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Nonprofiteer
← MOUNTAIN STATES HEALTH ALLIANCE

Form 990 for tax year 2022

Filed by MOUNTAIN STATES HEALTH ALLIANCE.

Totals

Total revenue
$974,896,547
Total expenses
$957,777,045
Contributions and grants received
$18,006,238
Grants paid
$1,064,386
Program services expenses (Part IX)
$797,210,592
Management and general expenses
$160,566,453
Fundraising expenses
$0
Program service expenses (Part III)
$797,210,592

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • 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

  • 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

  • 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

  • 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

  • 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
    $191,083
    From related orgs
    $0
    Other
    $9,482
    Hours/week
    44 + 1 related

    Schedule J breakdown matched by us

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

  • Kenneth Shafer

    VP/CEO - JCMC

    Total calculated
    $450,776
    From this org
    $414,450
    From related orgs
    $0
    Other
    $36,326
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $331,343
    Bonus
    $80,954
    Other
    $2,153
    Deferred
    $14,702
    Nontaxable benefits
    $21,624
    Filer's total
    $450,776

  • Lemmie Taylor

    VP/CEO - SSH

    Total calculated
    $370,238
    From this org
    $317,823
    From related orgs
    $0
    Other
    $52,415
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $244,069
    Bonus
    $64,896
    Other
    $8,858
    Deferred
    $27,619
    Nontaxable benefits
    $24,796
    Filer's total
    $370,238

  • Lisa Carter

    Reg'l Pres - Southern Mkt

    Total calculated
    $700,372
    From this org
    $645,666
    From related orgs
    $0
    Other
    $54,706
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $421,628
    Bonus
    $211,924
    Other
    $12,114
    Deferred
    $29,940
    Nontaxable benefits
    $24,766
    Filer's total
    $700,372

  • Melanie Stanton

    VP/CEO - FWCH

    Total calculated
    $402,996
    From this org
    $364,120
    From related orgs
    $0
    Other
    $38,876
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $282,891
    Bonus
    $72,725
    Other
    $8,504
    Deferred
    $15,740
    Nontaxable benefits
    $23,136
    Filer's total
    $402,996

  • Morgan May

    VP/Reg'l CNO

    Total calculated
    $297,806
    From this org
    $276,536
    From related orgs
    $0
    Other
    $21,270
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $220,672
    Bonus
    $54,838
    Other
    $1,026
    Deferred
    $0
    Nontaxable benefits
    $21,270
    Filer's total
    $297,806

  • Brandy Lawson

    Lead Resp Therapist FWCH

    Total calculated
    $245,818
    From this org
    $225,212
    From related orgs
    $0
    Other
    $20,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,512
    Bonus
    $1,250
    Other
    $1,450
    Deferred
    $13,579
    Nontaxable benefits
    $7,027
    Filer's total
    $245,818

  • David Wild MD

    VP/Reg'l CMO

    Total calculated
    $252,438
    From this org
    $238,555
    From related orgs
    $0
    Other
    $13,883
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $212,523
    Bonus
    $500
    Other
    $25,532
    Deferred
    $0
    Nontaxable benefits
    $13,883
    Filer's total
    $252,438

  • Corinne Allen

    MultiFac Dir - Pharm Svcs

    Total calculated
    $244,265
    From this org
    $210,282
    From related orgs
    $0
    Other
    $33,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,867
    Bonus
    $9,538
    Other
    $5,877
    Deferred
    $12,892
    Nontaxable benefits
    $21,091
    Filer's total
    $244,265

  • Dwight Owens

    Admin/COO - IPCH

    Total calculated
    $327,665
    From this org
    $290,043
    From related orgs
    $0
    Other
    $37,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,629
    Bonus
    $49,162
    Other
    $7,252
    Deferred
    $14,582
    Nontaxable benefits
    $23,040
    Filer's total
    $327,665

  • Greta Morrison

    AVP, Admin/CNO - RCH

    Total calculated
    $234,412
    From this org
    $198,219
    From related orgs
    $0
    Other
    $36,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,535
    Bonus
    $31,519
    Other
    $5,165
    Deferred
    $10,445
    Nontaxable benefits
    $25,748
    Filer's total
    $234,412

  • Joshua McFall Fmr Key Empl

    CFO - Acute Services

    Total calculated
    $516,690
    From this org
    $0
    From related orgs
    $455,393
    Other
    $61,297
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,547 related
    Bonus
    $0 + $94,810 related
    Other
    $0 + $1,036 related
    Deferred
    $0 + $34,586 related
    Nontaxable benefits
    $0 + $26,711 related
    Filer's total
    $0 + $516,690 related

  • Linda White Fmr Offcr

    VP/Pres - NW Mkt

    Total calculated
    $393,161
    From this org
    $0
    From related orgs
    $363,355
    Other
    $29,806
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,967 related
    Bonus
    $0 + $125,400 related
    Other
    $0 + $16,988 related
    Deferred
    $0 + $16,253 related
    Nontaxable benefits
    $0 + $13,553 related
    Filer's total
    $0 + $393,161 related

  • Chase Wilson Fmr Key Empl

    CFO Greene Co

    Total calculated
    $336,497
    From this org
    $0
    From related orgs
    $296,185
    Other
    $40,312
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,756 related
    Bonus
    $0 + $66,225 related
    Other
    $0 + $204 related
    Deferred
    $0 + $14,416 related
    Nontaxable benefits
    $0 + $25,896 related
    Filer's total
    $0 + $336,497 related

  • Eric Carroll Fmr HComp

    CEO Greene Co

    Total calculated
    $319,395
    From this org
    $0
    From related orgs
    $286,231
    Other
    $33,164
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,992 related
    Bonus
    $0 + $59,099 related
    Other
    $0 + $1,140 related
    Deferred
    $0 + $13,760 related
    Nontaxable benefits
    $0 + $19,404 related
    Filer's total
    $0 + $319,395 related

  • Clay Runnels MD Fmr Offcr

    BH EVP/Chief Phys Exec

    Total calculated
    $1,194,348
    From this org
    $0
    From related orgs
    $1,095,491
    Other
    $98,857
    Hours/week
    0 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $626,281 related
    Bonus
    $0 + $450,791 related
    Other
    $0 + $18,419 related
    Deferred
    $0 + $72,852 related
    Nontaxable benefits
    $0 + $26,005 related
    Filer's total
    $0 + $1,194,348 related

  • Mark Wilkinson MD Fmr HComp

    BH VP/CMIO

    Total calculated
    $593,283
    From this org
    $0
    From related orgs
    $548,999
    Other
    $44,284
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,870 related
    Bonus
    $0 + $108,231 related
    Other
    $0 + $15,898 related
    Deferred
    $0 + $18,150 related
    Nontaxable benefits
    $0 + $26,134 related
    Filer's total
    $0 + $593,283 related

  • Matthew Loos Fmr HComp

    BH VP/CAO

    Total calculated
    $553,979
    From this org
    $0
    From related orgs
    $507,157
    Other
    $46,822
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,819 related
    Bonus
    $0 + $103,742 related
    Other
    $0 + $6,596 related
    Deferred
    $0 + $18,246 related
    Nontaxable benefits
    $0 + $28,576 related
    Filer's total
    $0 + $553,979 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 — 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 Clay Runnels $ 55,452 Tim Belisle $ 22,233 Joshua McFall $ 18,615 Andrew Wampler $ 18,111 Lisa Carter $ 16,333 Linda White $ 10,176 Lemmie Taylor $ 12,436 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 Belise $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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349309566

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