Nonprofit · EIN 81-4193950
APELLA HEALTH MANAGEMENT INC
Tax-exempt · SPARTANBURG, SC 29303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $524,676,090 | $511,554,532 | $13,121,558 | $101,396,949 | $47,706,679 | $53,690,270 |
| September 30, 2024 | 990 | $473,759,564 | $463,222,571 | $10,536,993 | $78,430,719 | $37,862,007 | $40,568,712 |
| September 30, 2023 | 990 | $405,021,942 | $399,365,996 | $5,655,946 | $61,151,196 | $31,119,477 | $30,031,719 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $522,344,471
- Investment income
- $2,331,619
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $4,484,956
- Other salaries and wages
- $408,867,432
- Salaries, compensation and benefits (total)
- $500,298,779
- Professional fundraising fees
- $0
- Accounting fees
- $133,900
- Depreciation
- $10,738
- Program services (functional)
- $496,802,951
- Management and general (functional)
- $14,751,581
Balance sheet and other
- Total assets, start of year
- $78,430,719
- Total assets, end of year
- $101,396,949
- Total liabilities, end of year
- $47,706,679
- Net assets, end of year
- $53,690,270
- Land, buildings and equipment
- $66,107
- Publicly traded securities
- $25,161,934
- Net assets without donor restrictions
- $53,690,270
- Gross unrelated business income
- -$170,541
- Gross receipts
- $524,676,090
- Employees
- 8,982
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- SC
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELMER HOLSTIEN | PRESIDENT/CEO Key employee | 40 | $2,072,543 | $0 | $661,502 |
| MICHAEL ORSECK MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,407,781 | $9,004 |
| BRUCE DAVIS | EVP/CFO Key employee | 40 | $921,082 | $0 | $189,667 |
| MARK AYCOCK | VP-OPERATIONS Former | 40 | $981,075 | $0 | $32,542 |
| MARIA WILLIAMSON | VP-MARKETING Highest-paid employee | 40 | $593,391 | $0 | $13,009 |
| BRETT ENGLISH | VP FINANCE Highest-paid employee | 40 | $507,092 | $0 | $41,224 |
| MARY JANE JENNINGS | CHIEF NURSING OFFICER-SMC Highest-paid employee | 40 | $509,525 | $0 | $31,671 |
| WELLESLEY ALEXANDER MD | TREASURER Trustee or director | 1 | $0 | $509,278 | $24,837 |
| PARKES COGGINS | VICE PRESIDENT HEART/VASCULAR AND ONCOLOGY SERVICES Highest-paid employee | 40 | $454,207 | $0 | $36,909 |
| CODY BUTTS | PRESIDENT - RURAL DIVISION HOSPITALS Highest-paid employee | 40 | $384,285 | $0 | $36,467 |
| NATASHIA JETER MD | BOARD MEMBER Trustee or director | 1 | $0 | $331,797 | $24,584 |
| D BYRD MILLER III | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JON JENSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE O'NEILL | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT BARRETT | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT MONTGOMERY | BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY CASH | BOARD MEMBER Trustee or director | 1 | $0 |
| VIC BAILEY III | SECRETARY Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Bruce Holstien | President/CEO Key employee | 40 | $1,860,115 | $0 | $378,390 |
| Michael Orseck MD | Board Member Trustee or director | 1 | $0 | $1,696,103 | $15,051 |
| Mark Aycock | VP-Operations Key employee | 40 | $1,296,151 | $0 | $27,383 |
| Bruce Davis | EVP/CFO Key employee | 40 | $1,081,140 | $0 | $157,948 |
| Kenneth Meinke | EVP/CFO Former | 40 | $946,343 | $0 | $30,028 |
| Wellesley Alexander MD | Board Member Trustee or director | 1 | $0 | $516,576 | $22,654 |
| David Church | FOUNDATION PRESIDENT Highest-paid employee | 40 | $472,588 | $0 | $33,197 |
| Maria Williamson | VP-MARKETING Highest-paid employee | 40 | $457,169 | $0 | $13,156 |
| Brett English | VP Finance Highest-paid employee | 40 | $418,841 | $0 | $37,947 |
| Mary Jennings | CHIEF NURSING OFFICER-SMC Highest-paid employee | 40 | $421,725 | $0 | $30,028 |
| Paul Newhouse | PRESIDENT-UMC Highest-paid employee | 40 | $351,745 | $0 | $23,030 |
| Ashley Allen | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| D Byrd Miller III | Chair Trustee or director | 1 | $0 | $0 | $0 |
| Katherine O'Neil | Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| Mary L Thomas | Past Chair Trustee or director | 1 | $0 | $0 | $0 |
| Robert Barrett | Secretary Trustee or director | 1 | $0 | $0 | $0 |
| Scott Montgomery | Treasurer Trustee or director | 1 | $0 | $0 | $0 |
| Terry Cash | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Vic Bailey III | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE HOLSTEIN | PRESIDENT/CEO Officer | 40 | $2,096,756 | $0 | $282,157 |
| MARK AYCOCK | VP-OPERATIONS Officer | 40 | $1,784,439 | $0 | $84,887 |
| MICHAEL ORSECK MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,452,730 | $20,721 |
| KENNETH MEINKE | FORMER VP-FINANCE/CHIEF ADMINISTRATIVE OFFICER Former | 40 | $1,193,390 | $0 | $84,634 |
| BRUCE DAVIS | EVP, CFO Officer | 40 | $460,510 | $0 | $79,282 |
| WELLESLEY ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 | $493,649 | $20,721 |
| MARIA WILLIAMSON | VP-MARKETING Highest-paid employee | 40 | $467,517 | $0 | $11,677 |
| MARY JENNINGS | CHIEF NURSING OFFICER-SMC Highest-paid employee | 40 | $397,330 | $0 | $18,316 |
| DAVID CHURCH | FOUNDATION PRESIDENT Highest-paid employee | 40 | $368,683 | $0 | $31,221 |
| PARKES COGGINS | VP-OPERATIONS Highest-paid employee | 40 | $332,576 | $0 | $36,841 |
| PAUL NEWHOUSE | PRESIDENT-UMC Highest-paid employee | 40 | $338,483 | $0 | $25,066 |
| D BYRD MILLER III | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT MONTGOMERY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHERINE O'NEIL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROB BARRETT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY L THOMAS | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ASHLEY ALLEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY CASH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VIC BAILEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 N PINE ST, SPARTANBURG, SC 29303-3769
- Principal officer (990 for 2024)
- BRUCE HOLSTIEN, 700 N PINE STREET, SPARTANBURG, SC 29303
- Signed the 990
- BRUCE DAVIS, EVP, CHIEF FINANCIAL OFFICER
- Phone
- (864) 560-5010
- Website
- WWW.APELLAHEALTH.COM
- Return prepared by
- FORVIS MAZARS LLP
Mission
APELLA HEALTH MANAGEMENT WAS FORMED TO PROVIDE CERTAIN CHARITABLE AND HEALTH CARE SERVICES TO THE BENEFIT OF SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT, INC., A PUBLIC HOSPITAL CORPORATION AND POLITICAL SUBDIVISION OF THE STATE OF SOUTH CAROLINA, IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF SPARTANBURG COUNTY COMMUNITIES IN SOUTH CAROLINA AND OTHER SURROUNDING COMMUNITIES.
Program accomplishments
- THE ORGANIZATION WAS FORMED TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY AND LESSEN THE BURDENS OF GOVERNMENT BOTH WITHIN THE MEANING OF SECTION 501(C) (3) OF THE CODE BY PROVIDING CERTAIN ESSENTIAL CHARITABLE AND HEALTH CARE SERVICES, INCLUDING MANAGEMENT SERVICES TO THE SPARTANBURG RETIONAL HEALTH SERVICES DISTRICT, A STATE INSTRUMENTALITY OF SOUTH CAROLINA (THE "DISTRICT"). SUCH SERVICES ARE ESSENTIAL IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF THE COMMUNITIES IN AND SURROUNDING SPARTANBURG. THE DISTRICT'S HEALTH CARE FACILITIES, INCLUDE FIVE (5) ACUTE-CARE HOSPITALS; A LONG TERM ACUTE CARE HOSPITAL; TWO LONG-TERM CARE FACILITIES; A HOSPICE HOME AND IN-HOME HOSPICE SERVICES; A PHYSICIAN GROUP CONSISTING OF OVER 481 PHYSICIANS LOCATED THROUGHOUT THE DISTRICT'S SERVICE AREA; AND OTHER RELATED ENTITIES. PROVING THESE SERVICES, THE ORGANIZATION'S ACTIVITIES ALLOW THE DISTRICT TO BETTER ACHIEVE ITS CHARITABLE AND GOVERNMENTAL PURPOSES.Expenses $496,802,951 · revenue $522,515,012
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 81-4193950
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2017
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $101,396,949
- Income (IRS master file)
- $524,676,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $524,676,090 | $511,554,532 | $101,396,949 | XML |
| 990 | September 2024 | $473,759,564 | $463,222,571 | $78,430,719 | XML |
| 990 | September 2023 | $405,021,942 | $399,365,996 | $61,151,196 | XML |
| 990 | September 2022 | $335,907,316 | $329,351,686 | $51,496,580 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 81-4193950).
Questions about APELLA HEALTH MANAGEMENT INC
- What is the EIN of APELLA HEALTH MANAGEMENT INC?
- The employer identification number (EIN) of APELLA HEALTH MANAGEMENT INC is 81-4193950.
- Is APELLA HEALTH MANAGEMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to APELLA HEALTH MANAGEMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does APELLA HEALTH MANAGEMENT INC 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 APELLA HEALTH MANAGEMENT INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did APELLA HEALTH MANAGEMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of APELLA HEALTH MANAGEMENT INC?
- The 990 for the year ended September 30, 2025 names BRUCE HOLSTIEN.
- Who are the officers and directors of APELLA HEALTH MANAGEMENT INC?
- The 990 for the year ended September 30, 2025 lists 18 people; 8 received compensation from the organization, the highest $2,072,543 (ELMER HOLSTIEN, PRESIDENT/CEO).
- How much revenue does APELLA HEALTH MANAGEMENT INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $524,676,090, expenses of $511,554,532 and total assets of $101,396,949 at year end.
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