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Nonprofiteer
← WELLMONT MEDICAL ASSOCIATES INC

Form 990 for tax year 2023

Filed by WELLMONT MEDICAL ASSOCIATES INC.

Totals

Total revenue
$144,154,605
Total expenses
$153,037,877
Contributions and grants received
$11,894
Grants paid
$0
Program services expenses (Part IX)
$151,303,666
Management and general expenses
$1,734,211
Fundraising expenses
$0
Program service expenses (Part III)
$151,303,666

Program services were 98.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alan Levine

    BH President & CEO/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

  • Eric Deaton

    BH EVP/COO

    Total calculated
    $1,245,540
    From this org
    $0
    From related orgs
    $1,121,767
    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 + $16,554 related
    Deferred
    $0 + $98,731 related
    Nontaxable benefits
    $0 + $25,042 related
    Filer's total
    $0 + $1,245,540 related

  • Marvin Eichorn

    BH EVP/CAO

    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

    Chief Legal & Governance Officer

    Total calculated
    $624,827
    From this org
    $0
    From related orgs
    $567,016
    Other
    $57,811
    Hours/week
    1 + 64 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 Patterson MD BH SVP

    BHMA Pres/CEO

    Total calculated
    $733,290
    From this org
    $634,528
    From related orgs
    $0
    Other
    $98,762
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $479,821
    Bonus
    $140,696
    Other
    $14,011
    Deferred
    $68,528
    Nontaxable benefits
    $30,234
    Filer's total
    $733,290

  • Matthew Lazari

    BHMA CFO

    Total calculated
    $253,780
    From this org
    $218,945
    From related orgs
    $0
    Other
    $34,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,437
    Bonus
    $42,457
    Other
    $1,051
    Deferred
    $10,904
    Nontaxable benefits
    $23,931
    Filer's total
    $253,780

  • Shane Hilton

    BH EVP & CFO

    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

  • Stephen Combs MD

    VP/CMO Medical Services

    Total calculated
    $621,407
    From this org
    $580,989
    From related orgs
    $0
    Other
    $40,418
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $468,919
    Bonus
    $101,107
    Other
    $10,963
    Deferred
    $18,415
    Nontaxable benefits
    $22,003
    Filer's total
    $621,407

  • Adel El Abbassi MD

    Physician

    Total calculated
    $810,870
    From this org
    $792,310
    From related orgs
    $0
    Other
    $18,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $593,958
    Bonus
    $190,157
    Other
    $8,195
    Deferred
    $18,336
    Nontaxable benefits
    $224
    Filer's total
    $810,870

  • Girendra Hoskere MD

    Physician

    Total calculated
    $804,712
    From this org
    $788,542
    From related orgs
    $0
    Other
    $16,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $551,796
    Bonus
    $228,157
    Other
    $8,589
    Deferred
    $15,919
    Nontaxable benefits
    $251
    Filer's total
    $804,712

  • Joseph Frye II MD

    Physician

    Total calculated
    $1,061,305
    From this org
    $1,014,281
    From related orgs
    $0
    Other
    $47,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,625
    Bonus
    $558,951
    Other
    $25,705
    Deferred
    $17,608
    Nontaxable benefits
    $29,416
    Filer's total
    $1,061,305

  • Paul Jett MD

    Physician

    Total calculated
    $969,937
    From this org
    $958,561
    From related orgs
    $0
    Other
    $11,376
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,200
    Bonus
    $657,838
    Other
    $9,523
    Deferred
    $11,170
    Nontaxable benefits
    $206
    Filer's total
    $969,937

  • Samuel Deel MD

    Physician

    Total calculated
    $804,784
    From this org
    $763,493
    From related orgs
    $0
    Other
    $41,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $532,836
    Bonus
    $207,577
    Other
    $23,080
    Deferred
    $18,300
    Nontaxable benefits
    $22,991
    Filer's total
    $804,784

  • Andrew Wampler BH General Cnsl

    Former Officer

    Total calculated
    $461,439
    From this org
    $0
    From related orgs
    $398,602
    Other
    $62,837
    Hours/week
    0 + 40 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

  • Chase Wilson end April 2023

    Former Officer/BHMA COO/CFO

    Total calculated
    $320,204
    From this org
    $0
    From related orgs
    $278,455
    Other
    $41,749
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,567 related
    Bonus
    $0 + $61,672 related
    Other
    $0 + $216 related
    Deferred
    $0 + $13,590 related
    Nontaxable benefits
    $0 + $28,159 related
    Filer's total
    $0 + $320,204 related

  • David Thompson MD

    Former Officer/Vice Chair

    Total calculated
    $284,124
    From this org
    $254,635
    From related orgs
    $0
    Other
    $29,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,422
    Bonus
    $0
    Other
    $1,213
    Deferred
    $0
    Nontaxable benefits
    $29,489
    Filer's total
    $284,124

  • Howard Herrell MD

    Former Officer Sec/Treas

    Total calculated
    $621,555
    From this org
    $572,800
    From related orgs
    $0
    Other
    $48,755
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $359,646
    Bonus
    $202,352
    Other
    $10,802
    Deferred
    $20,314
    Nontaxable benefits
    $28,441
    Filer's total
    $621,555

  • Leanne Cox end October 2020

    Former Officer VP/BHMA CFO

    Total calculated
    $144,949
    From this org
    $0
    From related orgs
    $110,888
    Other
    $34,061
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,874 related
    Bonus
    $0
    Other
    $0 + $1,014 related
    Deferred
    $0 + $7,131 related
    Nontaxable benefits
    $0 + $26,930 related
    Filer's total
    $0 + $144,949 related

  • Lynn Krutak Former Officer

    BH EVP & CFO

    Total calculated
    $1,115,238
    From this org
    $0
    From related orgs
    $994,596
    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 + $12,456 related
    Deferred
    $0 + $90,747 related
    Nontaxable benefits
    $0 + $29,895 related
    Filer's total
    $0 + $1,115,238 related

  • Marta Wayt MD

    Former Officer/Chairman

    Total calculated
    $459,143
    From this org
    $429,968
    From related orgs
    $0
    Other
    $29,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $411,277
    Bonus
    $12,521
    Other
    $6,170
    Deferred
    $18,977
    Nontaxable benefits
    $10,198
    Filer's total
    $459,143

  • Paul Kramer MD

    Physician

    Total calculated
    $464,004
    From this org
    $416,581
    From related orgs
    $0
    Other
    $47,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,563
    Bonus
    $17,805
    Other
    $1,213
    Deferred
    $18,276
    Nontaxable benefits
    $29,147
    Filer's total
    $464,004

  • Tim Belisle end July 2022

    Former Officer/BH EVP & Gen Counsel

    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

  • Karen Williams

    Former Key Employee

    Total calculated
    $228,940
    From this org
    $193,084
    From related orgs
    $0
    Other
    $35,856
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $182,773
    Bonus
    $7,641
    Other
    $2,670
    Deferred
    $11,479
    Nontaxable benefits
    $24,377
    Filer's total
    $228,940

  • Landon Combs MD

    Former Officer

    Total calculated
    $294,194
    From this org
    $257,542
    From related orgs
    $0
    Other
    $36,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,295
    Bonus
    $0
    Other
    $7,247
    Deferred
    $15,628
    Nontaxable benefits
    $21,024
    Filer's total
    $294,194

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, 2024. 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 per 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 $214,191 Eric Deaton $78,933 Lynn Krutak $70,942 Shane Hilton $50,175 Mark Patterson $48,905 Julie Bennett $41,515 Andrew Wampler $25,902 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 $161,640

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
8 May 2025
IRS schema version
2023v6.0
Source object
202511289349302421

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