THE UNIVERSITY OF VERMONT HEALTH NETWORK-HOME HEALTH & HOSPICE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF VERMONT HEALTH NETWORK-HOME HEALTH & HOSPICE INC (EIN 03-0179603)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202442279349301679
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T11:06:24-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF VERMONT HEALTH NETWORK | BusinessNameLine1Txt |
| Business Name Line2 | HOME HEALTH & HOSPICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8026581900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 PRIM ROAD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL TOWLE | PersonNm |
| Person Title | VP FINANCE & CFO | PersonTitleTxt |
| Phone | 8028604434 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE WERNEKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 PRIM ROAD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,436,533 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UVMHOMEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1934 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | THE UVMHNHHH CARES FOR INDIVIDUALS AND FAMILIES THROUGH HEALTH AND RELATED SERVICES IN HOME AND OTHER COMMUNITY SETTINGS FOR THE RESIDENTS OF CHITTENDEN AND GRAND ISLE COUNTIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 452 | TotalEmployeeCnt |
| Total Volunteers | 227 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,610,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,127,055 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,307,995 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,956,265 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,889,309 | PYInvestmentIncomeAmt |
| CY Investment Income | -$118,528 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,530 | PYOtherRevenueAmt |
| CY Other Revenue | $50,499 | CYOtherRevenueAmt |
| PY Total Revenue | $32,878,510 | PYTotalRevenueAmt |
| CY Total Revenue | $26,015,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $26,246,907 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,063,663 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $265,087 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,249,702 | PYOtherExpensesAmt |
| CY Other Expenses | $5,457,115 | CYOtherExpensesAmt |
| PY Total Expenses | $33,500,109 | PYTotalExpensesAmt |
| CY Total Expenses | $29,524,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$621,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,508,987 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,820,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,599,952 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,720,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,516,035 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,100,357 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,083,917 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UVMHNHHH HELPS PEOPLE LIVE THEIR FULLEST LIVES BY PROVIDING INNOVATIVE, HIGH VALUE, COMPASSIONATE CARE WHEREVER THEY CALL HOME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,311,744 | ExpenseAmt |
| Grant | $1,182 | GrantAmt |
| Revenue | $8,090,024 | RevenueAmt |
| Desc | HOME CARE SERVING 2,694 PATIENTS AND DOING 45,760 VISITS FOR SKILLED NURSING AND THERAPY SERVICES INCLUDING CLINICAL ASSESSMENT, CARE MANAGEMENT AND COORDINATION, TEACHING, AND PROVIDER-ORDERED TREATMENTS; MEDICAL SOCIAL WORK; WOUND CARE; AND FOOT CARE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,624,958 | ExpenseAmt |
| Grant | $800 | GrantAmt |
| Revenue | $5,474,909 | RevenueAmt |
| Desc | MCCLURE MILLER RESPITE HOUSE, A 21-ROOM, MEDICARE-CERTIFIED HOSPICE RESIDENCE SERVING 385 PATIENTS AND 3,871 BED DAYS AND PROVIDING SERVICES INCLUDING NURSING CARE, PHYSICIAN VISITS, PAIN AND SYMPTOM MANAGEMENT, MEDICATIONS, AND EMOTIONAL AND SPIRITUAL SUPPORT SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,663,005 | ExpenseAmt |
| Grant | $663 | GrantAmt |
| Revenue | $4,538,617 | RevenueAmt |
| Desc | HOSPICE END OF LIFE SERVING 591 PATIENTS AND 25,672 PER DIEM DAYS, PROVIDING THE FOLLOWING SERVICES: MEDICATION (EDUCATION, SYMPTOM MANAGEMENT, 24/7 PHONE SUPPORT); PERSONAL CARE INCLUDING DAILY VISITS, EDUCATION/EVALUATION OF SAFETY, AND HOMEMAKER SERVICES; EMOTIONIAL AND SPIRITUAL SUPPORT ; AND VOLUNTEER SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,013,114 | ExpenseAmt |
| Grant | $855 | GrantAmt |
| Revenue | $5,852,715 | RevenueAmt |
| Desc | FAMILY & CHILDREN SERVICES SERVING 752 PATIENTS AND DOING 7,685 VISITS INCLUDING VIDEO VISITS FOR NURSING AND FAMILY SUPPORT, WELLNESS PROGRAMS, PEDIATRIC CARE FOR ACUTELY AND CHRONICALLY ILL CHILDREN, AND PEDIATRIC REHABILITATION INCLUDING ASSESSMENT AND INTERVENTIONS FOR CHILDREN WITH DEVELOPMENTAL DELAYS; PERSONAL CARE SERVICES TO 244 FINANCIALLY-ELIGIBLE PATIENTS UNDER THE VERMONT MEDICAID CHOICES FOR CARE PROGRAM; ADULT DAY PROGRAM FORM OLDER CLIENTS, ADULTS WITH DISABILITIES, AND INDIVIDUALS WITH ALZHEIMER'S DISEASE AND OTHER MEMORY IMPAIRMENTS, SERVING 40 PATIENTS AT 1 LOCATION; ADULT AND PEDIATRIC HIGH-TECH SERVICES TO 13 PATIENTS AND DOING 23,628 HOURS OF SERVICE, RENDERED TO PAITIENTS REQUIRING NURSING THAT IS MORE EXTENSIVE THAN THOSE TYPICALLY PROVIDED VIA INTERMITTENT SKILLED NURSING OR PERSONAL CARE ASSISTANTS; HOMEMAKER PROGRAM SERVICING 45 CLIENTS; SASH (SUPPORT AND SERVICES AT HOME) PROVIDING SERVICES AT 13 SENIOR HOUSING LOCATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,013,114 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $855 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,852,715 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,612,821 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 452 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL TOWLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028604434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 PRIM ROAD | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| HEATHER RIDER-HAMMOND | |||||||||
| TRUSTEE; CHAIR (AS OF 1/2023) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE SIMONSON | |||||||||
| TRUSTEE; VICE CHAIR (AS OF 1/2023) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CJ CHARLEBOIS MELENDY | |||||||||
| TRUSTEE; TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAN DEMERS | |||||||||
| TRUSTEE; SECRETARY (AS OF 1/2023) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAM MACKENZIE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR THOMAS PETERSON | |||||||||
| TRUSTEE | 1.00 | 34.00 | Yes (X) | $0 | $358,576 | $39,666 | |||
| JILL KAPLAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE MACIAS-HOAG | |||||||||
| TRUSTEE | 1.00 | 49.00 | Yes (X) | $0 | $546,555 | $76,031 | |||
| ALEXANDER WATSON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ELIZABETH MCGEE | |||||||||
| TRUSTEE | 1.00 | 44.00 | Yes (X) | $0 | $383,503 | $63,465 | |||
| CHRISTINE WERNEKE | |||||||||
| PRES & COO (AS OF 5/2023) | 45.00 | 5.00 | Yes (X) | Yes (X) | $0 | $186,012 | $42,556 | ||
| ADRIANNE JOHNSON ROSS | |||||||||
| PRES & COO (TIL 1/2023) | 45.00 | 5.00 | Yes (X) | Yes (X) | $319,484 | $0 | $49,673 | ||
| TARA PACY | |||||||||
| CHAIR (TIL 12/2022) | 1.00 | 44.00 | Yes (X) | Yes (X) | $0 | $221,704 | $46,758 | ||
| ERIKA SCHRAMM | |||||||||
| SECRETARY (TIL 12/2022) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN HARWOOD | |||||||||
| TRUSTEE (TIL 12/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL TOWLE | |||||||||
| VP FINANCE & CFO | 45.00 | 5.00 | Yes (X) | $185,113 | $0 | $34,854 | |||
| ANDREE SMITH | |||||||||
| CHIEF NURSING OFFICER | 45.00 | 0.00 | $131,430 | $0 | $14,803 | Yes (X) | |||
| LINDSAY GAGNON | |||||||||
| NURSE PRACTITIONER | 45.00 | 0.00 | $122,709 | $0 | $30,196 | Yes (X) | |||
| ALLISON MERCURE | |||||||||
| DIR REV CYCLE | 45.00 | 0.00 | $117,010 | $0 | $29,013 | Yes (X) | |||
| JESSICA HENDELA | |||||||||
| DIR OR FIN REP & BUDGET | 45.00 | 0.00 | $116,415 | $0 | $1,838 | Yes (X) | |||
| HEATHER SMITH | |||||||||
| CLIN TEAM MANAGER | 45.00 | 0.00 | $103,035 | $0 | $11,822 | Yes (X) | |||
| JUDY PEEK-LEE | |||||||||
| FMR INTERIM CFO | 0.00 | 50.00 | $0 | $409,410 | $31,192 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,095,196 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,105,760 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $471,867 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CROSS COUNTRY STAFFING INC | |||||
| PO BOX 404674 | ATLANTA | GA | 30384 | TRAVELING NURSING SERVICES | $1,023,818 |
| AMN HEALTHCARE INC | |||||
| 8840 CYPRESS WATERS BLVD | COPPELL | TX | 75019 | ADMINISTRATIVE STAFFING | $340,219 |
| TLC NURSING ASSOCIATES INC | |||||
| 1550 WILLISTON ROAD | SOUTH BURLINGTON | VT | 05403 | TRAVELING NURSING SERVICES | $222,540 |
| PRIME TIME HEALTHCARE LLC | |||||
| 15380 WEIR STR | OMAHAMA | NE | 68137 | TRAVELING NURSING SERVICES | $148,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,080 | FederatedCampaignsAmt |
| Fundraising | $45,128 | FundraisingAmt |
| Government Grants | $300,914 | GovernmentGrantsAmt |
| All Other Contributions | $1,773,933 | AllOtherContributionsAmt |
| Noncash Contributions | $5,191 | NoncashContributionsAmt |
| Total Contributions | $2,127,055 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $23,956,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,956,265 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,956,265 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $185,913 | TotalRevenueColumnAmt |
| Exclusion | $185,913 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,098,311 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,402,752 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$304,441 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$304,441 | TotalRevenueColumnAmt |
| Exclusion | -$304,441 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,989 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,128 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,490 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,499 | TotalRevenueColumnAmt |
| Exclusion | $50,499 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,015,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,956,265 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$68,029 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,755 | TotalAmt |
| Management And General | $702,755 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,867,066 | TotalAmt |
| Program Services | $16,157,491 | ProgramServicesAmt |
| Management And General | $2,514,906 | ManagementAndGeneralAmt |
| Fundraising | $194,669 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,222 | TotalAmt |
| Program Services | $361,253 | ProgramServicesAmt |
| Management And General | $54,617 | ManagementAndGeneralAmt |
| Fundraising | $4,352 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,691,789 | TotalAmt |
| Program Services | $2,262,721 | ProgramServicesAmt |
| Management And General | $401,806 | ManagementAndGeneralAmt |
| Fundraising | $27,262 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,381,831 | TotalAmt |
| Program Services | $1,146,920 | ProgramServicesAmt |
| Management And General | $221,093 | ManagementAndGeneralAmt |
| Fundraising | $13,818 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,459 | TotalAmt |
| Program Services | $17,811 | ProgramServicesAmt |
| Management And General | $3,433 | ManagementAndGeneralAmt |
| Fundraising | $215 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,082 | TotalAmt |
| Program Services | $140,573 | ProgramServicesAmt |
| Management And General | $27,773 | ManagementAndGeneralAmt |
| Fundraising | $1,736 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739,484 | TotalAmt |
| Program Services | $1,443,772 | ProgramServicesAmt |
| Management And General | $278,317 | ManagementAndGeneralAmt |
| Fundraising | $17,395 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,568 | TotalAmt |
| Program Services | $398,871 | ProgramServicesAmt |
| Management And General | $76,891 | ManagementAndGeneralAmt |
| Fundraising | $4,806 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,947 | TotalAmt |
| Program Services | $417,446 | ProgramServicesAmt |
| Management And General | $80,472 | ManagementAndGeneralAmt |
| Fundraising | $5,029 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,104 | TotalAmt |
| Program Services | $412,596 | ProgramServicesAmt |
| Management And General | $79,537 | ManagementAndGeneralAmt |
| Fundraising | $4,971 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,361 | TotalAmt |
| Program Services | $88,692 | ProgramServicesAmt |
| Management And General | $14,747 | ManagementAndGeneralAmt |
| Fundraising | $922 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,856 | TotalAmt |
| Program Services | $409,070 | ProgramServicesAmt |
| Management And General | $78,857 | ManagementAndGeneralAmt |
| Fundraising | $4,929 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,589 | TotalAmt |
| Management And General | $55,589 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROVIDER TAX | $809,302 | $809,302 | ||
| OPERATING LEASES | $266,695 | $266,695 | ||
| BOOKS, DUES & SUBSCRIPT | $201,799 | $167,493 | $32,288 | $2,018 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,869 | TotalAmt |
| Program Services | $108,615 | ProgramServicesAmt |
| Management And General | $23,289 | ManagementAndGeneralAmt |
| Fundraising | -$17,035 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,524,278 | TotalAmt |
| Program Services | $24,612,821 | ProgramServicesAmt |
| Management And General | $4,646,370 | ManagementAndGeneralAmt |
| Fundraising | $265,087 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,413,409 | BOYAmt |
| EOY | $2,195,825 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,207,837 | BOYAmt |
| EOY | $3,224,775 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,888 | BOYAmt |
| EOY | $443,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,944,203 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,239,110 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,096,621 | BOYAmt |
| EOY | $5,705,093 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,709,297 | BOYAmt |
| EOY | $18,021,168 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,805 | BOYAmt |
| EOY | $9,805 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,820,859 | BOYAmt |
| EOY | $29,599,952 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,021,396 | BOYAmt |
| EOY | $11,226,834 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,318 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,788 | BOYAmt |
| EOY | $289,201 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,720,502 | BOYAmt |
| EOY | $11,516,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,773,096 | BOYAmt |
| EOY | $6,713,686 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,327,261 | BOYAmt |
| EOY | $11,370,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,100,357 | BOYAmt |
| EOY | $18,083,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,820,859 | BOYAmt |
| EOY | $29,599,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,508,987 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,499,351 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,804 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,700,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,411,462 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,320,440 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,610,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,127,055 | CurrentTaxYearAmt |
| Total | $15,169,774 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,654,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,996,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,153,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,307,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,956,265 | CurrentTaxYearAmt |
| Total | $137,069,616 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,354,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,408,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,474,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,918,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,083,320 | CurrentTaxYearAmt |
| Total | $152,239,390 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $152,239,390 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,103,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $524,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $623,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,913 | CurrentTaxYearAmt |
| Total | $2,975,253 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,103,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $524,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $623,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,913 | CurrentTaxYearAmt |
| Total | $2,975,253 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,326 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,499 | CurrentTaxYearAmt |
| Total | $247,116 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,549 | CurrentTaxYearMinus4YearsAmt |
| Total | $108,549 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,615,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,971,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,051,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,612,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,319,732 | CurrentTaxYearAmt |
| Total | $155,570,308 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97580 | PublicSupportPY509Pct |
| Investment Income CY | 0.01910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS PROGRAM REVENUE - 2018 AMOUNT: $ 108,549. |
| SCHEDULE A, PART III, COLUMN (A) | THE NUMBERS IN COLUMN (A), YEAR 2018, CONTAIN AMOUNTS FOR THE PERIOD 7/1/2018 - 9/30/2019, AS A SHORT PERIOD RETURN WAS FILED FOR THE 7/1/2018 - 9/30/2018 PERIOD. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $9,805 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,517,440 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,289,530 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $402,012 | OtherExpendituresAmt |
| Administrative Expenses | $7,575 | AdministrativeExpensesAmt |
| End Year Balance | $10,397,383 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,918,726 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,978,144 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $405,487 | OtherExpendituresAmt |
| Administrative Expenses | $17,655 | AdministrativeExpensesAmt |
| End Year Balance | $9,517,440 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,185,809 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,951,268 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,351 | OtherExpendituresAmt |
| End Year Balance | $11,918,726 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,044,070 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $453,357 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $311,618 | OtherExpendituresAmt |
| End Year Balance | $10,185,809 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,647,443 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $737,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,867 | OtherExpendituresAmt |
| End Year Balance | $10,044,070 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62552 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37448 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,673 | OtherCostOrOtherBasisAmt |
| Book Value | $346,673 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,362,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,427,637 | DepreciationAmt |
| Book Value | $2,934,459 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,235,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,811,473 | DepreciationAmt |
| Book Value | $2,423,961 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,705,093 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUST LIABILITY | Desc |
| Amt | $289,201 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $289,201 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FUNDS ARE INTENDED TO FUND PROGRAMS IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE. |
| PART X, LINE 2: | THE UNIVERSITY OF VERMONT HEALTH NETWORK HOME HEALTH & HOSPICE IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"). PAGES 17 AND 18 OF THE CONSOLIDATED FINANCIAL STATEMENTS CONTAINS A FOOTNOTE INDICATING THAT NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN RECORDED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUN RUN | Event1Nm |
| Gross Receipts Event1 | $114,117 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,128 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,989 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $18,490 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $114,117 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,128 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,989 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,490 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,490 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,499 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (1) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (1) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNETTE MACIAS-HOAG | ||||||||||||||
| TRUSTEE | $0 | $405,530 | $0 | $105,231 | $0 | $35,794 | $0 | $50,315 | $0 | $25,716 | $0 | $622,586 | $0 | $0 |
| DR ELIZABETH MCGEE | ||||||||||||||
| TRUSTEE | $0 | $372,978 | $0 | $0 | $0 | $10,525 | $0 | $27,450 | $0 | $36,015 | $0 | $446,968 | $0 | $0 |
| JUDY PEEK-LEE | ||||||||||||||
| FMR INTERIM CFO | $0 | $349,587 | $0 | $37,030 | $0 | $22,793 | $0 | $14,754 | $0 | $16,438 | $0 | $440,602 | $0 | $0 |
| DR THOMAS PETERSON | ||||||||||||||
| TRUSTEE | $0 | $292,270 | $0 | $42,532 | $0 | $23,774 | $0 | $35,380 | $0 | $4,286 | $0 | $398,242 | $0 | $0 |
| ADRIANNE JOHNSON ROSS | ||||||||||||||
| PRES & COO (TIL 1/2023) | $276,969 | $0 | $33,777 | $0 | $8,738 | $0 | $16,262 | $0 | $33,411 | $0 | $369,157 | $0 | $0 | $0 |
| TARA PACY | ||||||||||||||
| CHAIR (TIL 12/2022) | $0 | $200,526 | $0 | $9,691 | $0 | $11,487 | $0 | $24,188 | $0 | $22,570 | $0 | $268,462 | $0 | $0 |
| CHRISTINE WERNEKE | ||||||||||||||
| PRES & COO (AS OF 5/2023) | $0 | $162,224 | $0 | $13,447 | $0 | $10,341 | $0 | $12,519 | $0 | $30,037 | $0 | $228,568 | $0 | $0 |
| MICHAEL TOWLE | ||||||||||||||
| VP FINANCE & CFO | $166,356 | $0 | $18,667 | $0 | $90 | $0 | $0 | $0 | $34,854 | $0 | $219,967 | $0 | $0 | $0 |
| LINDSAY GAGNON | ||||||||||||||
| NURSE PRACTITIONER | $112,625 | $0 | $8,625 | $0 | $1,459 | $0 | $0 | $0 | $30,196 | $0 | $152,905 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PRESIDENT AND COO ADRIANNE JOHNSON-ROSS RECEIVED COMPENSATION OF $1,400 TO COVER TAX PREPARATION AND FINANCIAL ADVISORY SERVICES. WHILE THERE IS NO ORGANIZATION-WIDE WRITTEN POLICY REGARDING SUCH PAYMENTS, THE AMOUNT IS INCLUDED THE EMPLOYMENT CONTRACT, WHICH IS SUBJECT TO ANNUAL REVIEW (AS DISCUSSED IN SCHEDULE O). PERSONAL SERVICE COMPENSATION IS INCLUDED ON FORM W-2 AS TAXABLE INCOME. NO REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN AND THE COMPENSATION IS OFFERED ON A TAXABLE BASIS. THEREFORE, SUBSTANTIATION OF EXPENSE IS NOT REQUIRED. |
| PART I, LINE 3 | UVMHNHHH RELIED ON THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"), THE PARENT ORGANIZATION OF UVM MEDICAL CENTER, TO ESTABLISH SENIOR EXECUTIVE COMPENSATION. UVM HEALTH NETWORK UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | THE UNIVERSITY OF VERMONT HEALTH NETWORK, BY AND THROUGH ITS AFFILIATED SUBSIDIARIES, MAINTAINED A SUPPLEMENTAL RETIREMENT BENEFIT PLAN (SRP) UNDER CONTRACTUAL ARRANGEMENTS WITH SEVERAL PERSONS LISTED ON FORM 990, PART VII, AND SECTION A, LINE 1A. PURSUANT TO THE TERMS OF THE SRP, ANNUAL CREDITS WERE MADE EQUAL TO A FIXED PERCENTAGE OF BASE SALARY. THE FOLLOWING PERSONS PARTICIPATED IN THE SRP IN CALENDAR YEAR 2022 AND THEIR RESPECTIVE FIXED PERCENTAGE IS DESIGNATED IN PARENTHESES: ANNETTE MACIAS-HOAG (8.68%); AND ADRIANNE JOHNSON ROSS (6.42%). THE AMOUNT DEFERRED FOR CALENDAR YEAR 2022 IS INCLUDED ON SCHEDULE J, PART II, COLUMN C. AMOUNTS DEFERRED REMAIN SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET. |
| PART I, LINE 7 | UVMHNHHH PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (DIRECTORS, VICE PRESIDENTS, PHYSICIAN CHAIRS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL VARIABLE PAY PLAN AS THE PLAN'S PERFORMANCE MEASURES WERE MET. THE MEASURES WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THESE MEASURES INCLUDED FINANCIAL, POPULATION HEALTH & QUALITY, AND OPERATIONAL RELATED METRICS. |
| PART I, LINE 8 | SALARIES AND OTHER FIXED AMOUNTS PAYABLE TO EXECUTIVES SUCH AS OFFICERS AND CERTAIN KEY EMPLOYEES ARE SET BY CONTRACTS THAT ARE NEGOTIATED AND ENTERED INTO PRIOR TO THE COMMENCEMENT OF EACH EXECUTIVES' EMPLOYMENT. THE TERMS OF SUCH CONTRACTS ARE APPROVED IN ADVANCE BY THE APPROPRIATE COMPENSATION COMMITTEE OR OTHER BOARD-AUTHORIZED BODY, WHICH OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING SUCH OFFER, AND CONCURRENTLY DOCUMENTS ITS BASIS FOR DETERMINATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. ELIZABETH MCGEE AND DR. THOMAS PETERSON WERE EMPLOYED BY THE UNIVERSITY OF VERMONT HEALTH NETWORK MEDICAL GROUP, INC., A RELATED ORGANIZATION AT WHICH DR. THOMAS PETERSON SERVED AS AN OFFICER. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE OCTOBER 1, 2022, THE CERTIFICATE OF INCORPORATION AND THE BYLAWS OF THE UNIVERSITY OF VERMONT HEALTH NETWORK, INC. (THE "NETWORK") WERE AMENDED AND RESTATED TO FACILITATE TIMELY DECISION MAKING AND TO CLARIFY ROLES AND RELATIONSHIPS BETWEEN THE NETWORK AND ITS HOSPITAL AND HOME HEALTH CARE SUBSIDIARIES (THE "AFFILIATES"), INCLUDING THE UNIVERSITY OF VERMONT HEALTH NETWORK HOME HEALTH & HOSPICE ("HHH"). CORRESPONDING AMENDMENTS WERE MADE TO THE ORGANIZATIONAL DOCUMENTS OF THE AFFILIATES. HHH'S DOCUMENTS CHANGED IN THE FOLLOWING SIGNIFICANT RESPECTS: FIRST, THE CERTIFICATE OF INCORPORATION AND BYLAWS WERE AMENDED TO CREATE RESERVED POWERS OF THE NETWORK BOARD. THESE RESERVED POWERS INCLUDE: THE NETWORK'S ELECTION OF TRUSTEES FOR HHH FROM NOMINEES SUBMITTED BY HHH; ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS; ADOPTION OF STRATEGIC PLANS; AND APPROVAL OF MAJOR FINANCIAL DECISIONS INCLUDING MERGERS, BANKRUPTCIES, COMMENCEMENT OF PROJECTS REQUIRING THE ISSUANCE OF A CERTIFICATE OF NEED, THE INCURRENCE OF LONG-TERM INDEBTEDNESS, AND THE DEVELOPMENT OR TERMINATION OF PROGRAMS OR SERVICES. ADDITIONALLY, THE COMPENSATION COMMITTEE OF THE NETWORK IS GRANTED RESPONSIBILITY FOR DETERMINING COMPENSATION AND BENEFITS FOR HHH'S PRESIDENT AND ANY OTHER EXECUTIVE CLASSIFIED AS A "DISQUALIFIED PERSON" UNDER APPLICABLE LAW. SECOND, AMENDMENTS WERE MADE TO GRANT REPRESENTATION TO MEMBERS OF HHH'S BOARD OF TRUSTEES ON STANDING COMMITTEES OF THE NETWORK BOARD. UP TO TWO VOTING MEMBERS OF EACH NETWORK STANDING COMMITTEE ARE APPOINTED BY HHH. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS THE UNIVERSITY OF VERMONT HEALTH NETWORK, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | AS SOLE MEMBER, THE UVM HEALTH NETWORK HAS ALL OF THE POWERS RESERVED TO MEMBERS OF A VERMONT NON-PROFIT CORPORATION INCLUDING THE POWER TO ELECT DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS SOLE MEMBER, THE MEMBER RETAINS FINAL APPROVAL AUTHORITY OVER THE FOLLOWING ACTIONS OF THE CORPORATION: A. ELECTION OF DIRECTORS OF THE CORPORATION; B. ADOPTION OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; C. ADOPTION OF STRATEGIC PLANS; D. SALE, LEASE, DISPOSITION, MORTGAGE, OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; E. ANY MERGER, CONSOLIDATION, BUSINESS COMBINATION OR JOINT VENTURE, OR THE CREATION OR ACQUISITION OF ANY SUBSIDIARY ORGANIZATION; F. FILING OF A VOLUNTARY PETITION OR APPLICATION UNDER FEDERAL OR STATE BANKRUPTCY LAW; G. COMMENCEMENT OF ANY PROJECT OR THE MAKING OF ANY EXPENDITURE REQUIRING ISSUANCE OF A CERTIFICATE OF NEED; H. AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; I. INCURRENCE OF ANY LONG-TERM INDEBTEDNESS; J. DEVELOPING OR TERMINATING PROGRAMS AND SERVICES; AND K. ELECTION OR APPOINTMENT, BUT NOT TERMINATION, OF THE PRESIDENT / COO OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 FOR UVMHNHHH IS PREPARED BY STAFF FROM THE UVM MEDICAL CENTER AND REVIEWED BY PWC US TAX LLP. FOLLOWING PWC'S REVIEW, THE RETURN IS REVIEWED BY MEMBERS OF UVMHNHHH AND SENIOR LEADERSHIP. THE FORM 990, ONCE COMPLETED, IS PROVIDED TO ALL DIRECTORS OF UVMHNHHH PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | HHH HAS TWO POLICIES FOR CONFLICT OF INTEREST, ONE FOR BOARD MEMBERS AND ONE FOR STAFF INCLUDING OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. HHH MONITORS COMPLIANCE OF ITS BOARD MEMBERS WITH ITS CONFLICT OF INTEREST POLICY REQUIRING A YEARLY SIGNED CONFLICT OF INTEREST FORM WHERE BOARD MEMBERS ACKNOWLEDGE READING THE POLICY AND DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE BOARD MEMBER THEN SIGNS AND DATES A FORM INDICATING THAT THE BOARD MEMBER IS NOT ENGAGED IN ACTIONS CONTRAVENING THE POLICY. EMPLOYEES ARE REQUIRED TO NOTIFY HHH IF CONFLICTS ARISE. FAILURE TO DO SO IS SUBJECT TO RAMIFICATIONS UP TO AND INCLUDING TERMINATION. BOARD MEMBERS HAVING A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER ARE PROHIBITED FROM VOTING OR USING HIS OR HER PERSONAL INFLUENCE ON THE MATTER AND HE OR SHE IS NOT COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHEN PERMITTED BY LAW. HHH MONITORS COMPLIANCE OF ITS STAFF BY SOLICITING SIGNATURE OF A CONFLICT OF INTEREST FORM, WHEREIN THE STAFF MEMBER AGREES TO DISCLOSE ANY OUTSIDE WORKING RELATIONSHIP THAT HAS ACTUAL OR PERCEIVED POTENTIAL FOR ADVERSARIAL OR COMPETITIVE CONFLICT WITH HHH. STAFF WHO WISH TO PARTICIPATE IN SUCH A RELATIONSHIP MUST DISCLOSE SUCH INTENTION FOR REVIEW AND DECISION BY TWO OR MORE MEMBERS OF THE MANAGEMENT TEAM PRIOR TO ENGAGING IN SUCH RELATIONSHIP. STAFF MUST DISCLOSE TO THEIR IMMEDIATE SUPERVISOR ANY AFFLIATIONS THAT THEY OR THEIR IMMEDIATE FAMILY HAVE WITH ANY FIRM THAT DOES BUSINESS WITH OR THAT COMPETES WITH HHH, AND ANY FAMILY RELATIONSHIP WITH EITHER AN EMPLOYEE OR A CLIENT OF HHH. FAILURE TO COMPLY IS SUBJECT TO RAMIFICATIONS UP TO AND INCLUDING TERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND PERFORMANCE OF THE PRESIDENT AS WELL AS THE PRESIDENT'S PROPOSALS REGARDING OTHER KEY EMPLOYEES ON AN ANNUAL BASIS. THE BOARD EXECUTIVE COMMITTEE RELIES ON COMPARATIVE DATA AND EXISTING AGENCY POLICIES IN THEIR REVIEW AND APPROVAL PROCESS. THE UVM HEALTH NETWORK, THROUGH ITS COMPENSATION COMMITTEE, RETAINS FINAL DISCRETION OVER COMPENSATION OF THE ORGANIZATION'S EXECUTIVES INCLUDING BUT NOT LIMITED TO THE PRESIDENT, CHIEF OPERATING OFFICER, AND CHIEF FINANCIAL OFFICER, AND REVIEWS ANY RECOMMENDATION BY THE EXECUTIVE COMMITTEE OF THE HHH BOARD OF DIRECTORS. AFTER MAKING ANY APPROPRIATE MODIFICATIONS AND DETERMINING THAT THE TOTAL COMPENSATION TO BE PAID TO EACH EXECUTIVE IS REASONABLE, APPROPRIATE, AND CONSISTENT WITH THE BOARD'S COMPENSATION POLICIES, THE NETWORK EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF SUCH EMPLOYEES AND CONTEMPORANEOUSLY SUBSTANTIATES THE DELIBERATION AND DECISION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNANCE DOCUMENTS CONSIST OF THE ARTICLES OF INCORPORATION AND BYLAWS. THE ARTICLES OF INCORPORATION ARE FILED WITH THE VERMONT SECRETARY OF STATE AND ARE PUBLICLY AVAILABLE THROUGH THAT OFFICE. THE BYLAWS ARE NOT PUBLICLY POSTED, BUT THE ORGANIZATION WILL FURNISH A COPY TO ANY MEMBER OF THE PUBLIC WHO REQUESTS ONE. THE CONFLICT OF INTEREST POLICY IS NOT PUBLICLY POSTED, BUT THE ORGANIZATION WILL FURNISH A COPY TO ANY MEMBER OF THE PUBLIC WHO REQUESTS ONE. WITH THE ENACTMENT OF VERMONT'S ACT 48 IN MAY 2011 THE GREEN MOUNTAIN CARE BOARD (GMCB) BECAME THE REGULATORY BODY OVERSEEING HOSPITALS IN THE STATE OF VERMONT. AS A RESULT, THE BUDGETS FOR SEVERAL HOSPITAL ORGANIZATIONS AFFILIATED WITH UVMHNHHH ARE SUBJECT TO REVIEW BY THE GMCB ON AN ANNUAL BASIS. ONGOING DISCLOSURE OF OPERATING RESULTS IS ALSO REQUIRED, AND THE AFFILIATED HOSPITALS SUBMIT FINANCIAL STATEMENTS REGULARLY THROUGHOUT THE YEAR. THE UVM HEALTH NETWORK REGULARLY DISCLOSES ITS CONSOLIDATED FINANCIAL RESULTS ON ITS WEBSITES AND SUBMITS PRESS RELEASES RELATING TO PERFORMANCE ON A REGULAR BASIS TO LOCAL MEDIA OUTLETS. |
| FORM 990, PART XI, LINE 9: | NET ASSET TRANSFER 500,000. UNDETERMINED VARIANCE 1,223. CHANGES TO RESTRICTED/TEMP RESTRICTED ASSETS -508,027. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UVM HEALTH NETWORK MEDICAL GROUP INC | |||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030225105 | PHYSICIAN SVC | VT | 501(C)(3) | 12A-I | UVMHN | Yes (1) | |
| THE UNIVERSITY OF VERMONT MED CTR FDN INC | |||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 263159849 | FUNDRAISING | VT | 501(C)(3) | 12A-I | UVMMC | Yes (1) | |
| UNIVERSITY OF VERMONT HEALTH NETWORK INC | |||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 452880726 | HOLDING COMPANY | VT | 501(C)(3) | 12A-I | 0 | N/A | |
| CENTRAL VERMONT MEDICAL CENTER | |||||||||||
| 130 FISHER ROAD | BERLIN | VT | 05602 | 222547186 | HOSPITAL | VT | 501(C)(3) | 3 | UVMHN | Yes (1) | |
| UNIVERSITY HEALTH CENTER | |||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030229931 | HOSPITAL | VT | 501(C)(3) | 12C-III-FI | UVMHNMG | Yes (1) | |
| COMMUNITY PROVIDERS INC | |||||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 222544844 | HEALTH SVC COOR | NY | 501(C)(3) | 12A-I | UVMHN | Yes (1) | |
| CHAMPLAIN VALLEY PHYSICIANS HOSPITAL | |||||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 141338471 | HOSPITAL | NY | 501(C)(3) | 3 | UVMHN | Yes (1) | |
| ELIZABETHTOWN COMMUNITY HOSPITAL | |||||||||||
| 75 PARK STREET | ELIZABETHTOWN | NY | 12932 | 141364513 | HOSPITAL | NY | 501(C)(3) | 3 | UVMHN | Yes (1) | |
| EMERGENCY MEDICAL TRANSPORT OF CVPH INC | |||||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 061718419 | AMBULANCE SVC | NY | 501(C)(3) | 12B-II | CPI | Yes (1) | |
| CVPH MEDICAL CENTER FOUNDATION | |||||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 141727048 | HEALTH SVC COOR | NY | 501(C)(3) | 12B-II | CVPH | Yes (1) | |
| UNIVERSITY MEDICAL EDUCATION ASSOCIATES | |||||||||||
| 89 BEUMONT AVENUE | BURLINGTON | VT | 05405 | 237107832 | EDUCATIONAL | VT | 501(C)(3) | 10 | UVMHNMG | Yes (1) | |
| ALICE HYDE MEDICAL CENTER | |||||||||||
| 133 PARK STREET | MALONE | NY | 12953 | 150346515 | HOSPITAL | NY | 501(C)(3) | 3 | UVMHN | Yes (1) | |
| PORTER MEDICAL CENTER INC | |||||||||||
| 115 PORTER DRIVE | MIDDLEBURY | VT | 05753 | 030310862 | SUPPORTING ORG | VT | 501(C)(3) | 12-BII | UVMHN | Yes (1) | |
| HELEN PORTER NURSING HOME | |||||||||||
| 37 PORTER DRIVE | MIDDLEBURY | VT | 05753 | 030306549 | NURSING HOME | VT | 501(C)(3) | 3 | PMC | Yes (1) | |
| AUXILIARY OF PORTER MEDICAL CENTER | |||||||||||
| 37 PORTER DRIVE | MIDDLEBURY | VT | 05753 | 237363227 | SUPPORTING ORG | VT | 501(C)(3) | 12-B,II | PMC | Yes (1) | |
| PORTER HOSPITAL INC | |||||||||||
| 37 PORTER DRIVE | MIDDLEBURY | VT | 05753 | 030181058 | HOSPITAL | VT | 501(C)(3) | 3 | PMC | Yes (1) | |
| THE UNIVERSITY OF VERMONT MEDICAL CENTER | |||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | HOSPITAL | VT | 501(C)(3) | 3 | UVMHN | Yes (1) | |
| LAKE CHAMPLAIN PHYSICIAN SERVICES PC | |||||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 273785445 | PHYSICIAN SVC | NY | 501(C)(3) | 12A-I | CVPH | Yes (1) | |
| VMC INDEMNITY COMPANY INC | |||||||||||
| 95 ST PAUL ST | BURLINGTON | VT | 05401 | 831102018 | INSURANCE | VT | 501(C)(3) | 12A-I | UVMHN | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| UVMHN VENTURES INC | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 043380045 | HOLDING COMPANY | VT | N/A | C | Yes (1) |
| UVM HEALTH NETWORK CREDENTIALING & ENROLLMENT | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030333056 | ADMIN SVC | VT | N/A | C | Yes (1) |
| CHARITABLE REMAINDER TRUSTS (6) | |||||||||
| SUPPORT | VT | N/A | T | Yes (1) | |||||
| PERPETUAL TRUSTS (10) | |||||||||
| SUPPORT | VT | N/A | T | Yes (1) | |||||
| CHARITABLE IRREVOCABLE TRUSTS (8) | |||||||||
| SUPPORT | VT | N/A | T | Yes (1) | |||||
| CHAMPLAIN VALLEY HEALTH NETWORK | |||||||||
| 75 BEEKMAN STREET | PLATTSBURGH | NY | 12901 | 161586102 | ADMIN SVCS | NY | N/A | C | Yes (1) |
| MEDIQUEST INC | |||||||||
| PO BOX 1656 | PLATTSBURGH | NY | 12901 | 141663061 | MED OFFICE LEASE | NY | N/A | C | Yes (1) |
| YANKEE MEDICAL INC | |||||||||
| 276 NORTH AVENUE | BURLINGTON | VT | 05401 | 030225363 | HOME MEDICAL EQUIPMENT | VT | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE UNIVERSITY OF VERMONT MEDICAL CENTER | ||
| I | $86,112 | FMV |
| THE UNIVERSITY OF VERMONT MEDICAL CENTER | ||
| Q | $3,501,928 | FMV |
| THE UNIVERSITY OF VERMONT MEDICAL CENTER | ||
| S | $500,000 | FMV |