Totals
- Total revenue
- $152,325,889
- Total expenses
- $138,240,448
- Contributions and grants received
- $688,524
- Grants paid
- $0
- Program service revenue
- $144,754,555
- Investment income
- $6,015,484
- Other revenue
- $867,326
- Total assets, end of year
- $89,698,614
- Total liabilities, end of year
- $40,530,859
- Net assets or fund balances, end of year
- $49,167,755
- Program services expenses (Part IX)
- $117,930,576
- Management and general expenses
- $20,309,872
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $117,930,576
Program services were 85.3% 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
-
Eric Carroll
CEO - Greene Co.
- Total calculated
- $407,273
- From this org
- $0
- From related orgs
- $362,699
- Other
- $44,574
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $0 + $284,100 related
- Bonus
- $0 + $66,847 related
- Other
- $0 + $11,752 related
- Deferred
- $0 + $18,020 related
- Nontaxable benefits
- $0 + $26,554 related
- Filer's total
- $0 + $407,273 related
-
Chase Wilson
CFO (End Sept. 2024)
- Total calculated
- $314,347
- From this org
- $0
- From related orgs
- $270,163
- Other
- $44,184
- Hours/week
- 20.25 + 24.75 related
Schedule J breakdown matched by us
- Base
- $0 + $215,985 related
- Bonus
- $0 + $42,665 related
- Other
- $0 + $11,513 related
- Deferred
- $0 + $13,857 related
- Nontaxable benefits
- $0 + $30,327 related
- Filer's total
- $0 + $314,347 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
-
Jake Halstenson
CFO (Start Dec. 2024)
- Total calculated
- $0
- Hours/week
- 31.5 + 13.5 related
-
Robin Roberts
Assoc Admin, CNO - GCH
- Total calculated
- $230,251
- From this org
- $0
- From related orgs
- $209,129
- Other
- $21,122
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $163,951 related
- Bonus
- $0 + $23,603 related
- Other
- $0 + $21,575 related
- Deferred
- $0 + $11,203 related
- Nontaxable benefits
- $0 + $9,919 related
- Filer's total
- $0 + $230,251 related
-
Joseph Kretschmar MD
Physician
- Total calculated
- $1,012,666
- From this org
- $0
- From related orgs
- $965,260
- Other
- $47,406
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $304,525 related
- Bonus
- $0 + $654,526 related
- Other
- $0 + $6,209 related
- Deferred
- $0 + $19,796 related
- Nontaxable benefits
- $0 + $27,610 related
- Filer's total
- $0 + $1,012,666 related
-
Amber Mullins MD
Physician
- Total calculated
- $493,064
- From this org
- $0
- From related orgs
- $442,210
- Other
- $50,854
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $308,773 related
- Bonus
- $0 + $133,232 related
- Other
- $0 + $205 related
- Deferred
- $0 + $19,786 related
- Nontaxable benefits
- $0 + $31,068 related
- Filer's total
- $0 + $493,064 related
-
Jami Goodwin MD
Physician
- Total calculated
- $465,554
- From this org
- $0
- From related orgs
- $417,296
- Other
- $48,258
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $363,972 related
- Bonus
- $0 + $53,119 related
- Other
- $0 + $205 related
- Deferred
- $0 + $19,552 related
- Nontaxable benefits
- $0 + $28,706 related
- Filer's total
- $0 + $465,554 related
-
Daniel Lewis MD
CMO - TRH
- Total calculated
- $528,839
- From this org
- $0
- From related orgs
- $479,782
- Other
- $49,057
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $327,315 related
- Bonus
- $0 + $127,096 related
- Other
- $0 + $25,371 related
- Deferred
- $0 + $20,058 related
- Nontaxable benefits
- $0 + $28,999 related
- Filer's total
- $0 + $528,839 related
-
Howard Herrell MD
Physician
- Total calculated
- $682,309
- From this org
- $0
- From related orgs
- $633,006
- Other
- $49,303
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $374,694 related
- Bonus
- $0 + $237,916 related
- Other
- $0 + $20,396 related
- Deferred
- $0 + $17,881 related
- Nontaxable benefits
- $0 + $31,422 related
- Filer's total
- $0 + $682,309 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
-
Tammy Albright CEO Behav Hlth
Former Officer
- Total calculated
- $661,091
- From this org
- $0
- From related orgs
- $610,280
- Other
- $50,811
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $386,242 related
- Bonus
- $0 + $196,174 related
- Other
- $0 + $27,864 related
- Deferred
- $0 + $20,404 related
- Nontaxable benefits
- $0 + $30,407 related
- Filer's total
- $0 + $661,091 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
-
Joshua McFall CFO CorpRetail
Former Officer
- Total calculated
- $617,598
- From this org
- $0
- From related orgs
- $524,356
- Other
- $93,242
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $391,342 related
- Bonus
- $0 + $114,510 related
- Other
- $0 + $18,504 related
- Deferred
- $0 + $60,380 related
- Nontaxable benefits
- $0 + $32,862 related
- Filer's total
- $0 + $617,598 related
-
Andrew Wampler BH Gen 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
-
Frank Canova BH Regional CFO
Former Officer
- Total calculated
- $462,149
- From this org
- $0
- From related orgs
- $417,021
- Other
- $45,128
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $322,518 related
- Bonus
- $0 + $80,435 related
- Other
- $0 + $14,068 related
- Deferred
- $0 + $18,594 related
- Nontaxable benefits
- $0 + $26,534 related
- Filer's total
- $0 + $462,149 related
-
Chris Miller COO - BRMC
Former Key Employee
- Total calculated
- $375,816
- From this org
- $0
- From related orgs
- $327,857
- Other
- $47,959
- Hours/week
- 0 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $250,420 related
- Bonus
- $0 + $64,047 related
- Other
- $0 + $13,390 related
- Deferred
- $0 + $15,875 related
- Nontaxable benefits
- $0 + $32,084 related
- Filer's total
- $0 + $375,816 related
-
Beth Bulawa MD
Former Highest Compensated
- Total calculated
- $777,153
- From this org
- $0
- From related orgs
- $745,260
- Other
- $31,893
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $365,995 related
- Bonus
- $0 + $362,398 related
- Other
- $0 + $16,867 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $31,893 related
- Filer's total
- $0 + $777,153 related
-
William Bridges MD
Former Highest Compensated
- Total calculated
- $742,846
- From this org
- $0
- From related orgs
- $692,679
- Other
- $50,167
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $366,079 related
- Bonus
- $0 + $302,331 related
- Other
- $0 + $24,269 related
- Deferred
- $0 + $21,309 related
- Nontaxable benefits
- $0 + $28,858 related
- Filer's total
- $0 + $742,846 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 BH 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 Joshua McFall $40,625 Lynn Krutak $38,666 Andrew Wampler $32,739 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
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.
-
501c3 · Hospital System · TN
Directly controlled by BALLAD
-
Wellmont Hawkins Co Memorial Hosp Inc
501c3 · Hospital · TN
Directly controlled by WHS
-
501c3 · Medical Services · TN
Directly controlled by WHS
-
Wellmont Medical Associates Inc
501c3 · Medical Services · TN
Directly controlled by WHS
-
501c3 · Fundraiser · TN
Directly controlled by BALLAD
-
501c3 · Assisted Living · TN
Directly controlled by WHS
-
501c3 · Nursing Home · TN
Directly controlled by WHS
-
Mountain States Health Alliance
501c3 · Hospital System · TN
Directly controlled by BALLAD
-
501c3 · Supporting Organization · TN
Directly controlled by BALLAD
-
Smyth County Community Hospital
501c3 · Hospital · VA
Directly controlled by MSHA
-
501c3 · Hospital · VA
Directly controlled by WHS
-
Johnston Memorial Hospital Inc
501c3 · Hospital · VA
Directly controlled by MSHA
-
501c3 · Medical Services · VA
Directly controlled by JMH
-
501c3 · Supporting Organization · TN
-
East TN Healthcare Holdings Inc
501c3 · Opioid Treatment · TN
-
Ballad Health Center for Early Learning
501c3 · Child Day Care Services · TN
Directly controlled by BALLAD
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Emmaus Community Healthcare PLLC
Medical Services · TN
-
Medical Services · TN
-
East Tennessee Ambulatory Surgery Center
Medical Services · TN
-
Quality Improvement Partners LLC
Healthcare · TN
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Medical Services · TN
-
Wellmont Physician Services Inc
C · Medical Services · TN
-
C · Medical Services · TN
-
C · Medical Services · TN
-
Blue Ridge Medical Management Corp
C · Medical Services · TN
-
Mediserve Medical Equipment of Kingsport Inc
C · Durable Medical Equipment · TN
-
Mountain States Properties Inc
C · Property Management · TN
-
Mountain States Physician Group Inc
C · Medical Services · TN
-
C · Durable Medical Equipment · VA
-
C · Pharmacy · TN
-
Nolichuckey Management Svcs Inc
C · Medical Services · TN · 100% owned · share of income -$229,519
Directly controlled by TRH
-
C · Insurance · CJ
-
C · Investments · TN
-
Ballad Health Development Corporation
C · Investments · TN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601339349302420
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