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Nonprofiteer
← APELLA HEALTH MANAGEMENT INC

Form 990 for tax year 2022

Filed by APELLA HEALTH MANAGEMENT INC.

Totals

Total revenue
$405,021,942
Total expenses
$399,365,996
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$404,044,600
Investment income
$977,342
Other revenue
$0
Total assets, end of year
$61,151,196
Total liabilities, end of year
$31,119,477
Net assets or fund balances, end of year
$30,031,719
Program services expenses (Part IX)
$384,583,443
Management and general expenses
$14,782,553
Fundraising expenses
$0
Program service expenses (Part III)
$384,583,443

Program services were 96.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: LEASED STAFFING REVENU

    total $384,604,000 · related or exempt $384,604,000

  • 2b · Program service revenue: MANAGEMENT FEE REVENUE

    total $13,609,834 · related or exempt $13,609,834

  • 2c · Program service revenue: ADMINISTRATIVE FEE REV

    total $7,160,174 · related or exempt $7,160,174

  • 2d · Program service revenue: JOINT VENTURE REVENUE

    total -$1,329,408 · related or exempt -$1,329,408

  • 3 · Investment income

    total $977,342 · excluded $977,342

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $5,296,216 · management and general $5,296,216

  • 7 · Other salaries and wages

    total $320,092,707 · program services $320,092,707

  • 8 · Pension plan contributions

    total $11,038,814 · program services $9,037,380 · management and general $2,001,434

  • 9 · Other employee benefits

    total $32,167,114 · program services $31,380,106 · management and general $787,008

  • 10 · Payroll taxes

    total $24,175,758 · program services $24,055,536 · management and general $120,222

  • 11c · Fees: accounting

    total $116,264 · management and general $116,264

  • 11g · Fees: other

    total $6,118,204 · management and general $6,118,204

  • 13 · Office expenses

    total $71,872 · program services $17,714 · management and general $54,158

  • 14 · Information technology

    total $12,600 · management and general $12,600

  • 20 · Interest

    total $27,969 · management and general $27,969

  • 22 · Depreciation, depletion and amortization

    total $5,369 · management and general $5,369

  • 23 · Insurance

    total $206,542 · management and general $206,542

  • 24a · Other expenses: OTHER EXPENSES

    total $36,567 · management and general $36,567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,611,379 · end of year $9,280,969

  • 2 · Savings and temporary cash investments

    beginning of year $17,053,958 · end of year $23,853,301

  • 4 · Accounts receivable

    beginning of year $1,364,522 · end of year $2,002,388

  • 10a · Land, buildings and equipment: cost or other basis

    $92,951

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,369

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $87,582

  • 13 · Investments: program-related

    beginning of year $1,613,017 · end of year $1,291,705

  • 15 · Other assets

    beginning of year $17,853,704 · end of year $24,635,251

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,228,043 · end of year $31,119,477

  • 27 · Net assets without donor restrictions

    beginning of year $23,268,537 · end of year $30,031,719

Mission and programs · 2022

Mission

APELLA HEALTH MANAGEMENT WAS FORMED TO PROVIDE CERTAIN CHARITABLE AND HEALTH CARE SERVICES TO THE BENEFIT OF SPARTANBURG REGIONAL HEALTH SERIVCES DISTRICT, INC., A PUBLIC HOSPITAL CORPORATION AND POLITICAL SUBDIVISION OF THE STATE OF SOUTH CAROLINA, IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF SPARTANBURG COUNTY COMMUNITIES IN SOUTH CAROLINA AND OTHER SURROUNDING COMMUNITIES.

  • THE ORGANIZATION WAS FORMED TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY AND LESSEN THE BURDENS OF GOVERNMENT BOTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE BY PROVIDING CERTAIN ESSENTIAL CHARITABLE AND HEALTH CARE SERVICES, INCLUDING MANAGEMENT SERVICES TO THE SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT, A STATE INSTRUMENTALITY OF SOUTH CAROLINA (THE "DISTRICT").SUCH SERVICES ARE ESSENTIAL IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF THE COMMUNITIES IN AND SURROUNDING SPARTANBURG. THE DISTRICT'S HEALTH CARE FACILITIES, INCLUDE FIVE (5) ACUTE-CARE HOSPITALS; A LONG TERM ACUTE CARE HOSPITAL; TWO LONG-TERM CARE FACILITIES; A HOSPICE HOME AND IN-HOME HOSPICE SERVICES; A PHYSICIAN GROUP CONSISTING OF OVER 550 PHYSICIANS LOCATED THROUGHOUT THE DISTRICT'S SERVICE AREA; AND OTHER RELATED ENTITIES. PROVIDING THESE SERVICES, THE ORGANIZATION'S ACTIVITIES ALLOW THE DISTRICT TO BETTER ACHIEVE ITS CHARITABLE AND GOVERNMENTAL PURPOSES.

    Expenses $384,583,443 · Revenue $404,044,600

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • D Byrd Miller III

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Scott Montgomery

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Katherine O'Neil

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rob Barrett

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mary L Thomas

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Wellesley Alexander

    BOARD MEMBER

    Total calculated
    $514,370
    From this org
    $0
    From related orgs
    $493,649
    Other
    $20,721
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,650 related
    Bonus
    $0
    Other
    $0 + $18,999 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,721 related
    Filer's total
    $0 + $514,370 related

  • Ashley Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Terry Cash

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vic Bailey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Orseck MD

    BOARD MEMBER

    Total calculated
    $1,473,451
    From this org
    $0
    From related orgs
    $1,452,730
    Other
    $20,721
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,434,657 related
    Bonus
    $0
    Other
    $0 + $18,073 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,721 related
    Filer's total
    $0 + $1,473,451 related

  • Bruce Holstein

    PRESIDENT/CEO

    Total calculated
    $2,378,913
    From this org
    $2,096,756
    From related orgs
    $0
    Other
    $282,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,172,827
    Bonus
    $899,703
    Other
    $24,226
    Deferred
    $263,841
    Nontaxable benefits
    $18,316
    Filer's total
    $2,378,913

  • Bruce Davis

    EVP, CFO

    Total calculated
    $539,792
    From this org
    $460,510
    From related orgs
    $0
    Other
    $79,282
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,505
    Bonus
    $227,351
    Other
    $32,654
    Deferred
    $58,561
    Nontaxable benefits
    $20,721
    Filer's total
    $539,792

  • Mark Aycock

    VP-OPERATIONS

    Total calculated
    $1,869,326
    From this org
    $1,784,439
    From related orgs
    $0
    Other
    $84,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $677,818
    Bonus
    $1,067,597
    Other
    $39,024
    Deferred
    $69,181
    Nontaxable benefits
    $15,706
    Filer's total
    $1,869,326

  • Maria Williamson

    VP-MARKETING

    Total calculated
    $479,194
    From this org
    $467,517
    From related orgs
    $0
    Other
    $11,677
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $371,225
    Bonus
    $90,100
    Other
    $6,192
    Deferred
    $0
    Nontaxable benefits
    $11,677
    Filer's total
    $479,194

  • Parkes Coggins

    VP-OPERATIONS

    Total calculated
    $369,417
    From this org
    $332,576
    From related orgs
    $0
    Other
    $36,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,806
    Bonus
    $45,600
    Other
    $1,170
    Deferred
    $10,675
    Nontaxable benefits
    $26,166
    Filer's total
    $369,417

  • Paul Newhouse

    PRESIDENT-UMC

    Total calculated
    $363,549
    From this org
    $338,483
    From related orgs
    $0
    Other
    $25,066
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,786
    Bonus
    $75,400
    Other
    $9,297
    Deferred
    $6,750
    Nontaxable benefits
    $18,316
    Filer's total
    $363,549

  • Mary Jennings

    CHIEF NURSING OFFICER-SMC

    Total calculated
    $415,646
    From this org
    $397,330
    From related orgs
    $0
    Other
    $18,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,760
    Bonus
    $51,500
    Other
    $15,070
    Deferred
    $0
    Nontaxable benefits
    $18,316
    Filer's total
    $415,646

  • David Church

    FOUNDATION PRESIDENT

    Total calculated
    $399,904
    From this org
    $368,683
    From related orgs
    $0
    Other
    $31,221
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,318
    Bonus
    $59,700
    Other
    $3,665
    Deferred
    $10,500
    Nontaxable benefits
    $20,721
    Filer's total
    $399,904

  • Kenneth Meinke

    FORMER VP-FINANCE/CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $1,278,024
    From this org
    $1,193,390
    From related orgs
    $0
    Other
    $84,634
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $668,744
    Bonus
    $473,178
    Other
    $51,468
    Deferred
    $66,318
    Nontaxable benefits
    $18,316
    Filer's total
    $1,278,024

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
EXECUTIVES OF THE ORGANIZATION PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. DURING THE YEAR THE EXECUTIVES ACCRUED THE FOLLOWING AMOUNTS UNDER THE TERMS OF THE PLAN. BRUCE HOLSTIEN - $253,166 KENNETH MEINKE - $55,643 MARK AYCOCK - $58,506 BRUCE DAVIS - $53,311 THE FOLLOWING AMOUNTS WERE RECEIVED AS COMPENSATION INCLUDED ON FORM W-2 AS A RESULT OF AMOUNTS VESTED IN THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. BRUCE HOLSTEIN - $813,335 KENNETH MEINKE - $142,216 MARK AYCOCK - $728,146

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT

    GOVERNMENT · HEALTHCARE SERVICES · SC

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202422279349301782

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