Nonprofit · EIN 58-1859039
WELLMONT WEXFORD HOUSE
Tax-exempt · JOHNSON CITY, TN 37601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,385,454 | $11,092,754 | -$4,707,300 | $2,224,987 | $563,565 | $1,661,422 |
| June 30, 2024 | 990 | $10,016,272 | $14,149,777 | -$4,133,505 | $11,048,130 | $4,705,480 | $6,342,650 |
| June 30, 2023 | 990 | $9,150,384 | $13,142,889 | -$3,992,505 | $12,017,543 | $1,541,388 | $10,476,155 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $44,458
- of which government grants
- $44,458
- Program service revenue
- $7,441,019
- Investment income
- -$1,101,912
- Net gain from sales of assets
- -$1,101,939
- Other revenue
- $1,889
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $167,102
- Other salaries and wages
- $4,422,671
- Salaries, compensation and benefits (total)
- $5,627,181
- Professional fundraising fees
- $0
- Occupancy
- $323,271
- Travel
- $5,609
- Depreciation
- $354,784
- Program services (functional)
- $10,103,272
- Management and general (functional)
- $989,482
Balance sheet and other
- Total assets, start of year
- $11,048,130
- Total assets, end of year
- $2,224,987
- Total liabilities, end of year
- $563,565
- Net assets, end of year
- $1,661,422
- Net assets without donor restrictions
- $1,661,422
- Gross receipts
- $16,187,393
- Employees
- 126
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Levine BH PresCEO | Director, Chair Trustee or director, Officer | 1 | $0 | $3,848,876 | $286,146 |
| Eric Deaton BH EVPCOO | Director Trustee or director, Officer | 1 | $0 | $1,747,698 | $137,400 |
| Marvin Eichorn BH EVPCAO | Director Trustee or director, Officer | 1 | $0 | $1,445,711 | $53,543 |
| Lynn Krutak | Former Officer Former | 1 | $0 | $1,101,262 | $76,184 |
| Shane Hilton | BH EVP/CFO Officer | 1 | $0 | $988,163 | $113,059 |
| Julie Bennett CLOGovnc Offcr | Director, Secretary Trustee or director, Officer | 1 | $0 | $976,689 | $102,286 |
| Andrew Wampler BH Gen Cnsl | Former Officer Former | 0 | $0 | $464,057 | $77,887 |
| Tim Belisle | Former Officer Former | 0 | $0 | $448,129 | $0 |
| Linda White | Former Officer Former | 0 | $0 | $370,961 | $0 |
| Mark Chappell CFO Behav Hlth | WH CFO Officer | 0.1 | $0 | $187,393 | $40,345 |
| Michele Rusek | Sr Dir L/T Care Officer | 35 | $158,995 | $0 | $34,369 |
| Rhandi Harris | RN Supervisor, L/T Care Highest-paid employee | 40 | $123,911 | $0 | $22,915 |
| Sharon Tillman | Manager, L/T Care MDS Highest-paid employee | 40 | $112,956 | $0 | $32,051 |
| Pamela Poff | LPN, Long Term Care Highest-paid employee | 40 | $109,387 | $0 | $16,024 |
| Catawba King | Asst Director, Nurse Services LTC Highest-paid employee | 40 | $101,984 | $0 | $10,978 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristina Mullins | LPN, Long Term Care Highest-paid employee | 40 | $104,046 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Levine BH PresCEO | Director, Chair Trustee or director, Officer | 0.1 | $0 | $1,983,279 | $264,516 |
| Eric Deaton BH EVPCOO | Director Trustee or director, Officer | 0.1 | $0 | $1,121,768 | $123,773 |
| Marvin Eichorn BH EVPCAO | Director Trustee or director, Officer | 0.1 | $0 | $1,073,543 | $50,738 |
| Lynn Krutak BH EVPCFO | (End June 2024) Officer | 0.1 | $0 | $994,595 | $120,642 |
| Shane Hilton BH EVPCFO | (Beg. Jan. 2024) Officer | 0.1 | $0 | $630,028 | $100,190 |
| Julie Bennett CLOGovnc Offcr | Director, Secretary Trustee or director, Officer | 0.1 | $0 | $567,016 | $57,811 |
| Andrew Wampler BH Gen Cnsl | Former Officer Former | 0 | $0 | $398,602 | $62,837 |
| Mark Chappell CFO HH | WH CFO Officer | 0.1 | $0 | $179,734 | $37,699 |
| Michele Rusek | Sr Dir L/T Care Officer | 35 | $154,548 | $0 | $31,622 |
| Tim Belisle | Former Officer Former | 0 | $0 | $162,508 | $2,542 |
| Pamela Poff | LPN, Long Term Care Highest-paid employee | 40 | $123,200 | $0 | $16,048 |
| Melissa Barton | LPN Highest-paid employee | 40 | $137,135 | $0 | $0 |
| Kristie Tyndall | LPN, Unit Manager Highest-paid employee | 40 | $109,489 | $0 | $21,220 |
| Kristina Mullins | LPN, Long Term Care Highest-paid employee | 40 | $100,773 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Levine BH PresCEO | Director, Chair Trustee or director, Officer | 0.1 | $0 | $3,557,360 | $247,091 |
| Marvin Eichorn BH EVPCAO | Director Trustee or director, Officer | 0.1 | $0 | $3,107,146 | $45,520 |
| Eric Deaton BH EVPCOO | Director Trustee or director, Officer | 0.1 | $0 | $1,268,808 | $106,688 |
| Lynn Krutak | BH EVP/CFO Officer | 0.1 | $0 | $1,209,478 | $109,728 |
| Tim Belisle BH EVPGen Cnsl | Director, Secretary End July 2022 Trustee or director, Officer | 0.1 | $0 | $827,127 | $56,231 |
| Lindy White | Former Officer Former | 0 | $0 | $363,355 | $29,806 |
| Andrew Wampler BH Gen Cnsl | Director, Secretary End April 2023 Trustee or director, Officer | 0.1 | $0 | $207,386 | $40,760 |
| Mark Chappell CFO HH | WH CFO Officer | 0.1 | $0 | $168,692 | $35,617 |
| Michele Rusek | Sr Dir L/T Care Officer | 35 | $151,390 | $0 | $28,792 |
| Melissa Barton | LPN, Long Term Care Highest-paid employee | 40 | $105,739 | $0 | $18,073 |
| Kristie Tyndall | LPN, Unit Manager Highest-paid employee | 40 | $103,397 | $0 | $18,828 |
| Julie Bennett CLOGovnc Offcr | Director, Secretary Start April 2023 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 311 PRINCETON RD STE 1, JOHNSON CITY, TN 37601-2080
- Principal officer (990 for 2024)
- Joshua McFall, 303 Med Tech Pkwy, Johnson City, TN 37604
- Signed the 990
- Joshua McFall, CFO, Corp, Retail & Non-Acute Svcs
- Phone
- (423) 302-3467
- Website
- balladhealth.org
Mission
Honor those we serve by delivering the best possible care.Ballad Health is dedicated to improving the health of the 29-county Appalachian Highlands region.
Program accomplishments
- See Schedule OExpenses $10,103,272 · revenue $7,441,019
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1859039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $2,224,987
- Income (IRS master file)
- $16,187,393
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,385,454 | $11,092,754 | $2,224,987 | IRS |
| 990 | June 2024 | $10,016,272 | $14,149,777 | $11,048,130 | XML |
| 990 | June 2023 | $9,150,384 | $13,142,889 | $12,017,543 | XML |
| 990 | June 2022 | $11,612,147 | $16,079,729 | $11,769,586 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-1859039).
Questions about WELLMONT WEXFORD HOUSE
- What is the EIN of WELLMONT WEXFORD HOUSE?
- The employer identification number (EIN) of WELLMONT WEXFORD HOUSE is 58-1859039.
- Is WELLMONT WEXFORD HOUSE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WELLMONT WEXFORD HOUSE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLMONT WEXFORD HOUSE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLMONT WEXFORD HOUSE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLMONT WEXFORD HOUSE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WELLMONT WEXFORD HOUSE?
- The 990 for the year ended June 30, 2025 names Joshua McFall.
- Who are the officers and directors of WELLMONT WEXFORD HOUSE?
- The 990 for the year ended June 30, 2025 lists 16 people; 6 received compensation from the organization.
- How much revenue does WELLMONT WEXFORD HOUSE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,385,454, expenses of $11,092,754 and total assets of $2,224,987 at year end.
Other nonprofits in JOHNSON CITY
- FIRST TENNESSEE HUMAN RESOURCE AGENCY EIN 62-0928394 · last filed 990 for 2025
- FIRST TENNESSEE DEVELOPMENT DISTRICT FOUNDATION EIN 82-4338374 · last filed 990 for 2025
- DAWN OF HOPE INC EIN 62-0798776 · last filed 990 for 2025
- FAMILIES FREE INC EIN 06-1646045 · last filed 990 for 2024
- CORE SERVICES OF NORTHEAST TENNESSEE EIN 62-1663683 · last filed 990 for 2025
- BALLAD HEALTH CENTER FOR EARLY LEARNING EIN 92-3891827 · last filed 990 for 2025
- ASSOCIATION FOR RETARDED CITIZENS OF WASHINGTON COUNTY INC EIN 62-0694557 · last filed 990 for 2025
- APPALACHIAN REGIONAL COALITION ON HOMELESSNESS INC EIN 30-0224760 · last filed 990 for 2025