2025-01-31T11:55:24-06:00 2024-06-30 990 2023-07-01 581418345 Ballad Health Auxiliary BALL 4233023467 311 Princeton Road Suite 1 Johnson City TN 37601 Lynnis Hornsby President 4233023467 2025-01-31 1 P03077501 2023 2025-03-06 01:10:19Z X Lynnis Hornsby 400 N St of Franklin Rd Johnson Cty TN 37604 1364312 0 X balladhealth.org X 1980 TN To render services to Ballad Health and its related hospitals. 11 10 0 740 0 0 129 0 0 0 16916 50526 605606 591669 622651 642195 4426 22620 0 0 388085 385570 0 0 0 163732 158302 556243 566492 66408 75703 2752938 3054790 863922 1072136 1889016 1982654 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 460290 22620 520463 See Schedule O 460290 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 1 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 11 10 0 0 1 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 40.00 0.00 X X 0 112969 163 Susan Higginbotham Chair 1.20 0.00 X X 0 0 0 Mary Brumit Secretary 0.40 0.00 X X 0 0 0 Carl Voigt Treasurer 1.20 0.00 X X 0 0 0 Loretta Peeks Past Chair 1.50 0.00 X 0 0 0 Vivian Lyle Director 0.20 0.00 X 0 0 0 Frances Adams Director 0.20 0.00 X 0 0 0 Patsy Sorah Director 0.20 0.00 X 0 0 0 JoAnn Clark Director 0.80 0.00 X 0 0 0 Nancy Robinson Director 1.20 0.00 X 0 0 0 Teresa Tignor Director 1.20 0.00 X 0 0 0 0 112969 163 0 0 0 0 0 19969 19969 30557 0 30557 30557 30557 1242580 722117 520463 520463 Commissions 900099 71206 71206 71206 642195 520463 0 121732 22620 22620 357935 357935 17025 17025 10610 10610 67 67 31192 9579 21613 76388 18015 58373 1140 1140 7804 7804 12253 11323 930 Maintenance 21543 8513 13030 Taxes - Other 3611 3611 4304 1059 3245 566492 460290 106202 0 60314 74987 9326 141 12148 32043 1866316 2087015 814346 749070 77529 65276 727305 795328 2752938 3054790 15057 13797 848865 1058339 863922 1072136 X 1794030 1887668 94986 94986 1889016 1982654 2752938 3054790 75703 17935 0 X 0 1 X 1 1 1 X X 7 Mountain States Health Alliance 620476282 3 0 0 12104 Smyth County Community Hospital 540794913 3 0 0 3148 Johnston Memorial Hospital 540544705 3 0 0 0 Dickenson Community Hospital 770599553 3 0 0 0 Wellmont Health System 621636465 3 0 0 0 Takoma Regional Hospital 510603966 3 0 0 7368 Wellmont Hawkins Co Memorial Hosp 621816368 3 0 0 0 7 0 22620 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 Part I, Line 12g - Column vi The auxiliary raises money for Ballad Health hospitals to help fund needed projects and assist with patient needs. 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 states "The 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 1986, as the same may be amended from time to time. Specifically, the Auxiliary is organized to render service to Ballad Health hospitals and their patients, and to assist Ballad Health in promoting the health and welfare of the community in accordance with the objectives estblished by the institution." Article VI ("Auxiliary Divisions") of the Bylaws states "The Auxiliary's Board of Directors, in its sole discretion, shall operate seperate divisions for the various healthcare facilities affiliated with or operated by Ballad Health (each an "Auxiliary Division.")" Part IV, Sec. A, Line 5a - Supported Orgs Added The Mountain States Health Alliance Auxiliary's Bylaws and Charter were amended during the tax year to change the name to Ballad Health Auxiliary. The amended Bylaws and Charter state that the auxiliary renders services to Ballad Health and its related hospitals. Two hospitals not included under the previous Bylaws and Charter were added to the list of supported organizations: Johnston Memorial Hospital FEIN: 54-0544705 Wellmont Hawkins County Memorial Hospital FEIN: 62-1816368 294352 238845 55507 168520 159350 9170 351474 350875 599 65276 Due to Affiliates 1058339 1058339 X Part X, Line 2: Ballad Health 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, 2024 and 2023. Tax returns for 2021 through 2023 are subject to examination by the Internal Revenue Service." 1 Mountain States Health Alliance 311 Princeton Road Suite 1 Johnson City TN 37601 620476282 501c3 0 12104 Cost Items purchased for MSHA hospitals/patient needs Takoma Regional Hospital dba Greeneville Community Hospital 1420 Tusculum Boulevard Greeneville TN 37643 510603966 501c3 0 7368 Cost Items purchased for the hospital waiting area 2 Part I, Line 2: Ballad Health Auxiliary's primary role is to support hospitals within the Ballad Health system. As such, the auxiliary's donations are directed to the specific needs of the hospitals. In most cases, the donations are to fund patient care needs or visitor areas such as waiting rooms. Donations are approved by the auxiliary's Board of Directors. Form 990, Part III, Line 4a - Program Service Accomplishments In November 2023, Mountain States Health Alliance Auxiliary amended our Bylaws and Charter to change our name to Ballad Health Auxiliary. The auxiliary continues to render 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 communities served, and functions as an advisory board to the Ballad Health Corporate Volunteer/Auxiliary Department. 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 Ballad Health 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. 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 FY24 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, Norton Community Hospital, Bristol Regional Medical Center, Indian Path Community Hospital and will be extending to all Ballad facilities. 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 and surgery waiting room desks. The addition of a new director of volunteers at the Washington County Tennessee hospitals has resulted in an increase of 300% in volunteers and 100% in areas served. Volunteers at Bristol Regional Medical Center and Johnson City Medical Center have begun rounding on patients, which has significantly improved the number of patients surveyed. 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. 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, women's 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. 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. A gift shop volunteer won the servants heart award this year. 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 are slowly coming back to Ballad Health hospitals after COVID-19. 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 request donations from 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. In summary, not only was a new volunteer director hired for the Washington County, Tennessee hospital, but new volunteer managers will soon be hired for the Kingsport Market Volunteer Department and for Greeneville Community Hospitals. Form 990, Part V, Line 1a For Calendar Year 2023, Ballad Health, the parent organization of Ballad Health Auxiliary, filed Form 1096 on a consolidated basis for all subsidiaries that were required to file Forms 1099-MISC/NEC. The auxiliary reimburses Ballad Health for all expenses related to vendor payments and the expenses are recorded on the auxiliary's books. Form 990, Part VI, Section A, line 4 In November 2023, Mountain States Health Alliance Auxiliary amended our Bylaws and Charter to change our name to Ballad Health Auxiliary. The auxiliary continues to render services to Ballad Health and its related hospitals; its patients, guests, and team members. Form 990, Part VI, Section A, line 7a The auxiliary President is an employee of Ballad Health. Her continued employment is subject to approval by the Ballad Health Board of Directors. Form 990, Part VI, Section A, line 7b Governance decisions of the auxiliary are subject to approval by Ballad Health'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 corporate director of Ballad Health 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 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. Mountain States Health Alliance 303 Med Tech Parkway Suite 300 Johnson City TN 37604 620476282 Hospital System TN 501C3 Line_3_Hospital_Coop BALLAD 0 Ballad Health Foundation 1019 West Oakland Avenue Suite 2 Johnson City TN 37604 581594191 Fundraiser TN 501C3 Line_7_Organization_ BALLAD 0 Smyth County Community Hospital 245 Medical Park Drive Marion VA 24354 540794913 Hospital VA 501C3 Line_3_Hospital_Coop MSHA 0 Dickenson Community Hospital Inc 312 Hospital Drive Clintwood VA 24228 770599553 Hospital VA 501C3 Line_3_Hospital_Coop WHS 0 Johnston Memorial Hospital Inc 16000 Johnston Memorial Drive Abingdon VA 24211 540544705 Hospital VA 501C3 Line_3_Hospital_Coop MSHA 0 Abingdon Physician Partners 16000 Johnston Memorial Drive Abingdon VA 24211 205485346 Medical Services VA 501C3 12a JMH 0 Ballad Health 303 Med Tech Parkway Suite 300 Johnson City TN 37604 611771290 Supporting Organization TN 501C3 12b N/A 0 East TN Healthcare Holdings Inc 203 Gray Commons Circle Suite 110 Gray TN 37615 815475903 Opioid Treatment TN 501C3 Line_3_Hospital_Coop MSHA 0 Wellmont Health System 303 Med Tech Parkway Suite 300 Johnson City TN 37604 621636465 Hospital System TN 501C3 Line_3_Hospital_Coop BALLAD 0 Wellmont Hawkins Co Memorial Hosp Inc 851 Locust Street Rogersville TN 37857 621816368 Hospital TN 501C3 Line_3_Hospital_Coop WHS 0 Takoma Regional Hospital Inc DBA GCH 1420 Tusculum Boulevard Greeneville TN 37745 510603966 Hospital TN 501C3 Line_3_Hospital_Coop WHS 0 Wellmont Cardiology Services 303 Med Tech Parkway Ste 220B Johnson City TN 37604 263557623 Medical Services TN 501C3 Line_10_Organization WHS 0 Wellmont Medical Associates Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 270898372 Medical Services TN 501C3 Line_7_Organization_ WHS 0 Wellmont Madison House 2000 Greenway Street Kingsport TN 37660 621308216 Assisted Living TN 501C3 Line_10_Organization WHS 0 Wellmont Wexford House 2421 N John B Dennis Hwy Kingsport TN 37660 581859039 Nursing Home TN 501C3 Line_10_Organization WHS 0 Wellmont Imaging Services Inc 400 N State of Franklin Road Johnson City TN 37604 861103148 Healthcare TN 501C3 12a WHS 0 Ballad Health Center for Early Learning 400 N State of Franklin Road Johnson City TN 37604 923891827 Child Day Care Services TN 501c3 Line_10_Organization BALLAD 0 Emmaus Community Healthcare PLLC 6419 Bristol Hwy Piney Flats TN 37686 200577483 Medical Services TN N/A 0 0 Medical Specialists of JC LLC 2528 Wesley St Ste 2 Johnson City TN 37601 272199037 Medical Services TN N/A 0 0 East TN Ambulatory Surgery Cntr 701 Med Tech Prkwy Ste 100 Johnson City TN 37604 621787537 Medical Services TN N/A 0 0 Quality Improvement Ptrs LLC 2528 Wesley St Ste 2 Johnson City TN 37601 861932106 Healthcare TN N/A 0 0 Blue Ridge Medical Management Corp 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621490616 Medical Services TN N/A C 0 Mediserve Medical Equipment of Kingsport Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621212286 Durable Medical Equipment TN N/A C 0 Mountain States Properties Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621845895 Property Management TN N/A C 0 Mountain States Physician Group Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621700412 Medical Services TN N/A C 0 Community Home Care Inc 1490 Park Ave NW Suite B Norton VA 24273 541453810 Durable Medical Equipment VA N/A C 0 Wilson Pharmacy Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 620329587 Pharmacy TN N/A C 0 Wellmont Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621320035 Medical Services TN N/A C 0 Wellmont Physician Services Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621567353 Medical Services TN N/A C 0 WPS Providers Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 205564642 Medical Services TN N/A C 0 Wellmont Health Services Inc 303 Med Tech Parkway Ste 220B Johnson City TN 37604 621254373 Medical Services TN N/A C 0 Wellmont Insurance Co SPC LTD PO Box 30600 Grand Cayman CJ KY1-1203 981195624 Insurance CJ N/A C 0 Nolichuckey Management Svcs Inc 1420 Tusculum Boulevard Greeneville TN 37745 621776681 Medical Services TN N/A C 0 Ballad Ventures LLC 400 N State of Franklin Road Johnson City TN 37604 844214681 Investments TN N/A C 0 Ballad Health Development Corporation 400 N State of Franklin Road Johnson City TN 37604 883118592 Investments TN N/A C 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0