2024-05-06T09:40:44-05:00 2023-06-30 990 2022-07-01 581418345 Mountain States Health Alliance Auxiliary MOUN 4233023467 311 Princeton Road Suite 1 Johnson City TN 37601 Lynnis Hornsby President 4233023467 2024-05-06 Lynnis Hornsby 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Lynnis Hornsby 400 N St of Franklin Rd Johnson Cty TN 37604 1338606 0 X balladhealth.org X 1980 TN To render services to Ballad Health and its related hospitals. 12 11 0 305 0 0 0 129 0 0 23714 16916 393729 605606 417443 622651 5426 4426 0 0 317957 388085 0 0 0 161530 163732 484913 556243 -67470 66408 2490283 2752938 692484 863922 1797799 1889016 X 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. 0 0 470094 4426 539272 See Schedule O 470094 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Shane Hilton 4233023467 303 Med Tech Parkway Suite 300 Johnson City TN 37604 Lynnis Hornsby President 18.00 22.00 X X 0 108870 158 Loretta Peeks Director 1.50 X 7386 0 0 Frances Adams Director 0.40 X 0 0 0 Ida Cook Director 0.20 X 0 0 0 Patsy Sorah Director 0.20 X 0 0 0 Alane Lovern Director 0.10 X 0 0 0 Susan Higginbotham Chair 1.20 X X 0 0 0 Gloria Mouton Director 1.50 X 0 0 0 Vivian Lyle Director 0.40 X 0 0 0 Mary Brumit Secretary 1.20 X X 0 0 0 Carol Edmiston Director 1.40 X 0 0 0 Carl Voigt Treasurer 1.20 X X 0 0 0 7386 108870 158 0 0 0 0 0 129 129 16916 16916 1255227 715955 539272 539272 Commissions 900099 62574 62574 THA Refunds 900099 3760 3760 66334 622651 539272 0 83250 4426 4426 7455 7455 343395 343395 19851 19851 17384 17384 69 69 11821 3630 8191 71369 17991 53378 13169 13169 6292 1950 4342 23645 23645 Maintenance 20204 20204 Contributions 11174 4174 7000 Taxes - Other 2955 2955 Dues & Subscriptions 1310 1310 1724 1724 556243 470094 86149 0 76756 60314 9317 9326 44143 12148 1567881 1866316 839235 761706 101174 77529 691012 727305 2490283 2752938 44823 15057 647661 848865 692484 863922 X 1707813 1794030 89986 94986 1797799 1889016 2490283 2752938 X 66408 19809 5000 X 0 1 X 1 1 1 X X 5 Mountain States Health Alliance 620476282 3 1 0 0 Smyth County Community Hospital 540794913 3 0 0 0 Wellmont Health System 621636465 3 0 0 0 Takoma Regional Hospital 510603966 3 0 0 0 Dickenson Community Hospital 770599553 3 0 0 0 5 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV, Sec. A, Line 1 - Supported Orgs Not Listed By Name The Auxiliary's Bylaws do not list each supported organization by name. However, Article II ("Purpose") of the Bylaws state "Mountain States Auxiliary is organized exclusively for charitable, religious, educational and scientific purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1954, as amended. Specifically, Mountain States Auxiliary is organized to render service to Mountain States Health Alliance and its patients and to assist Mountain States Health Alliance in promoting the health and welfare of the community in accordance with the objectives established by the institution." Article VI ("Auxiliary Divisions") of the Bylaws state "Mountain States Auxiliary shall operate seperate divisions for the various healthcare facilities affiliated with or operated by Mountain States Health Alliance (each an "Auxiliary Division.")" Part IV, Sec. A, Line 6 - Support to External Entity MSHA Auxiliary provided small dollar contributions to other organizations that do not meet the criteria in Lines 6(I)-6(III). For example, $7,000 was donated to Society for Healthcare Volunteer Leaders, which helps provide support and educational development for volunteerism in healthcare organizations. $1,000 was donated to Smyth County Department of Social Services and $4,000 was donated to the Heart to Heart Volunteer Program. 294352 235923 58429 168520 153813 14707 376363 371970 4393 77529 Due to Affiliates 848865 848865 X Part X, Line 2: Mountain States Health Alliance Auxiliary is included in the audited consolidated financial statements of Ballad Health. The footnote explanation relative to income taxes reads: "Ballad is classified as an organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for federal income taxes is included in the accompanying consolidated financial statements. Taxable subsidiaries are discussed in Note K. No significant uncertain tax positions exist at June 30, 2023 and 2022. Tax returns for 2020 through 2022 are subject to examination by the Internal Revenue Service." Form 990, Part III, Line 4a - Program Service Accomplishments Mountain States Health Alliance Auxiliary renders services to Ballad Health and its related hospitals; its patients, guests, and team members, while assisting Ballad Health in promoting the health and welfare of the community served, and it functions as an advisory board to the Mountain States Health Alliance volunteer and auxiliary resources leadership team. In February 2018, Mountain States Health Alliance (MSHA) and Wellmont Health System (WHS) merged to form Ballad Health (BH), a tax-exempt entity and parent company of MSHA and WHS. In addition to the volunteers reflected in our "active" volunteer count reported on Line 6 of Part I, home volunteers continue to crochet or knit baby blankets and caps, quilt or sew lap blankets for patients, hats for cancer patients, large Christmas stockings for babies born in December, and other items for cancer patients, as well as perform clerical work from home. Each volunteer helps to ensure that every patient at a Ballad Health facility receives the best possible care. There are many service and special project opportunities for volunteers throughout Ballad Health's service areas. The leadership within Mountain States Health Alliance volunteer and auxiliary resources departments work very closely with volunteers to ensure appropriate volunteer placement. This allows volunteers to provide service in an area that matches their passions, interests, and abilities. There has been an increase in the number of applications received for student volunteers, many of which are interested in pursuing a career in healthcare. Volunteering at a Ballad Health facility enables students to gain practical hands-on experience and helps develop vital skills that can be applied to their careers. It is the auxiliary's responsibility to support these students and educate them on the integration of empathy into the patient experience. This allows these volunteers to create a healthier region by accelerating healthy outcomes for patients, caregivers and communities as current students and as future clinicians. Auxiliary volunteers have the same onboarding process as paid team members; including, but not limited to, required immunizations, orientation, competencies, and unit/department training where they will serve and be wearing masks. Annual self-evaluations and educational opportunities are conducted to ensure a consistent provision of quality service to patients, visitors, and team members. Volunteers are also one of the best ways to gain feedback from the communities Ballad Health serves. This input is used to continually improve the care offered at all Ballad Health facilities. Volunteers play a key role in a variety of departments, including business offices, reception desks, gift shops, blood banks, and many others. They work throughout the year to assist hospital staff, patients, and patient families. Some services provided by auxiliary volunteers during FY23 included: The Pet Therapy Program, active throughout the health system, brings specially trained dogs in to lift the spirits of patients and create a healing environment. Studies have confirmed therapy dogs help people physically, emotionally, and socially by providing greater comfort and happiness; decreasing stress, anxiety, blood pressure, and heart rates; and by providing patients with unconditional love. Each dog in the program is trained and certified by a nationally recognized therapy dog program. Auxiliary pet therapy volunteers are also called to local colleges such as East Tennessee State University, Emory & Henry College, and Milligan University to assist students with destressing. Additionally, they are present at Camp Firefly, a free, one-day camp designed for children and teenagers who have experienced the death of a loved one. Therapy dogs are there for children who need one-on-one comfort or a few minutes to decompress. The Pet Therapy program has extended to Greeneville Community Hospital and to Lonesome Pine Hospital. Volunteers currently staff Johnson City Medical Center's (JCMC) ICU, which is the region's only Level I trauma center. Volunteers also staff JCMC's information desk. Volunteers at Bristol Regional Medical Center (BRMC) began a new program, Posies for Patients. Left over floral arrangements from funeral homes, weddings and other special events are brought to the hospital where volunteers arrange the flowers in bud vases and distribute to patients. This program has been welcomed with open arms. Housekeeping picks up the empty vases when patients leave and return them to the volunteer office to be sanitized and used again. The Regional Cancer Center of Kingsport located by Indian Path Community Hospital (IPCH) currently has volunteers serving there. The volunteers provide support for the patients, families, and staff by offering drinks, snacks, blankets, and pillows as well as serving lunches. They also provide a Courtesy Cart program which helps facilitate transportation of patients. Most volunteers are cancer survivors who are genuinely interested in the patients as individuals, making the Center's oncology visits less stressful. In June of 2023, high school and college students were welcomed into participating here as volunteers and interacting with patients. The students, the patients and the staff proclaimed this program as a success. At Greeneville Community Hospital, volunteers service the outpatient desk, laboratory, radiation oncology, womens center/breast health awareness, and volunteer office. With delivery of gift shop flowers, cards, and newspapers daily, the volunteers strive to make a difference in the lives of patients and their families. The auxiliary has placed a family surgical lounge volunteer in the lounge and in our medical office buildings. The Greeneville Auxiliary Volunteers donate to a local food bank and to the Coal Fund, a program operated by a local ministry that aids with heating bills for those in need. Smyth County Community Hospital Auxiliary is continuing to provide Cancer Bags for patients. Bags are filled with items that are appropriate for these patients such as chap stick, lotion, CD's, blankets, water, and other items. This has been very well received by patients. The volunteer leading this program has won the Servant's Heart Award. Smyth County Community Hospital's nursing care facility, Frances Marion Manor and Rehabilitation, has a volunteer program where a highly trained volunteer sits with a patient and encourages the patient to eat. This includes opening cartons of milk or juice or packets and providing a dinner time companion which helps the patient have a better mealtime experience. This program in other hospitals has shown to improve outcomes resulting in patients eating better and experiencing positive social interaction. Fresh baked cookies are served in waiting rooms to the visitors at IPCH. Auxiliary-operated gift shops, which are in most Ballad Health hospitals, provide merchandise for patients, visitors, and team members. The gift shop volunteers not only sell merchandise; but provide a listening ear to family members needing to verbalize concerns about their hospitalized family members. Vendor sales, which were suspended due to COVID-19, are once again being allowed with Ballad hospitals. The auxiliary is also continuing to offer virtual sales which allows team members to order items online and receive their purchases by mail to their home. Volunteer Chaplains: The staff of the Spiritual and Pastoral Care Department endeavors to affirm and respect each person, to be inclusive of all, and to approach diverse religious convictions with sensitivity. Employed chaplains are supplemented by a high-quality core of volunteer chaplains composed of representatives of various denominations in the area. In selecting these persons, the auxiliary seeks people who will adhere to its Code of Ethics and will attempt to relate to each patient's particular religious/spiritual understanding and not proselytize or coerce. Each volunteer chaplain participating in the Ballad Health Spiritual and Pastoral Care Department goes through a rigorous interview and training regimen found in its Guide to Clinical Practice. This 57-page document orients individuals to Pastoral Care at Ballad Health facilities. Volunteer chaplains work in hospitals throughout Ballad Health. They provide pastoral care visitation and support to patients, families of patients and team members. Where implemented, chaplain programs are on-call, 24 hours a day, 7 days a week. At larger hospitals, there are spiritual care volunteers who provide scheduled coverage and daily visitations for added support and presence. In addition to the many volunteer hours provided to the hospitals, the auxiliary raises money for the hospitals to help fund needed projects. Individual Ballad Health hospitals make a donation request to the auxiliary. Funding is made to a hospital only after the auxiliary board has reviewed and approved a request. Most often, donations fund small capital items such as a piece of medical equipment or items directed toward improved patient care or comfort. COVID-19: COVID-19 has had a significant effect on all services provided by volunteers and donations to the hospitals. The pandemic had significantly limited the number of areas volunteers could serve. In FY23, volunteers were once again allowed to serve on units and enter patient rooms following guidelines. Form 990, Part V, Line 1a For CY22 Ballad Health (BH), the parent organization of both Mountain States Health Alliance Auxiliary and Mountain States Health Alliance, filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. The Auxiliary reimburses BH for all expenses related to vendor payments and the expenses are recorded on the Auxiliary's books. Form 990, Part VI, Section A, line 7a The Auxiliary President is an employee of Mountain States Health Alliance (MSHA). Her continued employment is subject to approval by the MSHA Board of Directors. Form 990, Part VI, Section A, line 7b Governance decisions of the Auxiliary are subject to approval by MSHA's Board of Directors. Form 990, Part VI, Section B, line 11b The Ballad Health Tax Department prepares and reviews the Form 990. During preparation other functional areas within the organization provide information and support to complete an accurate return. The return is reviewed by the Auxiliary's President and is provided in electronic form to all members of the Board of Directors prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c Ballad Health policy requires Board of Directors and Board Committee members, the Executive Chair/President, and Executive Vice Presidents to complete a conflict of interest disclosure statement on an annual basis. Ballad Health policy also requires team members to complete an annual acknowledgement that they have read and understand the conflict of interest policy and they will complete a conflict of interest disclosure statement if they have a conflict of interest. Should a conflict arise, it is the responsibility of the conflicted individual to update his or her disclosure immediately. All meetings of the board or board committees have a standing agenda item first on the agenda titled "Conflicts of Interest". If a member of the board or board committee has a conflict of interest involving any issue on the board agenda, he or she must declare the conflict of interest during the period allotted for disclosure. If any issue arises during a meeting in which the board member has a conflict of interest, he or she must immediately declare the conflict. While each member of the board or board committee is responsible for disclosing conflicts of interest, it is also the responsibility of any board member aware of a conflict which has not been disclosed to ensure the board is made aware. The presiding officer of a board or board committee meeting may ask a conflicted member to excuse themselves from the meeting during the discussion related to the issue with which the conflict of interest applies. Under no circumstances shall a member vote on a matter that gives rise to a potential conflict. This applies to all Ballad Health organizations. Form 990, Part VI, Section B, line 15 Form 990, Part VI, Line 15a - Compensation Process for Top Official: The Auxiliary is led by a director of Mountain States Health Alliance and undergoes the same employment requirements of any director level team member. Since the director is not a Vice-President or in a senior leadership position, her compensation and benefits are consistent with other MSHA non-executive positions. Form 990, Part VI, Section C, line 19 Governing documents and conflict of interest policy are made available upon request to appropriate parties requesting them. Financial statements are made available upon request to appropriate parties requesting them, and they are made available to those parties who own indebtedness of the company on a quarterly basis. Form 990, Part XI, line 9: Temporarily Restricted Grants 5,000. 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