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Nonprofiteer
← WELLMONT HEALTH SYSTEM

Form 990 for tax year 2022

Filed by WELLMONT HEALTH SYSTEM.

Totals

Total revenue
$840,443,933
Total expenses
$813,767,456
Contributions and grants received
$1,757,486
Grants paid
$1,144,652
Program service revenue
$833,003,272
Investment income
$382,294
Other revenue
$5,300,881
Total assets, end of year
$442,212,331
Total liabilities, end of year
$166,716,520
Net assets or fund balances, end of year
$275,495,811
Program services expenses (Part IX)
$678,461,371
Management and general expenses
$135,306,085
Fundraising expenses
$0
Program service expenses (Part III)
$678,461,371

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrew Wampler BH Gen Cnsl

    Director/Secretary End April 2023

    Total calculated
    $248,146
    From this org
    $0
    From related orgs
    $207,386
    Other
    $40,760
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,835 related
    Bonus
    $0 + $1,250 related
    Other
    $0 + $3,301 related
    Deferred
    $0 + $30,762 related
    Nontaxable benefits
    $0 + $9,998 related
    Filer's total
    $0 + $248,146 related

  • Alan Levine BH PresCEO

    Director/Chair

    Total calculated
    $3,804,451
    From this org
    $0
    From related orgs
    $3,557,360
    Other
    $247,091
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,351,717 related
    Bonus
    $0 + $2,162,808 related
    Other
    $0 + $42,835 related
    Deferred
    $0 + $218,859 related
    Nontaxable benefits
    $0 + $28,232 related
    Filer's total
    $0 + $3,804,451 related

  • Marvin Eichorn BH EVPCAO

    Director

    Total calculated
    $3,152,666
    From this org
    $0
    From related orgs
    $3,107,146
    Other
    $45,520
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $752,788 related
    Bonus
    $0 + $598,921 related
    Other
    $0 + $1,755,437 related
    Deferred
    $0 + $17,400 related
    Nontaxable benefits
    $0 + $28,120 related
    Filer's total
    $0 + $3,152,666 related

  • Tim Belisle BH EVPGen Cnsl

    Director/Secretary End July 2022

    Total calculated
    $883,358
    From this org
    $0
    From related orgs
    $827,127
    Other
    $56,231
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,977 related
    Bonus
    $0 + $310,583 related
    Other
    $0 + $238,567 related
    Deferred
    $0 + $29,779 related
    Nontaxable benefits
    $0 + $26,452 related
    Filer's total
    $0 + $883,358 related

  • Eric Deaton BH EVPCOO

    Director

    Total calculated
    $1,375,496
    From this org
    $0
    From related orgs
    $1,268,808
    Other
    $106,688
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,293 related
    Bonus
    $0 + $530,155 related
    Other
    $0 + $18,360 related
    Deferred
    $0 + $84,013 related
    Nontaxable benefits
    $0 + $22,675 related
    Filer's total
    $0 + $1,375,496 related

  • Julie Bennett CLOGovnc Offcr

    Director/Secretary Start April 2023

    Total calculated
    $0
    Hours/week
    1 + 64 related

  • Lynn Krutak

    BH EVP/CFO

    Total calculated
    $1,319,206
    From this org
    $0
    From related orgs
    $1,209,478
    Other
    $109,728
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,629 related
    Bonus
    $0 + $520,077 related
    Other
    $0 + $6,772 related
    Deferred
    $0 + $82,332 related
    Nontaxable benefits
    $0 + $27,396 related
    Filer's total
    $0 + $1,319,206 related

  • Frank Canova

    Regional CFO

    Total calculated
    $200,565
    From this org
    $0
    From related orgs
    $191,083
    Other
    $9,482
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,711 related
    Bonus
    $0 + $10,500 related
    Other
    $0 + $16,872 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,482 related
    Filer's total
    $0 + $200,565 related

  • Chris Miller

    VP/COO BRMC

    Total calculated
    $295,352
    From this org
    $262,077
    From related orgs
    $0
    Other
    $33,275
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $207,789
    Bonus
    $51,687
    Other
    $2,601
    Deferred
    $12,870
    Nontaxable benefits
    $20,405
    Filer's total
    $295,352

  • Robert Kennedy

    VP/COO HVMC

    Total calculated
    $260,218
    From this org
    $238,686
    From related orgs
    $0
    Other
    $21,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,589
    Bonus
    $40,606
    Other
    $5,491
    Deferred
    $0
    Nontaxable benefits
    $21,532
    Filer's total
    $260,218

  • Chad Couch

    Pres/CEO NE Mkt

    Total calculated
    $669,433
    From this org
    $607,124
    From related orgs
    $0
    Other
    $62,309
    Hours/week
    44

    Schedule J breakdown matched by us

    Base
    $432,828
    Bonus
    $169,394
    Other
    $4,902
    Deferred
    $34,907
    Nontaxable benefits
    $27,402
    Filer's total
    $669,433

  • Shannon Showalter

    VP/CEO Wise County

    Total calculated
    $351,627
    From this org
    $0
    From related orgs
    $324,753
    Other
    $26,874
    Hours/week
    24 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,775 related
    Bonus
    $0 + $67,004 related
    Other
    $0 + $2,974 related
    Deferred
    $0 + $4,214 related
    Nontaxable benefits
    $0 + $22,660 related
    Filer's total
    $0 + $351,627 related

  • Rebecca Beck

    VP/CEO HVMC

    Total calculated
    $392,287
    From this org
    $352,988
    From related orgs
    $0
    Other
    $39,299
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $289,360
    Bonus
    $62,297
    Other
    $1,331
    Deferred
    $17,729
    Nontaxable benefits
    $21,570
    Filer's total
    $392,287

  • Stephen Sawyer

    CFO NW Region

    Total calculated
    $295,259
    From this org
    $0
    From related orgs
    $263,595
    Other
    $31,664
    Hours/week
    24 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,041 related
    Bonus
    $0 + $42,332 related
    Other
    $0 + $23,222 related
    Deferred
    $0 + $12,660 related
    Nontaxable benefits
    $0 + $19,004 related
    Filer's total
    $0 + $295,259 related

  • Bobbie Murphy

    VP/Regional CNO

    Total calculated
    $272,082
    From this org
    $245,959
    From related orgs
    $0
    Other
    $26,123
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $196,071
    Bonus
    $48,178
    Other
    $1,710
    Deferred
    $0
    Nontaxable benefits
    $26,123
    Filer's total
    $272,082

  • Jon Taveau MD

    Staff Physician

    Total calculated
    $994,621
    From this org
    $940,888
    From related orgs
    $0
    Other
    $53,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $938,864
    Bonus
    $1,250
    Other
    $774
    Deferred
    $27,000
    Nontaxable benefits
    $26,733
    Filer's total
    $994,621

  • Elizabeth Jackson MD

    Staff Physician

    Total calculated
    $548,573
    From this org
    $506,626
    From related orgs
    $0
    Other
    $41,947
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $479,098
    Bonus
    $19,036
    Other
    $8,492
    Deferred
    $17,926
    Nontaxable benefits
    $24,021
    Filer's total
    $548,573

  • James Price MD

    Staff Physician

    Total calculated
    $684,023
    From this org
    $638,022
    From related orgs
    $0
    Other
    $46,001
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $588,580
    Bonus
    $37,250
    Other
    $12,192
    Deferred
    $18,450
    Nontaxable benefits
    $27,551
    Filer's total
    $684,023

  • David Pryputniewicz MD

    Staff Physician

    Total calculated
    $793,721
    From this org
    $753,664
    From related orgs
    $0
    Other
    $40,057
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $751,688
    Bonus
    $1,250
    Other
    $726
    Deferred
    $19,900
    Nontaxable benefits
    $20,157
    Filer's total
    $793,721

  • John Ehrenfried MD

    Staff Physician

    Total calculated
    $501,645
    From this org
    $456,909
    From related orgs
    $0
    Other
    $44,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $407,596
    Bonus
    $48,539
    Other
    $774
    Deferred
    $17,685
    Nontaxable benefits
    $27,051
    Filer's total
    $501,645

  • Dale Clark VPCEO SCCH

    Fmr CEO Wise Co. (end 6/21)

    Total calculated
    $341,504
    From this org
    $0
    From related orgs
    $320,228
    Other
    $21,276
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,748 related
    Bonus
    $0 + $62,956 related
    Other
    $0 + $7,524 related
    Deferred
    $0 + $13,152 related
    Nontaxable benefits
    $0 + $8,124 related
    Filer's total
    $0 + $341,504 related

  • Linda White end 61822

    Former Key Employee

    Total calculated
    $393,161
    From this org
    $363,355
    From related orgs
    $0
    Other
    $29,806
    Hours/week
    39 + 5 related

    Schedule J breakdown matched by us

    Base
    $213,056
    Bonus
    $125,400
    Other
    $24,899
    Deferred
    $16,253
    Nontaxable benefits
    $13,553
    Filer's total
    $393,161

  • Lisa Smithgall

    Former Key Employee/CNE

    Total calculated
    $759,728
    From this org
    $0
    From related orgs
    $684,332
    Other
    $75,396
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,451 related
    Bonus
    $0 + $271,787 related
    Other
    $0 + $12,094 related
    Deferred
    $0 + $55,798 related
    Nontaxable benefits
    $0 + $19,598 related
    Filer's total
    $0 + $759,728 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
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 Ballad Health 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 $201,459 Eric Deaton $66,613 Lynn Krutak $64,932 Lisa Smithgall $36,786 Tim Belisle $22,233 Chad Couch $18,179 Andrew Wampler $18,111 Chris Miller $16,728 Linda White $10,176 Mark Leonard $207,086 The following executive received a change-of-control payment. The payment was reported as taxable income with appropriate tax withheld and remitted to the IRS. Tim Belisle $179,601

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349306827

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