Apella Health Management Inc

EIN: 814193950 501(c)(3) Philanthropy & Grantmaking

Spartanburg, SC

Total Revenue
$473,759,564
Total Expenses
$463,222,571
Total Assets
$78,430,719
Net Assets
$40,568,712
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
SC
Phone
8645605010
Tax Period
2023-10-01 to 2024-09-30

Apella Health Management Inc, founded in 2016, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $473.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

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.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $471,855,286
Investment Income $1,904,278
Other Revenue $0
TOTAL REVENUE $473,759,564

Expense Breakdown

Grants Paid $0
Salaries & Benefits $455,459,682
Fundraising Expenses $0
Program Expenses $447,740,671
Other Expenses $7,762,889
TOTAL EXPENSES $463,222,571

Year-over-Year Comparison

2023 2022 Change
Revenue $473,759,564 $405,021,942 +0.2%
Expenses $463,222,571 $399,365,996 +0.2%
Net Income $10,536,993 $5,655,946 +0.9%
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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Governance

Voting Members
10
Independent Members
8
Employees
8010
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
0
$0
Total Directors
10
$2,250,384
Key Employees
3
$4,801,127
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ashley Allen Board Member 1.0
Director
$0 $0 $0
D Byrd Miller III Chair 1.0
Director
$0 $0 $0
Katherine O'Neil Vice Chair 1.0
Director
$0 $0 $0
Mary L Thomas Past Chair 1.0
Director
$0 $0 $0
Michael Orseck MD Board Member 1.0
Director
$0 $15,051 $1,711,154
Robert Barrett Secretary 1.0
Director
$0 $0 $0
Scott Montgomery Treasurer 1.0
Director
$0 $0 $0
Terry Cash Board Member 1.0
Director
$0 $0 $0
Vic Bailey III Board Member 1.0
Director
$0 $0 $0
Wellesley Alexander MD Board Member 1.0
Director
$0 $22,654 $539,230
Bruce Davis EVP/CFO 40.0
Key Emp
$1,081,140 $157,948 $1,239,088
Bruce Holstien President/CEO 40.0
Key Emp
$1,860,115 $378,390 $2,238,505
Mark Aycock VP-Operations 40.0
Key Emp
$1,296,151 $27,383 $1,323,534
Brett English VP Finance 40.0
Highest
$418,841 $37,947 $456,788
David Church FOUNDATION PRESIDENT 40.0
Highest
$472,588 $33,197 $505,785
Maria Williamson VP-MARKETING 40.0
Highest
$457,169 $13,156 $470,325
Mary Jennings CHIEF NURSING OFFICER-SMC 40.0
Highest
$421,725 $30,028 $451,753
Paul Newhouse PRESIDENT-UMC 40.0
Highest
$351,745 $23,030 $374,775
Kenneth Meinke EVP/CFO 40.0
$946,343 $30,028 $976,371
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
2024 $473,759,564 $463,222,571 $78,430,719 $10,536,993
2023 $405,021,942 $399,365,996 $61,151,196 $5,655,946
2022 $335,907,316 $329,351,686 $51,496,580 $6,555,630
2021 $292,650,959 $286,479,565 $56,380,726 $6,171,394
2020 $237,715,064 $233,482,741 $39,656,964 $4,232,323
2019 $179,171,179 $175,605,657 $24,957,794 $3,565,522
2018 $72,348,631 $70,592,889 $10,970,363 $1,755,742
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