2025-08-11T16:52:33+00:00 2024-09-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2023-10-01 814193950 Apella Health Management Inc APEL 8645605010 700 N Pine Street Spartanburg SC 29303 BRUCE HOLSTIEN EVP, Chief Financial Officer 8645604376 2025-08-11 true true Amy Bibby P00445891 8282542254 2025-08-08 2023 2025-03-06 01:10:19Z BRUCE HOLSTIEN 700 N Pine Street Spartanburg SC 29303 473759564 false 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 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. 10 8 8010 0 0 0 0 404044600 471855286 977342 1904278 0 405021942 473759564 0 0 392770609 455459682 0 0 6595387 7762889 399365996 463222571 5655946 10536993 61151196 78430719 31119477 37862007 30031719 40568712 X 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. true false 447740671 471855286 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 484 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. 447740671 true false false false false false false false false true false false true false true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false true true false false false true 4 0 true 8010 true false false false false false false false false false false true false X 10 8 false false false false false false false true true false false true true true true true true true true true true X The Organization 8645604376 700 N Pine Street Spartanburg SC 29303 Ashley Allen Board Member 1.0 X 0 0 0 D Byrd Miller III Chair 1.0 X 0 0 0 Katherine O'Neil Vice Chair 1.0 X 0 0 0 Mary L Thomas Past Chair 1.0 X 0 0 0 Michael Orseck MD Board Member 1.0 40.0 X 0 1696103 15051 Robert Barrett Secretary 1.0 X 0 0 0 Scott Montgomery Treasurer 1.0 X 0 0 0 Terry Cash Board Member 1.0 X 0 0 0 Vic Bailey III Board Member 1.0 X 0 0 0 Wellesley Alexander MD Board Member 1.0 40.0 X 0 516576 22654 Bruce Davis EVP/CFO 40.0 X 1081140 0 157948 Bruce Holstien President/CEO 40.0 X 1860115 0 378390 Mark Aycock VP-Operations 40.0 X 1296151 0 27383 Brett English VP Finance 40.0 X 418841 0 37947 David Church FOUNDATION PRESIDENT 40.0 X 472588 0 33197 Maria Williamson VP-MARKETING 40.0 X 457169 0 13156 Mary Jennings CHIEF NURSING OFFICER-SMC 40.0 X 421725 0 30028 Paul Newhouse PRESIDENT-UMC 40.0 X 351745 0 23030 Kenneth Meinke EVP/CFO 40.0 X 946343 0 30028 7305817 2212679 768812 394 true true false 0 0 LEASED STAFFING REVENUE 541900 447726174 447726174 MANAGEMENT FEE REVENUE 541900 15659409 15659409 ADMINISTRATIVE FEE REVENUE 541900 8352660 8352660 JOINT VENTURE REVENUE 901101 117043 117043 0 0 0 0 471855286 1904278 1904278 0 0 0 0 0 0 0 0 0 473759564 471855286 0 1904278 5551402 5551402 374199852 374199852 11975396 10564840 1410556 35735711 35124063 611648 27997321 27844677 152644 130000 130000 7221617 0 7221617 0 88498 7239 81259 12600 12600 10737 10737 195708 195708 Other expenses 103729 103729 0 0 0 0 463222571 447740671 15481900 0 9280969 7880479 23853301 35255442 2002388 2925579 0 0 0 92951 16106 87582 76845 0 1291705 1375993 24635251 30916381 61151196 78430719 31119477 37862007 0 0 0 31119477 37862007 X 30031719 40568712 30031719 40568712 61151196 78430719 10536993 0 X false true X true false X X 1 SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT 571075649 6 true 0 447726174 1 0 447726174 true false false false false false false false false false false false false false false false false true X Schedule A, 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. Schedule A, Part IV, Section D, Line 2 Officers Appointed Or Serving Supported Org. 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. Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies 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. Schedule A, Part IV, Section E, Line 1c The Organization Supported A Government Entity Explanation 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. 92951 16106 76845 76845 DUE FROM RELATED ORGANIZATION 30916381 30916381 0 X 471738243 0 0 471738243 2021321 2021321 473759564 463222571 0 0 463222571 0 0 463222571 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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, 2024. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements TOTAL NON-OPERATING GAINS - 2021321 X X X X false true false false false false false false false Wellesley Alexander MD Board Member 0 501768 0 0 0 14808 0 0 0 22654 0 539230 0 0 Michael Orseck MD Board Member 0 1681587 0 0 0 14516 0 0 0 15051 0 1711154 0 0 Kenneth Meinke EVP/CFO 432591 0 465371 0 48381 0 11550 0 18478 0 976371 0 98287 0 Bruce Holstien President/CEO 1221834 0 560473 0 77808 0 369530 0 8860 0 2238505 0 0 0 Bruce Davis EVP/CFO 639460 0 372110 0 69570 0 137043 0 20905 0 1239088 0 0 0 Mark Aycock VP-Operations 693961 0 563166 0 39024 0 11550 0 15833 0 1323534 0 80021 0 David Church FOUNDATION PRESIDENT 362268 0 93900 0 16420 0 10543 0 22654 0 505785 0 0 0 Maria Williamson VP-MARKETING 345665 0 102000 0 9504 0 0 0 13156 0 470325 0 0 0 Mary Jennings CHIEF NURSING OFFICER-SMC 329770 0 58700 0 33255 0 11550 0 18478 0 451753 0 0 0 Brett English VP Finance 324981 0 91700 0 2160 0 11550 0 26397 0 456788 0 0 0 Paul Newhouse PRESIDENT-UMC 258686 0 83400 0 9659 0 8572 0 14458 0 374775 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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 - $357,980 Bruce Davis - $125,493 The following amounts were received as compensation included on Form W-2 as a result of amounts vested in the supplemental executive retirement plan. Mary Aycock - $80,021 Kenneth Meinke - $98,287 A Spartanburg Regional Health Services District Inc 576000934 847113EA1 2022-01-19 125980226 See Part VI. false false false B Spartanburg Regional Health Services District Inc 576000934 847113DH7 2020-07-09 77557006 See Part VI. false false false C Spartanburg Regional Health Services District Inc 571075649 847113CJ4 2017-12-21 201824247 See Part VI. false false false A 7030000 125991361 813503 125177858 true false false true B 4135000 77557590 781789 1770223 15916110 59089468 2021 false true false true C 0 202629995 1867799 160668524 40093672 2019 false true true true A false true true true true 0.0 0.0 0.0 false true B true true true true true 0.0 0.0 0.0 false true C true true true true true 0.0 0.0 0.0 false true A false true true false false false false false true B false true true false false false false false true C false false false true false false false false true A true B true C true Schedule K, Part II, Line 3 Column A: The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds. Schedule K, Part II, Line 13 Column A: Since proceeds of the Bonds were issued for refunding purposes, the year of substantial completion is not applicable. Schedule K, Part III, Line 7 Column A: As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Schedule K, Part IV, Line 2b Column A: Bond proceeds have met an exception to the rebate requirement. Schedule K, Part II, Line 3 Column B: The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds. Schedule K, Part III, Line 7 Column B: As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Schedule K, Part IV, Line 2b Column B: Bond proceeds have met an exception to the rebate requirement. Schedule K, Part II, Line 3 Column C: The total proceeds shown in Part II, Line 3 differs from the Issue Price shown in Part I, (e) due to interest earnings on invested proceeds. Schedule K, Part III, Line 7 Column C: As provided in Treasury Regulation Section 1.141-4(c)(2)(i)(B), the amount of private payments taken into account under the private security or payment test may not exceed the amount of private business use and/or unrelated trade or business use. Accordingly, the amount of private payments for the reporting period does not exceed the amount stated in Part III, Line 6. The organization has not undertaken an analysis of the private security or payment test with respect to the bonds, as the level of private business use and/or unrelated trade or business use reported in Part III, Line 6 is not in excess of amounts permitted under Section 145 of the Code. Schedule K, Part IV, Line 2c Column C: The most recent 5th year rebate report was prepared on May 11, 2022. Schedule K, Part I, Column (f) Column A: The Bonds were issued to current refund the 2012AB Reissued Bonds (issued on December 19. 2017). Schedule K, Part I, Column (f) Column B: Bond proceeds were used to finance capital projects, payoff two taxable loans, pay a bond insurance premium, and pay costs of issuance. Schedule K, Part I, Column (f) Column C: Bond proceeds were used to finance capital projects, advance refund a portion of Series 2008A Bonds (issued on June 25, 2008), advance refund Series 2008D Bonds (issued on July 30, 2008), and pay costs of issuance. Schedule K, Part IV, Line 2c COLUMN C Issuer name: Spartanburg Regional Health Services District, Inc. The calculation for computing no rebate due was performed on 05/11/2022 Form 990, Part III, Line 2 New program services On August 27, 2024, the Company formed Palmetto Shield Insurance Company, LLC, a wholly owned subsidiary under the laws of the District of Columbia. This entity was authorized to transact insurance business as of October 9, 2024 applicable to Captive Insurers and will provide certain coverages to the District. There was no activity for this organization during the year ended September 30, 2024. Form 990, Part VI, Line 11b Review of form 990 by governing body The return was reviewed by the audit and compliance committee. Return was then provided to the Board members for their review prior to issuance. All questions and comments were appropriately addressed. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. Form 990, Part VII, Section A 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. Palmetto Shield Insurance Company 1444 Eye St NW STE 950 Washington DC 20005 995013985 Captive DC 0 0 Apella Health Management Inc SPARTANBURG REGIONAL HEALTH SERVICES DISTRICT 101 EAST WOOD STREET SPARTANBURG SC 29303 571075649 HEALTHCARE SERVICES SC 501(c)(1) na false false false false false false false false false false false false false false true false false false false false