Mountain States Health Alliance
Mountain States Health Alliance is a public charity based in Johnson City, Tennessee. It was formed in 1945, and in 2018 merged with Wellmont Health System to form Ballad Health.
Mountain States Health Alliance at a glance
In short: Mountain States Health Alliance gave $1.1M across 14 grants in 2025 (avg $80K), mostly in Tennessee. 62% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,116,489
- -36.2% vs 2024
- Grants made (2025)
- 14
- -22.2% vs 2024
- Average grant
- $79,749
- -18.0% vs 2024
- Median grant
- $19,000
- Total assets
- $787,963,231
- +30.6% vs 2024
- New grantees (estimate)
- 62% first-time grantees (8 of 13, 2025; small sample)
- Primary geography
- Tennessee (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Mountain States Health Alliance
- How to Apply
-
Ballad Health’s charitable contributions page describes a single application for funding requests and an online application for in-kind donations, speaking engagements, or use of the Ballad Health logo.
- Contact
Mailing address: 311 Princeton Road Suite 1, Johnson City, TN 37601-2080
Phone: (423) 302-3467
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Mountain States Health Alliance funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Zoll Medical Corporation ($192K). Together the top 10 received $627K.
Organizations only. It also paid 1 grant to individuals ($470,000), which are not listed by name.
Grant Size Distribution
67 grants across all recorded years
The most common grant size was under $50K: 44 grants of 67 (66%).
Geographic Focus
Where this funder awards grants
The 2025 filing reports that 83% of grant dollars went to recipients in Tennessee and 17% to recipients in New York. Ballad Health’s website describes its charitable contributions and community health improvement work as focused on the Appalachian Highlands, including an individual recipient and Southwest Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is Mountain States Health Alliance open to new grantees?
62%
first-time grantees, 2025
In 2025, 8 of 13 grantees (62%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $41K; repeat grants $158K. How we count
Medians: $17K first-time, $96K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $919K (2023) to $12.5M (2021). In 2025 it made 14 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $470,000 |
| Zoll Medical Corporation New York, NY | Defibrillators for Unicoi County EMS | $192,416 |
| East Tennessee State University Johnson City, TN | Research Grants | $174,753 |
| East Tennessee State University Foundation Johnson City, TN | Program Support-Center for Nursing Excellence | $96,320 |
| Bristol Motor Speedway Bristol, TN | Children's Charities | $50,000 |
| Salvation Army Johnson City, TN | Red Kettle Drive | $30,000 |
| Make-A-Wish East Tennessee Knoxville, TN | Program Support | $20,000 |
| Johnson County Board of Education Mountain City, TN | Program support for children in the court system | $18,000 |
| Up & At 'EM Inc Johnson City, TN | Fitness Program | $15,000 |
| East Tennessee State University Johnson City, TN | Pediatrics Conference | $11,000 |
Ready to take the next step with Mountain States Health Alliance?
Financial History
Multi-year comparison from IRS filings
The filing reports the following financials:
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $787,963,231 | $1,307,839,695 | $1,215,688,143 | $1,116,489 | 14 | $8,027,547 |
| 2024 | $603,516,492 | $1,070,107,383 | $1,029,679,009 | $1,751,290 | 18 | $42,268 |
| 2023 | $532,273,583 | $974,896,547 | $957,777,045 | $918,535 | 6 | $233,313 |
| 2022 | $541,592,959 | $919,101,378 | $876,271,791 | $3,211,288 | 15 | $18,290 |
| 2021 | $541,476,325 | $789,595,800 | $816,996,416 | $12,479,111 | 14 | $154,614 |
| 2020 | $556,120,495 | $805,201,599 | $763,247,419 | $1,933,000 | 7 | $-215,711 |
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The 2024 filing states the mission as “Honor those we serve by delivering the best possible care” and says Ballad Health is dedicated to improving health in the 29-county Appalachian Highlands region.
The 2025 grants include university program support and research, nursing excellence, emergency medical equipment, children’s charities, community programs, and fitness. The grantee descriptions provide examples of the organizations supported: An individual recipient State University says its mission is to support university research, scholarly and artistic activities; the an individual recipient State University Foundation says it supports the university and its students; Make-A-Wish Foundation of an individual recipient says it creates wishes for children with critical illnesses; and Up & At ’EM says it promotes organized health and fitness programs. Dawn of Hope says it provides individualized services to adults with intellectual and developmental disabilities in an individual recipient
Ballad Health’s charitable contributions page lists support for arts, entertainment and outdoor events, civic engagement, health forums, health campaigns and initiatives, and capital projects for health and wellness. It says requests are limited to organizations exempt under section 501(c)(3).
Grantmaking
In 2025, the filing lists 14 grants totaling $1,116,489. Grants ranged from $9,000 to $470,000, with a median of $19,000. The largest listed awards were $470,000 to an individual recipient State University for College of Pharmacy program support; $192,416 to Zoll Medical Corporation for defibrillators for Unicoi County EMS; $174,753 to an individual recipient State University for research grants; and $96,320 to an individual recipient State University Foundation for Center for Nursing Excellence program support. Other listed awards included $50,000 to Bristol Motor Speedway for children’s charities, $30,000 to the Salvation Army for its Red Kettle Drive, and $20,000 to an individual recipient for program support.
Ballad Health’s charitable contributions page says requests are submitted through a single application, and that applicants must disclose current funding received. It directs applicants to use an online application for in-kind donations, speaking engagements, or use of the Ballad Health logo. The page says requests are reviewed by a committee that includes Ballad Health leadership and evaluated based on the total investment requested. Funded activities must use the funds within one year; recipients must submit a receipt-of-payment acknowledgment within 10 days of payment and a summary of project or event outcomes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alan Levine as director and chair; Eric Deaton and Marvin Eichorn as directors; and Julie Bennett as director and secretary. It also lists Shane Hilton as executive vice president and chief financial officer; Kenneth Shafer as CEO of JCMC; Lemmie Taylor as CEO of SSH; Lisa Carter as regional president; Melanie Stanton as CEO of FWCH; and Morgan May as vice president of system nursing operations.
Mountain States Health Alliance is led by Kenneth Shafer, CEO - Jcmc since 2024 (on filings since 2020); 13 of 25 officers listed in 2025 are compensated.
Officers on the 2025 filing
Kenneth Shafer
CEO - Jcmc
Vice President & COO Jcmc → Vice President & CEO - Jcmc, 2022
Vice President & CEO - Jcmc → CEO - Jcmc, 2024
On filings since 2020
45 hrs/week
$297K (2020) → $498K (2025)
Lemmie Taylor
CEO - Ssh
Vice President & CEO Ssh → Vice President & CEO - Ssh, 2022
Vice President & CEO - Ssh → CEO - Ssh, 2024
On filings since 2020
45 hrs/week
$337K (2020) → $349K (2025)
Melanie Stanton
CEO - Fwch
Vice President & CEO Fwch → Vice President & CEO - Fwch, 2022
Vice President & CEO - Fwch → CEO - Fwch, 2024
On filings since 2021
45 hrs/week
$352K (2021) → $438K (2025)
Christopher Jett
CEO - Nsch
On filings since 2024
45 hrs/week
$355K (2024) → $440K (2025)
Lisa Carter
Regional President
Reg'l President - Southern Mkt → Regional President - Southern Mkt, 2024
Regional President - Southern Mkt → Regional President, 2025
On filings since 2020
45 hrs/week
$308K (2020) → $886K (2025)
Alan Levine BH PresCEO
Director & Chair
Director → Director & Chair, 2023
On filings since 2022
1 hr/week
No compensation reported
Eric Deaton BH EVPCOO
Director
On filings since 2022
1 hr/week
No compensation reported
Marvin Eichorn BH EVPCAO
Director
On filings since 2022
1 hr/week
No compensation reported
Julie Bennett CLOGovnc Offcr
Director & Secretary
Director & Secretary Start April → Director & Secretary, 2024
On filings since 2023
1 hr/week
No compensation reported
Morgan May
Vice President System Nursing Operations
Vice President & Reg'l Cno → Regional Cno, 2024
Regional Cno → Vice President System Nursing Operations, 2025
On filings since 2020
45 hrs/week
$247K (2020) → $356K (2025)
Eric Carroll CEO Greene Co
Former Highest Compensated
Prev. CEO Uch → Former Highest Compensated, 2024
On filings since 2021
$216K (2021) → $363K (2025)
Dwight Owens
Vice President Oncology Services
Administrator & COO - Ipch → Vice President Oncology Services, 2025
On filings since 2022
45 hrs/week
$238K (2022) → $344K (2025)
David Wild MD
Regional CMO
Vice President & Reg'l CMO → Regional CMO, 2024
On filings since 2023
45 hrs/week
$239K (2023) → $522K (2025)
Frank Canova
Regional CFO
On filings since 2023
44 hrs/week
$191K (2023) → $417K (2025)
Alison Johnson
Cno - Jcmc
On filings since 2024
40 hrs/week
$216K (2024) → $253K (2025)
Chase Wilson CFO JCMC
Former Key Employee
On filings since 2024
45 hrs/week
$278K (2024) → $270K (2025)
Preethi Manappetty
New on the 2025 filing
40 hrs/week
$271K (2025)
Lynn Krutak
Former Officer
Bh Executive Vice President & CFO → Former Officer, 2025
On filings since 2020
1 hr/week
No compensation reported
Tim Belisle
Former Officer
Bh Executive Vice President & General Cncl → Former Officer, 2024
On filings since 2020
No compensation reported
Andrew Wampler BH SVPGen Cnsl
Former Officer
Director & Secretary → Former Officer, 2024
On filings since 2023
1 hr/week
No compensation reported
Clay Runnels MD - BH EVP
Chief Phys Executive - Former Officer
On filings since 2024
No compensation reported
Joshua McFall CFO CorpRetail
Former Key Employee
New on the 2025 filing
No compensation reported
Mark Wilkinson MD CMO Dig Hlth
Former Highest Compensated
New on the 2025 filing
No compensation reported
Matthew Loos Chief Acad Offcr
Former Highest Compensated
New on the 2025 filing
No compensation reported
Shane Hilton
Bh Executive Vice President & CFO
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (36)
- Former: Brandy Lawson (2023–2024) — Lead Resp Therapist Fwch
- Former: Joshua McFall CFO-Acute Svcs (2024) — Former Key Employee
- Former: Lynn Krutak BH EVPCFO (2024)
- Former: Mark Wilkinson MD BH CMO (2024) — Former Highest Compensated
- Former: Matthew Loos BH CAO (2024) — Former Highest Compensated
- Former: Shane Hilton BH EVPCFO (2024)
- Former: Chase Wilson Fmr Key Empl (2022–2023) — CFO Greene Co
- Former: Clay Runnels MD Fmr Offcr (2022–2023) — Bh Executive Vice President & Chief Phys Executive
- Former: Corinne Allen (2022–2023) — Multifac Director - Pharm Svcs
- Former: Greta Morrison (2022–2023) — Assistant Vice President, Administrator & Cno - Rch
- Former: Linda White Fmr Offcr (2022–2023) — Vice President & President - Nw Mkt
- Former: Mark Wilkinson MD Fmr HComp (2022–2023) — Bh Vice President & Cmio
- Former: Matthew Loos Fmr HComp (2022–2023) — Bh Vice President & CAO
- Former: Tim Belisle BH EVPGen Cnsl (2022–2023) — Director & Secretary
- Former: Eric Carroll Fmr HComp (2023) — CEO Greene Co
- Former: Joshua McFall Fmr Key Empl (2023) — CFO - Acute Services
- Former: Edward Hickson (2020–2022) — Vice President & President - Sw Mkt
- Former: Joshua McFall (2020–2022) — Vice President & CFO - Acute Services
- Former: Brian Dawson MD (2021–2022) — Vice President & CMO - Southern Mkt
- Former: Andrew Wampler Fmr Key Empl (2022) — Bh Vice President - Oper Excellence
- Former: Jeffery Stopka (2022) — Physical Therapist - Hh
- Former: Alan Levine (2020–2021) — Bh President & CEO
- Former: Chase Wilson (2020–2021) — Vice President & COO Bhma
- Former: Eric Deaton (2020–2021) — Bh Executive Vice President & COO
- Former: Marvin Eichorn (2020–2021) — Bh Executive Vice President & CAO
- Former: Patricia Baise (2020–2021) — Former Vice President & CEO Behavioral Hlth
- Former: Andrew Wampler (2021) — Vice President Oper Excl & Frmr CFO Nw Mkt
- Former: David Sensibaugh (2021) — President & CEO Ishn
- Former: Linda White (2021) — Vice President, President Nw Mkt & Frmr CEO Fwch
- Former: Dale Clark (2020) — Vice President & COO Wise Co.
- Former: Dawn Trimble (2020) — Former CEO Wash. Co.
- Former: Kent Wright (2020) — Physician
- Former: Mark Wilkinson (2020) — Vice President Med Staff Svcs
- Former: Matthew Loos (2020) — Vice President & Chief Acad Offc
- Former: Monty McLaurin (2020) — Former CEO Nw Mkt
- Former: Morris Seligman MD (2020) — Former Executive Vice President & CMO
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $886K, to Lisa Carter (Regional President). 13 officers or directors reported compensation on that filing.
Frequently asked questions about Mountain States Health Alliance
How much does Mountain States Health Alliance give each year?
Mountain States Health Alliance gave $1.1M across 14 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.8M across 18 grants.
What is Mountain States Health Alliance's typical grant size?
Mountain States Health Alliance's median grant in 2025 was $19,000, and its average grant was $79,749, across 14 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Mountain States Health Alliance that year got $41K on average.
Where does Mountain States Health Alliance give grants?
Mountain States Health Alliance gives mostly in Tennessee: 83% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was New York (17%). The most frequent recipient cities were Johnson City, TN (7 grants).
Does Mountain States Health Alliance give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Mountain States Health Alliance's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (3 grants).
Who are Mountain States Health Alliance's largest grantees?
Mountain States Health Alliance's largest 2025 grantees include Zoll Medical Corporation ($192,416), East Tennessee State University ($185,753 across 2 grants) and East Tennessee State University Foundation ($96,320), according to its 2025 IRS Form 990. It also paid 1 grant to individuals ($470,000), which are not listed by name. Together they received 42% of its itemized 2025 grant dollars.
How large is Mountain States Health Alliance?
Mountain States Health Alliance reported $788.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.3B.
What does Mountain States Health Alliance fund?
The 2024 filing states the mission as “Honor those we serve by delivering the best possible care” and says Ballad Health is dedicated to improving health in the 29-county Appalachian Highlands region. See mission & focus areas ↑
How do I apply for a grant from Mountain States Health Alliance?
Ballad Health’s charitable contributions page describes a single application for funding requests and an online application for in-kind donations, speaking engagements, or use of the Ballad Health logo. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Mountain States Health Alliance's EIN?
Mountain States Health Alliance's EIN (Employer Identification Number) is 62-0476282. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 9, 2022)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in Mountain States Health Alliance's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Eastman Credit Union
Kingsport, TN
Eastman Credit Union supports community programs in education, healthcare, food assistance, economic development, financial literacy, and related sponsorships, primarily in Tennessee, with some giving in Texas and Virginia. In 2025, grants ranged from $5,750 to $125,780, with a median of $15,000. The profile does not state whether unsolicited requests are accepted.
Assets
$9.9B
Grants
39
Total Given
$920K
Ernst & Young Foundation
New York, NY
Ernst & Young Foundation supports higher education through employee and partner matching gifts, as well as educational and special-project grants, including research, education forums, and programs that expand educational opportunity. In 2025, it made 637 grants ranging from $5,056 to $316,005, with a median of $13,525, to recipients across multiple states; the largest shares went to New York, Texas, California, Michigan, and Pennsylvania. The profile does not state whether it accepts unsolicited requests.
Assets
$47.6M
Grants
637
Total Given
$16.7M
East Tennessee Foundation
Knoxville, TN
The East Tennessee Foundation supports nonprofits and public entities through grants and scholarships, with competitive funding for areas including affordable housing, youth, racial justice, women and children, health, arts, and community needs. Its competitive programs generally serve 25 East Tennessee counties; in 2024, its median itemized grant was $17,316.
Assets
$282.5M
Grants
298
Total Given
$14.4M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
United Way of Middle Tennessee Inc
Nashville, TN
United Way of Middle Tennessee funds nonprofit programs in education, financial stability, and health, especially those serving low-income families and vulnerable children and adults; it also supports HIV care and disaster recovery. In 2025, grants ranged from $5,015 to $697,309, with a median of $22,500. Its Community Impact Funding serves nine Middle Tennessee counties, while some programs serve people statewide; the profile does not state whether it accepts unsolicited requests.
Assets
$68.1M
Grants
347
Total Given
$19.7M
Wellmont Health System
Johnson City, TN
Wellmont supports nursing and allied-health education, student service, rehabilitation, care for uninsured and underinsured people, and other health, educational, and cultural programs, primarily in Virginia and Tennessee’s Appalachian Highlands. Its 2025 grants ranged from $5,500 to $390,000, with a median of $15,000. Ballad Health accepts applications for charitable contributions from eligible 501(c)(3) organizations through an online application.
Assets
$539.2M
Grants
17
Total Given
$909K
More similar funders
More Funders in Tennessee
Cite this profile
Grantable. (2026). Mountain States Health Alliance funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/mountain-states-health-alliance-morg_02297dcbe73a4b7c85b9b0b11d322030
BibTeX
@misc{grantable_620476282_2026,
author = {{Grantable}},
title = {{Mountain States Health Alliance funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/mountain-states-health-alliance-morg_02297dcbe73a4b7c85b9b0b11d322030},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Mountain States Health Alliance's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Mountain States Health Alliance down — hundreds of funders to go?