BALLAD HEALTH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BALLAD HEALTH (EIN 61-1771290)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202601339349302255
- Schema version
- 2024v5.5
- 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 | 2026-05-13T08:29:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 4233023467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 Princeton Road Suite 1 | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 376012080 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shane Hilton | PersonNm |
| Person Title | BH EVP & CFO | PersonTitleTxt |
| Phone | 4233023467 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Alan Levine PresCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Med Tech Pkwy | AddressLine1Txt |
| City | Johnson City | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $130,596,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | balladhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | Honor those we serve by delivering the best possible care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2394 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $24,592 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,233 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,699,232 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,043,877 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,078,195 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,327,992 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,098,153 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,341,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,122,650 | PYOtherRevenueAmt |
| CY Other Revenue | $4,526,698 | CYOtherRevenueAmt |
| PY Total Revenue | $80,998,230 | PYTotalRevenueAmt |
| CY Total Revenue | $130,240,270 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,710,714 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,007,011 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,820,937 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,439,048 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $342,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,192,741 | PYOtherExpensesAmt |
| CY Other Expenses | $83,830,954 | CYOtherExpensesAmt |
| PY Total Expenses | $85,724,392 | PYTotalExpensesAmt |
| CY Total Expenses | $95,277,013 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,726,162 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,963,257 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,954,168,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,973,498,062 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,310,333,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,322,629,513 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $643,834,978 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $650,868,549 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Honor those we serve by delivering the best possible care.Ballad Health is dedicated to improving the health of the 29-county Appalachian Highlands region. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $239,566,694 | ExpenseAmt |
| Grant | $2,007,011 | GrantAmt |
| Revenue | $16,960,500 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $239,566,694 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1203 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2394 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shane Hilton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4233023467 | 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 (27 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 | 57.00 | 8.00 | Yes (X) | Yes (X) | $3,848,876 | $0 | $286,146 | |||
| Marta Wayt MD BHMA | ||||||||||
| Director | 5.00 | 35.00 | Yes (X) | $0 | $445,434 | $30,487 | ||||
| Aldo Noseda | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Keith Wilson | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Golden | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dr Brian Noland | ||||||||||
| Director, Vice Chair | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Scott Niswonger | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David May MD | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Lester | ||||||||||
| Director, Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Martin Kent | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael J Quillen | ||||||||||
| Director | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shane Hilton EVP | ||||||||||
| Chief Financial Officer | 57.00 | 8.00 | Yes (X) | $988,163 | $0 | $113,059 | ||||
| Eric Deaton EVP | ||||||||||
| Chief Operating Officer | 57.00 | 8.00 | Yes (X) | $1,747,698 | $0 | $137,400 | ||||
| Marvin Eichorn EVP | ||||||||||
| Chief Administrative Officer | 57.00 | 8.00 | Yes (X) | $1,445,711 | $0 | $53,543 | ||||
| Julie Bennett CLOGovnc Offcr | ||||||||||
| Director, Secretary | 57.00 | 8.00 | Yes (X) | $976,689 | $0 | $102,286 | ||||
| Anthony Keck EVP | ||||||||||
| Chief Transformation Officer | 64.00 | 1.00 | $996,815 | $0 | $110,024 | Yes (X) | ||||
| Pam Austin SVP | ||||||||||
| Chief Information Officer | 55.00 | 0.00 | $764,221 | $0 | $79,619 | Yes (X) | ||||
| Lisa Smithgall SVP | ||||||||||
| Chief Nursing Executive | 55.00 | 0.00 | $628,794 | $0 | $92,266 | Yes (X) | ||||
| Amit Vashist MD | ||||||||||
| Chief Clinical Officer | 55.00 | 0.00 | $847,756 | $0 | $81,164 | Yes (X) | ||||
| Clay Runnels MD EVP | ||||||||||
| Chief Physician Executive | 64.00 | 1.00 | $1,375,526 | $0 | $131,128 | Yes (X) | ||||
| Steve Kilgore SVP | ||||||||||
| Retail & Physician Svcs. | 55.00 | 0.00 | $1,651,089 | $0 | $104,672 | Yes (X) | ||||
| Deborah Dover SVP | ||||||||||
| Chief Human Resources Officer | 55.00 | 0.00 | $779,824 | $0 | $82,108 | Yes (X) | ||||
| Bradley Price SVP | ||||||||||
| Regional Ops & Svc. Line Dev. | 55.00 | 0.00 | $736,224 | $0 | $90,464 | Yes (X) | ||||
| Lynn Krutak | ||||||||||
| Former Officer | 57.00 | 8.00 | $1,101,262 | $0 | $76,184 | Yes (X) | ||||
| Shana Tate VP Financial Mgmt | ||||||||||
| Former Key Employee | 40.00 | 0.00 | $365,817 | $0 | $49,886 | Yes (X) | ||||
| Melissa Carr Sr Dir Treasury | ||||||||||
| Former Key Employee | 40.00 | 0.00 | $132,197 | $0 | $18,724 | Yes (X) | ||||
| Tim Belisle | ||||||||||
| Former Officer | 0.00 | 0.00 | $448,129 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,834,791 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $445,434 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,639,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 305 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ensemble Health Partners | |||||
| 11511 Reed Hartman Hwy | Cincinnati | OH | 45241 | Rev Cycle Mgmt | $101,364,124 |
| East Tennessee State University | |||||
| P O Box 70732 | Johnson City | TN | 37614 | Resident & Acad Svcs | $29,085,353 |
| Medical Education Assistance Corp | |||||
| PO Box 699 | Mountain Home | TN | 376840699 | Medical Education Svcs | $24,886,626 |
| Paragon Anesthesia PC | |||||
| 10415 Wallace Alley St | Kingsport | TN | 37663 | Anesthesia Svcs | $20,313,345 |
| American Anesthesiology of TN PC | |||||
| 1305 Walt Whitman Rd | Melville | NY | 11747 | Anesthesia Svcs | $19,675,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 169 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $107,056 | RelatedOrganizationsAmt |
| Government Grants | $4,468,386 | GovernmentGrantsAmt |
| All Other Contributions | $6,468,435 | AllOtherContributionsAmt |
| Total Contributions | $11,043,877 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Wellness Programs | 900099 | $11,130,963 | $11,130,963 |
| Rent Related Exempt Orgs | 531120 | $3,197,029 | $3,197,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,327,992 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,949,473 | TotalRevenueColumnAmt |
| Exclusion | $31,949,473 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $438,529 | TotalRevenueColumnAmt |
| Exclusion | $438,529 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $272,173 | RealAmt |
| Personal | $24,592 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $272,173 | RealAmt |
| Personal | $24,592 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,765 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,592 | UnrelatedBusinessRevenueAmt |
| Exclusion | $272,173 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,854,196 | SecuritiesAmt |
| Other | $455,788 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $356,283 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,854,196 | SecuritiesAmt |
| Other | $99,505 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,953,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,505 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $67,854,196 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Prior Year Refund/Recoveries | 900099 | $1,535,591 | $1,535,591 | |
| Health Information Technology | 900099 | $997,412 | $997,412 | |
| Daycare | 900099 | $608,823 | $608,823 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,088,107 | TotalRevenueColumnAmt |
| Exclusion | $1,088,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,229,933 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,240,270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,960,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,592 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,211,301 | 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 | $2,007,011 | TotalAmt |
| Program Services | $2,007,011 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,461,005 | TotalAmt |
| Management And General | $13,461,005 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$4,995,354 | TotalAmt |
| Program Services | $88,190,804 | ProgramServicesAmt |
| Management And General | -$93,503,563 | ManagementAndGeneralAmt |
| Fundraising | $317,405 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,806 | TotalAmt |
| Program Services | $3,783,046 | ProgramServicesAmt |
| Management And General | -$3,549,240 | ManagementAndGeneralAmt |
| Fundraising | -$1,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,179 | TotalAmt |
| Program Services | $15,298,109 | ProgramServicesAmt |
| Management And General | -$14,819,251 | ManagementAndGeneralAmt |
| Fundraising | $24,321 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,412 | TotalAmt |
| Program Services | $6,295,226 | ProgramServicesAmt |
| Management And General | -$6,057,814 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,185,863 | TotalAmt |
| Program Services | $65,001 | ProgramServicesAmt |
| Management And General | $3,120,862 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,299 | TotalAmt |
| Management And General | $557,299 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,614 | TotalAmt |
| Management And General | $1,080,614 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,280,715 | TotalAmt |
| Program Services | $1,296,894 | ProgramServicesAmt |
| Management And General | $983,821 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,077,427 | TotalAmt |
| Program Services | $7,656,355 | ProgramServicesAmt |
| Management And General | $7,421,072 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,182,969 | TotalAmt |
| Program Services | $820,501 | ProgramServicesAmt |
| Management And General | $3,362,468 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,031,373 | TotalAmt |
| Program Services | $6,161,459 | ProgramServicesAmt |
| Management And General | $1,869,914 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,936,245 | TotalAmt |
| Program Services | $5,371,310 | ProgramServicesAmt |
| Management And General | $6,564,935 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,783,048 | TotalAmt |
| Program Services | $1,926,868 | ProgramServicesAmt |
| Management And General | $1,856,180 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,616,526 | TotalAmt |
| Program Services | $1,384,072 | ProgramServicesAmt |
| Management And General | $2,232,454 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,861,042 | TotalAmt |
| Program Services | $10,529,976 | ProgramServicesAmt |
| Management And General | $331,066 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,536,292 | TotalAmt |
| Program Services | $43,139,345 | ProgramServicesAmt |
| Management And General | $10,396,947 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000,074 | TotalAmt |
| Program Services | $1,137,595 | ProgramServicesAmt |
| Management And General | $862,479 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Taxes - UBIT | $64,421 | $36,632 | $27,789 |
| Maintenance | $36,333,440 | $27,016,448 | $9,316,992 |
| Dues & Subscriptions | $11,757,671 | $5,916,381 | $5,841,290 |
| Population Health | $2,926,205 | $2,926,205 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$87,380,270 | TotalAmt |
| Program Services | $8,607,456 | ProgramServicesAmt |
| Management And General | -$95,989,109 | ManagementAndGeneralAmt |
| Fundraising | $1,383 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,277,013 | TotalAmt |
| Program Services | $239,566,694 | ProgramServicesAmt |
| Management And General | -$144,631,790 | ManagementAndGeneralAmt |
| Fundraising | $342,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,294,967 | BOYAmt |
| EOY | $1,244,568 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,248,611 | BOYAmt |
| EOY | $45,577,486 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,081 | BOYAmt |
| EOY | $2,827,083 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,891,792 | BOYAmt |
| EOY | -$15,327 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007,341 | BOYAmt |
| EOY | $5,007,341 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,253,867 | BOYAmt |
| EOY | $39,283,534 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976,790 | BOYAmt |
| EOY | $5,816,674 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,497,809 | BOYAmt |
| EOY | $22,321,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $714,185,932 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $523,880,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,586,908 | BOYAmt |
| EOY | $190,305,593 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,748,258 | BOYAmt |
| EOY | $1,270,809,807 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,869,690 | BOYAmt |
| EOY | $17,229,526 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,352,954 | BOYAmt |
| EOY | $225,352,954 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,326,592 | BOYAmt |
| EOY | $133,326,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,583,112 | BOYAmt |
| EOY | $14,410,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,168,188 | BOYAmt |
| EOY | $1,973,498,062 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,403,534 | BOYAmt |
| EOY | $90,851,683 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,238 | BOYAmt |
| EOY | $148,664 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,076,768,030 | BOYAmt |
| EOY | $1,052,022,818 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,458,725 | BOYAmt |
| EOY | $1,212,255 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,523,683 | BOYAmt |
| EOY | $178,394,093 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,333,210 | BOYAmt |
| EOY | $1,322,629,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,270,212 | BOYAmt |
| EOY | $647,271,090 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,564,766 | BOYAmt |
| EOY | $3,597,459 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,834,978 | BOYAmt |
| EOY | $650,868,549 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,954,168,188 | BOYAmt |
| EOY | $1,973,498,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $34,963,257 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,738,807 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$46,668,493 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Mountain States Health Alliance | ||||
| 620476282 | 3 | Yes (1) | $0 | $0 |
| Wellmont Health System | ||||
| 621636465 | 3 | Yes (1) | $0 | $0 |
| Early Learning Center | ||||
| 923891827 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 12g, Column (vi) | FormAndLineReferenceDesc |
| Explanation | Ballad Health is the parent organization that provides management services to its supported organizations. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $8,484 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,296,901 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,305,385 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Ballad Health had lobbying expenses of $8,494 which represents the portion of dues paid to various organizations attributable to lobbying, including Tennessee Business Leadership Council and Tennessee Chamber of Commerce and Industry. Representatives of Ballad Health participated in the following legislative Events: -Tennessee Hospital Association Legislative Advocacy Day -Tennessee Public & Teaching Hospitals Association annual meeting -Participated in THA Government Affairs Sub-Committee Representatives of Ballad Health's Community & Government Relations department also contacted congressional offices concerning the following issues: -Opposed any cuts in Medicare/Medicaid -Supported area wage index permanent fix (introduced Save Rural Hospital Act) -Supported the continuance of Medicare Dependent Hospital and low-volume designations -Opposed cuts to 340B program -Supported a reasonable remedy for "surprise" billing -Supported legislation to protect hospital eligibility in the 340B Program -Supported the extension of Medicare Sequester Relief -Oppose effort to extend site neutrality payment policies -Supported Telehealth Flexibility Extension Representative of Ballad Health's 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 reform (TN)/Certificate Of Public Need (VA) reform -Continuation and monitoring of hospital assessment fee in Tennessee and Virginia -Mental health funding for inpatient psychiatric care-Tennessee and overall behavioral health funding in Virginia -Adequate TennCare funding in Tennessee -Limited hospital reporting requirements for surprise billing -Oppose repeal of COPA -Corporate practice of medicine -Health care worker protection policies | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,612,668 | OtherCostOrOtherBasisAmt |
| Book Value | $38,612,668 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,310,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,116,545 | DepreciationAmt |
| Book Value | $63,193,839 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,346,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,453,785 | DepreciationAmt |
| Book Value | $892,235 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $548,933,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,999,920 | DepreciationAmt |
| Book Value | $85,933,638 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,983,302 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,310,089 | DepreciationAmt |
| Book Value | $1,673,213 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $190,305,593 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment - BRMMC | $100,310,432 | C |
| Investment - MSHA | $125,042,522 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $225,352,954 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset Retirement Obligations | $4,120,070 |
| Contributions Payable | $5,529,194 |
| Due to Affiliates | $146,301,133 |
| Due to Payor Stimulus Reserve | $3,918,278 |
| Due to 3rd Parties | -$19,156 |
| Long-term Compensation Payable | $7,325,621 |
| Operating Lease Obligation LT | $4,351,874 |
| Operating Lease Obligation ST | $1,185,260 |
| Professional Liabilities Reserve | -$27,878 |
| Retiree Health Care Benefit | $796,926 |
| SWAPS | $4,912,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $178,394,093 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | "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, 2025 and 2024. Tax returns for 2022 through 2024 are subject to examination by the Internal Revenue Service." | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|---|---|
| Appalachian Highlands Economic Development Partnership | |||||||||
| 10431 Wallace Alley Street | Kingsport | TN | 37663 | 920465383 | 501C3 | $100,000 | $0 | 2025 Collaborative Partner for economic development | |
| Bristol Trainstation Foundation | |||||||||
| 4523 Bristol Highway | Johnson City | TN | 37601 | 522185216 | 501C3 | $7,500 | $0 | Kids' Christmas Event Sponsorship | |
| Cardinal Productions Inc | |||||||||
| P O Box 4455 | Roanoke | VA | 24017 | 871532828 | 501C3 | $25,000 | $0 | Build & sustain news organizations that report untold stories of SWVA & Southside VA | |
| Dobyns-Bennett Band Boosters Club | |||||||||
| P O Box 7265 | Kingsport | TN | 37660 | 237170169 | 501C3 | $35,000 | $0 | Provide quality musical education through academic, community and competitive activities | |
| East Tennessee Foundation | |||||||||
| 520 W Summit Hill Drive Ste 1101 | Knoxville | TN | 37902 | 620807696 | 501C3 | $10,000 | $0 | Kingsport's Best Presenting Sponsor 2025 | |
| ETSU Foundation | |||||||||
| P O Box 70721 | Johnson City | TN | 37604 | 237092731 | 501C3 | $125,000 | $0 | Donation designated to Athletics | |
| First TN Development District | |||||||||
| 3211 North Roan Street | Johnson City | TN | 37601 | 620759446 | 501C3 | $50,000 | $0 | Region. A.H.E.A.D. - small business recovery relief | |
| Governor's Early Literacy Fdn | |||||||||
| 710 James Robertson Parkway | Nashville | TN | 37243 | 201115704 | 501C3 | $20,000 | $0 | Support of Governor's Early Learning Program - 20th Anniversary | |
| Greater Kingsport Family YMCA | |||||||||
| 1840 Meadowview Parkway | Kingsport | TN | 37660 | 581564232 | 501C3 | $0 | $1,287,401 | Donation of 3 Acres of Vacant Lant | Book |
| International Storytelling Center | |||||||||
| 100 West Main Street | Jonesborough | TN | 37659 | 621014756 | 501C3 | $8,500 | $0 | 2024 Festival | |
| Jeremiah School | |||||||||
| P O Box 6024 | Johnson City | TN | 37602 | 473649152 | 501C3 | $25,000 | $0 | Tuition-econ. challenged students, emergency fund, emotional/nutritional support | |
| Junior Achievement of Tri-Cities TNVA | |||||||||
| 330 Broad Street Suite 1 | Kingsport | TN | 37660 | 620757847 | 501C3 | $25,000 | $0 | Junior Achievement Hall of Fame | |
| Kingsport Chamber Foundation | |||||||||
| 400 Clinchfield Street Ste 100 | Kingsport | TN | 37660 | 581453565 | 501C3 | $85,000 | $0 | Healthy Kingsport and Sponsorship of Fun Fest and Juneteenth | |
| Leadership Tennessee | |||||||||
| 718 Thompson Ln Ste 108-141 | Nashville | TN | 37604 | 872004805 | 501C3 | $25,000 | $0 | 2024 Campaign: foster non-partisan dialogue on issues of state importance | |
| Milligan University | |||||||||
| P O Box 750 | Milligan College | TN | 37682 | 620535755 | 501C3 | $63,500 | $0 | Athletics Program Sponsorship including scoreboard & Inauguration of President Waers | |
| Morrison School | |||||||||
| 400 Edgewater Lane | Bristol | VA | 24201 | 541053329 | 501C3 | $25,000 | $0 | Education Sponsorship for students with learning disabilities. | |
| Music for All | |||||||||
| 39 W Jackson Place Suite 150 | Indianapolis | IN | 46225 | 363413042 | 501C3 | $20,000 | $0 | 2024 Bands of America East Tennessee Regional Championship Sponsor | |
| Streamworks Inc | |||||||||
| 122 Pickens Rd | Kingsport | TN | 376633284 | 832552649 | 501C3 | $7,257 | $0 | 2025 Sponsorship of STEM education throughout Appalachian Highlands | |
| Tennessee State Collaborative on Reforming Education (SCORE) | |||||||||
| 1207 18th Ave Suite 326 | Nashville | TN | 37212 | 263670335 | 501C3 | $25,000 | $0 | Catalyze transformative change in TN Education so that all students can achieve success | |
| Visit Johnson City Foundation Inc | |||||||||
| 302 Buffalo Street | Johnson City | TN | 37604 | 352795354 | 501C3 | $10,000 | $0 | Meet the Mountains Festival | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Ballad Health Community Benefit and Population Health Committee is a collective group of members from both Tennessee and Virginia. These members bring a variety of insights into community health improvement, striving to cultivate an understanding of population health, community benefit obligations, and the integral role that Ballad Health plays in enhancing health access. Senior leadership of Ballad Health, including the President and CEO and the COO, are present at these meetings. One of the committee's key duties is to ensure that charitable donations are in line with the policies set by the Ballad Health Board. All applications for assistance are completed with the necessary information to assess eligibility, and reviewed and approved by an administrative committee which includes members from the Community Benefit and Population Health Committee. In addition, community health improvement applications and recommendations are reviewed by the Community Benefit and Population Health Committee annually. Following a thorough review of all applications, approval must be obtained from various levels, including the Ballad Health CEO or the Ballad Health Board, depending on the level of commitment required. For those seeking funding for a specific event or program, the application should include the following details: -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 (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alan Levine PresidentCEO | ||||||||||||||
| Executive Chair | $1,520,581 | $0 | $2,128,611 | $0 | $199,684 | $0 | $253,530 | $0 | $32,616 | $0 | $4,135,022 | $0 | $0 | $0 |
| Eric Deaton EVP | ||||||||||||||
| Chief Operating Officer | $894,611 | $0 | $604,644 | $0 | $248,443 | $0 | $110,198 | $0 | $27,202 | $0 | $1,885,098 | $0 | $0 | $0 |
| Steve Kilgore SVP | ||||||||||||||
| Retail & Physician Svcs. | $508,344 | $0 | $323,696 | $0 | $819,049 | $0 | $72,018 | $0 | $32,654 | $0 | $1,755,761 | $0 | $782,346 | $0 |
| Clay Runnels MD EVP | ||||||||||||||
| Chief Physician Executive | $797,671 | $0 | $541,155 | $0 | $36,700 | $0 | $100,731 | $0 | $30,397 | $0 | $1,506,654 | $0 | $0 | $0 |
| Marvin Eichorn EVP | ||||||||||||||
| Chief Administrative Officer | $805,288 | $0 | $598,349 | $0 | $42,074 | $0 | $20,040 | $0 | $33,503 | $0 | $1,499,254 | $0 | $0 | $0 |
| Lynn Krutak | ||||||||||||||
| Former Officer | $414,747 | $0 | $526,405 | $0 | $160,110 | $0 | $53,781 | $0 | $22,403 | $0 | $1,177,446 | $0 | $0 | $0 |
| Anthony Keck EVP | ||||||||||||||
| Chief Transformation Officer | $563,999 | $0 | $385,795 | $0 | $47,021 | $0 | $77,565 | $0 | $32,459 | $0 | $1,106,839 | $0 | $0 | $0 |
| Shane Hilton EVP | ||||||||||||||
| Chief Financial Officer | $615,030 | $0 | $366,316 | $0 | $6,817 | $0 | $80,643 | $0 | $32,416 | $0 | $1,101,222 | $0 | $0 | $0 |
| Julie Bennett CLOGovnc Offcr | ||||||||||||||
| Director, Secretary | $564,044 | $0 | $403,122 | $0 | $9,523 | $0 | $78,804 | $0 | $23,482 | $0 | $1,078,975 | $0 | $0 | $0 |
| Amit Vashist MD | ||||||||||||||
| Chief Clinical Officer | $521,762 | $0 | $300,503 | $0 | $25,491 | $0 | $68,307 | $0 | $12,857 | $0 | $928,920 | $0 | $0 | $0 |
| Deborah Dover SVP | ||||||||||||||
| Chief Human Resources Officer | $449,422 | $0 | $276,686 | $0 | $53,716 | $0 | $66,918 | $0 | $15,190 | $0 | $861,932 | $0 | $0 | $0 |
| Pam Austin SVP | ||||||||||||||
| Chief Information Officer | $458,150 | $0 | $288,335 | $0 | $17,736 | $0 | $66,148 | $0 | $13,471 | $0 | $843,840 | $0 | $0 | $0 |
| Bradley Price SVP | ||||||||||||||
| Regional Ops & Svc. Line Dev. | $440,981 | $0 | $271,255 | $0 | $23,988 | $0 | $64,283 | $0 | $26,181 | $0 | $826,688 | $0 | $0 | $0 |
| Lisa Smithgall SVP | ||||||||||||||
| Chief Nursing Executive | $472,618 | $0 | $136,871 | $0 | $19,305 | $0 | $68,259 | $0 | $24,007 | $0 | $721,060 | $0 | $0 | $0 |
| Marta Wayt MD BHMA | ||||||||||||||
| Director | $0 | $420,344 | $0 | $21,195 | $0 | $3,895 | $0 | $19,992 | $0 | $10,495 | $0 | $475,921 | $0 | $0 |
| Tim Belisle | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $448,129 | $0 | $0 | $0 | $0 | $0 | $448,129 | $0 | $0 | $0 |
| Shana Tate VP Financial Mgmt | ||||||||||||||
| Former Key Employee | $293,254 | $0 | $70,798 | $0 | $1,765 | $0 | $18,034 | $0 | $31,852 | $0 | $415,703 | $0 | $0 | $0 |
| Melissa Carr Sr Dir Treasury | ||||||||||||||
| Former Key Employee | $130,919 | $0 | $0 | $0 | $1,278 | $0 | $8,052 | $0 | $10,672 | $0 | $150,921 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Unless expressly approved by the Ballad Health Executive Chair/President, first-class transportation is generally not permitted. The Executive Chair/President may utilize first class travel for flights of a long duration. The Vice Chair/Lead Independent Director of the Board of Directors reviews and determines approval for expense reimbursement requests made by the Executive Chair/President. Charter flights must be approved in advance by the Executive Chair/President and are limited to business trips that can be justified based on financial savings, essential time savings and meeting logistics. On an annual basis, the Internal Audit Department of Ballad Health validates all charter travel was for valid business purposes and in compliance with the Ballad Health senior executive travel and business reimbursement policy. |
| Part I, Lines 4b-c | The following executives listed in Schedule J, Part II participated in a 457(f) retirement plan provided by Ballad Health (BH). The 457(f) plan is a nonqualified tax-deferred compensation plan available to a select group of key executives for the intent of supporting retention and to offer a competitive total retirement program. Account balances have a "substantial risk of forfeiture". In addition to creditor risk, substantial risk of forfeiture is created through default risk if the participant's employment with BH is terminated prior to age 65. However, the 457(f) plan contains a non-compete provision that provides the account balance to be paid in a lump sum after the executive satisfies the two-year non-compete period. This provision applies to employer contributions if the executive has provided eligible service for six or more years. The executive will receive the entire account balance if he/she becomes disabled, dies or if the executive terminates for "good reason or is involuntarily terminated without "good cause" within a 24-month period after a change-of-control occurs. Distributions from this plan are subject to federal, state, and local taxes on the entire account balance upon distribution. Alan Levine $233,490 Eric Deaton $90,158 Lynn Krutak $38,666 Tony Keck $57,525 Julie Bennett $56,613 Steve Kilgore $51,978 Clay Runnels, MD $80,691 Shane Hilton $60,603 Lisa Smithgall $47,625 Pam Austin $46,300 Amit Vashist, MD $48,254 Debbie Dover $45,370 Bradley Price $44,483 Upon meeting the Substantial Risk of Forfeiture provisions of the Ballad Health 457(f) Plan mentioned above, the following former executive received his deferred compensation plan balance during the year. Timothy Belisle $448,129 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Health & Educational Facil Bd 2018 | ||||||||
| A | 830682499 | 396649EX9 | 2018-06-06 | $820,526,657 | Assets & Capital Improvements | 0 | 0 | 0 |
| Health & Educational Facil Bd 2022 | ||||||||
| B | 621464028 | 478271KE8 | 2022-06-16 | $128,145,000 | Capital&Debt Refd | 0 | 0 | 0 |
| Health & Educational Facil Bd 2022B | ||||||||
| C | 621464028 | 478271KDO | 2022-07-07 | $121,855,000 | Refund the 2018C Bonds | 0 | 0 | 0 |
| Health & Educational Facil Bd 2023A & 2022B | ||||||||
| D | 621464028 | 478271KR9 | 2023-05-18 | $208,262,134 | Refund the 2018A Bonds | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $357,350,000 | $820,545,037 | $9,240 | $820,535,798 | 2022 | 0 | 0 | 0 | Yes (1) | ||
| B | $3,695,000 | $128,254,941 | $520,000 | $71,250,000 | 2022 | Yes (1) | 0 | 0 | Yes (1) | $56,450,485 | $34,456 |
| C | $121,855,000 | $1,190,000 | Yes (1) | 0 | 0 | Yes (1) | $120,665,000 | $74,892 | |||
| D | $13,565,000 | $208,262,134 | $1,803,579 | $45,000,000 | 2023 | Yes (1) | 0 | 0 | Yes (1) | $161,458,555 | $76,654 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00990 | 0.00990 | 0 | Yes (1) | 0.01790 | Yes (1) | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00990 | 0.00990 | 0 | 0 | Yes (1) | ||
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00990 | 0.00990 | 0 | Yes (1) | 0.01790 | Yes (1) | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00990 | 0.00990 | 0 | Yes (1) | 0.01790 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: Health & Educational Facil Bd. 2018 Date the Rebate Computation was Performed: 08/23/2023 |
| Schedule K, Part II, Proceeds, Line 3: | Line 3 for the 2018A, B and C Bonds and 2022A and C Bonds and 2023A and B Bonds does not match the applicable issue price for such bond issues because of interest earnings earned on the proceeds of such bonds. |
| Schedule K, Part II, Proceeds, 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 are treated as capital expenditures, and not the refunding of prior debt. |
| Schedule K, Part III, Private Business Use, Line 8(c): | Pursuant to the remedial action regulations, the proceeds from the sale of certain nursing home assets that were bond financed are being reallocated to qualified expenditures. Such reallocation will be completed within the 2-year time frame proscribed by the applicable Treasury Regulations. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M Eichorn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $2,808,925 | OriginalPrincipalAmt |
| Balance Due | $5,007,341 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,007,341 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen G Stanley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member | RelationshipDescriptionTxt |
| Transaction | $138,240 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Supplemental Information | FormAndLineReferenceDesc |
| Explanation | (1) Pam Austin, SVP and CIO of Ballad Health, is a family member of Stephen G. Stanley, an employee of Ballad Health. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Program Service Accomplishments | Ballad Health (Ballad) is an integrated healthcare delivery system consisting of 20 hospitals in Northeast Tennessee and Southwest Virginia, including a Level 1 Trauma Center, dedicated children's hospital, several community hospitals, four 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 works closely with an active independent medical community and community stakeholders to improve the health and well-being of over one million people in 29 counties of the Appalachian Highlands in Northeast Tennessee, Southwest Virginia, Northwest North Carolina, and Southeast Kentucky. Ballad is a Tennessee non-profit corporation and is the main provider of healthcare services in Northeast Tennessee and Southwest Virginia. Ballad Health is a tax-exempt entity and the parent corporation of both Mountain States Health Alliance (MSHA) and Wellmont Health System (WHS). On February 1, 2018, Ballad was formed through a merger of two legacy systems, Mountain States Health Alliance and Wellmont Health System. Ballad was formed under state-action immunity in compliance with federal antitrust law, to create a healthier region and keep healthcare local. The action approving the merger was officially taken through the agreements made between Ballad and the State of Tennessee in the Certificate of Public Advantage (the "COPA") and the Letter Authorizing the Cooperative Agreement (the "CA") in Virginia. Pursuant to the COPA and CA, Ballad must fulfill certain obligations, commitments, and covenants. Tennessee and Virginia, through their respective health departments, supervise specific aspects of Ballad's operations under certain conditions of the COPA and the CA. The COPA and amendments are publicly available on the website of the Tennessee Department of Health, at https://www.tn.gov/health/copa.html. The Cooperative Agreement is available on the website of the Virginia Department of Health, at https://www.vdh.virginia.gov/licensure- and-certification/cooperative-agreement/. Form 990 for Wellmont Health System (WHS) includes five wholly owned hospitals, including two tertiary hospitals, while three wholly owned hospitals file separate returns. In addition to the acute care hospitals, WHS wholly owns or has ownership interest in a nursing home, an assisted living facility, physician practice organizations, ambulatory surgery centers and other health care businesses. Form 990 for Mountain States Health Alliance (MSHA) includes eight wholly owned hospitals including a tertiary hospital, a children's hospital and a behavioral health hospital; two others, wholly owned by MSHA, each file a separate return. MSHA is sole shareholder of Blue Ridge Medical Management Corporation (BRMMC), a for-profit entity that owns and manages physician practices and real estate and provides other health care services to patients in Tennessee and Virginia. MSHA is the sole member of Integrated Solutions Health Network, LLC (ISHN). ISHN, also included in this Form 990, is a regional health solutions company headquartered in Johnson City, Tennessee. ISHN is an expansive network of providers serving residents of Northeast Tennessee and Southwest Virginia and consists of provider groups, primary care physicians, specialists, and allied health providers. Ballad Health is in its seventh full year of operation under active supervision by the State of Tennessee and the Commonwealth of Virginia. Fiscal Year 2025 was marked by resilience, innovation, and a deepened commitment to improving health outcomes across Northeast Tennessee and Southwest Virginia. Throughout the period, Ballad Health continued to maintain and expand access to essential care and services, delivering high quality care, and reducing the cost of care for the people we are entrusted to serve. Over the past seven years, Ballad Health has made significant strides in regional healthcare. The organization successfully reopened a previously closed hospital in Southwest Virginia, invested capital in critical infrastructure, expanded services where needed, and consolidated others where appropriate. We met the challenges of a global pandemic that claimed thousands of lives in our region and severely disrupted hospital operations. We coordinated care in the wake of Hurricane Helene and its devastating aftermath and worked closely with both the Tennessee Department of Health and Virginia Department of Health to respond to the evolving needs of the region. Notable examples include investments in mental health services, the opening of high-quality childcare centers, the creation of the Quillen Center for Urological Services, and the launch of a new dental clinic that has served thousands of uninsured Virginians. Ballad Health has achieved these milestones while navigating national challenges, often responding faster and more effectively than other well-regarded hospitals and health systems. Similarly, our emergency department performance outpaces other peer hospitals on publicly reported metrics. Furthermore, a recent independent evaluation of physician access revealed that, while the rest of the nation has experienced a decline in physician supply, Ballad Health's rural region has either maintained or improved access in many specialties. In FY25, Ballad Health continued to demonstrate its commitment to improving the health of the Appalachian Highlands region through investments in its people, COPA Plan spending commitments, and capital. These investments included: - Partnering with the Tennessee Center for Nursing Advancement, the ETSU Research Corporation, East Tennessee State University (ETSU) College of Nursing, and StoryCollab on the Nursing Narrative Initiative. This project highlights the voices and experiences of nurses across the region, aiming to inspire future professionals and support current staff through storytelling and reflection. Additionally, investing in Ballad Health team members by launching B Excellent to strengthen our culture through continuous learning, skill-building, and team member engagement. - More than $65 million in new investments for rural health, behavioral health, children's health, population health, health research and graduate medical education, and health information exchange. - Capital spend of over $128 million, the highest level in our history. This included investments in new diagnostic and treatment technology, equipment upgrades, facility improvements, information technology, and the continued expansion of Niswonger Children's Hospital. |
| Hurricane Helene | Hurricane Helene tragically struck on September 27, 2024, causing catastrophic flooding throughout the Appalachian Highlands. Floodwater from Hurricane Helene permanently destroyed Unicoi County Hospital and caused significant disruption to several other facilities. At Greeneville Community Hospital, Sycamore Shoals Hospital, Johnson County Hospital and Laughlin Healthcare services had to be suspended and patients relocated due to flood-related damage and safety concerns. Thanks to Ballad Health's integrated system, coordinated emergency response, and the dedication of our team members, all patients were safely evacuated to other facilities. In response, Ballad Health quickly established a 24/7 advanced urgent care clinic in Erwin, Tennessee, to ensure continued access to critical healthcare services for the community. |
| Strengthening Rural Access Through Strategic Workforce Planning | Ballad Health is taking a proactive approach to protecting care in rural Appalachia. To guide this effort, Ballad Health engaged a nationally recognized healthcare consulting firm to conduct a detailed provider needs assessment. This process closely examines the supply and demand for physicians and advanced practice providers in the region and helps guide recruitment where shortages are most severe, and ensures we meet federal requirements. Nationally, the projected shortage of primary care physicians by 2030 ranges from 27,300 to 40,300, according to the Association of American Medical Colleges (AAMC) and other workforce studies. This makes Ballad Health's forward-looking strategy especially critical for rural regions. Since 2018, Ballad Health has recruited more than 800 providers to help close important gaps across the region. Between 2022 and 2025, general primary care adequacy improved from 62% to 72%, and 8 of 12 specialties also showed measurable progress. Ballad Health's access and quality metrics now outperform many national peers. Only 1% of emergency room patients leave before being seen, compared to 6 to 8% at other emergency rooms. Discharge times are up to 100 minutes faster than leading academic medical centers and sepsis care compliance ranks among the best in the country. |
| Quality of Care - Recognition from Independent Organizations: | Ballad Health hospitals achieved national recognition for quality and safety from several respected national organizations, including U.S. News & World Report, the American Medical Association, and the American Heart Association. The Blue Cross and Blue Shield Association designated multiple Ballad Health hospitals as "Blue Distinction Centers" in service areas such as cardiology, hip and knee replacement, and maternity care. In addition, they highlight only five hospitals in Tennessee as "Blue Distinction Centers in Quality and Value" for cardiology services, with two of the five hospitals being Ballad Health facilities. |
| Leading Innovation in Physician Well-Being | Ballad Health Medical Associates has earned bronze-level national recognition from the American Medical Association as a Joy in Medicine Health System organization for taking meaningful steps to address physician burnout and promote well-being across the Appalachian Highlands. Ballad Health Medical Associates is the only organization in Tennessee to receive Joy in Medicine recognition for the 2025-2026 cycle, with only four organizations in Virginia achieving this distinction. |
| Cardiovascular Excellence Continues to Set National Standards | Holston Valley Medical Center continues to lead the nation in cardiovascular care, cementing Ballad Health's reputation as a destination for exceptional cardiac treatment. For 2025, Healthgrades named Holston Valley one of America's 50 Best Hospitals for Vascular Surgery for the sixth consecutive year and ranked it No. 1 in Tennessee for vascular surgery. Holston Valley also earned the Vascular Surgery Excellence Award and received five-star ratings for several critical procedures, including abdominal aorta repair, carotid surgery (achieving this distinction for the 16th year in a row), and peripheral vascular bypass. Holston Valley and Bristol Regional Medical Center earned the Platinum Performance Achievement Award from the American College of Cardiology (ACC) for excellence in heart attack care through the chest pain - MI Registry. Johnston Memorial Hospital received the Silver Performance Achievement Award, recognizing its commitment to evidence-based care and improved outcomes for patients experiencing acute myocardial infarction. These honors reflect the dedication of Ballad Health's clinical teams to consistently deliver high-quality, guideline-driven care that improves survival rates and long-term outcomes for heart patients across the Appalachian Highlands. This recognition reflects Ballad Health's commitment to creating a supportive and efficient work environment for physicians and advanced practice providers, an essential strategy for improving care quality and access in rural communities. These results show Ballad Health's commitment to listening to our communities, recruiting where it matters most, and building the strong healthcare workforce the Appalachian Highlands relies on. |
| Recognition Spanning Our Entire Health System | U.S. News & World Report 2025-2026 National and Regional Distinctions: - Holston Valley Medical Center was named a "Best Regional Hospital and ranked No. 9 in Tennessee, earning "high performing distinctions in 10 different clinical areas. - Bristol Regional Medical Center, Indian Path Community Hospital, and Johnson City Medical Center were recognized for excellence in cardiac, pulmonary, and surgical care. - Specific clinical honors include high-performance ratings in hip fracture and hip replacement care, gynecological cancer treatment, aortic valve surgery, abdominal aortic aneurysm repair, pacemaker implantation, pneumonia care, spinal fusion, colon cancer surgery, transcatheter aortic valve replacement, and diabetes care. |
| Charity Care Update | Ballad Health maintained increased patient eligibility for charity care at 225% of the federal poverty guidelines (up from 200% before the merger in 2018). In FY25, Ballad Health provided over $65 million for charity care, the highest since its formation. Notably, the weighted average median household income in the region is approximately $51,000 with some communities falling below that level. Ballad Health's threshold for free charity care for a family of 2.5 people is approximately $54,000 based on 225% of the Federal Poverty Level. This positions Ballad Health as having one of the most generous charity care policies in the nation. Ballad Health continued its efforts to reduce the number of preventable hospitalizations and emergency department visits. Ballad Health also remained committed to advancing value-based initiatives, such as the Appalachian Highlands Care Network (AHCN). The AHCN connects uninsured patients and their families with free or low-cost clinics, dental services, financial counseling, and preventative care services. The AHCN is recognized as a national model for partnership programs between a health system and local organizations, outpatient clinics and providers working together to deliver a more supportive system of care for the uninsured population. These efforts to provide cost efficient care benefit the taxpayers, patients, and hospitals. By the end of the period, the AHCN had enrolled over 11,100 uninsured individuals, demonstrating its growing impact across the Appalachian Highlands. Progress in Target Areas Ballad Health achieved improvements in the target areas of expanding access to care, improving quality of care, and lowering the cost of care. I. Access to Care & Population Health Access to Care Metrics: Ballad Health achieved improvements in 20 of 25 access measures over the pre-merger baseline. Notable areas of improvement since FY24 include appropriate emergency department wait times, asthma emergency department visits, diabetes screening, and rate of SBIRT administration during emergency department visits. The virtual urgent care platform is available 24/7 and accessible via smartphone or internet, and Ballad Health is the only regional provider offering this service. II. Improving Quality of Care, Patient Experience & Staff Experience a. Quality of Care Metrics: Ballad Health publishes its quality data on its website. The currently reported baselines are pre-COVID. Notable highlights include the following: i. Ballad Health improved in 10 of the 17 target measures for FY25 using the pre-COVID baselines. ii. Emergency Department throughput metrics have shown improvement. Notably, OP22 Left Without Being Seen decreased by 33.8% compared to FY24. The median time from ED arrival to transport for admitted patients and the ED2b ED Decision to Transport (ED1) also improved. iii. Ballad Health implemented a standardized mortality case review process, supported by predictive analytic tools to help caregivers identify and act on early signs of deterioration. These efforts contributed to measurable reductions in mortality from FY23 to FY25, across various conditions, including Heart Failure (25%), Pneumonia (18%), and Sepsis (14%). iv. Among the hospital infection indicators, Ballad Health is performing as expected or meeting the measure in all but one measure when using the Centers for Disease Control and Prevention's recommended adjustment methodology accounting for differences in patient population. b. Clinical Council: The Clinical Council (the Council) is aligned with the Ballad Health Board of Directors and the Board's Quality, Service and Safety Committee (QSSC). During FY25, the Council was comprised of 27 physicians from many backgrounds and specialties. Of those physicians, nearly half were independent. The Council continued to assist in establishing key quality and patient safety priorities with consideration to risk, volume, propensity for problems (including incidence, prevalence, and severity), impact on health outcomes, patient safety and quality across all areas of care. Key accomplishments in FY25 included: i. enhancements in electronic health record workflows, ii. standardization of a variety of high-value care initiatives, iii. implementation of projects for provider wellbeing and workforce support, iv. updates to medication use processes, and v. improvements to children's and women's care standards. c. Patient Experience: In the aggregate, 90% of patients surveyed by Press-Ganey, the nation's most credible firm for tracking patient and employee experience, would recommend Ballad Health's hospitals. In some Ballad Health hospitals, that number reaches as high as 97%. While emergency department wait times remain a concern, it should be noted that the metrics for Ballad Health outperform national averages, and some of America's, Tennessee's, and Virginia's most well-respected health systems in areas such as patients who leave without being seen, time from presentation to discharge, and sepsis care. III. Lowering Cost of Care Ballad Health and community physicians continue to reduce the cost of care to patients, employers, and government payors through value-based care. a. Price Transparency: Ballad Health continued to meet the Centers for Medicare & Medicaid Services hospital price transparency requirements under section 2718(e) of the Public Health Service Act. As such, Ballad Health's gross charges, discounted cash prices, payer-specific negotiated rates, and de-identified minimum and maximum negotiated rates for all hospital items and services as well as a consumer-friendly estimator tool and other pricing information are publicly available on its website. b. Cost-Efficiency Measures: According to countyhealthrankings.org, Ballad Health and community physicians have reduced preventable hospitalizations in our region by 50% since 2017. This has resulted in over $200 million of annual recurring savings to taxpayers, employers, and patients. Our region's preventable hospitalization rate is as low, or lower than, communities like Nashville - a stunning result given the magnitude of resources available in those communities. In FY25, Ballad Health saw more than $45 million (for projects greater than $200,000) in savings due to cost-efficiency measures taken across the areas of contract labor, supplies, and pharmacy efficiency. Through the work of the AHCN, Ballad Health has helped reduce preventable hospitalizations for the uninsured population, reducing the cost to taxpayers of charity care, and improving patient safety by avoidance of hospitalization. |
| Form 990, Part V, line 1a | Ballad Health (BH) filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. Each subsidiary reimburses BH for all expenses related to vendor payments and the expenses are recorded on each individual entity's books. |
| Form 990, Part VI, Section B, line 11b | The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the organization's EVP/CFO and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | Ballad Health policy requires Board of Directors and Board Committee members, the Executive Chair/President, and Executive Vice Presidents to complete a conflict of interest disclosure statement on an annual basis. Ballad Health policy also requires team members to complete an annual acknowledgement that they have read and understand the conflict of interest policy and they will complete a conflict of interest disclosure statement if they have a conflict of interest. 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. This applies to all Ballad Health organizations. |
| Form 990, Part VI, Section B, line 15 | Line 15a Compensation Process for Top Officials The executive compensation committee serves as the compensation oversight committee of Ballad Health's Board of Directors. The executive compensation committee is comprised of members who are determined to be independent and whom are not reliant upon any business relationship with Ballad Health for income or compensation. The compensation plan for Alan Levine, Ballad Health's Chairman, President and CEO, was reviewed and approved by the executive compensation committee and then by the Ballad Health Board of Directors in accordance with the Board's compensation policy and practice. The Board of Directors relies upon the advice of an independent and experienced compensation consultant with knowledge about pay practices for comparable positions within the industry, and who has access to broad data, studies and surveys in order to ensure the compensation falls within competitive and appropriate ranges for the position. Part VI, Line 15b Compensation Process for Officers On an annual basis, Ballad Health's Human Resources (H/R) Department evaluates compensation for all executives at a position level of Assistant Vice President and above. H/R's evaluation is based on market data obtained from independent third-party consultants for positions with similar responsibilities at similarly situated organizations. Based on this comparable data, Ballad Health's President & CEO evaluates the data and submits his recommendations to Ballad Health's Board of Directors for their final review and approval. In addition, Ballad Health offers an incentive plan to executives based on targeted achievement metrics approved by the Ballad Health Board of Directors which include Quality of Care, Access to Care, Cost Management, etc. |
| Form 990, Part VI, Section C, line 19 | Governing documents and conflict of interest policy are made available upon request to the appropriate parties requesting them. Financial statements are made available upon request to appropriate parties requesting them, and they are made available to those parties who own indebtedness of the company on a quarterly basis. |
| Form 990, Part IX, line 11g | Consulting Fees: Program service expenses 4,320,434. Management and general expenses 5,833,616. Fundraising expenses 0. Total expenses 10,154,050. Contract Labor: Program service expenses 0. Management and general expenses 565,278. Fundraising expenses 0. Total expenses 565,278. Marsh Julia Davis Collection Center: Program service expenses 1,830,377. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,830,377. Environmental Services: Program service expenses 97,614. Management and general expenses 29,026. Fundraising expenses 0. Total expenses 126,640. Physician Fees: Program service expenses 125,082. Management and general expenses 0. Fundraising expenses 0. Total expenses 125,082. Other: Program service expenses 1,282,848. Management and general expenses 993,152. Fundraising expenses 0. Total expenses 2,276,000. |
| Form 990, Part XI, line 9: | Change in Fair Value of interest Rate Swap -769,938. Transfers related to Self-Insurance Plan (Captive) -695,849. Temp. Restricted Grants -1,967,307. Closeout Balance Sheet Bristol Surgery Center -2,132,770. Intercompany Transfers -41,102,629. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abingdon Physician Partners | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 205485346 | Medical Services | VA | 501C3 | 12a | JMH | 0 | |
| Ballad Health Auxiliary | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 581418345 | Supporting Organization | TN | 501C3 | 12a | Ballad Health | Yes (1) | |
| Ballad Health Center for Early Learning | |||||||||||
| 400 N State of Franklin Road | Johnson City | TN | 37604 | 923891827 | Child Day Care Services | TN | 501C3 | Line_10_Organization | BALLAD HEALTH | Yes (1) | |
| Ballad Health Foundation | |||||||||||
| 1019 West Oakland Ave Suite 2 | Johnson City | TN | 37604 | 581594191 | Fundraiser | TN | 501C3 | Line_7_Organization_ | BALLAD HEALTH | Yes (1) | |
| Dickenson Community Hospital Inc | |||||||||||
| 312 Hospital Drive | Clintwood | VA | 24228 | 770599553 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| East TN Healthcare Holdings Inc | |||||||||||
| 203 Gray Commons Circle | Gray | TN | 37615 | 815475903 | Opioid Treatment | TN | 501C3 | Line_10_Organization | 0 | N/A | |
| Johnston Memorial Hospital Inc | |||||||||||
| 16000 Johnston Memorial Drive | Abingdon | VA | 24211 | 540544705 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Mountain States Health Alliance | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 620476282 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) | |
| Smyth County Community Hospital | |||||||||||
| 245 Medical Park Drive | Marion | VA | 24354 | 540794913 | Hospital | VA | 501C3 | Line_3_Hospital_Coop | MSHA | 0 | |
| Takoma Regional Hospital Inc DBA GCH | |||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 510603966 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| Wellmont Cardiology Services | |||||||||||
| 303 Med Tech Parkway Suite 220B | Johnson City | TN | 37604 | 263557623 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Hawkins Co Memorial Hosp Inc | |||||||||||
| 851 Locust Street | Rogersville | TN | 37857 | 621816368 | Hospital | TN | 501C3 | Line_3_Hospital_Coop | WHS | 0 | |
| Wellmont Health System | |||||||||||
| 303 Med Tech Parkway Suite 300 | Johnson City | TN | 37604 | 621636465 | Hospital System | TN | 501C3 | Line_3_Hospital_Coop | BALLAD HEALTH | Yes (1) | |
| Wellmont Madison House | |||||||||||
| 2000 Greenway Street | Kingsport | TN | 37660 | 621308216 | Assisted Living | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Medical Associates Inc | |||||||||||
| 303 Med Tech Parkway Suite 220B | Johnson City | TN | 37604 | 270898372 | Medical Services | TN | 501C3 | Line_10_Organization | WHS | 0 | |
| Wellmont Wexford House | |||||||||||
| 2421 N John B Dennis Hwy | Kingsport | TN | 37660 | 581859039 | Nursing Home | TN | 501C3 | Line_10_Organization | WHS | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| East Tennessee Ambulatory Surgical Ctr | |||||||||
| 701 Med Tech Parkway Ste 100 | Johnson City | TN | 37604 | 621787537 | Medical Services | TN | N/A | 0 | 0 |
| Emmaus Community Healthcare PLLC | |||||||||
| 6419 Bristol Hwy | Piney Flats | TN | 37686 | 200577483 | Medical Services | TN | N/A | 0 | 0 |
| Medical Specialists of J C LLC | |||||||||
| 2528 Wesley St Ste 2 | Johnson City | TN | 37601 | 272199037 | Medical Services | TN | N/A | 0 | 0 |
| Quality Improvement Ptrs LLC | |||||||||
| 2528 Wesley Street Suite 2 | Johnson City | TN | 37601 | 861932106 | Healthcare | TN | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ballad Health Development Corporation | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 883118592 | Investments | TN | BRMMC | C | $202,267 | 1.00000 | 0 | ||||||
| Ballad Ventures LLC | |||||||||||||||||
| 400 N State of Franklin Rd | Johnson City | TN | 37604 | 844214681 | Investments | TN | BRMMC | C | $15,882,522 | 1.00000 | 0 | $150,041 | |||||
| Blue Ridge Medical Management Corp | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621490616 | Medical Services | TN | MSHA | C | $262,519,590 | 1.00000 | 0 | $141,551,420 | |||||
| Community Home Care Inc | |||||||||||||||||
| 1490 Park Avenue NW Suite B | Norton | VA | 24273 | 541453810 | Durable Medical Equipment | VA | WHS | C | 1.00000 | 0 | |||||||
| Mediserve Medical Equipment of Kingsport Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621212286 | Durable Medical Equipment | TN | BRMMC | C | 1.00000 | 0 | $4,251,697 | ||||||
| Mountain States Physician Grp Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621700412 | Medical Services | TN | BRMMC | C | $12,990 | 1.00000 | 0 | $18,698,907 | |||||
| Mountain States Properties Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621845895 | Property Management | TN | BRMMC | C | $136,150,136 | 1.00000 | 0 | $15,414,366 | |||||
| Nolichuckey Management Svcs Inc | |||||||||||||||||
| 1420 Tusculum Boulevard | Greeneville | TN | 37745 | 621776681 | Medical Services | TN | TRH | C | 1.00000 | 0 | -$229,519 | ||||||
| Wellmont Health Services Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621254373 | Medical Services | TN | Wellmont Inc | C | $9,476,192 | 1.00000 | 0 | $1,268,627 | |||||
| Wellmont Insurance Co SPC LTD | |||||||||||||||||
| 981195624 | Insurance | WHS | C | $39,984,969 | 1.00000 | 0 | $2,532,874 | P O Box 30600 | Grand Caymon | KY1-1203 | CJ | CJ | |||||
| Wellmont Physician Services Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621567353 | Medical Services | TN | Wellmont Inc | C | 1.00000 | 0 | |||||||
| Wellmont Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 621320035 | Medical Services | TN | WHS | C | -$77,083,593 | 1.00000 | 0 | $35,697,936 | |||||
| Wilson Pharmacy Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 620329587 | Pharmacy | TN | BRMMC | C | $11,360,806 | 1.00000 | 0 | $9,254,703 | |||||
| WPS Providers Inc | |||||||||||||||||
| 303 Med Tech Parkway Ste 220B | Johnson City | TN | 37604 | 205564642 | Medical Services | TN | Wellmont Inc | C | $2,749,336 | 1.00000 | 0 | $34,429,309 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (38 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Ballad Health Foundation | ||
| A | $80,734 | Cost |
| Ballad Health Foundation | ||
| C | $107,056 | Cost |
| Blue Ridge Medical Management | ||
| L | $88,144 | Cost |
| Blue Ridge Medical Management | ||
| M | $305,799 | Cost |
| Blue Ridge Medical Management | ||
| O | $25,888,296 | Cost |
| Blue Ridge Medical Management | ||
| S | $52,515 | Cost |
| Dickenson Community Hospital | ||
| O | $904,426 | Cost |
| Early Learning Center | ||
| O | $426,442 | Cost |
| Early Learning Center | ||
| M | $105,235 | Cost |
| Early Learning Center | ||
| R | $133,922 | Cost |
| East TN Healthcare Holdings Inc | ||
| A | $236,701 | Cost |
| Johnston Memorial Hospital | ||
| L | $403,598 | Cost |
| Johnston Memorial Hospital | ||
| O | $11,004,781 | Cost |
| Madison House | ||
| S | $1,277,480 | Cost |
| Mediserve Medical Equipment | ||
| O | $267,144 | Cost |
| Mountain States Health Alliance | ||
| A | $941,908 | Cost |
| Mountain States Health Alliance | ||
| L | $4,417,197 | Cost |
| Mountain States Health Alliance | ||
| M | $686,304 | Cost |
| Mountain States Health Alliance | ||
| O | $77,921,986 | Cost |
| Mountain States Properties | ||
| K | $990,782 | Cost |
| Mountain States Properties | ||
| O | $307,723 | Cost |
| Mountain States Properties | ||
| P | $184,250 | Cost |
| Smyth County Community Hospital | ||
| L | $103,493 | Cost |
| Smyth County Community Hospital | ||
| O | $2,866,175 | Cost |
| Smyth County Community Hospital | ||
| S | $5,248,371 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| L | $550,727 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| O | $7,453,013 | Cost |
| Takoma Regional Hospital Inc DBA Greeneville Comm Hosp | ||
| S | $4,344,322 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| A | $346,528 | Cost |
| Wellmont Hawkins Co Memorial Hospital | ||
| O | $1,106,048 | Cost |
| Wellmont Health Services Inc | ||
| K | $63,235 | Cost |
| Wellmont Health System | ||
| L | $3,329,831 | Cost |
| Wellmont Health System | ||
| O | $57,901,305 | Cost |
| Wellmont Health System | ||
| R | $95,799 | Cost |
| Wellmont Medical Associates | ||
| J | $1,074,805 | Cost |
| Wexford House | ||
| S | $8,147,559 | Cost |
| Wilson Pharmacy | ||
| O | $351,771 | Cost |
| WPS Providers | ||
| A | $495,745 | Cost |