2023-08-07T07:14:24-05:00 2022-09-30 440160260 FORVIS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2021-10-01 814193950 APELLA HEALTH MANAGEMENT INC APEL 8645605010 700 N PINE STREET SPARTANBURG SC 29303 BRUCE DAVIS EVP, CFO 8645605010 2023-08-07 1 BRUCE DAVIS 999009999 AMY BIBBY P00445891 8282542254 2023-08-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRUCE HOLSTIEN 700 N PINE STREET SPARTANBURG SC 29303 335907316 0 X WWW.APELLAHEALTH.COM X 2016 SC APELLA HEALTH MANAGEMENT WAS FORMED TO PROVIDE CERTAIN CHARITABLE AND HEALTH CARE SERVICES TO THE BENEFIT OF SPARTANBURG REGIONAL HEALTH SERIVCES 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. 10 8 6606 0 0 0 0 0 292650715 335850968 244 56348 0 0 292650959 335907316 0 0 0 0 281659814 324276279 0 0 0 4819751 5075407 286479565 329351686 6171394 6555630 56380726 51496580 39667819 28228043 16712907 23268537 X APELLA HEALTH MANAGEMENT WAS FORMED TO PROVIDE CERTAIN CHARITABLE AND HEALTH CARE SERVICES TO THE BENEFIT OF SPARTANBURG REGIONAL HEALTH SERIVCES 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. 0 0 318186237 335850968 THE ORGANIZATION WAS FORMED TO PROMOTE HEALTH FOR THE BENEFIT OF THE COMMUNITY AND LESSEN THE BURDENS OF GOVERNMENT BOTH WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE BY PROVIDING CERTAIN ESSENTIAL CHARITABLE AND HEALTH CARE SERVICES, INCLUDING MANAGEMENT SERVICES TO THE SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT, A STATE INSTRUMENTALITY OF SOUTH CAROLINA (THE "DISTRICT").SUCH SERVICES ARE ESSENTIAL IN FURTHERANCE OF SERVING THE HEALTH CARE NEEDS OF THE COMMUNITIES IN AND SURROUNDING SPARTANBURG. THE DISTRICT'S HEALTH CARE FACILITIES, INCLUDE FIVE (5) ACUTE-CARE HOSPITALS; A LONG TERM ACUTE CARE HOSPITAL; TWO LONG-TERM CARE FACILITIES; A HOSPICE HOME AND IN-HOME HOSPICE SERVICES; A PHYSICIAN GROUP CONSISTING OF OVER 490 PHYSICIANS LOCATED THROUGHOUT THE DISTRICT'S SERVICE AREA; AND OTHER RELATED ENTITIES. PROVIDING THESE SERVICES, THE ORGANIZATION'S ACTIVITIES ALLOW THE DISTRICT TO BETTER ACHIEVE ITS CHARITABLE AND GOVERNMENTAL PURPOSES. 318186237 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 6606 1 0 0 0 0 0 0 0 0 0 0 1 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X BRUCE DAVIS 8645604376 700 N PINE STREET SPARTANBURG SC 29303 X WELLESLEY ALEXANDER MD BOARD MEMBER 1.00 40.00 X 0 519477 23587 ASHLEY ALLEN BOARD MEMBER 1.00 X 0 0 0 TERRY CASH BOARD MEMBER 1.00 X 0 0 0 D BYRD MILLER III CHAIR 1.00 X X 0 0 0 SCOTT MONTGOMERY SECRETARY/TREASURER 1.00 X X 0 0 0 KATHERINE ONEIL VICE CHAIR 1.00 X X 0 0 0 ROB BARRETT BOARD MEMBER 1.00 X 0 0 0 MARY L THOMAS PAST CHAIR 1.00 X X 0 0 0 JODY GALLAGHER BOARD MEMBER 1.00 X 0 0 0 MICHAEL ORSECK MD BOARD MEMBER 1.00 40.00 X 0 1365145 26402 BRUCE HOLSTEIN PRESIDENT 40.00 X 2073524 0 536061 KENNETH MEINKE EVP, CFAO 40.00 X 1345792 0 91585 MARK AYCOCK EVP, COO 40.00 X 1288727 0 250557 MARIA WILLIAMSON VP - MARKETING 40.00 X 527984 0 13800 PARKES COGGINS VP - OPERATIONS 40.00 X 373406 0 34271 PAUL NEWHOUSE PRESIDENT - UMC 40.00 X 361795 0 19732 CODY BUTTS PRESIDENT - CMC 40.00 X 327180 0 34271 MARY HARDY SYSTEM CONTROLLER 40.00 X 263876 0 24364 6562284 1884622 1054630 198 0 1 0 THE CHARTIS GROUP LLC 220 W KINZIE 3RD FLOOR CHICAGO IL 60654 PROFESSIONAL SERVICES 360283 1 LEASED STAFFING REVENU 541900 318187615 318187615 MANAGEMENT FEE REVENUE 541900 10910155 10910155 ADMINISTRATIVE FEE REV 541900 6013314 6013314 JOINT VENTURE REVENUE 901101 739884 739884 335850968 56348 56348 335907316 335850968 0 56348 4394457 4394457 268902511 268902511 8387261 7456471 930790 22383976 21784895 599081 20208074 20028684 179390 180326 180326 4539667 4539667 36895 13676 23219 6455 6455 19010 19010 28653 28653 194570 194570 OTHER EXPENSES 69831 69831 329351686 318186237 11165449 0 34722856 13611379 2043764 17053958 1629432 1364522 124979 114613 114613 28653 0 870558 1613017 16960484 17853704 56380726 51496580 39667819 28228043 39667819 28228043 X 16712907 23268537 16712907 23268537 56380726 51496580 6555630 0 X X 0 1 X 1 0 X X 1 SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT 571075649 6 1 0 318186237 1 0 318186237 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X PART IV SECTION E LN 1C THE ORGANIZATION SUPPORTS SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT WHICH IS A GOVERNMENTAL ENTITY. THE ORGANIZATION LESSENS THE BURDENS OF THE GOVERNMENTAL ENTITY BY PROVIDING CERTAIN ESSENTIAL CHARITABLE AND HEALTH CARE SERVICES. PART IV SECTION D LINE 1 THE ORGANIZATION SUBMITS AN ANNUAL LETTER TO THE SUPPORTED ORGANIZATION DEMONSTRATING THE AMOUNT OF SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION. DUE TO THE TIMING OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 THIS LETTER HAS BEEN ISSUED FOR THE PRIOR YEAR AT THE TIME OF THE 990 FILING. THE ORGANIZATION IS MODIFYING THE TIMING OF ITS NOTIFICATION TO PROVIDE THE SUPPORT NOTIFICATION TO THE SUPPORTED ORGANIZATION FOLLOWING THE CLOSE OF EACH TAX PERIOD. PART IV SECTION D LINE 2 OFFICERS OF APELLA, WHO ARE ALSO OFFICERS OF THE SUPPORTING ORGANIZATION, ATTEND ALL BOARD AND COMMITTEE MEETINGS OF THE SUPPORTED ORGANIZATION. OFFICERS PRESENT FINANCIAL AND OPERATIONAL DATA OF BOTH APELLA AND THE DISTRICT TO THE APELLA BOARD AND ARE AVAILABLE FOR DISCUSSION AND QUESTIONS. PART IV SECTION D LINE 3 THE OFFICERS PERFORM THE SAME FUNCTIONS FOR BOTH THE FILING ORGANIZATION AND SUPPORTED ORGANIZATION, AS A RESULT THE SUPPORTED ORGANIZATION HAD A DIRECT SIGNIFICANT VOICE IN TO THE USE OF THE INCOME AND THE ASSETS OF THE ORGANIZATION. IN ADDITION, ONE OF THE SUPPORTING ORGANIZATION'S BOARD MEMBERS IS INVITED TO ATTEND THE APELLA BOARD MEETING FOR INFORMATIONAL PURPOSES. 114613 114613 0 0 DUE FROM RELATED ORGANIZATION 17853704 17853704 X 335111084 0 335111084 796232 796232 335907316 329351686 0 329351686 0 329351686 PART X, LINE 2: THE COMPANY HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAX IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE COMPANY HAS DETERMINED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: TOTAL NON-OPERATING GAINS 796,232. X X X X 0 1 0 0 0 0 0 0 0 BRUCE HOLSTEIN PRESIDENT 1077626 0 951386 0 44512 0 522261 0 13800 0 2609585 0 0 0 MARK AYCOCK EVP, COO 655333 0 594370 0 39024 0 237346 0 13211 0 1539284 0 0 0 KENNETH MEINKE EVP, CFAO 655333 0 593622 0 96837 0 74700 0 16885 0 1437377 0 131250 0 MICHAEL ORSECK MD BOARD MEMBER 0 1323247 0 18628 0 23270 0 0 0 26402 0 1391547 0 0 WELLESLEY ALEXANDER MD BOARD MEMBER 0 494737 0 10000 0 14740 0 0 0 23587 0 543064 0 0 MARIA WILLIAMSON VP - MARKETING 325792 0 196000 0 6192 0 0 0 13800 0 541784 0 0 0 PARKES COGGINS VP - OPERATIONS 270302 0 102000 0 1104 0 10150 0 24121 0 407677 0 0 0 PAUL NEWHOUSE PRESIDENT - UMC 237026 0 116400 0 8369 0 6521 0 13211 0 381527 0 0 0 CODY BUTTS PRESIDENT - CMC 223502 0 94400 0 9278 0 10150 0 24121 0 361451 0 0 0 MARY HARDY SYSTEM CONTROLLER 197991 0 64710 0 1175 0 7479 0 16885 0 288240 0 0 0 PART I, LINE 4B EXECUTIVES OF THE ORGANIZATION PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. DURING THE YEAR THE EXECUTIVES ACCRUED THE FOLLOWING AMOUNTS UNDER THE TERMS OF THE PLAN. BRUCE HOLSTIEN - $ 512,111.31 KENNETH MEINKE - $64,549.92 MARK AYCOCK - $ 227,196.08 KENNETH MEINKE RECEIVED $ 131,250 OF COMPENSATION INCLUDED ON HIS W-2 AS A RESULT OF AMOUNTS VESTED IN THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE IN DETAIL. RETURN WAS THEN PROVIDED TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO ISSUANCE. ALL QUESTIONS/COMMENTS WERE APPROPRIATELY ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MUST DISCLOSE TO THE BOARD ALL APPLICABLE FINANCIAL INTERESTS, BOARD MEMBERSHIPS, AND OTHER INTERESTS, AND ALL MATERIAL FACTS RELATING TO ANY ORGANIZATION ENTERING INTO A TRANSACTION OR ARRANGEMENT WITH THE CORPORATION THAT MAY RESULT IN A CONFLICT OF INTEREST. BOARD MEMBERS ARE RESPONSIBLE FOR IDENTIFYING POTENTIAL CONFLICTS AS ITEMS ARE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES SEVERAL SOURCES OF COMPARIBILITY DATA DURING ITS COMPENSATION REVIEW PROCESS INCLUDING: WILLIS TOWERS WATSON CONDUCTS AN ANNUAL EXECUTIVE MARKET COMPENSATION ASSESSMENT. THE DATA IS PROVIDED FROM NATIONAL SURVEYS: TOWER DATA SERVICES, MERCER, INC., INTEGRATED HEALTHCARE STRATEGIES, AND SULLIVAN COTTER AND ASSOCIATES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023, AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART VII & PART IX COMPENSATION REPORTED IN PART VII OF THE RETURN IS REPORTED ON A CALENDAR YEAR BASIS AS REQUIRED BY THE FORM 990 INSTRUCTIONS. COMPENSATION REPORTED IN PART PART IX LN 5 OF THE RETURN IS REPORTED ON THE FISCAL YEAR BASIS. THIS DIFFERENCE RESULTS IN A DISCREPANCY BETWEEN THE AMOUNTS ILLUSTRATED IN EACH SECTION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT 101 EAST WOOD STREET SPARTANBURG SC 29303 571075649 HEALTHCARE SERVICES SC GOVERNMENT N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0