Totals
- Total revenue
- $161,164,897
- Total expenses
- $139,546,952
- Contributions and grants received
- $48,291
- Grants paid
- $24,701
- Program service revenue
- $160,687,638
- Investment income
- $20,287
- Other revenue
- $408,681
- Total assets, end of year
- $109,769,225
- Total liabilities, end of year
- $11,811,500
- Net assets or fund balances, end of year
- $97,957,725
- Program services expenses (Part IX)
- $135,344,593
- Management and general expenses
- $4,202,359
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $135,344,593
Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Mitchell Dickson MD
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Stephanie Flood
Director
- Total calculated
- $964
- From this org
- $0
- From related orgs
- $964
- Other
- $0
- Hours/week
- 0 + 1 related
-
James Gibson
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Edgar Gray
Director
- Total calculated
- $844
- From this org
- $0
- From related orgs
- $844
- Other
- $0
- Hours/week
- 0 + 1 related
-
Leslye Hartsell
Director
- Total calculated
- $1,124
- From this org
- $0
- From related orgs
- $1,124
- Other
- $0
- Hours/week
- 0 + 1 related
-
Donald Hickman
Director
- Total calculated
- $675
- From this org
- $0
- From related orgs
- $675
- Other
- $0
- Hours/week
- 0 + 1 related
-
Timothy Matthews
Director
- Total calculated
- $657
- From this org
- $0
- From related orgs
- $657
- Other
- $0
- Hours/week
- 0 + 1 related
-
Janice McKinley
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Cletus McMahon MD
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Dave Miller
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Bill Myers
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Alvin Nance
Director
- Total calculated
- $648
- From this org
- $0
- From related orgs
- $648
- Other
- $0
- Hours/week
- 0 + 1 related
-
Linda Ogle
Director
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
King Purnell
Director/Chair
- Total calculated
- $935
- From this org
- $0
- From related orgs
- $935
- Other
- $0
- Hours/week
- 0 + 1 related
-
Jorge Sanabria
Director
- Total calculated
- $807
- From this org
- $0
- From related orgs
- $807
- Other
- $0
- Hours/week
- 0 + 1 related
-
William Seale
Director
- Total calculated
- $1,060
- From this org
- $0
- From related orgs
- $1,060
- Other
- $0
- Hours/week
- 0 + 1 related
-
Cosby Stone
Director
- Total calculated
- $1,113
- From this org
- $0
- From related orgs
- $1,113
- Other
- $0
- Hours/week
- 0 + 1 related
-
Joe Sutter
Director
- Total calculated
- $881
- From this org
- $0
- From related orgs
- $881
- Other
- $0
- Hours/week
- 0 + 1 related
-
James Tramontana MD
Director
- Total calculated
- $1,086
- From this org
- $0
- From related orgs
- $1,086
- Other
- $0
- Hours/week
- 0 + 1 related
-
James D VanderSteeg
President & CEO
- Total calculated
- $3,242,830
- From this org
- $0
- From related orgs
- $2,880,556
- Other
- $362,274
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $1,578,849 related
- Bonus
- $0 + $1,078,259 related
- Other
- $0 + $223,448 related
- Deferred
- $0 + $335,103 related
- Nontaxable benefits
- $0 + $27,171 related
- Filer's total
- $0 + $3,242,830 related
-
Joseph C Dolan
EVP/CFO
- Total calculated
- $967,301
- From this org
- $0
- From related orgs
- $861,693
- Other
- $105,608
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $697,828 related
- Bonus
- $0 + $138,667 related
- Other
- $0 + $25,198 related
- Deferred
- $0 + $72,802 related
- Nontaxable benefits
- $0 + $32,806 related
- Filer's total
- $0 + $967,301 related
-
Gordon E Lintz
President & CAO
- Total calculated
- $590,525
- From this org
- $0
- From related orgs
- $564,436
- Other
- $26,089
- Hours/week
- 35 + 15 related
Schedule J breakdown matched by us
- Base
- $0 + $387,063 related
- Bonus
- $0 + $110,000 related
- Other
- $0 + $67,373 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $12,889 related
- Filer's total
- $0 + $590,525 related
-
Amy E Herndon
VP - Financial Services
- Total calculated
- $227,124
- From this org
- $198,501
- From related orgs
- $0
- Other
- $28,623
- Hours/week
- 35 + 15 related
Schedule J breakdown matched by us
- Base
- $136,570
- Bonus
- $25,000
- Other
- $36,931
- Deferred
- $6,127
- Nontaxable benefits
- $22,496
- Filer's total
- $227,124
-
Lisa M Kelley
VP - Chief Nursing Officer
- Total calculated
- $212,881
- From this org
- $175,567
- From related orgs
- $0
- Other
- $37,314
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $126,882
- Bonus
- $25,000
- Other
- $23,685
- Deferred
- $5,492
- Nontaxable benefits
- $31,822
- Filer's total
- $212,881
-
Robert J Drinnon
Medical Physicist
- Total calculated
- $243,224
- From this org
- $204,934
- From related orgs
- $0
- Other
- $38,290
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $204,649
- Bonus
- $0
- Other
- $285
- Deferred
- $6,422
- Nontaxable benefits
- $31,868
- Filer's total
- $243,224
-
Nicholas A Niver
CT Tech
- Total calculated
- $182,451
- From this org
- $152,110
- From related orgs
- $0
- Other
- $30,341
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $152,085
- Bonus
- $0
- Other
- $25
- Deferred
- $0
- Nontaxable benefits
- $30,341
- Filer's total
- $182,451
-
Renata Hannah
Clinical Nurse
- Total calculated
- $175,755
- From this org
- $151,705
- From related orgs
- $0
- Other
- $24,050
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $151,694
- Bonus
- $0
- Other
- $11
- Deferred
- $4,712
- Nontaxable benefits
- $19,338
- Filer's total
- $175,755
-
Pamela S Western
Pharmacist
- Total calculated
- $168,054
- From this org
- $144,006
- From related orgs
- $0
- Other
- $24,048
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $143,562
- Bonus
- $0
- Other
- $444
- Deferred
- $4,456
- Nontaxable benefits
- $19,592
- Filer's total
- $168,054
-
Deborah K Cox
Shift Leader Clinical Nurse
- Total calculated
- $156,853
- From this org
- $141,896
- From related orgs
- $0
- Other
- $14,957
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $141,224
- Bonus
- $500
- Other
- $172
- Deferred
- $4,343
- Nontaxable benefits
- $10,614
- Filer's total
- $156,853
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
- 1a · Tax indemnification and gross-up payments
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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 1a
- Tax gross-up payments related to deferred compensation and reimbursement of fees for personal services for legal and financial planning are provided to certain executives and managers. Amounts are included in taxable compensation.
- Part I, Line 3
- Covenant Health, the parent company of Morristown-Hamblen Hospital Association, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O.
- Part I, Line 4b
- Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg, and EVP and CFO, Joseph C. Dolan. Employer contributions of $321,903 for James D. VanderSteeg and $72,802 for Joseph C. Dolan are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2024 earnings of $114,551 for James D. VanderSteeg and $4,468 for Joseph C. Dolan are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent year.
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.
-
501(c)(3) · Supporting organization · TN
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
501(c)(3) · Home health services · TN
Directly controlled by Covenant Health
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
Fort Sanders Regional Medical Ctr
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
501(c)(3) · Fundraising and patient outreach · TN
Directly controlled by Covenant Health
-
501(c)(3) · High risk obstetrical services · TN
Directly controlled by Fort Sanders Regional Medical Center
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
501(c)(3) · Acute care hospital and behavioral health services · TN
Directly controlled by Covenant Health
-
501(c)(3) · Acute care hospital · TN
Directly controlled by Covenant Health
-
Thompson Cancer Survival Center
501(c)(3) · Cancer support center · TN
Directly controlled by Covenant Health
-
501(c)(3) · Oncology services · TN
Directly controlled by Thompson Cancer Survival Center
-
Morristown-Hamblen Hospital Foundation
501(c)(3) · Fundraising and patient outreach · TN · controlled entity
Directly controlled by Morristown - Hamblen Hospital Association
-
Thompson Cancer Survival Center Foundation
501(c)(3) · Fundraising and patient outreach · TN
Directly controlled by Covenant Health
-
The Dr Robert F Thomas Foundation Inc
501(c)(3) · Fundraising and patient outreach · TN
Directly controlled by Covenant Health
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.
-
Covenant-AmSurg ASC Ventures LLC
Management company · TN
-
Management company · TN
-
Physician services · TN
-
The Endoscopy Center of Knoxville LLC
Physician services · TN
-
Boulevard ENT-Surgery Center LLC
Physician services · TN
-
Physician services · TN
-
Surgery Center of Oak Ridge LLC
Surgical services · TN
-
Fitness center · TN
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Management company · TN
-
C · Physician practice management · TN · controlled entity
-
C · Cardiology medical practice · TN · controlled entity
-
East TN Cardiovascular Surgery Group Inc
C · Cardiovascular surgical practice · TN
-
C · Data storage · TN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543169349301714
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