Skip to content
Nonprofiteer
← EAST TENNESSEE HEALTHCARE HOLDINGS INC

Form 990 for tax year 2023

Filed by EAST TENNESSEE HEALTHCARE HOLDINGS INC.

Totals

Total revenue
$5,483,315
Total expenses
$4,519,938
Contributions and grants received
$951,239
Grants paid
$0
Program service revenue
$4,526,085
Investment income
$0
Other revenue
$5,991
Total assets, end of year
$3,236,013
Total liabilities, end of year
$2,040,961
Net assets or fund balances, end of year
$1,195,052
Program services expenses (Part IX)
$4,136,819
Management and general expenses
$383,119
Fundraising expenses
$0
Program service expenses (Part III)
$4,136,819

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Luis Isaza MD

    Director, Start April 2024

    Total calculated
    $0
    Hours/week
    0.1 + 40 related

  • Allison Rogers BH Chief Strategic O

    Director, Vice Chair

    Total calculated
    $568,391
    From this org
    $0
    From related orgs
    $482,972
    Other
    $85,419
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,079 related
    Bonus
    $0 + $100,091 related
    Other
    $0 + $6,802 related
    Deferred
    $0 + $57,175 related
    Nontaxable benefits
    $0 + $28,244 related
    Filer's total
    $0 + $568,391 related

  • Jon Smith PhD

    Director, Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 40 related

  • Ken Olive MD

    Director, End April 2024

    Total calculated
    $0
    Hours/week
    0.1 + 40 related

  • Brooke Graham BH COO Behav Hlth

    President

    Total calculated
    $220,160
    From this org
    $0
    From related orgs
    $183,768
    Other
    $36,392
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,276 related
    Bonus
    $0 + $31,678 related
    Other
    $0 + $814 related
    Deferred
    $0 + $9,625 related
    Nontaxable benefits
    $0 + $26,767 related
    Filer's total
    $0 + $220,160 related

  • Robert Pack PhD

    Director, Chair

    Total calculated
    $0
    Hours/week
    0.2 + 40 related

  • Sarah Thomason PHARMD

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 40 related

  • Joshua McFall CFO Corp Retail

    Director, Treasurer

    Total calculated
    $564,771
    From this org
    $0
    From related orgs
    $477,101
    Other
    $87,670
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,615 related
    Bonus
    $0 + $100,420 related
    Other
    $0 + $1,066 related
    Deferred
    $0 + $57,934 related
    Nontaxable benefits
    $0 + $29,736 related
    Filer's total
    $0 + $564,771 related

  • Mark Wilkinson MD BH CMO Dig Hlth

    Director

    Total calculated
    $658,011
    From this org
    $0
    From related orgs
    $564,821
    Other
    $93,190
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,190 related
    Bonus
    $0 + $100,949 related
    Other
    $0 + $12,682 related
    Deferred
    $0 + $65,158 related
    Nontaxable benefits
    $0 + $28,032 related
    Filer's total
    $0 + $658,011 related

  • Michael Deitschmann

    OMR Executive Director

    Total calculated
    $346,858
    From this org
    $0
    From related orgs
    $308,613
    Other
    $38,245
    Hours/week
    35.2 + 4.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,550 related
    Bonus
    $0 + $65,833 related
    Other
    $0 + $7,230 related
    Deferred
    $0 + $14,496 related
    Nontaxable benefits
    $0 + $23,749 related
    Filer's total
    $0 + $346,858 related

  • Brooke Davis

    OMR CFO

    Total calculated
    $139,164
    From this org
    $0
    From related orgs
    $122,182
    Other
    $16,982
    Hours/week
    1.5 + 43.5 related

  • Laurie Street

    OMR Exec. Director, End Sept. 2024

    Total calculated
    $135,515
    From this org
    $0
    From related orgs
    $127,659
    Other
    $7,856
    Hours/week
    40

  • Lynn Krutak BH EVPCFO

    Former Officer

    Total calculated
    $1,115,237
    From this org
    $0
    From related orgs
    $994,595
    Other
    $120,642
    Hours/week
    0 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,346 related
    Bonus
    $0 + $230,794 related
    Other
    $0 + $12,455 related
    Deferred
    $0 + $90,747 related
    Nontaxable benefits
    $0 + $29,895 related
    Filer's total
    $0 + $1,115,237 related

  • Tony Keck BH EVPCPHO

    Former Officer

    Total calculated
    $818,938
    From this org
    $0
    From related orgs
    $716,765
    Other
    $102,173
    Hours/week
    0 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $540,176 related
    Bonus
    $0 + $163,908 related
    Other
    $0 + $12,681 related
    Deferred
    $0 + $71,915 related
    Nontaxable benefits
    $0 + $30,258 related
    Filer's total
    $0 + $818,938 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

  • 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
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. Lynn Krutak $70,942 Tony Keck $52,137 Mark Wilkinson $44,571 Joshua McFall $38,555 Allison Rogers $38,429

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
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202531289349302673

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

The source document this was parsed from is served over the API, which is where bulk and document access live.