BALLAD HEALTH: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-08
- IRS object ID
- 202041909349302064
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T13:13:31-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611771290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ballad Health | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALL | BusinessNameControlTxt |
| Phone | 4233023374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 W Oakland Avenue Suite 103 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Krutak | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Signature | 2020-07-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Alan Levine PresidentCEO | 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 | $48,125,485 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Ballad Health is organized to develop, own and operate hospitals, clinics, physician practices, other healthcare services, and other businesses and activities for the overall purpose of promoting health and providing quality healthcare to a broad cross section of the community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $67,852 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $33,949 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $911,075 | CYContributionsGrantsAmt |
| PY Program Service Revenue | -$13,098,518 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,072,731 | CYProgramServiceRevenueAmt |
| CY Investment Income | $33,308,699 | CYInvestmentIncomeAmt |
| CY Other Revenue | $3,263,964 | CYOtherRevenueAmt |
| PY Total Revenue | -$13,098,518 | PYTotalRevenueAmt |
| CY Total Revenue | $45,556,469 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $1,000,887 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $12,302,330 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $368,813 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $563,134 | PYOtherExpensesAmt |
| CY Other Expenses | $59,985,743 | CYOtherExpensesAmt |
| PY Total Expenses | $563,134 | PYTotalExpensesAmt |
| CY Total Expenses | $73,288,960 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,661,652 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$27,732,491 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $856,766,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,975,165,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $870,427,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,312,231,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$13,661,652 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $662,934,199 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Honor those we serve by delivering the best possible care. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $42,456,896 | ExpenseAmt |
| Grant | $1,000,887 | GrantAmt |
| Revenue | $11,825,309 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $42,456,896 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||
| Executive Chair | 55.00 | 5.00 | Yes (X) | Yes (X) | $0 | $2,032,246 | $193,444 | |||
| Barbara Allen | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie Bennett | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Golden | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Lester | ||||||||||
| Vice Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| David May MD | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Niswonger | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Noland | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gary Peacock | ||||||||||
| Treasurer | 3.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Doug Springer MD | ||||||||||
| Secretary | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Keith Wilson | ||||||||||
| Director | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marvin Eichorn | ||||||||||
| EVP & CAO | 52.80 | 7.20 | Yes (X) | $0 | $1,011,865 | $36,694 | ||||
| Lynn Krutak | ||||||||||
| EVP & CFO | 57.90 | 2.10 | Yes (X) | $0 | $854,023 | $90,292 | ||||
| Eric Deaton | ||||||||||
| EVP & COO | 54.00 | 6.00 | $0 | $570,270 | $42,955 | Yes (X) | ||||
| Pam Austin | ||||||||||
| SVP & CIO | 50.00 | 0.00 | $0 | $345,430 | $25,186 | Yes (X) | ||||
| Shana Tate | ||||||||||
| SVP | 50.00 | 0.00 | $0 | $272,578 | $29,504 | Yes (X) | ||||
| Morris Seligman MDterm 218 | ||||||||||
| EVP & CMO | 59.50 | 0.50 | $0 | $800,387 | $24,560 | Yes (X) | ||||
| Steve Kilgore | ||||||||||
| BHMA SVP | 54.30 | 0.70 | $0 | $652,029 | $85,068 | Yes (X) | ||||
| Anthony Keck | ||||||||||
| EVP & CPHO | 58.40 | 1.60 | $0 | $612,910 | $70,933 | Yes (X) | ||||
| Tim Belisle EVP | ||||||||||
| General Counsel | 55.00 | 5.00 | $0 | $577,064 | $79,532 | Yes (X) | ||||
| James Parsons term 418 | ||||||||||
| VP Human Resources | 44.50 | 0.50 | $0 | $624,169 | $23,651 | Yes (X) | ||||
| Barton Hove | ||||||||||
| Former Officer - Retired | 0.00 | 0.00 | $0 | $1,296,774 | $23,651 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $9,649,745 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $725,470 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $56,591 | RelatedOrganizationsAmt |
| Government Grants | $854,484 | GovernmentGrantsAmt |
| Total Contributions | $911,075 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Marsh Blood Center | 900099 | $7,379,177 | $7,379,177 |
| Rent Related Exempt Orgs | 900099 | $693,554 | $693,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,072,731 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,702,516 | TotalRevenueColumnAmt |
| Exclusion | $22,702,516 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,180,027 | TotalRevenueColumnAmt |
| Exclusion | $1,180,027 | 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 | $479,223 | RealAmt |
| Personal | $18,000 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $324,400 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $154,823 | RealAmt |
| Personal | $18,000 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,823 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $154,823 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,030,319 | SecuritiesAmt |
| Other | $2,640,453 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,244,616 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,030,319 | SecuritiesAmt |
| Other | $395,837 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,426,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $395,837 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,030,319 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Billing Services | 900099 | $742,743 | $742,743 | |
| IPO Settlement | 900099 | $2,979,668 | $2,979,668 | |
| Laundry Services | 900099 | $2,212,575 | $2,212,575 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,843,845 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,073 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,852 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,270,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,091,141 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,556,469 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,825,309 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $67,852 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,752,233 | 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 | $1,000,887 | TotalAmt |
| Program Services | $1,000,887 | 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 | $4,972,589 | TotalAmt |
| Management And General | $4,972,589 | 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 | $5,625,707 | TotalAmt |
| Program Services | $4,660,422 | ProgramServicesAmt |
| Management And General | $689,468 | ManagementAndGeneralAmt |
| Fundraising | $275,817 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,069 | TotalAmt |
| Program Services | $262,662 | ProgramServicesAmt |
| Management And General | $107,197 | ManagementAndGeneralAmt |
| Fundraising | $11,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,598 | TotalAmt |
| Program Services | $301,454 | ProgramServicesAmt |
| Management And General | $563,715 | ManagementAndGeneralAmt |
| Fundraising | $27,429 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,367 | TotalAmt |
| Program Services | $356,523 | ProgramServicesAmt |
| Management And General | $52,744 | ManagementAndGeneralAmt |
| Fundraising | $21,100 | FundraisingAmt |
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 | $0 | TotalAmt |
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 | $32,395 | TotalAmt |
| Program Services | $32,395 | ProgramServicesAmt |
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 | $1,788,547 | TotalAmt |
| Program Services | $727,134 | ProgramServicesAmt |
| Management And General | $1,061,413 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,652 | TotalAmt |
| Management And General | $115,652 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,835,708 | TotalAmt |
| Program Services | $840,284 | ProgramServicesAmt |
| Management And General | $994,006 | ManagementAndGeneralAmt |
| Fundraising | $1,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,663,146 | TotalAmt |
| Program Services | $1,646,378 | ProgramServicesAmt |
| Management And General | $1,016,768 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645,281 | TotalAmt |
| Program Services | $645,281 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,280 | TotalAmt |
| Management And General | $44,280 | 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 | $12,316,239 | TotalAmt |
| Program Services | $8,051,637 | ProgramServicesAmt |
| Management And General | $4,264,602 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,234,173 | TotalAmt |
| Program Services | $23,090,041 | ProgramServicesAmt |
| Management And General | $16,124,953 | ManagementAndGeneralAmt |
| Fundraising | $19,179 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341 | TotalAmt |
| Management And General | $2,341 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies and Drugs | $720,000 | $720,000 | |
| Repairs & Maintenance | $241,580 | $58,851 | $182,729 |
| Taxes - UBIT | $135,000 | $135,000 | |
| Licenses and Permits | $83,181 | $83,181 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,220 | TotalAmt |
| Program Services | $62,947 | ProgramServicesAmt |
| Management And General | $52,613 | ManagementAndGeneralAmt |
| Fundraising | $12,660 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,288,960 | TotalAmt |
| Program Services | $42,456,896 | ProgramServicesAmt |
| Management And General | $30,463,251 | ManagementAndGeneralAmt |
| Fundraising | $368,813 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $78,779,665 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $37,404,447 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $228,403 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,977,590 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,515,916 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $714,005 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,041,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $514,814,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $291,928,815 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $222,885,867 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $673,963,918 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,687,616 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $435,513,957 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $133,326,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,766,017 | BOYAmt |
| EOY | $274,125,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,766,017 | BOYAmt |
| EOY | $1,975,165,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,323 | BOYAmt |
| EOY | $68,986,492 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,856,305 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,992,407 | BOYAmt |
| EOY | $1,040,412,920 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,769,939 | BOYAmt |
| EOY | $165,740,185 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $34,235,099 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,427,669 | BOYAmt |
| EOY | $1,312,231,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$13,661,652 | BOYAmt |
| EOY | $662,917,532 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$13,661,652 | BOYAmt |
| EOY | $662,934,199 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,766,017 | BOYAmt |
| EOY | $1,975,165,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$27,732,491 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,058,897 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $698,269,445 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Mountain States Health Alliance | ||||
| 620476282 | 3 | Yes (true) | $0 | $0 |
| Wellmont Health System | ||||
| 621636465 | 3 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (true) | MajorityDirTrstSupportedOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,043 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $472,477 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $491,520 | 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 | Ballad Health had lobbying expenses of $19,043 which represents the portion of dues paid to Tennessee Public & Teaching Hospital Association, Tennessee Business Roundtable, and Tennessee Chamber & Commerce Industry.Representatives of Ballad Healths Community & Government Relations department attended the following legislative conferences:Premier Federal Affairs Network meetingAmerican Hospital Association annual meetingTennessee Hospital Association Legislative Advocacy DayTennessee Public & Teaching Hospitals Association annual meetingRepresentatives of Ballad Healths Community & Government Relations department also contacted congressional offices concerning the following issues:Opposed additional cuts in Medicare/MedicaidSupported area wage index reformSupported Medicare Dependent Hospital and Low-Volume designationsOpposed cuts to 340B ProgramSupported a reasonable remedy for surprise billingRepresentatives of Ballad Healths Community & Government Relations department responded via letter, phone, or in person to the following Tennessee and Virginia legislative issues:Supported the following issues:Certificate of Need (TN)/Certificate of Public Need (VA) reformContinuation of Hospital Assessment Fee in TennesseeFunding for perinatal centers in TennesseeMental health funding for inpatient psychiatric care-TennesseeAdequate TennCare funding in Tennessee and Medicaid expansion in VirginiaLimited hospital reporting requirements for surprise billingSupported initiatives to support rural healthcareSupported Tennessee's approval of the Katie Beckett waiverSupported raising legal age to purchase tobacco products | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,354,813 | OtherCostOrOtherBasisAmt |
| Book Value | $29,354,813 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,591,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,175,050 | DepreciationAmt |
| Book Value | $51,416,636 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,455,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,135,534 | DepreciationAmt |
| Book Value | $2,320,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,234,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,157,454 | DepreciationAmt |
| Book Value | $74,076,558 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,178,175 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,777 | DepreciationAmt |
| Book Value | $65,717,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $222,885,867 | TotalBookValueLandBuildingsAmt |
| Total Book Value Program Rltd | $435,513,957 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| AWUL - Current | $4,725,024 |
| AWUL - Under Bond Indenture Agreements | $35,987,229 |
| Deferred Charges and Other | $9,503,159 |
| Due from Affiliates | $215,662,888 |
| Estimated FV of interest rate swaps | $3,092,467 |
| Long term Compensation Investment | $5,154,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $274,125,706 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Contributions Payable | $1,250,000 |
| Long-term Compensation Payable | $2,242,458 |
| Reserve - Other | $22,522,771 |
| Retiree Health Care Benefit | $1,501,865 |
| Retirement Obligations | $6,718,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,235,099 | 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 | "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, 2019. Tax returns for 2016 through 2018 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mountain States Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 W Oakland Ave Ste 2 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 581418862 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $990,209 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Program Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | 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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (true) | 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 |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | |||||||
| Executive Chair | $1,101,957 | $750,000 | $180,289 | $172,174 | $21,270 | $2,225,690 | $150,202 |
| Anthony Keck | |||||||
| EVP & CPHO | $413,343 | $192,790 | $6,777 | $57,114 | $13,819 | $683,843 | |
| Barton Hove | |||||||
| Former Officer - Retired | $246,667 | $161,333 | $888,774 | $7,748 | $15,903 | $1,320,425 | |
| Eric Deaton | |||||||
| EVP & COO | $497,063 | $40,165 | $33,042 | $26,522 | $16,433 | $613,225 | |
| James Parsons term 418 | |||||||
| VP Human Resources | $84,172 | $71,250 | $468,747 | $7,748 | $15,903 | $647,820 | $29,259 |
| Lynn Krutak | |||||||
| EVP & CFO | $585,707 | $250,000 | $18,316 | $72,647 | $17,645 | $944,315 | |
| Marvin Eichorn | |||||||
| EVP & CAO | $678,984 | $300,000 | $32,881 | $12,241 | $24,453 | $1,048,559 | |
| Morris Seligman MDterm 218 | |||||||
| EVP & CMO | $53,686 | $250,000 | $496,701 | $9,266 | $15,294 | $824,947 | |
| Pam Austin | |||||||
| SVP & CIO | $227,572 | $109,650 | $8,208 | $16,378 | $8,808 | $370,616 | |
| Shana Tate | |||||||
| SVP | $251,012 | $15,100 | $6,466 | $28,936 | $568 | $302,082 | |
| Steve Kilgore | |||||||
| BHMA SVP | $433,783 | $197,031 | $21,215 | $61,373 | $23,695 | $737,097 | |
| Tim Belisle EVP | |||||||
| General Counsel | $400,672 | $161,656 | $14,736 | $56,640 | $22,892 | $656,596 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | Unless expressly approved by the Ballad Health Executive Chair/President, first-class transportation is generally not permitted. The Executive Chair/President may utilize first class travel for flights of a long duration. The Vice Chair/Lead Independent Director of the Board of Directors reviews and determines approval for expense reimbursement requests made by the Executive Chair/President. Charter flights must be approved in advance by the Executive Chair/President and are limited to business trips that can be justified based on financial savings, essential time savings and meeting logistics. On an annual basis, the Internal Audit Department of Ballad Health validates all charter travel was for valid business purposes and in compliance with the Ballad Health senior executive travel and business reimbursement policy. |
| Part I, Line 4: Participated or recieved pay from an equity based compensation arrangement | The following executives listed in Schedule J, Part II participated in a 457(f) retirement plan provided by Ballad Health (BH). The 457(f) plan is a nonqualified tax-deferred compensation plan available to a select group of key executives for the intent of supporting retention and to offer a competitive total retirement program. Account balances have a substantial risk of forfeiture. In addition to creditor risk, substantial risk of forfeiture is created through default risk if the participants employment with BH is terminated prior to age 65. However, the 457(f) plan contains a non-compete provision that provides the account balance to be paid in a lump sum after the executive satisfies the two-year non-compete period. This provision applies to employer contributions if the executive has provided eligible service for six or more years. (Eligible service is officer service that permitted the executive to participate in the plan.) The executive will receive the entire account balance if he/she becomes disabled, dies or if the executive terminates for good reason or is involuntarily terminated without good cause within a 24-month period after a change-of-control occurs. Distributions from this plan are subject to federal, state, and local taxes on the entire account balance upon distribution.Alan Levine $159,933Lynn Krutak $58,806Eric Deaton $4,250Tim Belisle $40,800Tony Keck $41,785Steve Kilgore $43,962Morris Seligman, MD $8,757James Parsons $2,496 Shana Tate $13,800The following executives received change-of-control payments. Payments were reported as taxable income with appropriate tax withheld and remitted to the IRS. Morris Seligman, MD $468,832James Parsons $207,337Wellmont Health System established a Rabbi Trust to benefit Barton Hove, former President & CEO of Wellmont Health System. Mr. Hove terminated his employment with Wellmont Health System effective January 31, 2018 which triggered the initiation of payments under the Rabbi Trust Agreement totaling $886,958. In accordance with Section 2. (e) of the Agreement, Mr. Hove is to be paid a monthly amount of $80,633, per the Agreement Payment Schedule. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hth & Edu Facil Bd 2018 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 830682499 | BondIssuerEIN |
| CUSIP | 396649EX9 | CUSIPNum |
| Bond Issued | 2018-06-06 | BondIssuedDt |
| Issue Price | $820,526,657 | IssuePriceAmt |
| Purpose | Assets & Capital Improvements | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $820,542,471 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $9,240 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $819,554,798 | CapitalExpendituresAmt |
| Unspent | $978,433 | UnspentAmt |
| Refunding Tax Exempt Bonds | false | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | 1.Part I, Line A. In 2012, when the bonds referenced in Schedule K were issued, Mountain States Health Alliance owned and/or operated hospitals in a number of different locations both in Tennessee and in Virginia. As a result, Mountain States Health Alliance utilized conduit governmental bond issuers in multiple jurisdictions in order to finance improvements to its hospital facilities. In 2012, Mountain States Health Alliance was the conduit borrower of tax-exempt bonds issued by multiple issuers in Tennessee and Virginia. For federal tax purposes, even though different government issuers were involved, these multiple issues in each year were required to be treated, and were treated, as a single "issue" because they met the single "issue" test under the applicable federal tax regulations. Therefore, multiple issuers are listed under Line A because the bonds that were issued were part of a single "issue" for federal tax purposes. 2.Schedule K, Part II, Line 3. Line 3 for the listed bond issues does not match the applicable issue price for such bond issue because of interest earnings earned on the proceeds of such bonds. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| D Vonderfecht | |||||||
| Ret. CEO | split$life | Yes (X) | $7,205,125 | $8,295,295 | false | Yes (true) | false |
| M Eichorn | |||||||
| officer | split$life | Yes (X) | $2,808,925 | $3,682,295 | false | Yes (true) | false |
| E Deaton | |||||||
| key employe | education | Yes (X) | $15,818 | false | Yes (true) | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $11,977,590 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | Ballad Health's EVP/CFO reviewed the Form 990 with the board of directors prior to the return being filed with the IRS. The return was made available to each board member in an electronic format prior to the review. |
| 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 15a: Compensation Review & Approval Process - CEO, Top Management | 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 Review and Approval Process for Officers and Key Employees | The executive committee reviewed and approved compensation for all Ballad Health executives at the vice-president level and above during FY19 using the same methodology used to determine the CEO's compensation. |
| 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 | Capital Infusion - from controlled entity - MSHA = $XXX-XX-XXXX |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Capital Infusion - from controlled entity - WHS = $XXX-XX-XXXX |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in Fair Value of interest rate swaps = $8389804 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Elimination of Intercompany Receivables/Payables = $XXX-XX-XXXX |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Investment in ISHN = $2488629 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Minority Interest - Norton Community Hospital = -$45000000 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Temporarily Restricted Grants = $146491 |
| IMPROVING ACCESS TO HEALTHCARE SERVICES | OPENED RURAL HOSPITAL IN UNICOI COUNTY - Ballad Health officially opened the new Unicoi County Hospital in October 2018. The 40,000-square-foot facility includes a 24-hour emergency department with a telemedicine connection to Niswonger Childrens Hospital; 10 inpatient beds; pulmonary, cardiac and acute care services; a chest pain center; standard and advanced diagnostics, including nuclear medicine; and outpatient services. SUPPORTED MILLIGAN COLLEGES ADDICTION COUNSELING CONCENTRATION - With support from Ballad Health, Milligan College announced the expansion of its Master of Science in Counseling program to include a concentration in addictions counseling, beginning in the fall of 2019. Milligans counseling program is a two-year, 60 credit hour program offering concentrations in clinical mental health and school counseling. The addition of addictions counseling is projected to double the number of students in the program.With limited graduate-level options available in the region, the demand for licensed addictions counselors has increased exponentially. Graduates of the new concentration will be qualified for licensure as addictions counselors. Also, current licensed clinical mental health counselors will have an option to add on the addictions subspecialty in as few as two semesters. 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 $2.5M. Once it seeks accreditation to the Accreditation Council for Graduate Medical Education, ETSU has a goal of accepting its first fellows by July 2020.RECRUITMENT OF NEW PHYSICIANS TO RURAL SOUTHWEST VIRGINIA - Ballad Health provided the necessary resources to recruit more than 140 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. DONATED EMS SUBSTATION PROPERTY TO GREENE COUNTY - Ballad Health donated the Greene County-Greeneville Emergency Medical Service Substation building to Greene County. The donation involves a two-story brick substation and a nearby building. The substation serves residents within the town limits, but also acts as a backup for the four county-based substations in Mosheim, Tusculum, Baileyton and in the South Greene community. The substation, which functions as EMS headquarters, features three ambulance bays, a kitchen, a lounge, bathrooms, storage areas, and sleeping quarters for up to eight people. The adjacent building will be repurposed in the near future for offices, meeting space and training classrooms. DONATED EMS SUBSTATION PROPERTY TO GREENE COUNTY - Ballad Health donated the Greene County-Greeneville Emergency Medical Service Substation building to Greene County. The donation involves a two-story brick substation and a nearby building. The substation serves residents within the town limits, but also acts as a backup for the four county-based substations in Mosheim, Tusculum, Baileyton and in the South Greene community. The substation, which functions as EMS headquarters, features three ambulance bays, a kitchen, a lounge, bathrooms, storage areas, and sleeping quarters for up to eight people. The adjacent building will be repurposed in the near future for offices, meeting space and training classrooms. 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 benefited patients. Specific examples include: zero infections for abdominal hysterectomy cases across the system; 47% reduction in pressure injury rate; 42% reduction in clostridium difficile infections; 39% reduction in iatrogenic pneumothorax rate; and 13% reduction in central line bloodstream infections.During FY19, there has been a 10 percent reduction in the hospital readmission rate over the prior year, and a 25 percent reduction among legacy hospitals since 2015 as evidence that physician and administrative partnership is resulting in lower cost and lower risk to patients. Ballad Health achieved the lowest readmission rate in either legacy health systems histories. NATIONAL RECOGNITION FOR QUALITY IMPROVEMENTS - U.S. News & World Report named all four of Ballad Healths flagship hospitalsJohnson City Medical Center, Holston Valley Medical Center, Bristol Medical Center in Tennessee and Johnston Memorial Hospital in Virginiaas top-performing hospitals in Tennessee and Virginia in several specialties, with each hospital providing top performing services and programs in heart failure and COPD in both states. In each state, less than 30% of all hospitals had any top-performing programs. Additionally, in the U.S. News rankings, Bristol Regional and Holston Valley moved up in overall rankings from No. 10 in Tennessee last year to No. 7 this year. And recently, Forbes Magazine named Johnson City Medical Center as one of the best employers in Tennessee among all employers.ONGOING QUALITY IMPROVEMENT PROGRAMS RECEIVE PRAISE FROM NATIONAL EXPERTS -Ballad Health has instituted a comprehensive quality improvement program system wide based on the FOCUS PDCA modela model designed to empower team members to identify opportunities for improvement and measurably implement those opportunities. These efforts are organic and driven by staff at all levels. The Ballad Health approach to quality improvement was recently praised by national experts who facilitate and assess organizational commitment to quality. For instance, in the past year, a total of 130 quality improvement projects across the system qualified at various levels of improvement for recognition, with 42 national judges evaluating the projects and awarding recognition for the results. Examples of improvement projects include: A 91.6% reduction in restraint use and 18 months of zero restraints for adolescents at the Willow Unit at Woodridge Hospital; a 95% reduction in the amount of oral contrast used for outpatients and inpatients prior to receiving a CT scan at Indian Path Community Hospital, which produced $139,000 in annual cost savings; and a 50% reduction in hospital-acquired Clostridium difficile (C.diff) across all 21 hospitals within three months, which represented $2.3 million in cost savings. 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. Ballad Health was selected for the collaborative following successful implementation of several initiatives, including a successful effort to reduce certain hospital-acquired conditions by as much as 41 percent. |
| IMPROVING THE COMMUNITY'S HEALTH STATUS | ACCOUNTABLE CARE COMMUNITY ACHIEVEMENTS - A leadership committee representing 24 regional organizations, along with more than 250 community stakeholder groups, has created the regions first accountable care community a collaborative group whose goal is to transform the health of a region spanning 21 counties in Northeast Tennessee and Southwest Virginia. A formalized partnership of Ballad Health, Healthy Kingsport and the United Way of Southwest Virginia serves as the backbone of the accountable care community, which uses the collective impact model to align the efforts of all sectors of a community or region to accomplish shared objectives.The accountable care community will focus on supportive systems, programs and environments that nurture strong children and families to help them develop the key characteristics that will lead to success in life. The 250 community stakeholder groups identified the concept of personal resiliency as being a primary differentiator between those who succeed in life and overcome adverse experiences and those who do not, which is especially critical to our regions children.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. This new division will oversee all inpatient and outpatient services, including Overmountain Recovery and 186 behavioral service beds throughout the health system, including the 84 beds at Woodridge Hospital, the only dedicated inpatient behavioral health hospital in the region. Already, the new division is taking lead on establishing a residential facility for women who are pregnant and homeless, or drug addicted a meaningful step toward reducing the abuse, neglect and challenges that plague our region due to the addiction epidemic. PROGRAMS TO IMPROVE CHILD LITERACY - Since 2014, Niswonger Childrens Hospital has reached outside the hospital walls and into the community to improve child literacy through the B.E.A.R. Buddies reading program, which pairs volunteer mentors with elementary school students who need a boost in their reading skills. When five new schools recently requested to join the program, Ballad Health Chairman and CEO Alan Levine issued a call to Ballad Health team members to help fill the gap. To date, 100 volunteers for the 2020 school year have signed up. Ballad Health also partnered with seven United Way organizations in a pilot initiative to increase grade-level reading and improve reading proficiency for the regions children. The program is supported by a $300,000 investment, which includes $100,000 from Ballad Health Foundation and $100,000 from contributions made by Ballad Health team members during the health systems 2018 team member campaign. The program is piloting the following initiatives: Tutoring and educational programming designed to raise childrens reading level scores in school systems; training on trauma-informed care for teachers and caregivers; United WE READ, which engages, empowers and equips all children and families using tools and strategies to build a literacy-rich culture; reading volunteers brought digitally into the classroom through a computer program called Vello; and a region-wide chronic absence initiative offering mini-grants and a regionally-focused online attendance toolkit across 17 school districts in Southwest Virginia.In April 2019, Ballad Health donated 3,000 books to schools in Smyth County, Virginia, allowing each student in the school system to take home a free book.STRONG KIDS INTIATIVE - Ballad Health is participating in a new initiative called STRONG Kids, which stands for Striving Toward Resiliency and Opportunities for the Next Generation, that brings together and assists regional organizations that support children. The program will enable Ballad Health, Niswonger Childrens Hospital and the Bristol chapter of Speedway Childrens Charities to share ideas and best practices that will help children in the region reach their potential through expanded opportunities in health, education and economic vitality. The partnership is designed to bring a new level of support to these organizations that are on the front lines serving children.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. Interfacing with Ballad Health research programs and developing partnerships with vendors that add value, The Innovation Center will create opportunities to capitalize on new programs that have potential in the marketplace.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. |
| INVESTMENTS | COMMON ELECTRONIC HEALTH RECORD - Ballad Health made progress in FY19 toward establishing a common clinical platform and electronic health record (EHR). An implementation plan was developed to include infrastructure enhancements to support the expansion. A common EHR across the new health system will allow patient information to be shared immediately at the point of service regardless of where a patient enters the Ballad system, providing clinical staff with information to better manage patients in the emergency room, clinics, acute and post-acute settings. MOVE TO IMPLEMENT COMPREHENSIVE REGIONAL TRAUMA AND EMERGENCY SYSTEM - To reduce the number of duplicative services and better align the health systems resources, Ballad Health made progress towards implementing a comprehensive regional trauma and emergency system to better meet the needs of the Appalachian Highlands region. As part of creating a fully-integrated and highly-coordinated trauma and emergency system, Ballad Health successfully moved to realign the status of Holston Valley Medical Centers trauma center from a Level I to a Level III, and expects to realign Bristol Regional Medical Centers trauma center from a Level II to a Level III within the coming year. This move closely follows evidence-based best practices, which indicates the highest-acuity services are best provided in a higher-volume setting where staff and physician coverage is consistent, and quality is improved.Ballad Health serves as the Official Healthcare Trauma and Emergency Services Provider for Bristol Motor Speedway (BMS). The partnership pledges Ballad Healths trauma and emergency teams will be ready and equipped to handle any medical emergency situations during BMS events with service provided to both guests and participants. Medical services delivered to guests and participants at the speedway is provided at no cost to the patient or community. ENHANCED PEDIATRIC TRAUMA AND PEDIATRIC EMERGENCY ROOMS - Ballad Health is seeking to improve pediatric care by investing in additional pediatric specialties which will support the pediatric trauma program at Niswonger Childrens Hospital, and plans have been announced to add new pediatric emergency rooms in Kingsport and Bristol. Already, the Board has acted to fund both pediatric emergency departments. These plans have been so exciting, that Ballad Health received a $1.2 million pledge from a family which has long supported childrens services in the region. The pediatric emergency room at Bristol Regional Medical Center will be named the J.D. Niswonger Family Pediatric Emergency Department, which will be affiliated with the Niswonger Childrens Hospital. This comprehensive proposal involves realigning the Level III neonatal intensive care unit (NICU) at Holston Valley Medical Center and focusing those services at Niswonger Childrens Hospital, the regions state-designated perinatal center. These pediatric enhancements also involve investing in new pediatric subspecialties and connecting all of Ballad Healths hospitals to Niswonger through telemedicine.SUPPORTED COMMUNITY INITIATIVES AND ORGANIZATIONS- During the year, Ballad Health supported more than 300 organizations in the Appalachian Highlands of Northeast Tennessee and Southwest Virginia. That support totaled more than $5 million in the form of sponsorships, non-cash contributions, community education and direct community benefit. Ballad Health donated 30 advanced cardiac monitors to Sullivan County Emergency Medical Services to enhance Ballad Healths regional trauma network by enabling EMS to transmit patients vital signs to hospital emergency departments and cardiac catheterization labs while still en route. The new monitors also allow emergency providers to monitor oxygen and pulmonary issues in addition to the EKG, which can improve treatment for patients with emphysema, chronic obstructive pulmonary disease (COPD) and asthma. The donation saved Sullivan County approximately $1.2 million, as the departments current 12-lead EKG monitors are 11 years old. CHARITY CARE CONTRIBUTIONS - For 2019, Ballad Health provided more than $37 million in charity care and more than $12 million in subsidized health services for patients. 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 GENERATES SAVINGS FOR SIXTH CONSECTIVE YEAR - Ballad Healths accountable care organization, AnewCare Collaborative, is one of only 18 in the country to generate savings for federal taxpayers for the entire six years of the program.As the regions first accountable care organization, it has generated more than $54M in total savings since its creation in 2012. For the 2018 performance year, AnewCare generated $7.2M in savings. The ACOs savings rate was 7.1% better than Medicares benchmark. Since the merger, AnewCare has achieved a 94.4% quality score, a substantial increase from the previous year and among the highest in the history of the collaborative.MEDICAL EDUCATION - Ballad Health continues to offer free Certified Nursing Assistant (CNA) classes, which are open to the public. The CNA course is approved and regulated by the Tennessee State Board of Nursing. The training opportunity can lead to job opportunities for those who complete the program. 62 percent of the students trained by Ballad are hired upon graduation. Ballad 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. There is no requirement for participants to work for Ballad Health upon completion of the program. During FY19, Ballad Healths CNA training program graduated 25 students, each of whom completed 60 hours of classroom participation and 40 hours of clinical participation.This year, the Nurse Intern II program, overseen by Ballad Healths Clinical Education team, completed its summer 2018 session with the largest group ever 134 nurse interns successfully completed the program. The program pairs each nurse intern with an RN preceptor on a designated hospital unit. The interns work with their preceptor to gain valuable clinical skills to assist them with their transition from nursing student to licensed nurse. There is no obligation for the interns to work for Ballad Health although many of them choose to continue employment. Interns who complete the program become a Nurse Intern III. Once the interns graduate from nursing school, they become a Nurse Intern IV, and then once they pass the NCLEX (National Council Licensure Examination) they become an RN. 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, andcreating a research culture across Ballad facilities |
| OTHER NOTABLE EVENTS AND AWARDS | Ballad Health, along with American Cancer Society, was one of the sponsors for the Making Strides Against Breast Cancer event.Ballad Health hosted a Food Drive to support Second Harvest Food Bank of Northeast Tennessee and Feeding America of Southwest Virginia. The food drive coincided with National Food Bank Day. People struggle with having enough to eat throughout the year, so this drive was to help eliminate hunger in our community. The donations go to local food pantries and a Senior Grocery Program.Ballad Healths Project Employment Hope has been honored by Disability Rights Tennessee with a Freedom Award for corporate employment leadership. Project Employment Hope is an employment assistance program offered by Ballad Healths human resources (HR) department. The program helps people in need those who are chronically unemployed, underemployed, disabled, living below the poverty line and/or homeless by providing, at no cost to the individual, access to employment counseling, guidance, training and job opportunities with Ballad Health. Members of the Ballad Health HR team work closely with a state program, Vocational Rehabilitation (part of Tennessee Department of Human Services), to assist with job placement of people with disabilities throughout the hospital system. Project Employment Hope includes providing referral candidates assistance with overcoming barriers to finding a job. Ballad Health was recognized for the successful integration of retirement plans after merger of Mountain States and Wellmont Health System:1.Pensions & Investments: 2019 Eddy Award 1st place, Plan Transitions2.Plan Sponsor Council of America (PSCA) a.2019 Signature Award Winner for excellence in employee communications b.2nd place Ballad Health with Lincoln Financial Group, Plan ChangesBallad Healths security, safety & emergency management force has been recognized by Security magazine as part of the 2018 Security 500 rankings. Security magazine remarked: We are recognizing your organization for your safety and security policies and efforts to keep patients, staff and visitors safe. Our team has been monitoring your work in this area, and we wanted to recognize you.Lynn Krutak, chief financial officer for Ballad Health, has been recognized on the prestigious list of 10 Women Leaders to Watch in Healthcare in 2019 by Modern Healthcare. The publication is a leading source of healthcare business and policy news, research and information across the nation. Each year Modern Healthcare selects Top 25 Women Leaders, accompanied by 10 to Watch accomplished, rising women executives who are advancing healthcare. MedAxiom (the nations leading cardiovascular community) selected Dr. Jerry Blackwell to serve as its president. The nations leading community of cardiovascular providers, thought leaders and innovators, MedAxiom is a subsidiary of the American College of Cardiology. Blackwell, who has practiced cardiology in Kingsport since 1995, and previously served as chief executive officer of the Wellmont CVA Heart Institute, served as chief clinical officer of Ballad Health during FY2019. Trish Tanner, assistant vice president and chief pharmacy officer, was honored by the Tennessee Hospital Association (THA) with a 2018 Award of Excellence for Patient Safety Leadership. This award recognizes an individual who has taken extraordinary and innovative steps to make patient safety and quality a top priority in their organization. Tanner serves as chairperson for Ballad Healths Opioid Taskforce and has been a leading voice in the fight against opioid addiction. |
| PART lll, Program Service Accomplishments | Ballad Health (Ballad) is a tax-exempt entity and the parent corporation of both Mountain States Health Alliance (MSHA) and Wellmont Health System (WHS). The two healthcare systems came together on February 1, 2018 as a result of a merger approved by both Tennessee and Virginia Departments of Health. Ballad operates under a Certificate of Public Advantage (COPA) in Tennessee and a Cooperative Agreement (CA) in Virginia. Pursuant to the COPA and CA, MSHA and WHS are required to fulfill the obligations, commitments and covenants set forth in the COPA. Such obligations include that Ballad Health shall meet, over the ten-year period beginning July 1, 2018, established minimum spending criteria on initiatives for expanded access to healthcare services, health research and graduate medical education, population health improvement, and a region-wide health information exchange. The full text of the COPA can be found on the Tennessee Department of Health's website, while the CA can be found on the Virginia Department of Health's website.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 3,162 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 MSHA includes seven wholly-owned hospitals including a childrens hospital and a behavioral health hospital; four others, majority owned by MSHA, each file a separate return. Laughlin Memorial Hospital, wholly-owned by MSHA, also files a separate return. Form 990 for WHS includes five wholly-owned hospitals; two others, also wholly-owned, each file a separate return. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Mountain States Health Alliance | ||||||||||
| 303 Med Tech Parkway Suite 220 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501C3 | 3 | BALLAD | Yes (true) |
| 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 | NA | 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 |
| East TN Healthcare Holdings Inc | ||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501C3 | 3 | MSHA | false |
| Wellmont Health System | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621636465 | Hospital System | TN | 501C3 | 3 | BALLAD | Yes (true) |
| Wellmont Hawkins Co Memorial Hosp | ||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501C3 | 3 | WHS | false |
| Takoma Regional Hospital Inc DBA GCH | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501C3 | 3 | WHS | false |
| Wellmont Cardiology Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 263557623 | Medical Services | TN | 501C3 | 10 | WHS | false |
| Wellmont Medical Associates | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 270898372 | Medical Services | TN | 501C3 | 7 | WHS | false |
| Ballad Health Foundation | ||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501C3 | 7 | BALLAD | false |
| Wellmont Madison House | ||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | 10 | WHS | false |
| Wellmont Wexford House | ||||||||||
| 2421 N John B Dennis Hwy | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501C3 | 10 | WHS | false |
| Wellmont Imaging Services Inc | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 861103148 | Healthcare | TN | 501C3 | 12a | WHS | false |
| Wellmont Sleep Services | ||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 273777167 | Medical Services | TN | 501C3 | 3 | WHS | false |
| Laughlin Memorial Hospital Inc | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 620701119 | Hospital | TN | 501C3 | 3 | MSHA | false |
| Laughlin Healthcare Foundation | ||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 582105493 | Fundraiser | TN | 501C3 | 12A | MSHA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Emmaus Comm Hth PLLC | |||||||||||
| 6070 HWY 11E | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | false | false | ||
| Medl Spec of JC LLC | |||||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | false | false | NA | excluded | |
| ETn AmblSrg Cntr | |||||||||||
| 701 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | false | false | NA | ||
| Sapling Grove Ambulatory Surgery Center | |||||||||||
| 220 Medical Park Boulevard | Bristol | TN | 37620 | 204450153 | Medical Services | TN | false | false | NA | ||
| Holston Valley Ambulatory Surgery Center | |||||||||||
| 103 West Stone Drive | Kingsport | TN | 37660 | 621816864 | Medical Services | TN | false | false | NA | ||
| GreenevillePhySvcs LLC | |||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 455070419 | Medical Services | TN | false | false | NA | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Ridge Medical Management Corp | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621490616 | Medical Services | TN | MSHA | C | $150,465,309 | $228,009,590 | 1.00000 | false | |||||
| Mediserve Medical Equipment | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | $379,349 | $4,924,892 | 1.00000 | false | |||||
| Mountain States Properties | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621845895 | Property Management | TN | BRMMC | C | $17,456,548 | $147,692,320 | 1.00000 | false | |||||
| Mountain States Physician Grp | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621700412 | Medical Services | TN | BRMMC | C | $74,592,246 | $7,348,809 | 1.00000 | false | |||||
| Community Home Care Inc | |||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | NCH | C | $178,353 | $461,624 | 0.50100 | false | |||||
| Wilson Pharmacy Inc | |||||||||||||||||
| PO Box 5289 | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | $6,269,865 | $6,591,077 | 1.00000 | false | |||||
| Crestpoint Health Insurance Company | |||||||||||||||||
| 509 Med Tech Parkway Suite 100 | Johnson City | TN | 37604 | 620381170 | Insurance | TN | ISHN | C | $126,062 | $12,986,279 | 1.00000 | false | |||||
| Wellmont Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621320035 | Medical Services | TN | WHS | C | -$90,140,490 | 1.00000 | false | ||||||
| Wellmont Collections Inc | |||||||||||||||||
| 2004 American Way Suite 101 | Kingsport | TN | 37660 | 621325938 | Business Services | TN | WHS | C | $3,148,783 | $2,824,213 | 1.00000 | false | |||||
| Medical Mall Pharmacy Inc | |||||||||||||||||
| 1905 American Way | Kingsport | TN | 37660 | 621565006 | Medical Services | TN | WHS | C | 1.00000 | false | |||||||
| 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 | $1,331,046 | $4,726,831 | 1.00000 | false | |||||
| Nolichuckey Management Svcs Inc | |||||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | LMH | C | $6,287,212 | $3,533,202 | 1.00000 | false | |||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | 1.00000 | Yes (true) | PO Box 30600 | Grand Caymon | KY1-1203 | CJ | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (40 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Mountain States Health Alliance | ||
| b | $1,289,167 | Cost |
| Mountain States Health Alliance | ||
| c | $201,068,730 | Cost |
| Mountain States Health Alliance | ||
| p | $309,398 | Cost |
| Mountain States Health Alliance | ||
| q | $81,701,965 | Cost |
| MSHA Auxiliary | ||
| q | $1,159,316 | Cost |
| Smyth County Community Hospital | ||
| d | $15,271,960 | Cash |
| Smyth County Community Hospital | ||
| l | $2,227,190 | Cost |
| Smyth County Community Hospital | ||
| q | $12,016,684 | Cost |
| Smyth County Community Hospital | ||
| r | $99,557 | Cash |
| Norton Community Hospital | ||
| d | $20,524,914 | Cash |
| Norton Community Hospital | ||
| l | $2,810,721 | Cost |
| Norton Community Hospital | ||
| o | $1,043,229 | Cost |
| Norton Community Hospital | ||
| p | $76,066 | Cost |
| Norton Community Hospital | ||
| q | $31,364,195 | Cost |
| Norton Community Hospital | ||
| r | $524,197 | Cash |
| Dickenson Community Hospital | ||
| l | $481,303 | Cost |
| Dickenson Community Hospital | ||
| q | $537,582 | Cost |
| Johnston Memorial Hospital | ||
| l | $5,728,402 | Cost |
| Johnston Memorial Hospital | ||
| q | $36,093,007 | Cost |
| Johnston Memorial Hospital | ||
| r | $257,741 | Cash |
| Abingdon Physician Partners | ||
| l | $1,022,670 | Cost |
| Wellmont Health System | ||
| c | $194,779,111 | Cost |
| Wellmont Health System | ||
| q | $304,594,841 | Cost |
| Wellmont Hawkins Co Memorial Hosp | ||
| p | $627,305 | Cost |
| Takoma Regional Hospital Inc DBA GCH | ||
| p | $5,162,876 | Cost |
| Ballad Health Foundation | ||
| b | $2,430,810 | Cash |
| Ballad Health Foundation | ||
| c | $2,255,009 | Cash |
| Blue Ridge Medical Management Corp | ||
| l | $3,754,246 | FMV |
| Blue Ridge Medical Management Corp | ||
| m | $1,894,578 | FMV |
| Blue Ridge Medical Management Corp | ||
| o | $898,039 | Cost |
| Blue Ridge Medical Management Corp | ||
| p | $50,612 | Cost |
| Blue Ridge Medical Management Corp | ||
| q | $17,957,671 | Cost |
| Blue Ridge Medical Management Corp | ||
| s | $231,940 | Cash |
| Mediserve Medical Equipment | ||
| q | $2,067,470 | Cost |
| Mountain States Properties | ||
| k | $517,752 | FMV |
| Mountain States Properties | ||
| m | $192,322 | FMV |
| Mountain States Properties | ||
| q | $4,084,686 | Cost |
| Wilson Pharmacy Inc | ||
| a | $54,696 | FMV |
| Wilson Pharmacy Inc | ||
| m | $550,535 | FMV |
| Wilson Pharmacy Inc | ||
| q | $9,728,617 | Cost |