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Nonprofiteer
← WELLMONT HEALTH SYSTEM

Form 990 for tax year 2024

Filed by WELLMONT HEALTH SYSTEM.

Totals

Total revenue
$933,212,443
Total expenses
$920,806,012
Contributions and grants received
$1,292,489
Grants paid
$985,054
Program services expenses (Part IX)
$784,496,123
Management and general expenses
$136,309,889
Fundraising expenses
$0
Program service expenses (Part III)
$784,496,123

Program services were 85.2% 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
    $4,135,022
    From this org
    $0
    From related orgs
    $3,848,876
    Other
    $286,146
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,520,581 related
    Bonus
    $0 + $2,128,611 related
    Other
    $0 + $199,684 related
    Deferred
    $0 + $253,530 related
    Nontaxable benefits
    $0 + $32,616 related
    Filer's total
    $0 + $4,135,022 related

  • Marvin Eichorn BH EVPCAO

    Director

    Total calculated
    $1,499,254
    From this org
    $0
    From related orgs
    $1,445,711
    Other
    $53,543
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $805,288 related
    Bonus
    $0 + $598,349 related
    Other
    $0 + $42,074 related
    Deferred
    $0 + $20,040 related
    Nontaxable benefits
    $0 + $33,503 related
    Filer's total
    $0 + $1,499,254 related

  • Eric Deaton BH EVPCOO

    Director

    Total calculated
    $1,885,098
    From this org
    $0
    From related orgs
    $1,747,698
    Other
    $137,400
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $894,611 related
    Bonus
    $0 + $604,644 related
    Other
    $0 + $248,443 related
    Deferred
    $0 + $110,198 related
    Nontaxable benefits
    $0 + $27,202 related
    Filer's total
    $0 + $1,885,098 related

  • Julie Bennett CLOGovnc Offcr

    Director/Secretary

    Total calculated
    $1,078,975
    From this org
    $0
    From related orgs
    $976,689
    Other
    $102,286
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $564,044 related
    Bonus
    $0 + $403,122 related
    Other
    $0 + $9,523 related
    Deferred
    $0 + $78,804 related
    Nontaxable benefits
    $0 + $23,482 related
    Filer's total
    $0 + $1,078,975 related

  • Shane Hilton

    BH EVP/CFO

    Total calculated
    $1,101,222
    From this org
    $0
    From related orgs
    $988,163
    Other
    $113,059
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,030 related
    Bonus
    $0 + $366,316 related
    Other
    $0 + $6,817 related
    Deferred
    $0 + $80,643 related
    Nontaxable benefits
    $0 + $32,416 related
    Filer's total
    $0 + $1,101,222 related

  • Phillip Childree

    CFO Wise, Lee & Dickenson

    Total calculated
    $194,477
    From this org
    $0
    From related orgs
    $176,651
    Other
    $17,826
    Hours/week
    6 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,906 related
    Bonus
    $0
    Other
    $0 + $15,745 related
    Deferred
    $0 + $17,826 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $194,477 related

  • Chris Miller

    COO BRMC

    Total calculated
    $375,816
    From this org
    $327,857
    From related orgs
    $0
    Other
    $47,959
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $250,420
    Bonus
    $64,047
    Other
    $13,390
    Deferred
    $15,875
    Nontaxable benefits
    $32,084
    Filer's total
    $375,816

  • Robert Kennedy

    COO HVMC

    Total calculated
    $375,661
    From this org
    $326,413
    From related orgs
    $0
    Other
    $49,248
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $244,931
    Bonus
    $62,840
    Other
    $18,642
    Deferred
    $16,351
    Nontaxable benefits
    $32,897
    Filer's total
    $375,661

  • Chad Couch MD

    Regional President

    Total calculated
    $986,132
    From this org
    $881,505
    From related orgs
    $0
    Other
    $104,627
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $525,063
    Bonus
    $335,467
    Other
    $20,975
    Deferred
    $72,251
    Nontaxable benefits
    $32,376
    Filer's total
    $986,132

  • Shannon Showalter

    CEO Wise County

    Total calculated
    $481,360
    From this org
    $0
    From related orgs
    $429,816
    Other
    $51,544
    Hours/week
    24 + 21 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,502 related
    Bonus
    $0 + $80,105 related
    Other
    $0 + $30,209 related
    Deferred
    $0 + $20,212 related
    Nontaxable benefits
    $0 + $31,332 related
    Filer's total
    $0 + $481,360 related

  • Rebecca Beck

    CEO HVMC

    Total calculated
    $559,167
    From this org
    $512,717
    From related orgs
    $0
    Other
    $46,450
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $400,901
    Bonus
    $99,338
    Other
    $12,478
    Deferred
    $20,615
    Nontaxable benefits
    $25,835
    Filer's total
    $559,167

  • Robert Bender

    CFO BRMC

    Total calculated
    $408,140
    From this org
    $364,079
    From related orgs
    $0
    Other
    $44,061
    Hours/week
    36 + 9 related

    Schedule J breakdown matched by us

    Base
    $284,715
    Bonus
    $69,828
    Other
    $9,536
    Deferred
    $15,487
    Nontaxable benefits
    $28,574
    Filer's total
    $408,140

  • Bobbie Murphy

    Regional CNO

    Total calculated
    $378,744
    From this org
    $346,139
    From related orgs
    $0
    Other
    $32,605
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $268,669
    Bonus
    $68,603
    Other
    $8,867
    Deferred
    $0
    Nontaxable benefits
    $32,605
    Filer's total
    $378,744

  • Sean Mills

    CFO Acute Svcs Reg Operations

    Total calculated
    $543,356
    From this org
    $498,867
    From related orgs
    $0
    Other
    $44,489
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $368,562
    Bonus
    $75,836
    Other
    $54,469
    Deferred
    $12,692
    Nontaxable benefits
    $31,797
    Filer's total
    $543,356

  • John Jeter

    CEO BRMC/JMH

    Total calculated
    $576,994
    From this org
    $0
    From related orgs
    $526,257
    Other
    $50,737
    Hours/week
    22 + 23 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,518 related
    Bonus
    $0 + $102,714 related
    Other
    $0 + $14,025 related
    Deferred
    $0 + $20,053 related
    Nontaxable benefits
    $0 + $30,684 related
    Filer's total
    $0 + $576,994 related

  • James Price MD

    Physician

    Total calculated
    $513,975
    From this org
    $467,906
    From related orgs
    $0
    Other
    $46,069
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $423,897
    Bonus
    $22,500
    Other
    $21,509
    Deferred
    $19,800
    Nontaxable benefits
    $26,269
    Filer's total
    $513,975

  • Elie Nader MD

    Physician

    Total calculated
    $478,563
    From this org
    $433,338
    From related orgs
    $0
    Other
    $45,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $432,353
    Bonus
    $0
    Other
    $985
    Deferred
    $18,850
    Nontaxable benefits
    $26,375
    Filer's total
    $478,563

  • John Morehead MD

    Physician

    Total calculated
    $643,148
    From this org
    $619,606
    From related orgs
    $0
    Other
    $23,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $586,747
    Bonus
    $18,376
    Other
    $14,483
    Deferred
    $0
    Nontaxable benefits
    $23,542
    Filer's total
    $643,148

  • Donovan Mabe MD

    Physician

    Total calculated
    $502,381
    From this org
    $458,775
    From related orgs
    $0
    Other
    $43,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $428,338
    Bonus
    $25,500
    Other
    $4,937
    Deferred
    $12,555
    Nontaxable benefits
    $31,051
    Filer's total
    $502,381

  • Jamie Bartley DO

    CMO BRMC

    Total calculated
    $418,652
    From this org
    $371,599
    From related orgs
    $0
    Other
    $47,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,938
    Bonus
    $58,919
    Other
    $6,742
    Deferred
    $13,728
    Nontaxable benefits
    $33,325
    Filer's total
    $418,652

  • Andrew Wampler BH SVPGen Cnsl

    Former Officer

    Total calculated
    $541,944
    From this org
    $0
    From related orgs
    $464,057
    Other
    $77,887
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,716 related
    Bonus
    $0 + $93,811 related
    Other
    $0 + $49,530 related
    Deferred
    $0 + $52,740 related
    Nontaxable benefits
    $0 + $25,147 related
    Filer's total
    $0 + $541,944 related

  • Tim Belisle

    Former Officer

    Total calculated
    $448,129
    From this org
    $0
    From related orgs
    $448,129
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $448,129 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $448,129 related

  • Lynn Krutak

    Former Officer

    Total calculated
    $1,177,446
    From this org
    $0
    From related orgs
    $1,101,262
    Other
    $76,184
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,747 related
    Bonus
    $0 + $526,405 related
    Other
    $0 + $160,110 related
    Deferred
    $0 + $53,781 related
    Nontaxable benefits
    $0 + $22,403 related
    Filer's total
    $0 + $1,177,446 related

  • Dale Clark CEO SCCH

    Former CEO Wise County

    Total calculated
    $446,072
    From this org
    $0
    From related orgs
    $416,813
    Other
    $29,259
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,757 related
    Bonus
    $0 + $75,392 related
    Other
    $0 + $34,664 related
    Deferred
    $0 + $19,144 related
    Nontaxable benefits
    $0 + $10,115 related
    Filer's total
    $0 + $446,072 related

  • Lisa Smithgall

    Former Key Employee/CNE

    Total calculated
    $721,060
    From this org
    $0
    From related orgs
    $628,794
    Other
    $92,266
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,618 related
    Bonus
    $0 + $136,871 related
    Other
    $0 + $19,305 related
    Deferred
    $0 + $68,259 related
    Nontaxable benefits
    $0 + $24,007 related
    Filer's total
    $0 + $721,060 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

  • 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. Alan Levine $233,490 Eric Deaton $90,158 Shane Hilton $60,603 Julie Bennett $56,613 Chad Couch $53,708 Lisa Smithgall $47,625 Lynn Krutak $38,666 Andrew Wampler $32,739 Sean Mills $12,692 Upon meeting the Substantial Risk of Forfeiture provisions of the Ballad Health 457(f) Plan mentioned above, the following former executive received his deferred compensation plan balance during the year. Tim Belisle $448,129

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611339349300216

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.