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← WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE

Form 990 for tax year 2022

Filed by WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE.

Totals

Total revenue
$897,212
Total expenses
$1,543,514
Contributions and grants received
$2,064
Grants paid
$0
Program services expenses (Part IX)
$1,398,375
Management and general expenses
$145,139
Fundraising expenses
$0
Program service expenses (Part III)
$1,398,375

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • 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
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,293 related
    Bonus
    $0 + $530,145 related
    Other
    $0 + $18,370 related
    Deferred
    $0 + $84,013 related
    Nontaxable benefits
    $0 + $22,675 related
    Filer's total
    $0 + $1,375,496 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
    0.1 + 64.9 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
    0.1 + 64.9 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

  • Andrew Wampler BH Gen Gnsl

    Director, Secretary End April 2023

    Total calculated
    $248,146
    From this org
    $0
    From related orgs
    $207,386
    Other
    $40,760
    Hours/week
    0.1 + 49.9 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

  • 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
    0.1 + 64.9 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

  • Julie Bennett CLOGovnc Offcr

    Director, Secretary Start April 2023

    Total calculated
    $0
    Hours/week
    0.1 + 64.9 related

  • Michele Rusek

    Sr Dir L/T Care

    Total calculated
    $180,182
    From this org
    $0
    From related orgs
    $151,390
    Other
    $28,792
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,536 related
    Bonus
    $0 + $1,250 related
    Other
    $0 + $3,604 related
    Deferred
    $0 + $8,520 related
    Nontaxable benefits
    $0 + $20,272 related
    Filer's total
    $0 + $180,182 related

  • Mark Chappell CFO HH

    MH CFO

    Total calculated
    $204,309
    From this org
    $0
    From related orgs
    $168,692
    Other
    $35,617
    Hours/week
    0.1 + 44.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,297 related
    Bonus
    $0 + $29,987 related
    Other
    $0 + $5,408 related
    Deferred
    $0 + $8,870 related
    Nontaxable benefits
    $0 + $26,747 related
    Filer's total
    $0 + $204,309 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
    0.1 + 64.9 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

  • Lindy White

    Former Officer

    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

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 Tim Belisle $22,233 Andrew Wampler $18,111 Linda White $10,176 The following executives 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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202441279349301859

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