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Nonprofiteer
← WELLMONT HEALTH SYSTEM

Form 990 for tax year 2023

Filed by WELLMONT HEALTH SYSTEM.

Totals

Total revenue
$856,912,729
Total expenses
$827,340,861
Contributions and grants received
$2,585,954
Grants paid
$1,441,838
Program services expenses (Part IX)
$684,680,834
Management and general expenses
$142,660,027
Fundraising expenses
$0
Program service expenses (Part III)
$684,680,834

Program services were 82.8% 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
    $2,247,795
    From this org
    $0
    From related orgs
    $1,983,279
    Other
    $264,516
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,451,380 related
    Bonus
    $0 + $495,018 related
    Other
    $0 + $36,881 related
    Deferred
    $0 + $233,996 related
    Nontaxable benefits
    $0 + $30,520 related
    Filer's total
    $0 + $2,247,795 related

  • Marvin Eichorn BH EVPCAO

    Director

    Total calculated
    $1,124,281
    From this org
    $0
    From related orgs
    $1,073,543
    Other
    $50,738
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $782,057 related
    Bonus
    $0 + $240,415 related
    Other
    $0 + $51,071 related
    Deferred
    $0 + $19,805 related
    Nontaxable benefits
    $0 + $30,933 related
    Filer's total
    $0 + $1,124,281 related

  • Eric Deaton BH EVPCOO

    Director

    Total calculated
    $1,245,541
    From this org
    $0
    From related orgs
    $1,121,767
    Other
    $123,774
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $851,884 related
    Bonus
    $0 + $253,329 related
    Other
    $0 + $16,554 related
    Deferred
    $0 + $98,732 related
    Nontaxable benefits
    $0 + $25,042 related
    Filer's total
    $0 + $1,245,541 related

  • Julie Bennett CLOGovnc Offcr

    Director/Secretary

    Total calculated
    $624,827
    From this org
    $0
    From related orgs
    $567,016
    Other
    $57,811
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,475 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $3,541 related
    Deferred
    $0 + $41,515 related
    Nontaxable benefits
    $0 + $16,296 related
    Filer's total
    $0 + $624,827 related

  • Lynn Krutak end June 2024

    BH EVP/CFO

    Total calculated
    $1,115,238
    From this org
    $0
    From related orgs
    $994,596
    Other
    $120,642
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,346 related
    Bonus
    $0 + $230,794 related
    Other
    $0 + $12,456 related
    Deferred
    $0 + $90,747 related
    Nontaxable benefits
    $0 + $29,895 related
    Filer's total
    $0 + $1,115,238 related

  • Shane Hilton begin Jan 2024

    BH EVP/CFO

    Total calculated
    $730,218
    From this org
    $0
    From related orgs
    $630,028
    Other
    $100,190
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,543 related
    Bonus
    $0 + $130,683 related
    Other
    $0 + $6,802 related
    Deferred
    $0 + $69,984 related
    Nontaxable benefits
    $0 + $30,206 related
    Filer's total
    $0 + $730,218 related

  • Chris Miller

    COO BRMC

    Total calculated
    $354,598
    From this org
    $312,807
    From related orgs
    $0
    Other
    $41,791
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $246,631
    Bonus
    $62,847
    Other
    $3,329
    Deferred
    $15,412
    Nontaxable benefits
    $26,379
    Filer's total
    $354,598

  • Robert Kennedy

    COO HVMC

    Total calculated
    $307,401
    From this org
    $269,410
    From related orgs
    $0
    Other
    $37,991
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $220,195
    Bonus
    $45,031
    Other
    $4,184
    Deferred
    $13,694
    Nontaxable benefits
    $24,297
    Filer's total
    $307,401

  • Chad Couch

    Pres/CEO NE Mkt

    Total calculated
    $772,976
    From this org
    $670,212
    From related orgs
    $0
    Other
    $102,764
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $509,905
    Bonus
    $152,859
    Other
    $7,448
    Deferred
    $72,795
    Nontaxable benefits
    $29,969
    Filer's total
    $772,976

  • Shannon Showalter

    CEO Wise County

    Total calculated
    $415,734
    From this org
    $0
    From related orgs
    $368,116
    Other
    $47,618
    Hours/week
    24 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,747 related
    Bonus
    $0 + $63,619 related
    Other
    $0 + $1,750 related
    Deferred
    $0 + $18,772 related
    Nontaxable benefits
    $0 + $28,846 related
    Filer's total
    $0 + $415,734 related

  • Rebecca Beck

    CEO HVMC

    Total calculated
    $519,270
    From this org
    $478,955
    From related orgs
    $0
    Other
    $40,315
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $389,141
    Bonus
    $87,958
    Other
    $1,856
    Deferred
    $16,413
    Nontaxable benefits
    $23,902
    Filer's total
    $519,270

  • Robert Bender

    CFO BRMC

    Total calculated
    $384,197
    From this org
    $0
    From related orgs
    $341,543
    Other
    $42,654
    Hours/week
    36 + 9 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,882 related
    Bonus
    $0 + $70,038 related
    Other
    $0 + $2,623 related
    Deferred
    $0 + $16,643 related
    Nontaxable benefits
    $0 + $26,011 related
    Filer's total
    $0 + $384,197 related

  • Stephen Sawyer end Dec 2023

    CFO

    Total calculated
    $298,103
    From this org
    $0
    From related orgs
    $263,848
    Other
    $34,255
    Hours/week
    23 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,138 related
    Bonus
    $0 + $37,192 related
    Other
    $0 + $14,518 related
    Deferred
    $0 + $12,947 related
    Nontaxable benefits
    $0 + $21,308 related
    Filer's total
    $0 + $298,103 related

  • Bobbie Murphy

    Regional CNO

    Total calculated
    $355,158
    From this org
    $325,674
    From related orgs
    $0
    Other
    $29,484
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $257,315
    Bonus
    $64,000
    Other
    $4,359
    Deferred
    $0
    Nontaxable benefits
    $29,484
    Filer's total
    $355,158

  • John Jeter

    CEO BRMC/JMH

    Total calculated
    $543,023
    From this org
    $0
    From related orgs
    $494,855
    Other
    $48,168
    Hours/week
    23 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,392 related
    Bonus
    $0 + $91,799 related
    Other
    $0 + $5,664 related
    Deferred
    $0 + $19,444 related
    Nontaxable benefits
    $0 + $28,724 related
    Filer's total
    $0 + $543,023 related

  • James Price MD

    Physician

    Total calculated
    $572,888
    From this org
    $524,878
    From related orgs
    $0
    Other
    $48,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $509,661
    Bonus
    $0
    Other
    $15,217
    Deferred
    $17,800
    Nontaxable benefits
    $30,210
    Filer's total
    $572,888

  • Christopher Yeary MD

    Physician

    Total calculated
    $515,727
    From this org
    $503,814
    From related orgs
    $0
    Other
    $11,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,769
    Bonus
    $124,858
    Other
    $9,187
    Deferred
    $0
    Nontaxable benefits
    $11,913
    Filer's total
    $515,727

  • Elie Nader MD

    Physician

    Total calculated
    $461,713
    From this org
    $420,525
    From related orgs
    $0
    Other
    $41,188
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $399,540
    Bonus
    $20,000
    Other
    $985
    Deferred
    $17,747
    Nontaxable benefits
    $23,441
    Filer's total
    $461,713

  • John Morehead MD

    Physician

    Total calculated
    $446,399
    From this org
    $425,074
    From related orgs
    $0
    Other
    $21,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,174
    Bonus
    $15,167
    Other
    $3,733
    Deferred
    $0
    Nontaxable benefits
    $21,325
    Filer's total
    $446,399

  • Brian Newberry MD

    Physician

    Total calculated
    $403,821
    From this org
    $364,935
    From related orgs
    $0
    Other
    $38,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,398
    Bonus
    $32,427
    Other
    $71,110
    Deferred
    $13,970
    Nontaxable benefits
    $24,916
    Filer's total
    $403,821

  • Andrew Wampler BH Gen Cnsl

    Former Officer

    Total calculated
    $461,439
    From this org
    $0
    From related orgs
    $398,602
    Other
    $62,837
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,946 related
    Bonus
    $0 + $79,268 related
    Other
    $0 + $7,388 related
    Deferred
    $0 + $45,089 related
    Nontaxable benefits
    $0 + $17,748 related
    Filer's total
    $0 + $461,439 related

  • Tim Belisle

    Former Officer

    Total calculated
    $165,050
    From this org
    $0
    From related orgs
    $162,508
    Other
    $2,542
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $162,508 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,542 related
    Filer's total
    $0 + $165,050 related

  • Dale Clark CEO SCCH

    Former CEO Wise County

    Total calculated
    $401,558
    From this org
    $0
    From related orgs
    $374,759
    Other
    $26,799
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,272 related
    Bonus
    $0 + $66,251 related
    Other
    $0 + $14,236 related
    Deferred
    $0 + $17,752 related
    Nontaxable benefits
    $0 + $9,047 related
    Filer's total
    $0 + $401,558 related

  • Lisa Smithgall

    Former Key Employee/CNE

    Total calculated
    $669,362
    From this org
    $0
    From related orgs
    $586,458
    Other
    $82,904
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,966 related
    Bonus
    $0 + $120,029 related
    Other
    $0 + $7,463 related
    Deferred
    $0 + $61,022 related
    Nontaxable benefits
    $0 + $21,882 related
    Filer's total
    $0 + $669,362 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 $214,191 Eric Deaton $78,933 Lynn Krutak $70,942 Chad Couch $51,971 Shane Hilton $50,175 Lisa Smithgall $42,507 Julie Bennett $41,515 Andrew Wampler $25,902 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 $161,640

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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202501279349303545

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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