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Apella Health Management Inc

  • Spartanburg, SC
  • Tax-exempt since June 2017
  • EIN: 81-4193950

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$336M (2022)

Expenses
$329M (2022)

Total Assets
$51.5M (2022)

Total Liabilities
$28.2M (2022)

Source: Form 990 tax filings from 2017 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,907,316
Expenses
$329,351,686
Net Income
$6,555,630
Net Assets
$23,268,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $335,850,968
100.0%
Investment Income $56,348
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,394,457
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $268,902,511
81.6%
Assets/Debt
Total Assets $51,496,580
Total Liabilities $28,228,043
Net Assets $23,268,537
Compensation
Key Employees and Officers Compensation Related Other
Bruce Holstein (President) $2,073,524 $0 $536,061
Kenneth Meinke (Evp, Cfao) $1,345,792 $0 $91,585
Mark Aycock (Evp, Coo) $1,288,727 $0 $250,557
Maria Williamson (Vp Marketing) $527,984 $0 $13,800
Parkes Coggins (Vp Operations) $373,406 $0 $34,271
Paul Newhouse (President Umc) $361,795 $0 $19,732
Cody Butts (President Cmc) $327,180 $0 $34,271
Mary Hardy (System Controller) $263,876 $0 $24,364
Wellesley Alexander Md (Board Member) $0 $519,477 $23,587
Ashley Allen (Board Member) $0 $0 $0
Terry Cash (Board Member) $0 $0 $0
D Byrd Miller Iii (Chair) $0 $0 $0
Scott Montgomery (Secretary/Treasurer) $0 $0 $0
Katherine Oneil (Vice Chair) $0 $0 $0
Rob Barrett (Board Member) $0 $0 $0
Mary L Thomas (Past Chair) $0 $0 $0
Jody Gallagher (Board Member) $0 $0 $0
Michael Orseck Md (Board Member) $0 $1,365,145 $26,402
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Document Links

990
Filed on Aug. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,650,959
Expenses
$286,479,565
Net Income
$6,171,394
Net Assets
$16,712,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $292,650,715
100.0%
Investment Income $244
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,378,279
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $229,116,686
80.0%
Assets/Debt
Total Assets $56,380,726
Total Liabilities $39,667,819
Net Assets $16,712,907
Compensation
Key Employees and Officers Compensation Related Other
Bruce Holstien (President) $1,689,290 $0 $468,070
Kenneth Meinke Cpa (Executive Vp, Cfao) $1,007,979 $0 $45,400
Mark Aycock (Executive Vp, Coo) $727,659 $0 $169,582
Maria Williamson (Vp Marketing) $312,819 $0 $10,531
Parkes Coggins (Vp Operations) $284,553 $0 $33,440
Paul Newhouse (President Umc) $239,670 $0 $23,810
Yasser Omar Mahmoud (Physical Therapist) $238,178 $0 $21,756
Cody Butts (President Cmc) $227,582 $0 $31,533
Mary Thomas (Chair) $0 $0 $0
Robert E Gregory Jr (Past Chair) $0 $0 $0
D Byrd Miller Iii (Treasurer, Vice Chair) $0 $0 $0
Scott Montgomery (Treasurer) $0 $0 $0
Katherine O'neill (Secretary) $0 $0 $0
Terry Cash (Board Member) $0 $0 $0
Ashley Allen (Board Member) $0 $0 $0
Micheal Orseck Md (Board Member) $0 $1,189,173 $0
Wilson Smith (Board Member) $0 $14,167 $0
Wellesley Alexander Md (Board Member) $0 $426,541 $18,688
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Document Links

990
Filed on Aug. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$237,715,064
Expenses
$233,482,741
Net Income
$4,232,323
Net Assets
$10,541,513
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $238,023,540
> 100%
Investment Income $18,776
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$327,252
Notable Expenses Percent of Total Expenses
Executive Compensation $4,259,277
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $185,202,639
79.3%
Assets/Debt
Total Assets $39,656,964
Total Liabilities $29,115,451
Net Assets $10,541,513
Compensation
Key Employees and Officers Compensation Related Other
Bruce Holstien (President) $1,858,946 $0 $425,265
Kenneth Meinke Cpa (Executive Vp, Cfao) $1,280,318 $0 $187,538
Mark Aycock (Executive Vp, Coo) $1,070,621 $0 $197,698
Maria Williamson (Vp Marketing) $414,189 $0 $11,975
Parkes Coggins (Vp Operations) $343,495 $0 $29,121
Paul Newhouse (President Umc) $286,780 $0 $23,361
Yasser Omar Mahmoud (Physical Therapist) $219,272 $0 $26,432
Brett English (Finance Division Executive) $204,213 $0 $26,443
Wilson Smith (Board Member) $16,666 $0 $0
Robert E Gregory Jr (Chair) $0 $0 $0
Mary Thomas (Vice Chair) $0 $0 $0
D Byrd Miller Iii (Treasurer) $0 $0 $0
Ashley Allen (Secretary) $0 $0 $0
Terry Cash (Board Member) $0 $0 $0
Scott Montgomery (Board Member) $0 $0 $0
Katherin O'neill (Board Member) $0 $0 $0
Micheal Orseck Md (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$179,171,179
Expenses
$175,605,657
Net Income
$3,565,522
Net Assets
$6,309,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $179,255,518
> 100%
Investment Income $24,744
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$109,083
Notable Expenses Percent of Total Expenses
Executive Compensation $2,984,334
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $137,685,895
78.4%
Assets/Debt
Total Assets $24,957,794
Total Liabilities $18,648,604
Net Assets $6,309,190
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Meinke (Vp Finance/Chief Admin.) $1,002,845 $0 $192,281
Bruce Holstien (President) $989,799 $0 $303,452
Mark Aycock (Vp Operations) $908,099 $0 $206,130
Maria Williamson (Vp Marketing) $386,365 $0 $8,850
Ralph Pettingell (Vp Payer Strategy) $295,283 $0 $14,269
Paul Newhouse (President Umc) $256,863 $0 $24,611
Yasser Omar Mahmoud (Physical Therapist) $217,091 $0 $19,011
Mary Jane Hardy (System Controller) $165,100 $0 $15,167
Robert Gregory Jr (Chairperson) $0 $0 $0
Katherine Dunleavy (Vice Chairperson) $0 $0 $0
Homer Mcabee Jr (Treasurer) $0 $0 $0
Mary Thomas (Secretary) $0 $0 $0
Wilson Smith (Board Member) $0 $100,000 $0
Nalin Srivastava (Board Member) $0 $16,125 $0
Terry Cash (Board Member) $0 $0 $0
Ashley Allen (Board Member) $0 $0 $0
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Document Links

990
Filed on Aug. 3, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,348,631
Expenses
$70,592,889
Net Income
$1,755,742
Net Assets
$2,743,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,375,249
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$26,618
Notable Expenses Percent of Total Expenses
Executive Compensation $1,144,947
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $55,480,460
78.6%
Assets/Debt
Total Assets $10,970,363
Total Liabilities $8,226,695
Net Assets $2,743,668
Compensation
Key Employees and Officers Compensation Related Other
Bruce Holstien (President) $564,738 $1,432,803 $22,121
Kenneth Meinke (Vp Finance/Chief Admin.) $382,083 $646,362 $22,707
Mark Aycock (Vp Operations) $364,247 $656,555 $22,069
Maria Williamson (Vp Marketing) $183,385 $0 $4,739
Paul Newhouse (President Umc) $129,306 $0 $8,563
Robert Gregory Jr (Chairperson) $0 $0 $0
Katherine Dunleavy (Vice Chairperson) $0 $0 $0
Homer Mcabee Jr (Treasurer) $0 $0 $0
Mary Thomas (Secretary) $0 $0 $0
Wilson Smith (Board Member) $0 $83,383 $0
Nalin Srivastava (Board Member) $0 $17,625 $0
Terry Cash (Board Member) $0 $0 $0
Ashley Allen (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,376,019
Expenses
$11,388,093
Net Income
$987,926
Net Assets
$987,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,376,019
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $867,468
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $8,285,162
72.8%
Assets/Debt
Total Assets $5,676,339
Total Liabilities $4,688,413
Net Assets $987,926

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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