Wellmont Health System (EIN 621636465) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Alan Levine BH PresCEO

Phone

4233023467

Tax Period

2024-07-01 to 2025-06-30

Wellmont Health System, founded in 1996, is a major nonprofit in the Health Care sector that reported $933.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Honor those we serve by delivering the best possible care.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,292,489

Program Service Revenue $915,454,723

Investment Income $10,804,512

Other Revenue $5,660,719

TOTAL REVENUE $933,212,443

Expense Breakdown

Grants Paid $985,054

Salaries & Benefits $334,232,061

Fundraising Expenses $0

Program Expenses $784,496,123

Other Expenses $585,588,897

TOTAL EXPENSES $920,806,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$933,212,443	$856,912,729	+0.1%
Expenses	$920,806,012	$827,340,861	+0.1%
Net Income	$12,406,431	$29,571,868	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

N/A

Employees

3971

Volunteers

292

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

$9,894,048

Total Directors

$8,598,349

Key Employees

$4,685,370

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Levine BH PresCEO	Director/Chair	1.00	Officer Director	$0	$286,146	$4,135,022
Marvin Eichorn BH EVPCAO	Director	1.00	Officer Director	$0	$53,543	$1,499,254
Eric Deaton BH EVPCOO	Director	1.00	Officer Director	$0	$137,400	$1,885,098
Julie Bennett CLOGovnc Offcr	Director/Secretary	1.00	Officer Director	$0	$102,286	$1,078,975
Shane Hilton	BH EVP/CFO	1.00	Officer	$0	$113,059	$1,101,222
Phillip Childree	CFO Wise, Lee & Dickenson	6.00	Officer	$0	$17,826	$194,477
Chris Miller	COO BRMC	45.00	Key Emp	$327,857	$47,959	$375,816
Robert Kennedy	COO HVMC	45.00	Key Emp	$326,413	$49,248	$375,661
Chad Couch MD	Regional President	45.00	Key Emp	$881,505	$104,627	$986,132
Shannon Showalter	CEO Wise County	24.00	Key Emp	$0	$51,544	$481,360
Rebecca Beck	CEO HVMC	45.00	Key Emp	$512,717	$46,450	$559,167
Robert Bender	CFO BRMC	36.00	Key Emp	$364,079	$44,061	$408,140
Bobbie Murphy	Regional CNO	45.00	Key Emp	$346,139	$32,605	$378,744
Sean Mills	CFO Acute Svcs Reg Operations	1.00	Key Emp	$498,867	$44,489	$543,356
John Jeter	CEO BRMC/JMH	22.00	Key Emp	$0	$50,737	$576,994
James Price MD	Physician	40.00	Highest	$467,906	$46,069	$513,975
Elie Nader MD	Physician	40.00	Highest	$433,338	$45,225	$478,563
John Morehead MD	Physician	40.00	Highest	$619,606	$23,542	$643,148
Donovan Mabe MD	Physician	40.00	Highest	$458,775	$43,606	$502,381
Jamie Bartley DO	CMO BRMC	40.00	Highest	$371,599	$47,053	$418,652
Andrew Wampler BH SVPGen Cnsl	Former Officer	1.00		$0	$77,887	$541,944
Tim Belisle	Former Officer	0.00		$0	$0	$448,129
Lynn Krutak	Former Officer	1.00		$0	$76,184	$1,177,446
Dale Clark CEO SCCH	Former CEO Wise County	0.00		$0	$29,259	$446,072
Lisa Smithgall	Former Key Employee/CNE	0.00		$0	$92,266	$721,060

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	$933,212,443	$920,806,012	$539,183,268	$12,406,431
2024	$856,912,729	$827,340,861	$469,564,946	$29,571,868
2023	$840,443,933	$813,767,456	$442,212,331	$26,676,477
2022	$845,523,767	$797,824,334	$438,048,848	$47,699,433
2021	$807,505,610	$715,518,651	$476,937,664	$91,986,959
2020	$662,198,822	$627,121,314	$425,394,041	$35,077,508
2019	$713,563,018	$649,188,184	$434,840,245	$64,374,834
2019	$713,563,018	$649,188,184	$434,840,245	$64,374,834
2018	$714,777,117	$711,427,553	$1,026,995,312	$3,349,564
2018	$714,777,117	$711,427,553	$1,026,995,312	$3,349,564

Wellmont Health System