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Nonprofiteer
← WELLMONT WEXFORD HOUSE

Form 990 for tax year 2023

Filed by WELLMONT WEXFORD HOUSE.

Totals

Total revenue
$10,016,272
Total expenses
$14,149,777
Contributions and grants received
$156,474
Grants paid
$0
Program services expenses (Part IX)
$11,840,741
Management and general expenses
$2,309,036
Fundraising expenses
$0
Program service expenses (Part III)
$11,840,741

Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Eric Deaton BH EVPCOO

    Director

    Total calculated
    $1,245,541
    From this org
    $0
    From related orgs
    $1,121,768
    Other
    $123,773
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $851,884 related
    Bonus
    $0 + $253,329 related
    Other
    $0 + $16,555 related
    Deferred
    $0 + $98,731 related
    Nontaxable benefits
    $0 + $25,042 related
    Filer's total
    $0 + $1,245,541 related

  • Alan Levine BH PresCEO

    Director, Chair

    Total calculated
    $2,247,795
    From this org
    $0
    From related orgs
    $1,983,279
    Other
    $264,516
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,451,380 related
    Bonus
    $0 + $495,018 related
    Other
    $0 + $36,881 related
    Deferred
    $0 + $233,996 related
    Nontaxable benefits
    $0 + $30,520 related
    Filer's total
    $0 + $2,247,795 related

  • Marvin Eichorn BH EVPCAO

    Director

    Total calculated
    $1,124,281
    From this org
    $0
    From related orgs
    $1,073,543
    Other
    $50,738
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $782,057 related
    Bonus
    $0 + $240,415 related
    Other
    $0 + $51,071 related
    Deferred
    $0 + $19,805 related
    Nontaxable benefits
    $0 + $30,933 related
    Filer's total
    $0 + $1,124,281 related

  • Julie Bennett CLOGovnc Offcr

    Director, Secretary

    Total calculated
    $624,827
    From this org
    $0
    From related orgs
    $567,016
    Other
    $57,811
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,475 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $3,541 related
    Deferred
    $0 + $41,515 related
    Nontaxable benefits
    $0 + $16,296 related
    Filer's total
    $0 + $624,827 related

  • Mark Chappell CFO HH

    WH CFO

    Total calculated
    $217,433
    From this org
    $0
    From related orgs
    $179,734
    Other
    $37,699
    Hours/week
    0.1 + 44.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,304 related
    Bonus
    $0 + $32,881 related
    Other
    $0 + $7,549 related
    Deferred
    $0 + $8,998 related
    Nontaxable benefits
    $0 + $28,701 related
    Filer's total
    $0 + $217,433 related

  • Shane Hilton BH EVPCFO

    (Beg. Jan. 2024)

    Total calculated
    $730,218
    From this org
    $0
    From related orgs
    $630,028
    Other
    $100,190
    Hours/week
    0.1 + 64.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $492,543 related
    Bonus
    $0 + $130,683 related
    Other
    $0 + $6,802 related
    Deferred
    $0 + $69,984 related
    Nontaxable benefits
    $0 + $30,206 related
    Filer's total
    $0 + $730,218 related

  • Michele Rusek

    Sr Dir L/T Care

    Total calculated
    $186,170
    From this org
    $154,548
    From related orgs
    $0
    Other
    $31,622
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $152,283
    Bonus
    $0
    Other
    $2,265
    Deferred
    $9,040
    Nontaxable benefits
    $22,582
    Filer's total
    $186,170

  • Lynn Krutak BH EVPCFO

    (End June 2024)

    Total calculated
    $1,115,237
    From this org
    $0
    From related orgs
    $994,595
    Other
    $120,642
    Hours/week
    0.1 + 64.9 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

  • Melissa Barton

    LPN

    Total calculated
    $137,135
    From this org
    $137,135
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kristie Tyndall

    LPN, Unit Manager

    Total calculated
    $130,709
    From this org
    $109,489
    From related orgs
    $0
    Other
    $21,220
    Hours/week
    40

  • Pamela Poff

    LPN, Long Term Care

    Total calculated
    $139,248
    From this org
    $123,200
    From related orgs
    $0
    Other
    $16,048
    Hours/week
    40

  • Kristina Mullins

    LPN, Long Term Care

    Total calculated
    $100,773
    From this org
    $100,773
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Andrew Wampler BH Gen Cnsl

    Former Officer

    Total calculated
    $461,439
    From this org
    $0
    From related orgs
    $398,602
    Other
    $62,837
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,946 related
    Bonus
    $0 + $79,268 related
    Other
    $0 + $7,388 related
    Deferred
    $0 + $45,089 related
    Nontaxable benefits
    $0 + $17,748 related
    Filer's total
    $0 + $461,439 related

  • Tim Belisle

    Former Officer

    Total calculated
    $165,050
    From this org
    $0
    From related orgs
    $162,508
    Other
    $2,542
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $162,508 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,542 related
    Filer's total
    $0 + $165,050 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

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

Answered no

  • 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, 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 $214,191 Eric Deaton $78,933 Lynn Krutak $70,942 Shane Hilton $50,175 Julie Bennett $41,515 Andrew Wampler $25,902 The following executives received a change-of-control payment. The payment was reported as taxable income with appropriate tax withheld and remitted to the IRS. Tim Belisle $161,641

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
22 April 2025
IRS schema version
2023v6.0
Source object
202501129349301135

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