Nonprofit · EIN 62-1308216
WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE
Tax-exempt · JOHNSON CITY, TN 37601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,674,072 | $1,029,538 | $644,534 | $497,903 | -$7,285 | $505,188 |
| June 30, 2024 | 990 | $902,160 | $1,507,234 | -$605,074 | $595,043 | $733,206 | -$138,163 |
| June 30, 2023 | 990 | $897,212 | $1,543,514 | -$646,302 | $569,717 | $102,806 | $466,911 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $224
- Program service revenue
- $589,288
- Investment income
- $1,074,894
- Net gain from sales of assets
- $1,074,894
- Other revenue
- $9,666
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $557,596
- Salaries, compensation and benefits (total)
- $645,089
- Professional fundraising fees
- $0
- Occupancy
- $57,711
- Travel
- $891
- Depreciation
- $38,605
- Program services (functional)
- $1,014,132
- Management and general (functional)
- $15,406
Balance sheet and other
- Total assets, start of year
- $595,043
- Total assets, end of year
- $497,903
- Total liabilities, end of year
- -$7,285
- Net assets, end of year
- $505,188
- Net assets without donor restrictions
- $505,188
- Gross receipts
- $1,949,178
- Employees
- 23
- 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 | $76,183 |
| 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 Gnsl | 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 | MH CFO Officer | 0.1 | $0 | $187,393 | $40,345 |
| Michele Rusek | Sr Dir L/T Care Officer | 5 | $0 | $158,995 | $34,369 |
990 for the year ended June 30, 2024: 10 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 Gnsl | Former Officer Former | 0 | $0 | $398,602 | $62,837 |
| Mark Chappell CFO HH | MH CFO Officer | 0.1 | $0 | $179,734 | $37,699 |
| Michele Rusek | Sr Dir L/T Care Officer | 5 | $0 | $154,548 | $31,622 |
| Tim Belisle | Former Officer Former | 0 | $0 | $162,508 | $2,542 |
990 for the year ended June 30, 2023: 10 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 Gnsl | Director, Secretary End April 2023 Trustee or director, Officer | 0.1 | $0 | $207,386 | $40,760 |
| Mark Chappell CFO HH | MH CFO Officer | 0.1 | $0 | $168,692 | $35,617 |
| Michele Rusek | Sr Dir L/T Care Officer | 5 | $0 | $151,390 | $28,792 |
| 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
- In care of
- % FINANCE
- 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 $1,014,132 · revenue $589,288
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
- 62-1308216
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $497,903
- Income (IRS master file)
- $1,949,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,674,072 | $1,029,538 | $497,903 | IRS |
| 990 | June 2024 | $902,160 | $1,507,234 | $595,043 | XML |
| 990 | June 2023 | $897,212 | $1,543,514 | $569,717 | XML |
| 990 | June 2022 | $808,200 | $1,448,600 | $591,023 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 62-1308216).
Questions about WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE
- What is the EIN of WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE?
- The employer identification number (EIN) of WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE is 62-1308216.
- Is WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE 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-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE 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-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE 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-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE?
- The 990 for the year ended June 30, 2025 names Joshua McFall.
- Who are the officers and directors of WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does WELLMONT-MADISON HOUSE ALZHEIMERS CENTER OF UPPER E TENNESSEE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,674,072, expenses of $1,029,538 and total assets of $497,903 at year end.
Other nonprofits in JOHNSON CITY
- MOUNTAIN STATES HEALTH ALLIANCE EIN 62-0476282 · last filed 990 for 2025
- WELLMONT HEALTH SYSTEM EIN 62-1636465 · last filed 990 for 2025
- JOHNSTON MEMORIAL HOSPITAL INC EIN 54-0544705 · last filed 990 for 2025
- WELLMONT MEDICAL ASSOCIATES INC EIN 27-0898372 · last filed 990 for 2025
- TAKOMA REGIONAL HOSPITAL INC EIN 51-0603966 · last filed 990 for 2025
- BALLAD HEALTH EIN 61-1771290 · last filed 990 for 2025
- WELLMONT CARDIOLOGY SERVICES EIN 26-3557623 · last filed 990 for 2025
- SMYTH COUNTY COMMUNITY HOSPITAL EIN 54-0794913 · last filed 990 for 2025