Totals
- Total revenue
- $473,759,564
- Total expenses
- $463,222,571
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $471,855,286
- Investment income
- $1,904,278
- Other revenue
- $0
- Total assets, end of year
- $78,430,719
- Total liabilities, end of year
- $37,862,007
- Net assets or fund balances, end of year
- $40,568,712
- Program services expenses (Part IX)
- $447,740,671
- Management and general expenses
- $15,481,900
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $447,740,671
Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: LEASED STAFFING REVENUE
total $447,726,174 · related or exempt $447,726,174
-
2b · Program service revenue: MANAGEMENT FEE REVENUE
total $15,659,409 · related or exempt $15,659,409
-
2c · Program service revenue: ADMINISTRATIVE FEE REVENUE
total $8,352,660 · related or exempt $8,352,660
-
2d · Program service revenue: JOINT VENTURE REVENUE
total $117,043 · related or exempt $117,043
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,904,278 · excluded $1,904,278
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $5,551,402 · management and general $5,551,402
-
7 · Other salaries and wages
total $374,199,852 · program services $374,199,852
-
8 · Pension plan contributions
total $11,975,396 · program services $10,564,840 · management and general $1,410,556
-
9 · Other employee benefits
total $35,735,711 · program services $35,124,063 · management and general $611,648
-
10 · Payroll taxes
total $27,997,321 · program services $27,844,677 · management and general $152,644
-
11c · Fees: accounting
total $130,000 · management and general $130,000
-
11g · Fees: other
total $7,221,617 · program services $0 · management and general $7,221,617 · fundraising $0
-
13 · Office expenses
total $88,498 · program services $7,239 · management and general $81,259
-
14 · Information technology
total $12,600 · management and general $12,600
-
22 · Depreciation, depletion and amortization
total $10,737 · management and general $10,737
-
23 · Insurance
total $195,708 · management and general $195,708
-
24a · Other expenses: Other expenses
total $103,729 · management and general $103,729
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,280,969 · end of year $7,880,479
-
2 · Savings and temporary cash investments
beginning of year $23,853,301 · end of year $35,255,442
-
4 · Accounts receivable
beginning of year $2,002,388 · end of year $2,925,579
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$92,951
-
10b · Land, buildings and equipment: accumulated depreciation
$16,106
-
10c · Land, buildings and equipment, net
beginning of year $87,582 · end of year $76,845
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $1,291,705 · end of year $1,375,993
-
15 · Other assets
beginning of year $24,635,251 · end of year $30,916,381
-
17 · Accounts payable and accrued expenses
beginning of year $31,119,477 · end of year $37,862,007
-
22 · Loans and payables to officers and key people
end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $30,031,719 · end of year $40,568,712
Mission and programs · 2023
Mission
Apella Health Management was formed to provide certain charitable and health care services to the benefit of Spartanburg Regional Health Services District, Inc., a public hospital corporation and political subdivision of the State of South Carolina, in furtherance of serving the health care needs of Spartanburg County communities in South Carolina and other surrounding communities.
-
THE ORGANIZATION WAS FORMED TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY AND LESSEN THE BURDENS OF GOVERNMENT BOTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE BY PROVIDING CERTAIN ESSENTIAL CHARITABLE AND HEALTH CARE SERVICES, INCLUDING MANAGEMENT SERVICES TO THE SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT, A STATE INSTRUMENTALITY OF SOUTH CAROLINA (THE "DISTRICT"). SUCH SERVICES ARE ESSENTIAL IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF THE COMMUNITIES IN AND SURROUNDING SPARTANBURG. THE DISTRICT'S HEALTH CARE FACILITIES, INCLUDE FIVE (5) ACUTE-CARE HOSPITALS; A LONG TERM ACUTE CARE HOSPITAL; TWO LONG-TERM CARE FACILITIES; A HOSPICE HOME AND IN-HOME HOSPICE SERVICES; A PHYSICIAN GROUP CONSISTING OF OVER 484 PHYSICIANS LOCATED THROUGHOUT THE DISTRICT'S SERVICE AREA; AND OTHER RELATED ENTITIES. PROVIDING THESE SERVICES, THE ORGANIZATION'S ACTIVITIES ALLOW THE DISTRICT TO BETTER ACHIEVE ITS CHARITABLE AND GOVERNMENTAL PURPOSES.
Expenses $447,740,671 · Revenue $471,855,286
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ashley Allen
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
D Byrd Miller III
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Katherine O'Neil
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Mary L Thomas
Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michael Orseck MD
Board Member
- Total calculated
- $1,711,154
- From this org
- $0
- From related orgs
- $1,696,103
- Other
- $15,051
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,681,587 related
- Bonus
- $0
- Other
- $0 + $14,516 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,051 related
- Filer's total
- $0 + $1,711,154 related
-
Robert Barrett
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Scott Montgomery
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Terry Cash
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Vic Bailey III
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Wellesley Alexander MD
Board Member
- Total calculated
- $539,230
- From this org
- $0
- From related orgs
- $516,576
- Other
- $22,654
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $501,768 related
- Bonus
- $0
- Other
- $0 + $14,808 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $22,654 related
- Filer's total
- $0 + $539,230 related
-
Bruce Davis
EVP/CFO
- Total calculated
- $1,239,088
- From this org
- $1,081,140
- From related orgs
- $0
- Other
- $157,948
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $639,460
- Bonus
- $372,110
- Other
- $69,570
- Deferred
- $137,043
- Nontaxable benefits
- $20,905
- Filer's total
- $1,239,088
-
Bruce Holstien
President/CEO
- Total calculated
- $2,238,505
- From this org
- $1,860,115
- From related orgs
- $0
- Other
- $378,390
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $1,221,834
- Bonus
- $560,473
- Other
- $77,808
- Deferred
- $369,530
- Nontaxable benefits
- $8,860
- Filer's total
- $2,238,505
-
Mark Aycock
VP-Operations
- Total calculated
- $1,323,534
- From this org
- $1,296,151
- From related orgs
- $0
- Other
- $27,383
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $693,961
- Bonus
- $563,166
- Other
- $39,024
- Deferred
- $11,550
- Nontaxable benefits
- $15,833
- Filer's total
- $1,323,534
-
Brett English
VP Finance
- Total calculated
- $456,788
- From this org
- $418,841
- From related orgs
- $0
- Other
- $37,947
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $324,981
- Bonus
- $91,700
- Other
- $2,160
- Deferred
- $11,550
- Nontaxable benefits
- $26,397
- Filer's total
- $456,788
-
David Church
FOUNDATION PRESIDENT
- Total calculated
- $505,785
- From this org
- $472,588
- From related orgs
- $0
- Other
- $33,197
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $362,268
- Bonus
- $93,900
- Other
- $16,420
- Deferred
- $10,543
- Nontaxable benefits
- $22,654
- Filer's total
- $505,785
-
Maria Williamson
VP-MARKETING
- Total calculated
- $470,325
- From this org
- $457,169
- From related orgs
- $0
- Other
- $13,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $345,665
- Bonus
- $102,000
- Other
- $9,504
- Deferred
- $0
- Nontaxable benefits
- $13,156
- Filer's total
- $470,325
-
Mary Jennings
CHIEF NURSING OFFICER-SMC
- Total calculated
- $451,753
- From this org
- $421,725
- From related orgs
- $0
- Other
- $30,028
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $329,770
- Bonus
- $58,700
- Other
- $33,255
- Deferred
- $11,550
- Nontaxable benefits
- $18,478
- Filer's total
- $451,753
-
Paul Newhouse
PRESIDENT-UMC
- Total calculated
- $374,775
- From this org
- $351,745
- From related orgs
- $0
- Other
- $23,030
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,686
- Bonus
- $83,400
- Other
- $9,659
- Deferred
- $8,572
- Nontaxable benefits
- $14,458
- Filer's total
- $374,775
-
Kenneth Meinke
EVP/CFO
- Total calculated
- $976,371
- From this org
- $946,343
- From related orgs
- $0
- Other
- $30,028
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $432,591
- Bonus
- $465,371
- Other
- $48,381
- Deferred
- $11,550
- Nontaxable benefits
- $18,478
- Filer's total
- $976,371
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- EXECUTIVES OF THE ORGANIZATION PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. DURING THE YEAR THE EXECUTIVES ACCRUED THE FOLLOWING AMOUNTS UNDER THE TERMS OF THE PLAN. Bruce Holstien - $357,980 Bruce Davis - $125,493 The following amounts were received as compensation included on Form W-2 as a result of amounts vested in the supplemental executive retirement plan. Mary Aycock - $80,021 Kenneth Meinke - $98,287
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.
-
SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT
501(c)(1) · HEALTHCARE SERVICES · SC
Directly controlled by na
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Palmetto Shield Insurance Company
Captive · DC · income $0 · assets $0
Directly controlled by Apella Health Management Inc
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522239349301947
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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