Wellmont Cardiology Services

EIN: 263557623 501(c)(3) Health Care

Johnson City, TN

Total Revenue
$72,519,804
Total Expenses
$74,060,828
Total Assets
$7,200,870
Net Assets
$-5,451,146
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
TN
Principal Officer
Joshua McFall
Phone
4233023467
Tax Period
2023-07-01 to 2024-06-30

Wellmont Cardiology Services, founded in 2010, is a mid-sized nonprofit in the Health Care sector that reported $72.5M in total revenue in fiscal year 2023.

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 Service Accomplishments

Program 1
Expenses: $72,182,596 Revenue: $70,997,598

Cardiovascular Associates was established in 1978 to provide comprehensive cardiovascular services to the Northeast Tennessee/Southwest Virginia region. In May 2010, Wellmont Cardiology Services...

Read more

Cardiovascular Associates was established in 1978 to provide comprehensive cardiovascular services to the Northeast Tennessee/Southwest Virginia region. In May 2010, Wellmont Cardiology Services (WCS) acquired substantially all of the assets of Cardiovascular Associates to become the region's largest provider of comprehensive cardiovascular services.This physician group provides top-quality cardiovascular services to Northeast Tennessee, Southwest Virginia, Southeast Kentucky and Northwest North Carolina, as well as areas of West Virginia.WCS strives to improve the cardiovascular health of the region and deliver high-quality, cost-effective heart and vascular care with compassion.WCS consists of 54 certified cardiologists and cardiovascular and thoracic surgeons who work in thirteen community offices and the seven member hospitals of Wellmont Health System. WCS diagnoses, treats and manages all aspects of adult cardiovascular disease. Services provided include general cardiology, preventive cardiology, electrophysiology, interventional cardiology, vascular medicine, structural heart disease, heart failure management, cardiovascular and thoracic surgery and advanced cardiovascular imaging. WCS also serves as a leader in clinical research and teaching institution through the Cardiovascular University.For fiscal year 2024, WCS had 157,961 outpatient encounters and performed 3,095 surgical procedures.WCS is dedicated to improving the community's access to quality, affordable healthcare, educating the region's caregivers, improving the health status of its communities, and contributing to the quality of life in the areas it serves.CHARITY AND OTHER UNREIMBURSED COSTS:CHARITY CARE: While reimbursement for healthcare services rendered is critical to the operation and sustainability of the organization, Wellmont Cardiology Services recognizes its obligation to provide care to individuals who cannot afford essential medical services, including emergency care. WCS accepts all patients regardless of their ability to pay. A patient is classified as a charity patient when they meet the established policies of WCS and guidelines outlined by the federal government. However, financial assistance decisions are not solely based on income. Unique financial circumstances are weighed with verified patient assets which can determine financial assistance eligibility. It is not until after verification of income and assets that a decision regarding the amount of financial assistance can be made. In fiscal year 2024, WCS incurred a loss of $777,731 attributable to the provision of charity care.TENNCARE/MEDICAID/MEDICARE/CHAMPUS: WCS provides care to persons covered by governmental programs, such as TennCare (Tennessee residents), Medicaid, Medicare and Champus. WCS incurred a loss of $13,021,385 providing care to this population of patients during the year.It is WCS's obligation to support causes that improve the quality of life in the region. WCS sponsored or participated in educational, community-based programs on healthy lifestyles, risk factor identification, diagnostic and treatment options, including continuing education programs for physicians, nurses and allied health professionals. Such initiatives included:-Annual Cardiovascular Summit-Presentations to medical societiesWCS received the highest 2019 Performance Achievement Award from the American College of Cardiology, the nation's largest and most authoritative quality improvement registry with 1.5 million patient records. WCS's platinum level award recognizes its quality performance score of 100% for NSTEMI (a type of heart attack) and STEMI (a very serious type of heart attack in which one of the heart's major arteries is blocked).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,000
Program Service Revenue $71,767,396
Investment Income $16,672
Other Revenue $720,736
TOTAL REVENUE $72,519,804

Expense Breakdown

Grants Paid $0
Salaries & Benefits $59,603,417
Fundraising Expenses $0
Program Expenses $72,182,596
Other Expenses $14,457,411
TOTAL EXPENSES $74,060,828

Year-over-Year Comparison

2023 2022 Change
Revenue $72,519,804 $74,431,003 0.0%
Expenses $74,060,828 $75,426,297 0.0%
Net Income $-1,541,024 $-995,294 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
N/A
Employees
432
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$6,734,311
Total Directors
18
$13,783,417
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Benjamin Culp MD Vice-President 40.00
Officer Director
$653,990 $48,231 $702,221
Clay Runnels MD BH EVP & Chief Physician Executive 0.10
Director
$0 $118,739 $1,089,040
David Metzger MD beg Jun 2023 Physician/President 40.00
Officer Director
$834,862 $31,533 $866,395
Eric Deaton BH EVP/COO 0.10
Officer Director
$0 $123,773 $1,245,540
Jack Whitaker MDend Jan 2024 Physician 40.00
Director
$748,199 $43,011 $791,210
Jonathan Burress MD end Sep 2023 Physician 40.00
Director
$660,147 $47,938 $708,085
Keith Kramer MD Physician 40.00
Director
$653,622 $48,539 $702,161
Mark Chang MD start Aug 2023 SVP,CV Strategy & Transformation/President 0.50
Director
$643,330 $78,617 $721,947
Marvin Eichorn BH EVP/CAO/Secretary 0.10
Officer Director
$0 $50,738 $1,124,281
Sherryl Croitor MD end Oct 2023 Physician 40.00
Director
$551,572 $16,301 $567,873
Stanley Gall Jr MD Physician/Treasurer 40.00
Officer Director
$656,980 $46,609 $703,589
Thomas Helton MD start Sep 2023 Physician/President 40.00
Officer Director
$279,830 $6,446 $286,276
Tony Keck end Aug 2023 BH EVP/Sys Innov & CPMO 0.10
Officer Director
$0 $102,173 $818,939
Steven Hopkins MD beg Jan 2024 Physician 40.00
Director
$668,984 $47,761 $716,745
Gaurav Rana MD Physician 40.00
Director
$643,817 $47,771 $691,588
Nafees Mohammed MD beg Sep 2023 Physician 40.00
Director
$645,902 $10,220 $656,122
Mark Aziz MD end Jan 2024 Physician 40.00
Director
$659,843 $24,310 $684,153
Greg Miller MD beg Jan 2024 Physician 40.00
Director
$661,706 $45,546 $707,252
Mark Patterson MD SVP/President-BHMA 54.50
Officer
$634,528 $98,762 $733,290
Matthew Lazari CFO-BHMA 40.00
Officer
$0 $34,835 $253,780
Ahmed Khan MD Physician 40.00
Highest
$946,555 $44,472 $991,027
Shobha Hiremagalur MD Physician 40.00
Highest
$1,297,634 $18,532 $1,316,166
Fawwaz Hamati MD Physician 40.00
Highest
$941,395 $19,004 $960,399
Vipulkumar Brahmbhatt MD Physician 40.00
Highest
$867,295 $19,566 $886,861
Israel Garcia MD Physician 40.00
Highest
$848,881 $39,793 $888,674
Chase Wilson end Apr 2023 Former Officer 0.00
$0 $41,749 $320,204
Leanne Cox end Oct 2020 Former Officer VP/CFO 0.00
$0 $34,061 $144,949
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $72,519,804 $74,060,828 $7,200,870 $-1,541,024
2023 $74,431,003 $75,426,297 $10,322,339 $-995,294
2022 $62,431,042 $61,907,108 $5,691,536 $523,934
2021 $55,508,640 $55,155,179 $7,268,976 $353,461
2020 $49,063,818 $48,611,342 $7,928,390 $452,476
2019 $52,221,772 $49,861,692 $8,599,202 $2,360,080
2018 $50,476,375 $50,469,015 $9,505,058 $7,360
Explore More Nonprofits
Top 100 Nonprofits in Tennessee Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Wellmont Cardiology Services with other nonprofits in Tennessee and across the country.