VA - Ballad Health has submitted an application to the Centers for Medicare and Medicaid to designate Lee County Community Hospital as a Critical Access Hospital. Significant progress was made during 2020 to repurpose the closed facility into a modern Critical Access Hospital to serve patients in a rural area despite impacts of the COVID-19 pandemic. While the new hospital is renovated, Ballad Health has opened a new urgent care center adjacent to the future hospital to provide residents in the area with immediate access to care.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 Healths creation, both hospitals were consolidated into one, with the Laughlin Memorial campus being renamed Greeneville Community Hospital. The former Takoma Regional Hospital campus is now being converted into a new service for the region Strong Futures, a residential facility for women who are pregnant and suffer from substance abuse disorders. Under this new model, Greeneville Community Hospital, the newly consolidated acute care hospital, has reversed its losses and is becoming financially sustainable. 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, and Ballad Health is seeking verification of its Level I trauma center. When verified, it will be the first time the Appalachian Highlands will have had its Level I trauma center verified by the ACS.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 Childrens 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 ETSUs 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 Childrens Hospital. Our partners at ETSUs Quillen College of Medicine also provide 24/7 neonatology coverage for the NICU, and more than 25 pediatric specialists provide support as well. 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 un-reimbursed costs of the fellowship program which, over a 10-year period, could cost more than $2.5 million. With accreditation to the Accreditation Council for Graduate Medical Education, ETSU has a goal of accepting its first fellows by July 2020.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. |
| IMPROVING HEALTHCARE QUALITY | QUALITY METRICS - Ballad Healths Board of Directors has adopted a zero-harm culture for the organization, and processes have commenced to institutionalize this objective. This focused effort on quality improvement significantly benefitted patients. While quality measures can vary from month to month, and Ballad Health cautions about deriving conclusions based on data at one point in time, some positive trends have emerged, including: clostridioides difficile (C. diff) decreased by 44% compared to the baseline, catheter-associated urinary tract infections (CAUTI) decreased by 41% compared to last fiscal year and decreased by 4% compared to baseline, iatrogenic pneumothorax rate decreased by 66% compared to the baseline, in-hospital fall with hip fracture rate decreased by 50% compared to the baseline, postoperative acute kidney injury (AKI) decreased by 50% compared to the baseline, postoperative wound dehiscence rate decreased by 28% compared to the baseline, postoperative respiratory failure rate decreased by 60% compared to the baseline, sepsis bundle compliance remains an all-time high of more than 64%, putting Ballad Health as one of the top performers in the nation in this domain. Prior to the impacts of COVID-19, Ballad Health improved performance in 13 of the 17 Quality Targeted Measures that Tennessee and Virginia use to measure quality of care delivered to patients for the 2020 fiscal year. Ballad Health ranked above the 90th percentile of health systems in Hospital Compare during that time in five of the 17 Quality Targeted Measures. PARTICIPATION IN THE MEDICAID TRANSFORMATION PROJECT - Ballad Health and a group of the nations leading health systems joined forces to identify ways to better care for some of the nations most vulnerable populations through the Medicaid Transformation Project. 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 called The High-Value Care Collaborative, a partnership of the American Hospital Association, the American Board of Internal Medicine Foundations Choosing Wisely campaign, and the Costs of Care organization, that brings together participants to improve efficiency in healthcare, decrease cost and improve quality. 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. |
| 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 nations 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 ACC (Striving Toward Resilience and Opportunity for the Next Generation) 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).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 Healths 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 Healths Marsh Regional Blood Center supplies the blood needs of 28 hospitals and 5 rescue aircraft across Northeast Tennessee and Southwest Virginia. This is accomplished through our collection facilities in Kingsport, Johnson City, Bristol, and 650 mobile blood drives at local high schools, businesses, and colleges each year. Marsh conducts blood drives with 49 high schools and 21 colleges & vocational schools throughout Northeast Tennessee and Southwest Virginia.CHARITABLE CONTRIBUTIONS - From its inception in February of 2018, Ballad Health made significant contributions to the community it serves totaling nearly $9 million to date. A few examples from fiscal year 2020 include: contribution towards the Center for Rural Health and Research and establishment of the Ballad Health Institute focusing on Trauma Informed Care, annual support for medical and dental care to working uninsured or underinsured, Isaiah 117 House support to provide physical and emotional support for children awaiting foster care placement, full body scanner for Sullivan County Main Jail Facility to improve safety and security for the Sullivan County Sheriffs Office. |
| INVESTMENTS | COMMON ELECTRONIC HEALTH RECORD - Ballad Health made additional progress in FY20 toward establishing a common clinical platform and electronic health record (EHR). 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 June 1, Ballad Health successfully completed the first major milestone in a journey to create a common and interoperable health technology platform. Ballad Health launched the ambulatory portion of the electronic health records system, Epic, in physician clinics, previously part of the Mountain States Health Alliance system. This effort was completed with Ballad Health achieving 100 percent compliance with the Key Operating Indicators indicative of a successful conversion. The new platform will provide patients and their doctors with new options for access, care and security of patient records unprecedented in Ballad Healths service area. Ballad Health implemented the acute care phase of the transition on October 1, 2020 concluding 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. CHARITY CARE CONTRIBUTIONS - For 2020, Ballad Health provided more than $60 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 $25 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 (Smyth County Community Hospital). The training opportunity can lead to job opportunities for those who complete the program. 62 percent of the students trained by Ballad Health are hired upon graduation. 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 office for multi-specialty research oversight to our healthcare system. In addition to providing full spectrum support for studies generated and managed by the research department, the department provides oversight for studies generated by external groups. The research department has participated in several large-scale, multi-center trials with a high subject retention rate and sponsor/monitoring rating. Oversight services include administrative, legal, regulatory support, internal service arrangement and financial management. In addition, since teaching and continuing education play a large role within the organization, research staff participate in conferences/webinars and conduct a monthly research orientation session. 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 facilities, ensuring regulatory compliance and fiscal responsibility, and creating a research culture across Ballad facilities |
| OTHER NOTABLE EVENTS AND AWARDS | Ballad Health, ETSU partner to launch Strong BRAIN Institute to study adverse childhood experiences. The Strong BRAIN (Building Resilience through ACEs-Informed Networking) Institute will facilitate 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. Ballad Health announced that Dr. Michael Chernew, the Leonard D. Schaeffer Professor of Health Care Policy and the Director of the Healthcare Markets and Regulation Lab at Harvard Medical School, will lead an independent study to evaluate hospital competition in small rural markets, and how service offerings and expenses are affected by rural hospital closures and mergers. This latest announcement follows on a partnership between Tennessee Gov. Bill Lee, the Tennessee Legislature and Ballad Health last July to create the Center for Rural Health Research at ETSU a multidisciplinary institute for research impacting rural health. Over a 10-year period, Ballad Healths $15 million contribution commitment was matched with nearly $10 million by the governor and Tennessee legislature. Harvard University and UnitedHealthcare recognized Ballad Health as one of four healthcare organizations leading the way towards a 3D model for value-based care. In response to the COVID-19 Pandemic, Ballad Health partnered with the Mayo Clinic to conduct research into convalescent plasma as an experimental treatment. Ballad Health was recognized by Forbes magazine as being a top employer for diversity and inclusion. In its annual Best Employers for Diversity list, Ballad Health ranked 29th in the entire nation and were fifth among employers in the Healthcare and Social industry. Holston Valley Medical Center was selected as one of only two medical facilities in the United States as a demonstration site for the Leipzig Interventional Course (LINC) 2020 conference. LINC is an interdisciplinary live course designed to provide a global platform that facilitates discussion of vascular patients by integrating colleagues of different specialties who are performing endovascular intervention. Holston Valley Medical Center was recognized as one of the nations 50 Top Cardiovascular Hospitals by IBM Watson Health. Bristol Regional Medical Center earned the Tennessee Department of Healths BEST for Babies award for their efforts to improve infant care and reduce infant mortality. Dr. Amit Vashist, Chief Clinical Officer for Ballad Health, was named to the physician leaders to know by Beckers Hospital Review for the second year in a row. Eric Deaton, Chief Operating Officer for Ballad Health, was named to the Leadership Tennessee 2019-2020 class. Leadership Tennessee is a program that brings leaders from across the state together to engage in collaborative, non- partisan dialogue on issues of statewide importance. |
| Part III, Line 4a Program Service Accomplishments | Ballad Health (Ballad) is a tax-exempt entity and the parent corporation of both Wellmont Health System (WHS) and Mountain States Health Alliance (MSHA). 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, WHS and MSHA 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.Ballad Health is a healthcare delivery system serving 1.2 million residents from 29 counties in Northeast Tennessee, Southwest Virginia, Northwest North Carolina, and Southeastern Kentucky. Ballad operates 3,030 licensed beds in 21 hospitals, including a dedicated children's hospital, community hospitals, three critical access hospitals, a behavioral health hospital, an addiction treatment facility, long-term care facilities, home care and hospice services, retail pharmacies, outpatient services and a comprehensive medical management corporation. Form 990 for WHS includes five wholly-owned hospitals while two wholly-owned hospitals, Takoma Regional Hospital d/b/a Greeneville Community Hospital in Greeneville, Tennessee and Hawkins County Memorial Hospital in Rogersville, Tennessee file separate returns. In addition to the acute care hospitals, WHS wholly owns or has ownership interest in a nursing home, an assisted living facility, physician practice organizations, ambulatory surgery centers and other health care businesses. Specific to the hospitals included in this Form 990, services were provided to: 33,504 inpatients 420,100 outpatient visits 113,402 emergency visits 1,608 deliveries 18,826 surgeries |
| SULLIVAN COUNTY, TN: BRISTOL REGIONAL MEDICAL CENTER (BRMC) | 348-bed tertiary hospital Centers of Excellence include Wellmont CVA Heart Institute, J.D. and Lorraine Nicewonder Cancer Center, Primary Stroke Center, cardiac care, diabetes treatment center, emergency department, inpatient/outpatient hospice care, neuroscience services, occupational health, outpatient services, psychiatric care, rehabilitation services and womens health Level II trauma center High Performing Hospital for 2019-2020 by U.S. News and World Report, ranking 7th in Tennessee and earning High Performing ratings for chronic obstructive pulmonary disease, colon cancer surgery, heart failure and knee replacement Mission: Lifeline Gold Plus Quality Achievement Award by the American Heart Association for superior heart attack treatment Novalis Certified Stereotactic and Radiation Oncology Services for evidence based, high standards of quality care First hospital in the Southeast to offer Cyber Knife radiosurgery for the treatment of cancer and other tumors Augmented its robotics program with the Da Vinci Robotic Surgery System Earned the Tennessee Department of Healths BEST for Babies award for efforts to reduce infant mortality |
| SULLIVAN COUNTY, TN: HOLSTON VALLEY MEDICAL CENTER (HVMC) | 505-bed tertiary hospital Centers of Excellence include Wellmont CVA Heart Institute, Christine LaGuardia Phillips Cancer Center, diabetes treatment center, neuroscience services, outpatient services, rehabilitation services and womens health Level III trauma center Named one of the nations 50 top cardiovascular hospitals by IBM Watson Health and only hospital in Tennessee to achieve this honor |
| WISE COUNTY, VA: LONESOME PINE HOSPITAL (LPH) | 60-bed community hospital located in Big Stone Gap, Virginia Services include emergency care, intensive care, medical, surgical, pediatric and obstetrics Southwest Virginia Cancer Center in Norton, Virginia and Wellmont Cancer Institute in Bristol, Virginia serve medical/radiation oncology patients as part of hospital operations |
| WISE COUNTY, VA: MOUNTAIN VIEW REGIONAL HOSPITAL (MVRH) | Mountain View skilled/long-term care unit is a 44-bed dual-certified unit specializing in long-term care and skilled care |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wellmont Health Management Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 American Way | AddressLine1Txt |
| City | Kingsport | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621825259 | EIN |
| Primary Activities | Healthcare | PrimaryActivitiesTxt |
| Legal Domicile State | TN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHS | BusinessNameLine1Txt |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Wellmont Hawkins Co Memorial Hosp | ||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501c3 | 3 | WHS | Yes (true) |
| Takoma Regional Hosp Inc DBA Greene | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501c3 | 3 | WHS | Yes (true) |
| Wellmont Cardiology Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 263557623 | Medical Services | TN | 501c3 | 10 | WHS | Yes (true) |
| Wellmont Medical Associates | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 270898372 | Medical Services | TN | 501c3 | 7 | WHS | Yes (true) |
| Ballad Health Foundation | ||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501c3 | 7 | Ballad Health | Yes (true) |
| Wellmont Madison House | ||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501c3 | 10 | WHS | Yes (true) |
| Wellmont Wexford House | ||||||||||
| 2421 North John B Dennis Highway | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501c3 | 10 | WHS | Yes (true) |
| Wellmont Imaging Services Inc | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 861103148 | Healthcare | TN | 501c3 | 12a | WHS | Yes (true) |
| Wellmont Sleep Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 273777167 | Medical Services | TN | 501c3 | 3 | WHS | Yes (true) |
| Mountain States Health Alliance | ||||||||||
| 303 Med Tech Parkway Suite 220 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501c3 | 3 | Ballad Health | 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 |
| 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 | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sapling Grove Ambulatory Surgery Center | |||||||||||||
| 220 Medical Park Boulevard | Bristol | TN | 37620 | 204450153 | Medical Services | TN | WHS | Related | $94,417 | false | false | 0.65000 | |
| Holston Valley Ambulatory Surgery Center | |||||||||||||
| 103 West Stone Drive | Kingsport | TN | 37660 | 621816864 | Medical Services | TN | WHS | Related | $75,764 | false | false | 0.48000 | |
| Greeneville Physician Services LLC | |||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 455070419 | Medical Services | TN | WHS | Related | -$472 | false | false | 0.75000 | $236,120 |
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 EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | 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 | -$89,848,109 | 1.00000 | Yes (true) | ||||||
| Wellmont Collections Inc | |||||||||||||||||
| 2004 American Way Suite 101 | Kingsport | TN | 37660 | 621325938 | Business Services | TN | WHS | C | $688,973 | 1.00000 | false | $1,082,200 | |||||
| Medical Mall Pharmacy Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621565006 | Medical Services | TN | WHS | C | 1.00000 | false | $2,693 | ||||||
| Wellmont Physician Services | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621567353 | Medical Services | TN | WHS | C | 1.00000 | false | |||||||
| WPS Providers Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 205564642 | Medical Services | TN | WHS | C | 1.00000 | false | |||||||
| Wellmont Health Services Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621254373 | Medical Services | TN | WHS | C | $3,192,665 | 1.00000 | false | $986,775 | |||||
| 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 | TRH | C | false | ||||||||
| Ballad Ventures LLC | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | Ballad | C | false | ||||||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | $24,161,229 | 1.00000 | Yes (true) | $69,634 | PO Box 30600 | Grand Cayman | CJ | KY1-1203 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Wellmont Hawkins Co Memorial Hosp | ||
| o | $1,391,367 | Cost |
| Wellmont Hawkins Co Memorial Hosp | ||
| p | $2,141,752 | Cost |
| Wellmont Hawkins Co Memorial Hosp | ||
| q | $3,400,023 | Cost |
| Wellmont Cardiology Services | ||
| j | $73,922 | FMV |
| Wellmont Cardiology Services | ||
| m | $5,747,346 | FMV |
| Wellmont Medical Associates | ||
| j | $634,986 | FMV |
| Wellmont Medical Associates | ||
| m | $7,299,143 | FMV |