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· Public charity

Ballad Health Foundation

BALLAD HEALTH FOUNDATION's primary purpose is to build relationships with others to fulfill the mission and vision of ballad health through philanthropy.

$5.9M
Granted FY2025still arriving
9
Grants FY2025still arriving
2
States reached
$5.5M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$40MEducation$219kPhilanthropy$202kCommunity Improvement$200kPublic Safety & Disaster$170kRecreation & Sports$107kArts & Culture$5k
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $6k
  • $10k–50k3 grants · $51k
  • $50k–250k4 grants · $286k
  • $250k+1 grant · $5.5M
$50,000
Median grant
2
States reached
$65M
Total assets
Largest grants
RecipientAmount
BALLAD HEALTH$5,532,407
APPALACHIA SERVICE PROJECT$100,000
SMYTH COUNTY COMMUNITY FOUNDATION$75,000
MISSION DENTAL VIRGINIA$61,000
HOLSTON HABITAT FOR HUMANITY$50,000
NORTHEAST STATE COMMUNITY COLLEGE$30,854
LEBANON LIFESAVING CREW$10,000
TOWN OF ABINGDON$10,000
UNITED WAY OF GREENE COUTY$5,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 13%. 99% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 13%EAST TENNESSEE FOUNDATION: $10k → 12%BALLAD HEALTH: $17.1M → 14%NORTHEAST STATE COMMUNITY COLLEGE: $31k → 15%UNITED WAY GREENE CO: $13k → 17%UNITED WAY ELIZABETHTONCARTER CO: $18k → 18%MISSION DENTAL VIRGINIA: $61k → 11%LEBANON LIFESAVING CREW: $10k → 18%UNITED WAY OF SOUTHWEST VIRGINIA I: $11k → 20%SMYTH COUNTY COMMUNITY FOUNDATION: $75k → 20%GAP PARTNERSHIP: $200k → 22%BALLAD HEALTH: $5.5M → 14%UNITED WAY OF BRISTOL INC: $51k → 15%UNITED WAY OF GREENE COUTY: $6k → 17%MISSION DENTAL VIRGINIA INC: $73k → 11%TYLER FLANARY MEMORIAL PARK: $15k → 22%BALLAD HEALTH: $5.1M → 14%UNITED WAY BRISTOL TNVA: $23k → 15%MISSION DENTAL VIRGINIA INC: $41k → 11%MOUNTAIN EMPIRE COMMUNITY COLLEGE: $7k → 22%BALLAD HEALTH: $2.7M → 14%HOLSTON HABITAT FOR HUMANITY: $50k → 15%EMORY & HENRY COLLEGE: $25k → 11%MOUNTAIN EMPIRE COMMUNITY COLLEGE: $6k → 22%BALLAD HEALTH: $2.2M → 14%WELLMONT HEALTH SYSTEM: $2.3M → 15%EMORY & HENRY COLLEGE: $25k → 11%MOUNTAIN EMPIRE COMMUNITY COLLEGE: $6k → 22%BALLAD HEALTH: $1.2M → 14%WELLMONT HEALTH SYSTEM: $2.1M → 15%THE ORIGIN PROJECT: $5k → 22%APPALACHIA SERVICE PROJECT: $100k → 14%WELLMONT HEALTH SYSTEM: $1.1M → 15%LIFETIME WELLNESS CENTER: $13k → 14%WELLMONT HEALTH SYSTEM: $257k → 15%UNITED WAY OF EAST TN HIGHLANDS: $5k → 14%WELLMONT HEALTH SYSTEM: $85k → 15%UNITED WAY OF GREATER KINGSPORT IN: $44k → 15%UNITED WAY GREATER KINGSPORT: $41k → 15%WELLMONT HAWKINS CO MEM HOSPITAL: $31k → 15%WELLMONT HEALTH SYSTEM: $23k → 15%WELLMONT HAWKINS CO MEM HOSPITAL: $11k → 15%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$40M · 11 repeat orgs$592k to everyone else

11 repeat relationships: 3 still active in FY2025, 8 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
9

Total granted

$40M
$316k

Median revenue growth · since first grant

+7%
+33%

Still filing today

91%
56%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $276k went to new ones.

50%100%’17’18’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’20’21’22’23’24’25
PhilanthropyHealthEducationCommunity ImprovementHousing & ShelterArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BH
    Ballad Health
    6× · 2020–2025 · $34M · revenue +131%
  • WH
    Wellmont Health System
    2× · 2017–2018 · $5.8M · revenue +23%
  • MD
    MISSION DENTAL VIRGINIA INC
    3× · 2020–2025 · $175k · revenue ×18

Funded once

  • TG
    THE GAP PARTNERSHIP FOUNDATION
    one grant, 2017 · $200k · revenue -99% · 77% of their budget
  • EC
    EO COMPANIESgraduated
    one grant, 2020 · $37k · revenue +233%
  • UW
    United Way of ElizabethtonCarter County
    one grant, 2020 · $18k · revenue +33%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Grace Foundation for the Appalachian
Arts & Culture
2
Rivers Way Outdoor Adventure
—
3
The West Virginia Chamber Foundation
Public Benefit
4
Tennessee Geographic Alliance

Education

Education
5
Appalachian Disaster Coalition
Public Safety & Disaster
6
Northern Virginia Health Foundation
Philanthropy
7
Virginia Ready Initiative
—
8
United Way of Greater Charlottesville

The united way of greater charlottesville connects our community, enabling individuals and families to achieve their potential.

Philanthropy
9
Wv Helping Hands
Human Services
10
United Way of Virginia's Eastern Shore Inc

United way improves lives by mobilizing the caring power of communities around the world to advance common good. the united way of virginia's eastern shore is a local volunteer organization established in 1991 by business people and…

Philanthropy
11
Edward Via Virginia College of Osteopathic Medicine

The mission of the edward via college of osteopathic medicine (vcom) is to prepare globally-minded, community-focused physicians to meet the needs of rural and medically underserved populations and promote research to improve human health.

Education
12
Appalachia Reach Out

Lead the lost to a saving knowledge of Jesus Christ by showing Christ's love through assisting people with spiritual, physical and economic needs, that they may become disciples in partnership with local churches to carry out the great…

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Eo Companies; the most unlike its peers is Mission Dental Virginia Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

21 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 21 of the 27 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
20/21
Grantees still filing
9/21
Grew since first funded

Where the money sits, by cause and then by grantee

Ballad Health: $33,793,730 · HealthBallad HealthWellmont Health System: $5,807,150 · HealthWellmont Health System+2 more: $216,991 · HealthUNITED WAY OF BRISTOL TN-VA INC: $73,644 · OtherPROJECT FIT AMERICA: $68,462 · OtherHolston Habitat for Humanity Inc: $50,000 · OtherNORTHEAST STATE COMMUNITY COLLEGE: $30,854 · OtherMOUNTAIN EMPIRE COMMUNITY COLLEGE: $18,500 · OtherUnited Way of ElizabethtonCarter County: $18,213 · OtherTOWN OF BIG STONE GAP: $15,000 · OtherLIFETIME WELLNESS CENTER: $13,111 · Other+3 more: $30,504 · OtherUNITED WAY OF GREATER KINGSPORT INC: $84,884 · PhilanthropySMYTH COUNTY COMMUNITY FOUNDATION: $75,000 · PhilanthropyEO COMPANIES: $37,225 · PhilanthropyUNITED WAY OF EAST TENNESSEE HIGHLANDS INC: $35,908 · PhilanthropyGreene County United Way Inc: $18,422 · PhilanthropyEAST TENNESSEE FOUNDATION: $10,283 · PhilanthropyTHE GAP PARTNERSHIP FOUNDATION: $200,000 · Community ImprovementGATLINBURG CHAMBER OF COMMERCE FOUNDATION: $10,283 · Community ImprovementAPPALACHIA SERVICE PROJECT INC: $100,000 · Housing & ShelterEMORY & HENRY UNIVERSITY: $50,000 · EducationNISWONGER FOUNDATION INC: $6,500 · EducationORIGIN PROJECT INCORPORATED: $5,000 · Arts & Culture
Health$39,817,871Other$318,288Philanthropy$261,722Community Improvement$210,283Housing & Shelter$100,000Education$56,500Arts & Culture$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBallad Health: $33,793,730 over 6y, 24% of budgetWellmont Health System: $5,807,150 over 2y, 0.5% of budgetTHE GAP PARTNERSHIP FOUNDATION: $200,000 over 1y, 77% of budgetMISSION DENTAL VIRGINIA INC: $175,304 over 3y, 11% of budgetAPPALACHIA SERVICE PROJECT INC: $100,000 over 1y, 0.4% of budgetUNITED WAY OF GREATER KINGSPORT INC: $84,884 over 2y, 1.3% of budgetSMYTH COUNTY COMMUNITY FOUNDATION: $75,000 over 1y, 7.3% of budgetUNITED WAY OF BRISTOL TN-VA INC: $73,644 over 2y, 2.8% of budgetPROJECT FIT AMERICA: $68,462 over 4y, 16% of budgetHolston Habitat for Humanity Inc: $50,000 over 1y, 0.9% of budgetEMORY & HENRY UNIVERSITY: $50,000 over 2y, 0.0% of budgetWellmont Hawkins County Memorial Hospital Inc: $41,687 over 2y, 0.2% of budgetEO COMPANIES: $37,225 over 1y, 0.9% of budgetUNITED WAY OF EAST TENNESSEE HIGHLANDS INC: $35,908 over 2y, 2.4% of budgetGreene County United Way Inc: $18,422 over 2y, 2.1% of budgetEAST TENNESSEE FOUNDATION: $10,283 over 1y, 0.0% of budgetGATLINBURG CHAMBER OF COMMERCE FOUNDATION: $10,283 over 1y, 1.5% of budgetLEBANON LIFESAVING CREW INC: $10,000 over 1y, 1.4% of budgetNISWONGER FOUNDATION INC: $6,500 over 1y, 0.1% of budgetORIGIN PROJECT INCORPORATED: $5,000 over 1y, 5.9% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Eastman Credit UnionTN15.7× affinity5 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Eastman Credit Union · United Way of Greater Kingsport Inc · Wellmont Health System · United Way Worldwide · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Ballad Health Foundation funds: left to right is the share of its income from government, bottom to top the share from Ballad Health Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%6%14%25%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    9report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 27 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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