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← WELLMONT MEDICAL ASSOCIATES INC

Form 990 for tax year 2022

Filed by WELLMONT MEDICAL ASSOCIATES INC.

Totals

Total revenue
$135,850,020
Total expenses
$140,419,987
Contributions and grants received
$58,429
Grants paid
$0
Program services expenses (Part IX)
$133,068,667
Management and general expenses
$7,351,320
Fundraising expenses
$0
Program service expenses (Part III)
$133,068,667

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Tim Belisle end July 2022

    BH EVP & Gen Counsel

    Total calculated
    $883,359
    From this org
    $0
    From related orgs
    $827,128
    Other
    $56,231
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,977 related
    Bonus
    $0 + $310,583 related
    Other
    $0 + $238,568 related
    Deferred
    $0 + $29,779 related
    Nontaxable benefits
    $0 + $26,452 related
    Filer's total
    $0 + $883,359 related

  • Marvin Eichorn

    BH EVP/CAO

    Total calculated
    $3,152,666
    From this org
    $0
    From related orgs
    $3,107,146
    Other
    $45,520
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $752,788 related
    Bonus
    $0 + $598,921 related
    Other
    $0 + $1,755,437 related
    Deferred
    $0 + $17,400 related
    Nontaxable benefits
    $0 + $28,120 related
    Filer's total
    $0 + $3,152,666 related

  • Alan Levine

    BH President & CEO/Chair

    Total calculated
    $3,804,451
    From this org
    $0
    From related orgs
    $3,557,360
    Other
    $247,091
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,351,717 related
    Bonus
    $0 + $2,162,808 related
    Other
    $0 + $42,835 related
    Deferred
    $0 + $218,859 related
    Nontaxable benefits
    $0 + $28,232 related
    Filer's total
    $0 + $3,804,451 related

  • Andrew Wampler

    General Cnsel (start April 2023)

    Total calculated
    $248,146
    From this org
    $0
    From related orgs
    $207,386
    Other
    $40,760
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,835 related
    Bonus
    $0 + $1,250 related
    Other
    $0 + $3,301 related
    Deferred
    $0 + $30,762 related
    Nontaxable benefits
    $0 + $9,998 related
    Filer's total
    $0 + $248,146 related

  • Matthew Lazari start July 2022

    BHMA CFO

    Total calculated
    $167,409
    From this org
    $142,000
    From related orgs
    $0
    Other
    $25,409
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,502
    Bonus
    $1,250
    Other
    $248
    Deferred
    $5,020
    Nontaxable benefits
    $20,389
    Filer's total
    $167,409

  • Chase Wilson end April 2023

    BHMA COO/CFO

    Total calculated
    $336,497
    From this org
    $0
    From related orgs
    $296,185
    Other
    $40,312
    Hours/week
    40.5 + 4.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,756 related
    Bonus
    $0 + $66,225 related
    Other
    $0 + $204 related
    Deferred
    $0 + $14,416 related
    Nontaxable benefits
    $0 + $25,896 related
    Filer's total
    $0 + $336,497 related

  • Mark Patterson MD BH SVP

    BHMA Pres/CEO

    Total calculated
    $750,906
    From this org
    $661,164
    From related orgs
    $0
    Other
    $89,742
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $500,802
    Bonus
    $152,838
    Other
    $7,524
    Deferred
    $61,791
    Nontaxable benefits
    $27,951
    Filer's total
    $750,906

  • Stephen Combs MD

    VP/CMO Medical Services

    Total calculated
    $618,169
    From this org
    $581,817
    From related orgs
    $0
    Other
    $36,352
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $460,912
    Bonus
    $114,216
    Other
    $6,689
    Deferred
    $17,728
    Nontaxable benefits
    $18,624
    Filer's total
    $618,169

  • Daniel Krenk MD

    Physician

    Total calculated
    $764,938
    From this org
    $727,868
    From related orgs
    $0
    Other
    $37,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $693,707
    Bonus
    $33,747
    Other
    $414
    Deferred
    $16,020
    Nontaxable benefits
    $21,050
    Filer's total
    $764,938

  • Girendra Hoskere MD

    Physician

    Total calculated
    $977,323
    From this org
    $957,721
    From related orgs
    $0
    Other
    $19,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $588,897
    Bonus
    $335,410
    Other
    $33,414
    Deferred
    $19,350
    Nontaxable benefits
    $252
    Filer's total
    $977,323

  • Joseph Frye II MD

    Physician

    Total calculated
    $924,082
    From this org
    $899,931
    From related orgs
    $0
    Other
    $24,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $382,609
    Bonus
    $470,932
    Other
    $46,390
    Deferred
    $13,751
    Nontaxable benefits
    $10,400
    Filer's total
    $924,082

  • Adel El Abbassi

    Physician

    Total calculated
    $1,003,513
    From this org
    $986,159
    From related orgs
    $0
    Other
    $17,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $699,578
    Bonus
    $246,311
    Other
    $40,270
    Deferred
    $17,129
    Nontaxable benefits
    $225
    Filer's total
    $1,003,513

  • Paul Jett MD

    Physician

    Total calculated
    $1,034,880
    From this org
    $1,008,848
    From related orgs
    $0
    Other
    $26,032
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,389
    Bonus
    $714,218
    Other
    $7,241
    Deferred
    $17,047
    Nontaxable benefits
    $8,985
    Filer's total
    $1,034,880

  • Eric Deaton

    BH EVP/COO

    Total calculated
    $1,375,496
    From this org
    $0
    From related orgs
    $1,268,808
    Other
    $106,688
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $720,293 related
    Bonus
    $0 + $530,155 related
    Other
    $0 + $18,360 related
    Deferred
    $0 + $84,013 related
    Nontaxable benefits
    $0 + $22,675 related
    Filer's total
    $0 + $1,375,496 related

  • Lynn Krutak Former Officer

    BH EVP & CFO

    Total calculated
    $1,319,206
    From this org
    $0
    From related orgs
    $1,209,478
    Other
    $109,728
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,629 related
    Bonus
    $0 + $520,077 related
    Other
    $0 + $6,772 related
    Deferred
    $0 + $82,332 related
    Nontaxable benefits
    $0 + $27,396 related
    Filer's total
    $0 + $1,319,206 related

  • Howard Herrell MD

    Former Officer Sec/Treas

    Total calculated
    $561,556
    From this org
    $518,018
    From related orgs
    $0
    Other
    $43,538
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $349,700
    Bonus
    $152,623
    Other
    $15,695
    Deferred
    $17,400
    Nontaxable benefits
    $26,138
    Filer's total
    $561,556

  • Leanne Cox end October 2020

    Former Officer VP/BHMA CFO

    Total calculated
    $139,272
    From this org
    $0
    From related orgs
    $106,022
    Other
    $33,250
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $103,846 related
    Bonus
    $0 + $1,250 related
    Other
    $0 + $926 related
    Deferred
    $0 + $6,906 related
    Nontaxable benefits
    $0 + $26,344 related
    Filer's total
    $0 + $139,272 related

  • Marta Wayt MD

    Former Officer/Chairman

    Total calculated
    $468,631
    From this org
    $0
    From related orgs
    $439,614
    Other
    $29,017
    Hours/week
    39.9 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,089 related
    Bonus
    $0 + $25,659 related
    Other
    $0 + $133,866 related
    Deferred
    $0 + $18,396 related
    Nontaxable benefits
    $0 + $10,621 related
    Filer's total
    $0 + $468,631 related

  • David Thompson MD

    Former Officer/Vice Chair/

    Total calculated
    $313,880
    From this org
    $287,613
    From related orgs
    $0
    Other
    $26,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,993
    Bonus
    $3,855
    Other
    $11,765
    Deferred
    $0
    Nontaxable benefits
    $26,267
    Filer's total
    $313,880

  • Paul Kramer MD

    Physician

    Total calculated
    $677,631
    From this org
    $636,880
    From related orgs
    $0
    Other
    $40,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $577,283
    Bonus
    $57,673
    Other
    $1,924
    Deferred
    $18,400
    Nontaxable benefits
    $22,351
    Filer's total
    $677,631

  • Karen Williams

    Former Key Employee

    Total calculated
    $216,060
    From this org
    $0
    From related orgs
    $183,892
    Other
    $32,168
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,277 related
    Bonus
    $0 + $5,071 related
    Other
    $0 + $2,544 related
    Deferred
    $0 + $10,854 related
    Nontaxable benefits
    $0 + $21,314 related
    Filer's total
    $0 + $216,060 related

  • Landon Combs MD

    Former Officer

    Total calculated
    $294,118
    From this org
    $259,505
    From related orgs
    $0
    Other
    $34,613
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,394
    Bonus
    $1,250
    Other
    $7,861
    Deferred
    $15,663
    Nontaxable benefits
    $18,950
    Filer's total
    $294,118

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

  • 1a · Discretionary spending account
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1a
Discretionary Spending WMA provided a monthly vehicle allowance to Stephen Combs, M.D., for travel expenses during the fiscal year ended June 30, 2023. The amount is included in taxable compensation.
Part I, Line 1b
As part of Dr. Stephen Combs' employment agreement for assuming the WMA CMO position, he receives $400 a month to provide for his personal auto usage. As CMO, Dr. Combs is required to attend numerous medical staff meetings, executive business meetings, serve on various committees and is responsible for various other clinical duties. He travels to multiple locations in East Tennessee and Southwest Virginia in performance of these responsibilities. The agreement was approved by the Wellmont Health System CEO.
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 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 $201,459 Eric Deaton $66,613 Lynn Krutak $64,932 Tim Belisle $22,233 Andrew Wampler $18,111 Mark Patterson $43,898 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 $179,601

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
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349307474

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