BALLAD HEALTH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-10
- IRS object ID
- 201911309349300741
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T08:51:10-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 303 MED TECH PARKWAY SUITE 220 | 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 |
| Phone | 4233023374 | PhoneNum |
| Signature | 2018-10-03 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 151.102.241.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 08:51:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FD0FFD19B9E3749FA0504E1554544FF147349C8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39095CF110B0C8EE9B5E629A9826572B753F4624 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ALAN LEVINE | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $0 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BALLADHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | 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 HEALTH CARE SERVICES 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 | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | -$13,098,518 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| CY Total Revenue | -$13,098,518 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $563,134 | CYOtherExpensesAmt |
| CY Total Expenses | $563,134 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | -$13,661,652 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $856,766,017 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $870,427,669 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | -$13,661,652 | 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 |
| Revenue | -$13,098,518 | RevenueAmt |
| Desc | 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. (CONTINUED ON SCHEDULE O) (CONT'D) SUCH OBLIGATIONS INCLUDE THAT BALLAD SHALL MEET ESTABLISHED MINIMUM SPENDING CRITERIA OVER THE TEN YEAR PERIOD BEGINNING JULY 1, 2018 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 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 3,293 LICENSED BEDS IN 21 HOSPITALS, INCLUDING THREE TERTIARY CARE FACILITIES, 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. BALLAD HAS TAKEN A NUMBER OF STEPS TOWARD CREATING A COMPREHENSIVE INFRASTRUCTURE TO SUPPORT OUR REGIONAL EFFORTS TO IMPROVE COMMUNITY HEALTH. THIS INCLUDES INTERNAL REORGANIZATION AND DEVELOPMENT OF A REGION-WIDE ACCOUNTABLE CARE COMMUNITY, A COLLABORATIVE IMPACT MODEL, WHERE COMMUNITY ORGANIZATIONS IDENTIFY A SMALL NUMBER OF CLEARLY ARTICULATED GOALS OF COMMON INTEREST. DETAILS OF SOME ACTIVITIES TAKEN SINCE THE CLOSING OF THE MERGER INCLUDE: DEVELOPED AND SUBMITTED A POPULATION HEALTH PLAN. THE HEALTH PLAN WAS SUBMITTED TO THE COMMONWEALTH OF VIRGINIA AND STATE OF TENNESSEE AT THE END OF JUNE, 2018. A STEERING TEAM WAS ESTABLISHED, AIDED BY NATIONAL EXPERTS WITH EXPERIENCE IN LARGE-SCALE POPULATION HEALTH IMPROVEMENT. THE STEERING TEAM DEVELOPED A "PLAYBOOK" OF EVIDENCE-BASED AND PROMISING PRACTICE INTERVENTIONS, WHICH HAVE THE POTENTIAL TO BE SUCCESSFULLY IMPLEMENTED IN OUR COMMUNITIES. INPUT WAS GATHERED FROM INTERNAL AND EXTERNAL STAKEHOLDERS THROUGH APPROXIMATELY 150 INTERVIEWS AND 40 MEETINGS WITH EXTERNAL GROUPS, INCLUDING REGIONAL HEALTH DEPARTMENTS, UNITED WAY AGENCIES, SCHOOLS AND COMMUNITY ORGANIZATIONS, AND OTHERS. BALLAD IMPLEMENTED A NEW PROCESS FOR COMPILING ROBUST AND COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) THAT ENGAGE COMMUNITY STAKEHOLDERS EARLIER AND MORE OFTEN. ELEVEN BALLAD HOSPITALS WERE DUE FOR NEW CHNAS THIS YEAR, BASED ON THE 3-YEAR CYCLE REQUIRED BY THE IRS. FOR THE FIRST TIME, COPA AND COOPERATIVE AGREEMENT COMMITMENTS WERE INTEGRATED INTO THESE ASSESSMENTS. BALLAD PILOTED A MODEL IN SMYTH COUNTY THAT IMPROVED STAKEHOLDER INVOLVEMENT THROUGH A COMMUNITY ADVISORY COMMITTEE, GOING WELL BEYOND THE TRADITIONAL MODEL OF CONDUCTING LIMITED STAKEHOLDER INTERVIEWS. COMMUNITY FEEDBACK HAS BEEN EXTRAORDINARILY POSITIVE, AND STAKEHOLDERS EXPRESSED AN INTEREST IN CONTINUING TO MEET TO HELP ENSURE THEIR COMMUNITY'S HEALTH NEEDS ARE BEING MET BY PLAYING AN INTEGRAL PART OF THE IMPLEMENTATION AND MONITORING EFFORTS. WE PLAN TO APPLY THIS MODEL TO ALL FUTURE CHNA ACTIVITIES MOVING FORWARD. IMMEDIATELY AFTER THE CLOSE OF THE MERGER, BALLAD ESTABLISHED A CLINICAL COUNCIL, COMPRISING APPROXIMATELY 30 PHYSICIANS NOMINATED FROM THE LEADERSHIP OF ALL BALLAD HOSPITALS, THE HEALTH SYSTEM'S MEDICAL GROUP, AND INDEPENDENTLY PRACTICING COMMUNITY PHYSICIANS. THE COUNCIL REPORTS DIRECTLY TO THE QUALITY COMMITTEE OF THE BALLAD HEALTH BOARD OF DIRECTORS. THE GROUP'S GOAL IS TO ENSURE EXCELLENCE IN CLINICAL CARE THROUGH PHYSICIAN ENGAGEMENT AND LEADERSHIP. THE COUNCIL IS COMPOSED OF BALLAD HEALTH AND INDEPENDENT COMMUNITY CLINICAL PROVIDERS REPRESENTING PHYSICIANS, PHARMACISTS, ADVANCED PRACTICE PROVIDERS, AND NURSING. THE COMMITTEE IS CHARGED WITH PROVIDING GUIDANCE FOR BALLAD'S TRANSFORMATION TO A COMMUNITY HEALTH IMPROVEMENT SYSTEM. WORK HAS BEGUN ON CARE TRANSITIONS PLANNING, INCLUDING IDENTIFICATION OF BEST APPROACHES TO SCREENING ACTIVITIES AND FOLLOW UP FOR CANCER, HIGH BLOOD PRESSURE, OBESITY RISK, AND DIABETES. WORK IN THESE AREAS IS GEARED TOWARD CREATING SEAMLESS TRANSITIONS BETWEEN CLINICAL INTERVENTIONS AND COMMUNITY INTERVENTIONS. A NEW COMMUNITY BENEFIT AND POPULATION HEALTH COMMITTEE OF THE BOARD WAS ESTABLISHED. THE COMMITTEE INCLUDES THE CEO, COO, CHIEF CLINICAL OFFICER AND CHIEF POPULATION HEALTH OFFICER AS WELL AS REGIONAL LEADERS AND MULTI- SECTOR COMMUNITY REPRESENTATION. THIS COMMITTEE IS RESPONSIBLE FOR OVERSIGHT AND COMPLIANCE WITH ALL POPULATION HEALTH-RELATED COPA AND CA COMMITMENTS AND REPORTING. IT IS ALSO RESPONSIBLE FOR GOVERNING THE ALIGNMENT OF THE COPA/CA, COMMUNITY BENEFIT/CHNAS, AND VALUE-BASED CONTRACTING STRATEGIES AND INITIATIVES TO PRODUCE HEALTH IMPROVEMENT IN THE COMMUNITY. PRIOR TO THE MERGER, MOUNTAIN STATES AND WELLMONT HAD RESTRICTIONS ON CERTAIN SPECIALTY PHYSICIANS SUCH THAT THEY COULD NOT FREELY PRACTICE AT THE HOSPITALS AFFILIATED WITH THE COMPETING SYSTEM. WHILE SERVING THE COMPETITIVE NEEDS OF THE HOSPITALS, THIS ALSO LIMITED ACCESS TO THE HOSPITALS FOR PATIENTS. SINCE THE MERGER CLOSED, BALLAD HEALTH HAS TAKEN SEVERAL STEPS TO ELIMINATE THESE RESTRICTIONS, INCLUDING STANDARDIZING HOSPITAL CONTRACTS SO HOSPITALISTS MAY PROVIDE CROSS-COVERAGE; ALLOWING LEGACY WELLMONT CARDIOVASCULAR SERVICES SURGEONS TO PROVIDE VASCULAR COVERAGE AT JOHNSON CITY MEDICAL CENTER AND ALLOWING LEGACY MOUNTAIN STATES CARDIOVASCULAR SERVICES SURGEONS TO PROVIDE CALL COVERAGE FOR BRISTOL REGIONAL MEDICAL CENTER DURING PROVIDER ABSENCES. BALLAD'S BOARD OF DIRECTORS APPROVED THE MOVE TO 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, THE PHYSICIAN'S OFFICE AND THE HOSPITALS. THE FIRST ROLLOUT IS EXPECTED TO OCCUR IN THE FALL TO OUR NEWLY-CONSTRUCTED UNICOI COUNTY MEMORIAL HOSPITAL. AS PART OF BALLAD'S COMMITMENT TO SUPPORTING RURAL HEALTHCARE, THE NEW FACILITY WAS BUILT TO REPLACE AN AGING RURAL HOSPITAL IN ERWIN, TENNESSEE, AND THE NEW CLINICAL IT PLATFORM WILL BE COMPLETED WITH THE CONCURRENT OPENING OF THE NEW HOSPITAL. A GOVERNANCE STRUCTURE HAS BEEN DEVELOPED FOR DATA AND GOVERNANCE. THIS WILL BE USED TO STRUCTURE THE DATABASES AND TO PRODUCE METRICS FOR POPULATION HEALTH, PREDICTIVE ANALYTICS, COPA/CA METRICS, ETC. THESE ANALYTICS WILL BE USED TO MONITOR THE HEALTH IMPROVEMENTS IN OUR REGION. BALLAD HEALTH AND EAST TENNESSEE STATE UNIVERSITY ANNOUNCED A PARTNERSHIP AT THE END OF THE FISCAL YEAR TO CREATE A FELLOWSHIP PROGRAM IN ADDICTION MEDICINE. THROUGH THE PARTNERSHIP, ETSU WILL APPLY TO THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION TO CREATE A NEW FELLOWSHIP PROGRAM IN ADDICTION MEDICINE. AS PART OF OUR COMMITMENT TO EXPAND EDUCATION AND TRAINING IN THE REGION, BALLAD WILL FUND ANY UNREIMBURSED COSTS OF THE FELLOWSHIP PROGRAM. | Desc |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | false | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| 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 | Yes (true) | 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 (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ALAN LEVINE | |||||||
| EXEC. CHAIR/ | 13.00 | 42.00 | Yes (X) | Yes (X) | $0 | $1,296,102 | $183,940 |
| BARBARA ALLEN | |||||||
| DIRECTOR | 2.20 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| JULIE BENNETT | |||||||
| DIRECTOR | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| DAVID GOLDEN | |||||||
| DIRECTOR | 1.40 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID LESTER | |||||||
| VICE CHAIR | 1.40 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID MAY MD | |||||||
| DIRECTOR | 1.40 | 1.60 | Yes (X) | $0 | $0 | $0 | |
| SCOTT NISWONGER | |||||||
| DIRECTOR | 1.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| BRIAN NOLAND | |||||||
| DIRECTOR | 1.10 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| GARY PEACOCK | |||||||
| TREASURER | 2.20 | 4.90 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUG SPRINGER MD | |||||||
| SECRETARY | 0.50 | 1.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH WILSON | |||||||
| DIRECTOR | 0.50 | 1.30 | Yes (X) | $0 | $0 | $0 | |
| BART HOVE | |||||||
| CEO | 3.50 | 28.50 | Yes (X) | $0 | $1,219,926 | $49,559 | |
| MARVIN EICHORN | |||||||
| COO | 6.00 | 49.00 | Yes (X) | $0 | $749,129 | $42,742 | |
| LYNN KRUTAK | |||||||
| EVP & CFO | 6.00 | 49.00 | Yes (X) | $0 | $587,884 | $88,257 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $3,853,041 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $364,498 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,098,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$13,098,518 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | -$13,098,518 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,098,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$13,098,518 | RelatedOrExemptFuncIncomeAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,323 | TotalAmt |
| Management And General | $665,323 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$102,189 | TotalAmt |
| Management And General | -$102,189 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $563,134 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $563,134 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $856,766,017 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $856,766,017 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $665,323 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $752,992,407 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $116,769,939 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $870,427,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$13,661,652 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | -$13,661,652 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $856,766,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$13,661,652 | ReconcilationRevenueExpnssAmt |
| 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 D IRS990ScheduleD
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $855,134,121 |
| ASSETS WHOSE USE IS LIMITED | $1,631,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $856,766,017 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | 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 HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENT FOR BALLAD AND ITS TAX-EXEMPT SUBSIDIARIES. BALLAD'S TAXABLE SUBSIDIARIES ARE DISCUSSED IN NOTE L. BALLAD HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS AT JUNE 30, 2018. AT JUNE 30, 2018, TAX RETURNS FOR MSHA AND WHS FOR 2015 THROUGH 2017 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE." | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 | |||||||
| EXEC. CHAIR/PRES. | $944,348 | $277,123 | $74,631 | $161,337 | $22,603 | $1,480,042 | $48,912 |
| BART HOVE | |||||||
| CEO | $817,290 | $391,085 | $11,551 | $27,695 | $21,864 | $1,269,485 | |
| MARVIN EICHORN | |||||||
| COO | $576,562 | $128,590 | $43,977 | $18,900 | $23,842 | $791,871 | |
| LYNN KRUTAK | |||||||
| EVP & CFO | $479,306 | $104,168 | $4,410 | $71,503 | $16,754 | $676,141 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 1B | UNLESS EXPRESSLY APPROVED BY BALLAD HEALTH'S 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, BALLAD HEALTH'S INTERNAL AUDIT VALIDATES ALL CHARTER TRAVEL WAS FOR VALID BUSINESS PURPOSES AND IN COMPLIANCE WITH BALLAD'S SENIOR EXECUTIVE TRAVEL AND BUSINESS REIMBURSEMENT POLICY. WHILE THE POLICY EXISTED IN FY18, BALLAD HEALTH DID NOT INCUR ANY FIRST-CLASS OR CHARTER TRAVEL EXPENSE. |
| SCHEDULE J, PAGE 1, PART I, LINE 4 | ALAN LEVINE 0 147,837 0 LYNN KRUTAK 0 50,200 0 |
| SCHEDULE J, PART III | MR. LEVINE AND MS. KRUTAK PARTICIPATED IN A 457(F) RETIREMENT PLAN PROVIDED BY MOUNTAIN STATES HEALTH ALLIANCE (MSHA). THE 457(F) PLAN IS A NONQUALIFIED TAX-DEFERRED COMPENSATION PLAN AVAILABLE TO A SELECT GROUP OF KEY EXECUTIVES FOR THE INTENT OF SUPPORTING RETENTION AND TO OFFER A COMPETITIVE TOTAL RETIREMENT PROGRAM. ACCOUNT BALANCES HAVE A "SUBSTANTIAL RISK OF FORFEITURE". IN ADDITION TO CREDITOR RISK, SUBSTANTIAL RISK OF FORFEITURE IS CREATED THROUGH DEFAULT RISK IF THE PARTICIPANT'S EMPLOYEMENT WITH MSHA 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLTH & EDU FACIL BD 2018A&B&C | BusinessNameLine1Txt |
| Business Name Line2 | TOWN OF GREENVILLE TN | BusinessNameLine2Txt |
| 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 IMP. | 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 | $820,526,657 | TotalProceedsAmt |
| Refunding Escrow | $278,887,185 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $9,240 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $540,667,612 | CapitalExpendituresAmt |
| Unspent | $962,620 | UnspentAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| 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 |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| 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 | SCHEDULE K - ADDITIONAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | HLTH & EDU. FACIL. BD. 2018A&B&C HLTH & EDUC. FACIL. BD OF THE TOWN OF GREENEVILLE, TENNESSEE: THE PARENT WILL USE THE PROCEEDS TO FINANCE THE ACQUISITION OF THE ASSETS OF MOUNTAIN STATES HEALTH ALLIANCE AND WELLMONT HEATH SYSTEM AND TO FINANCE CAPITAL IMPROVEMENTS AT UNICOI COUNTY MEMORIAL HOSPITAL. 1.COMMENT ON SCHEDULE K, PART I, LINE A. ADDITIONAL CUSIP39649EY7 2.COMMENT ON SCHEDULE K, PART II, LINE 10. PURSUANT TO SECTION 1.150 - 1 (A)(2)(II) OF THE TREASURY REGULATIONS, THE PROCEEDS OF THE BONDS WERE USED TO ACQUIRE THE ASSETS OF MOUNTAIN STATES HEALTH ALLIANCE AND WELLMONT HEALTH SYSTEM, AND SUCH EXPENDITURES WOULD BE TREATED AS CAPITAL EXPENDITURES, AND NOT THE REFUNDING OF PRIOR DEBT. 3.COMMENT ON SCHEDULE K, PART II, LINE 13. ONE PROJECT FINANCED WITH THE PROCEEDS OF THE BONDS HAS NOT BEEN COMPLETED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | (CONT'D) SUCH OBLIGATIONS INCLUDE THAT BALLAD SHALL MEET ESTABLISHED MINIMUM SPENDING CRITERIA OVER THE TEN YEAR PERIOD BEGINNING JULY 1, 2018 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 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 3,293 LICENSED BEDS IN 21 HOSPITALS, INCLUDING THREE TERTIARY CARE FACILITIES, 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. BALLAD HAS TAKEN A NUMBER OF STEPS TOWARD CREATING A COMPREHENSIVE INFRASTRUCTURE TO SUPPORT OUR REGIONAL EFFORTS TO IMPROVE COMMUNITY HEALTH. THIS INCLUDES INTERNAL REORGANIZATION AND DEVELOPMENT OF A REGION-WIDE ACCOUNTABLE CARE COMMUNITY, A COLLABORATIVE IMPACT MODEL, WHERE COMMUNITY ORGANIZATIONS IDENTIFY A SMALL NUMBER OF CLEARLY ARTICULATED GOALS OF COMMON INTEREST. DETAILS OF SOME ACTIVITIES TAKEN SINCE THE CLOSING OF THE MERGER INCLUDE: DEVELOPED AND SUBMITTED A POPULATION HEALTH PLAN. THE HEALTH PLAN WAS SUBMITTED TO THE COMMONWEALTH OF VIRGINIA AND STATE OF TENNESSEE AT THE END OF JUNE, 2018. A STEERING TEAM WAS ESTABLISHED, AIDED BY NATIONAL EXPERTS WITH EXPERIENCE IN LARGE-SCALE POPULATION HEALTH IMPROVEMENT. THE STEERING TEAM DEVELOPED A "PLAYBOOK" OF EVIDENCE-BASED AND PROMISING PRACTICE INTERVENTIONS, WHICH HAVE THE POTENTIAL TO BE SUCCESSFULLY IMPLEMENTED IN OUR COMMUNITIES. INPUT WAS GATHERED FROM INTERNAL AND EXTERNAL STAKEHOLDERS THROUGH APPROXIMATELY 150 INTERVIEWS AND 40 MEETINGS WITH EXTERNAL GROUPS, INCLUDING REGIONAL HEALTH DEPARTMENTS, UNITED WAY AGENCIES, SCHOOLS AND COMMUNITY ORGANIZATIONS, AND OTHERS. BALLAD IMPLEMENTED A NEW PROCESS FOR COMPILING ROBUST AND COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) THAT ENGAGE COMMUNITY STAKEHOLDERS EARLIER AND MORE OFTEN. ELEVEN BALLAD HOSPITALS WERE DUE FOR NEW CHNAS THIS YEAR, BASED ON THE 3-YEAR CYCLE REQUIRED BY THE IRS. FOR THE FIRST TIME, COPA AND COOPERATIVE AGREEMENT COMMITMENTS WERE INTEGRATED INTO THESE ASSESSMENTS. BALLAD PILOTED A MODEL IN SMYTH COUNTY THAT IMPROVED STAKEHOLDER INVOLVEMENT THROUGH A COMMUNITY ADVISORY COMMITTEE, GOING WELL BEYOND THE TRADITIONAL MODEL OF CONDUCTING LIMITED STAKEHOLDER INTERVIEWS. COMMUNITY FEEDBACK HAS BEEN EXTRAORDINARILY POSITIVE, AND STAKEHOLDERS EXPRESSED AN INTEREST IN CONTINUING TO MEET TO HELP ENSURE THEIR COMMUNITY'S HEALTH NEEDS ARE BEING MET BY PLAYING AN INTEGRAL PART OF THE IMPLEMENTATION AND MONITORING EFFORTS. WE PLAN TO APPLY THIS MODEL TO ALL FUTURE CHNA ACTIVITIES MOVING FORWARD. IMMEDIATELY AFTER THE CLOSE OF THE MERGER, BALLAD ESTABLISHED A CLINICAL COUNCIL, COMPRISING APPROXIMATELY 30 PHYSICIANS NOMINATED FROM THE LEADERSHIP OF ALL BALLAD HOSPITALS, THE HEALTH SYSTEM'S MEDICAL GROUP, AND INDEPENDENTLY PRACTICING COMMUNITY PHYSICIANS. THE COUNCIL REPORTS DIRECTLY TO THE QUALITY COMMITTEE OF THE BALLAD HEALTH BOARD OF DIRECTORS. THE GROUP'S GOAL IS TO ENSURE EXCELLENCE IN CLINICAL CARE THROUGH PHYSICIAN ENGAGEMENT AND LEADERSHIP. THE COUNCIL IS COMPOSED OF BALLAD HEALTH AND INDEPENDENT COMMUNITY CLINICAL PROVIDERS REPRESENTING PHYSICIANS, PHARMACISTS, ADVANCED PRACTICE PROVIDERS, AND NURSING. THE COMMITTEE IS CHARGED WITH PROVIDING GUIDANCE FOR BALLAD'S TRANSFORMATION TO A COMMUNITY HEALTH IMPROVEMENT SYSTEM. WORK HAS BEGUN ON CARE TRANSITIONS PLANNING, INCLUDING IDENTIFICATION OF BEST APPROACHES TO SCREENING ACTIVITIES AND FOLLOW UP FOR CANCER, HIGH BLOOD PRESSURE, OBESITY RISK, AND DIABETES. WORK IN THESE AREAS IS GEARED TOWARD CREATING SEAMLESS TRANSITIONS BETWEEN CLINICAL INTERVENTIONS AND COMMUNITY INTERVENTIONS. A NEW COMMUNITY BENEFIT AND POPULATION HEALTH COMMITTEE OF THE BOARD WAS ESTABLISHED. THE COMMITTEE INCLUDES THE CEO, COO, CHIEF CLINICAL OFFICER AND CHIEF POPULATION HEALTH OFFICER AS WELL AS REGIONAL LEADERS AND MULTI- SECTOR COMMUNITY REPRESENTATION. THIS COMMITTEE IS RESPONSIBLE FOR OVERSIGHT AND COMPLIANCE WITH ALL POPULATION HEALTH-RELATED COPA AND CA COMMITMENTS AND REPORTING. IT IS ALSO RESPONSIBLE FOR GOVERNING THE ALIGNMENT OF THE COPA/CA, COMMUNITY BENEFIT/CHNAS, AND VALUE-BASED CONTRACTING STRATEGIES AND INITIATIVES TO PRODUCE HEALTH IMPROVEMENT IN THE COMMUNITY. PRIOR TO THE MERGER, MOUNTAIN STATES AND WELLMONT HAD RESTRICTIONS ON CERTAIN SPECIALTY PHYSICIANS SUCH THAT THEY COULD NOT FREELY PRACTICE AT THE HOSPITALS AFFILIATED WITH THE COMPETING SYSTEM. WHILE SERVING THE COMPETITIVE NEEDS OF THE HOSPITALS, THIS ALSO LIMITED ACCESS TO THE HOSPITALS FOR PATIENTS. SINCE THE MERGER CLOSED, BALLAD HEALTH HAS TAKEN SEVERAL STEPS TO ELIMINATE THESE RESTRICTIONS, INCLUDING STANDARDIZING HOSPITAL CONTRACTS SO HOSPITALISTS MAY PROVIDE CROSS-COVERAGE; ALLOWING LEGACY WELLMONT CARDIOVASCULAR SERVICES SURGEONS TO PROVIDE VASCULAR COVERAGE AT JOHNSON CITY MEDICAL CENTER AND ALLOWING LEGACY MOUNTAIN STATES CARDIOVASCULAR SERVICES SURGEONS TO PROVIDE CALL COVERAGE FOR BRISTOL REGIONAL MEDICAL CENTER DURING PROVIDER ABSENCES. BALLAD'S BOARD OF DIRECTORS APPROVED THE MOVE TO 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, THE PHYSICIAN'S OFFICE AND THE HOSPITALS. THE FIRST ROLLOUT IS EXPECTED TO OCCUR IN THE FALL TO OUR NEWLY-CONSTRUCTED UNICOI COUNTY MEMORIAL HOSPITAL. AS PART OF BALLAD'S COMMITMENT TO SUPPORTING RURAL HEALTHCARE, THE NEW FACILITY WAS BUILT TO REPLACE AN AGING RURAL HOSPITAL IN ERWIN, TENNESSEE, AND THE NEW CLINICAL IT PLATFORM WILL BE COMPLETED WITH THE CONCURRENT OPENING OF THE NEW HOSPITAL. A GOVERNANCE STRUCTURE HAS BEEN DEVELOPED FOR DATA AND GOVERNANCE. THIS WILL BE USED TO STRUCTURE THE DATABASES AND TO PRODUCE METRICS FOR POPULATION HEALTH, PREDICTIVE ANALYTICS, COPA/CA METRICS, ETC. THESE ANALYTICS WILL BE USED TO MONITOR THE HEALTH IMPROVEMENTS IN OUR REGION. BALLAD HEALTH AND EAST TENNESSEE STATE UNIVERSITY ANNOUNCED A PARTNERSHIP AT THE END OF THE FISCAL YEAR TO CREATE A FELLOWSHIP PROGRAM IN ADDICTION MEDICINE. THROUGH THE PARTNERSHIP, ETSU WILL APPLY TO THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION TO CREATE A NEW FELLOWSHIP PROGRAM IN ADDICTION MEDICINE. AS PART OF OUR COMMITMENT TO EXPAND EDUCATION AND TRAINING IN THE REGION, BALLAD WILL FUND ANY UNREIMBURSED COSTS OF THE FELLOWSHIP PROGRAM. |
| FORM 990, PAGE 6, PART VI, LINE 4 | THE ORGANIZATION AMENDED AND RESTATED THE CHARTER OF NEWCO, INC. TO DELETE THE NAME OF THE CORPORATION, NEWCO, INC., AND CHANGE THE NAME TO BALLAD HEALTH. THE AMENDED AND RESTATED CHARTER IS DATED DECEMBER 12, 2017. AMENDED AND RESTATED BYLAWS OF BALLAD HEALTH WERE EFFECTIVE DECEMBER 11, 2017. MOUNTAIN STATES HEALTH ALLIANCE AND WELLMONT HEALTH SYSTEM MERGED ON FEBRUARY 1, 2018 TO FORM BALLAD HEALTH, A TAX-EXEMPT HEALTHCARE DELIVERY SYSTEM. AT TIME OF MERGER, THE BALLAD HEALTH BOARD OF DIRECTORS BECAME THE DIRECTORS OF MOUNTAIN STATES HEALTH ALLIANCE AND DIRECTORS OF WELLMONT HEALTH SYSTEM. BALLAD HEALTH IS THE SOLE MEMBER OF MOUNTAIN STATES AND WELLMONT. THE BOARD IS COMPRISED OF 11 MEMBERS TO INCLUDE BALLAD HEALTH'S PRESIDENT AND CEO, EAST TENNESSEE STATE UNIVERSITY'S PRESIDENT AND 9 MEMBERS CHOSEN BY MOUNTAIN STATES HEALTH ALLIANCE AND WELLMONT HEALTH SYSTEM. BALLAD HEALTH'S PRESIDENT AND CEO SERVES AS THE BOARD'S EXECUTIVE CHAIR. IN THE SELECTION OF DIRECTORS, CONSIDERATION WAS GIVEN TO THE INCLUSION OF A VARIETY OF BUSINESS, HEALTH-RELATED, AND CONSUMER PERSPECTIVES AMONG THE VARIOUS MEMBERS OF THE BOARD OF DIRECTORS, WITH A GOAL OF ACHIEVING (I) A GEOGRAPHIC AND DEMOGRAPHIC DIVERSITY AMONG THE MEMBERS AND (II) A MIX OF COMPETENCIES, SKILLS AND PERSPECTIVES. SPECIFIED ACTIONS OF THE BOARD OF DIRECTORS THAT REQUIRE A MAJORITY VOTE DID NOT CHANGE WITH THE AMENDED BYLAWS. LANGUAGE WAS ADDED TO DESCRIBE THE DUTIES OF THE POPULATION HEALTH AND SOCIAL RESPONSIBILITY COMMITTEE OF THE BALLAD HEALTH BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | 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, PAGE 6, PART VI, LINE 12C | BALLAD HEALTH HAS A CONFLICT OF INTEREST POLICY FOR ALL MEMBERS OF ITS BOARD OF DIRECTORS, THE EXECUTIVE CHAIR/PRESIDENT, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, AND VICE PRESIDENTS, WHICH 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, HE OR SHE MUST IMMEDIATELY DECLARE THE CONFLICT. WHILE EACH MEMBER OF THE BOARD OR BOARD COMMITTEES ARE 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 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, PAGE 6, PART VI, LINE 15A | 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, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE COMMITTEE REVIEWED AND APPROVED COMPENSATION FOR ALL BALLAD HEALTH EXECUTIVES AT THE VICE-PRESIDENT LEVEL AND ABOVE DURING FY18 USING THE SAME METHODOLOGY USED TO DETERMINE THE CEO'S COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST TO 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 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 | HOSP. SYS. | TN | 501C3 | 3 | BALLAD | Yes (true) |
| MOUNTAIN STATES FOUNDATION | ||||||||||
| 2335 KNOB CREEK ROAD SUITE 101 | JOHNSON CITY | TN | 37604 | 581418862 | FUNDRAISER | TN | 501C3 | 12A | MSHA | false |
| MSHA AUXILIARY | ||||||||||
| 400 N STATE OF FRANKLIN ROAD | JOHNSON CITY | TN | 37604 | 581418345 | SUPP. ORG. | 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 | MED. SERV. | VA | 501C3 | 12A | JMH | false |
| EAST TN HEALTHCARE HOLDINGS INC | ||||||||||
| 203 GRAY COMMONS CIRCLE | GRAY | TN | 37615 | 815475903 | OPIOID TRT | TN | 501C3 | 3 | MSHA | false |
| WELLMONT HEALTH SYSTEM | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621636465 | HOSP. SYS. | 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 | ||||||||||
| 401 TAKOMA AVENUE | GREENEVILLE | TN | 37743 | 510603966 | HOSPITAL | TN | 501C3 | 3 | WHS | false |
| TAKOMA REGIONAL HOSPITAL FDN INC | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 471334302 | FUNDRAISER | TN | 501C3 | 7 | WHS | false |
| WELLMONT CARDIOLOGY SERVICES | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 263557623 | MED. SERV. | TN | 501C3 | 10 | WHS | false |
| WELLMONT MEDICAL ASSOCIATES | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 270898372 | MED. SERV. | TN | 501C3 | 7 | WHS | false |
| WELLMONT FOUNDATION | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 581594191 | FUNDRAISER | TN | 501C3 | 7 | WHS | false |
| WELLMONT MADISON HOUSE | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621308216 | ASST. LIV. | TN | 501C3 | 10 | WHS | false |
| WELLMONT WEXFORD HOUSE | ||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 581859039 | NSG. 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 | MED. SERV. | 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 |
|---|---|---|---|---|---|---|---|---|---|
| EMMAUS COMMUNITY HEALTHCARE PLLC | |||||||||
| 6070 HWY 11E | PINEY FLATS | TN | 37686 | 200577483 | MED. SERV. | TN | N/A | false | false |
| MEDICAL SPECIALISTS OF JC LLC | |||||||||
| 2528 WESLEY STREET SUITE 2 | JOHNSON CITY | TN | 37601 | 272199037 | MED. SERV. | TN | N/A | false | false |
| EAST TN AMBULATORY SURGERY CNTR | |||||||||
| 701 MED TECH PARKWAY SUITE 100 | JOHNSON CITY | TN | 37604 | 621787537 | MED. SERV. | TN | N/A | false | false |
| SAPLING GROVE AMBULATORY | |||||||||
| 220 MEDICAL PARK BOULEVARD | BRISTOL | TN | 37620 | 204450153 | MED. SERV. | TN | N/A | false | false |
| HOLSTON VALLEY AMBULATORY | |||||||||
| 103 WEST STONE DRIVE | KINGSPORT | TN | 37660 | 621816864 | MED. SERV. | TN | N/A | false | false |
| GREENEVILLE PHYSICIAN SERVICES LLC | |||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 455070419 | MED. SERV. | TN | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLUE RIDGE MEDICAL MANAGEMENT CORP | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621490616 | MED. SERV. | TN | N/A | false | |||||
| MEDISERVE MEDICAL EQUIPMENT | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621212286 | DME | TN | N/A | false | |||||
| MOUNTAIN STATES PROPERTIES | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621845895 | PROP. MGMT | TN | N/A | false | |||||
| MOUNTAIN STATES PHYSICIAN GROUP | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621700412 | MED. SERV. | TN | N/A | false | |||||
| COMMUNITY HOME CARE INC | |||||||||||||
| 1490 PARK AVENUE NW SUITE B | NORTON | VA | 24273 | 541453810 | DME | VA | N/A | false | |||||
| WILSON PHARMACY INC | |||||||||||||
| PO BOX 5289 | JOHNSON CITY | TN | 37604 | 620329587 | PHARMACY | TN | N/A | false | |||||
| CRESTPOINT HEALTH INSURANCE COMPANY | |||||||||||||
| 509 MED TECH PARKWAY SUITE 100 | JOHNSON CITY | TN | 37604 | 620381170 | INSURANCE | TN | N/A | false | |||||
| INTEGRATED SOLUTIONS HEALTH NETWORK | |||||||||||||
| 509 MED TECH PARKWAY SUITE 100 | JOHNSON CITY | TN | 37604 | 621711997 | HLTH NETWK | TN | N/A | false | |||||
| WELLMONT INC | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621320035 | MED. SERV. | TN | N/A | false | |||||
| MCOT INC | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621325938 | BUS. SERV. | TN | N/A | false | |||||
| MEDICAL MALL PHARMACY INC | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621565006 | MED. SERV. | TN | N/A | false | |||||
| WELLMONT PHYSICIAN SERVICES | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621567353 | MED. SERV. | TN | N/A | false | |||||
| WPS PROVIDERS INC | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 205564642 | MED. SERV. | TN | N/A | false | |||||
| WELLMONT HEALTH SERVICES INC | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 621254373 | MED. SERV. | TN | N/A | false | |||||
| WELLMONT INSURANCE CO SPC LTD | |||||||||||||
| 1905 AMERICAN WAY | KINGSPORT | TN | 37660 | 981195624 | INSURANCE | Yes (true) | WHS | C CORP | $435,648 | $17,976,960 | 1.00000 | ||
| NOLICHUCKEY MANAGEMENT SVCS INC | |||||||||||||
| 1420 TUSCULUM BOULEVARD | GREENEVILLE | TN | 37745 | 621776681 | MED. SERV. | TN | N/A | false | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BOND DEBT TO BENEFIT MSHA | ||
| D | $728,943,947 | OUTSTANDING DEBT |
| BOND DEBT TO BENEFIT WHS | ||
| D | $126,192,674 | OUTSTANDING DEBT |