ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC (EIN 45-5399218)
- Tax period
- 2020-10-26 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349305241
- Schema version
- 2020v4.1
- 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 | 2021-11-15T09:15:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-26 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455399218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONECARE VERMONT ACCOUNTABLE CARE | BusinessNameLine1Txt |
| Business Name Line2 | ORGANIZATION LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS BORYS | InCareOfNm |
| Business Name Control | ONEC | BusinessNameControlTxt |
| Phone | 8028477220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 356 MOUNTAIN VIEW DRIVE STE 301 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BORYS | PersonNm |
| Person Title | VP OF FINANCE-ACO | PersonTitleTxt |
| Phone | 8028477220 | PhoneNum |
| Signature | 2021-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | BORYS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J TANIS | PreparerPersonNm |
| PTIN | P01441612 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | THOMAS BORYS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 356 MOUNTAIN VIEW DRIVE STE 301 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,160,652 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONECAREVT.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | LLC | OtherOrganizationDsc |
| Formation | 2012 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | ONECARE PARTNERS WITH LOCAL HEALTH CARE PROVIDERS TO TRANSFORM VERMONT'S HEALTH CARE SYSTEM TO ONE THAT FOCUSES ON HEALTH GOALS. (SEE SCHEDULE O.) | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,613 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,974,363 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $163,676 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $4,160,652 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $182,060 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,474,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $3,395,475 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $5,051,809 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$891,157 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,285,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,970,985 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,707,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,284,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,577,586 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,686,429 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ONECARE PARTNERS WITH LOCAL HEALTH CARE PROVIDERS TO TRANSFORM VERMONT'S HEALTH CARE SYSTEM TO ONE THAT FOCUSES ON HEALTH GOALS BY PROVIDING ACTIONABLE DATA AND INNOVATIVE PAYMENTS THAT FOSTER BETTER OUTCOMES FOR ALL (SEE SCHEDULE O). | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,276,909 | ExpenseAmt |
| Grant | $182,060 | GrantAmt |
| Revenue | $735,685 | RevenueAmt |
| Desc | DRIVE POPULATION HEALTH STRATEGY - NETWORK PERFORMANCE MANAGEMENT (SEE SCHEDULE O). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $580,687 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $987,282 | RevenueAmt |
| Desc | IMPLEMENTATION OF ACO FINANCIAL AND CLINICAL GOALS - DATA AND ANALYTICS (SEE SCHEDULE O). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $335,955 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,251,396 | RevenueAmt |
| Desc | IMPLEMENTATION OF ACO FINANCIAL AND CLINICAL GOALS - PAYMENT REFORM (SEE SCHEDULE O). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,193,551 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 173 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BORYS | PersonNm |
| Phone | 8028477220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 356 MOUNTAIN VIEW DRIVESUITE 301 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| VICTORIA LONER | |||||||||
| CHIEF EXECUTIVE OFFICER | 50.0 | 0.0 | Yes (X) | $377,819 | $0 | $43,317 | |||
| NORMAN WARD | |||||||||
| CHIEF MEDICAL OFFICER | 50.0 | 0.0 | $303,792 | $0 | $25,828 | Yes (X) | |||
| SARA BARRY | |||||||||
| VP & CHIEF OPERATING OFFICER | 50.0 | 0.0 | $284,491 | $0 | $26,210 | Yes (X) | |||
| THOMAS BORYS | |||||||||
| VP OF FINANCE, ACO | 50.0 | 0.0 | Yes (X) | $238,571 | $0 | $33,832 | |||
| JOAN ZIPKO | |||||||||
| DIRECTOR ACO OPERATIONS | 50.0 | 0.0 | $175,401 | $0 | $36,026 | Yes (X) | |||
| MARTITA GIARD | |||||||||
| DIRECTOR ACO STRATEGY&PLANNING | 50.0 | 0.0 | $172,230 | $0 | $34,189 | Yes (X) | |||
| TYLER GAUTHIER | |||||||||
| DIRECTOR VALUE BASED CARE | 50.0 | 0.0 | $185,926 | $0 | $8,842 | Yes (X) | |||
| GREGORY DANIELS | |||||||||
| CHIEF COMPLIANCE OFFICER | 50.0 | 0.0 | Yes (X) | $152,876 | $0 | $36,382 | |||
| SUSAN SHANE | |||||||||
| MEDICAL DIRECTOR | 20.0 | 0.0 | $172,926 | $0 | $12,892 | Yes (X) | |||
| AMY BODETTE | |||||||||
| DIRECTOR PUBLIC AFFAIRS | 50.0 | 0.0 | $136,716 | $0 | $39,257 | Yes (X) | |||
| JODI FREI | |||||||||
| MANAGER ACO CLINICAL PROGRAMS | 50.0 | 0.0 | $139,006 | $0 | $12,600 | Yes (X) | |||
| DANIEL BENNETT | |||||||||
| TRUSTEE, AUDIT COMMITTEE CHAIR | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL COSTA | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BETSEY DAVIS | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS DEE | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN GORDON | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH HADDOCK | |||||||||
| TRUSTEE UNTIL 11/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TOMASZ JANKOWSKI | |||||||||
| TRUSTEE UNTIL 11/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TODD KEATING | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| COLEEN KOHAUT | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SALLY KRAFT | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN LEBLANC | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN LEFFLER | |||||||||
| TRUSTEE UNTIL 10/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SIERRA LOWELL | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| PAMELA PARSONS | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH PERRAS | |||||||||
| CO-CHAIRMAN | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JUDY PETERSON | |||||||||
| TRUSTEE UNTIL 11/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TOBY SADKIN | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN SAYLES | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| CLAUDIO FORT | |||||||||
| TRUSTEE AS OF 04/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ROBERT PIERATTINI | |||||||||
| TRUSTEE AS OF 12/20 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOHN BRUMSTED | |||||||||
| BOARD AND EXEC COMM CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,339,754 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $309,375 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH CATALYST INC | |||||
| DEPT CH 17917 | PALATINE | IL | 60055 | SOFTWARE MAINTENANCE | $870,546 |
| VERMONT INDEPENDENT TECHNOLOGY LEAD | |||||
| 1 MILL STREET SUITE 249 | BURLINGTON | VT | 05401 | SOFTWARE MAINTENANCE | $832,288 |
| INTRAPRISE HEALTH | |||||
| 19 W COLLEGE AVENUE SUITE 500 | YARDLEY | PA | 19067 | SOFTWARE MAINTENANCE | $495,928 |
| DINSE PC | |||||
| 209 BATTERY STREET | BURLINGTON | VT | 05402 | LEGAL | $358,464 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | TAX/AUDITING | $319,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $22,613 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $22,613 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PROGRAM REVENUES | 900099 | $1,529,092 | $1,529,092 | $0 | $0 |
| DELIVERY SYSTEM RELATED (DSR) REVENUES | 900099 | $2,500,313 | $2,500,313 | $0 | $0 |
| SETTLEMENT INCOME | 900099 | $32,986 | $32,986 | $0 | $0 |
| QUALITY INITIATIVES | 900099 | $17,000 | $17,000 | $0 | $0 |
| PARTICIPATION FEES | 900099 | -$105,028 | -$105,028 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,974,363 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,676 | TotalRevenueColumnAmt |
| Exclusion | $163,676 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,160,652 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,974,363 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,676 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,060 | TotalAmt |
| Program Services | $182,060 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,106 | TotalAmt |
| Program Services | $13,496 | ProgramServicesAmt |
| Management And General | $246,610 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,552 | TotalAmt |
| Program Services | $759,505 | ProgramServicesAmt |
| Management And General | $185,047 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,573 | TotalAmt |
| Program Services | $10,134 | ProgramServicesAmt |
| Management And General | $12,439 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,627 | TotalAmt |
| Program Services | $128,904 | ProgramServicesAmt |
| Management And General | $96,723 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,416 | TotalAmt |
| Program Services | $11,319 | ProgramServicesAmt |
| Management And General | $10,097 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,359 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,359 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,950 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $241,950 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Program Services | $11,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,870 | TotalAmt |
| Program Services | $442,870 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,553 | TotalAmt |
| Program Services | $20,397 | ProgramServicesAmt |
| Management And General | $1,156 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$171,658 | TotalAmt |
| Program Services | -$129,246 | ProgramServicesAmt |
| Management And General | -$42,412 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,039 | TotalAmt |
| Program Services | $372,527 | ProgramServicesAmt |
| Management And General | $4,512 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,151 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $66,151 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$27,757 | TotalAmt |
| Program Services | -$20,745 | ProgramServicesAmt |
| Management And General | -$7,012 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$63,652 | TotalAmt |
| Program Services | -$63,695 | ProgramServicesAmt |
| Management And General | $43 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,251 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,251 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,085 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,085 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$100,135 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | -$100,135 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POPUL. HEALTH PROVIDER PYMTS | $2,455,025 | $2,455,025 | $0 | $0 |
| GREEN MTN CARE BOARD ASSESSMNT | $91,528 | $0 | $91,528 | $0 |
| MISC EXPENSES | $16,866 | $0 | $16,866 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,051,809 | TotalAmt |
| Program Services | $4,193,551 | ProgramServicesAmt |
| Management And General | $858,258 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,842,741 | BOYAmt |
| EOY | $39,545,587 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,922,485 | BOYAmt |
| EOY | $56,166,677 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,438 | BOYAmt |
| EOY | $217,980 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,501 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,826 | BOYAmt |
| EOY | $40,741 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,285,490 | BOYAmt |
| EOY | $95,970,985 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,355,300 | BOYAmt |
| EOY | $86,242,815 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,352,604 | BOYAmt |
| EOY | $4,041,741 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,707,904 | BOYAmt |
| EOY | $90,284,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,577,586 | BOYAmt |
| EOY | $5,686,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,577,586 | BOYAmt |
| EOY | $5,686,429 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,285,490 | BOYAmt |
| EOY | $95,970,985 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$891,157 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,613 | CurrentTaxYearAmt |
| Total | $22,613 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,613 | CurrentTaxYearAmt |
| Total | $22,613 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,613 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $163,676 | CurrentTaxYearAmt |
| Total | $163,676 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $186,289 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,974,363 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CURRENT TAX YEAR REFLECTS OCTOBER 26, 2020 THROUGH DECEMBER 31, 2020 ACTIVITY (A SHORT PERIOD). THIS IS DUE TO 2020 BEING THE ORGANIZATION'S INITIAL 990 RETURN. | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $11,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,182,551 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,193,551 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $359,678 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,920 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $359,678 | CurrentYearAmt |
| Total | $359,678 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $539,517 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,000 | CurrentYearAmt |
| Total | $11,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $89,920 | CurrentYearAmt |
| Total | $89,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $134,880 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Media Advertisements | $0 | MediaAdvertisementsAmt |
| Mailings Members | $0 | MailingsMembersAmt |
| Publications Or Broadcast | $0 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | $0 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | $0 | RalliesDemonstrationsAmt |
| Supplemental Information Detail | SupplementalInformationDetail |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,143 | DepreciationAmt |
| Book Value | $1,810 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $49,548 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,617 | DepreciationAmt |
| Book Value | $38,931 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $40,741 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $30,847,693 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $26,687,041 | OtherRevenueAmt |
| Revenue Not Reported | $26,687,041 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,160,652 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,160,652 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,847,693 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $25,795,884 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $25,795,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,051,809 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,051,809 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI LINE 2D | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PRESENTED FOR THE CALENDAR YEAR 2020 WHILE THIS RETURN IS FOR THE MONTHS OF APPROXIMATELY NOVEMBER AND DECEMBER 2020. THIS RETURN EXCLUDES REVENUE AND EXPENSES EARNED AND INCURRED DURING THE MONTHS OF JANUARY-OCTOBER. REVENUE EXCLUDED IS $26,687,041. |
| PART XII LINE 2D | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE PRESENTED FOR THE CALENDAR YEAR 2020 WHILE THIS RETURN IS FOR THE MONTHS OF APPROXIMATELY NOVEMBER AND DECEMBER 2020. THIS RETURN EXCLUDES REVENUE AND EXPENSES EARNED AND INCURRED DURING THE MONTHS OF JANUARY-OCTOBER. EXPENSES EXCLUDED ARE $25,795,884. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ORANGE SOUTHWEST UNIFIED UNION SCHOOL DISTRICT | |||||||
| 64 CENTRAL ST | RANDOLPH | VT | 05060 | 813996367 | GOVT | $8,855 | AMPLIFY GRANT FOR COMMUNITY PROJECTS WITH GOAL OF PREVENATIVE HEALTH. |
| UNIVERSITY OF VERMONT MEDICAL CENTER | |||||||
| 111 COLCHESTER AVE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $75,390 | INNOVATION FUNDING TO SUPPORT PROJECTS WHICH WILL FURTHER THE CORE ACTIVITIES OF THE ACO. |
| NORTHWESTERN MEDICAL CENTER | |||||||
| 133 FAIRFIELD ST | SAINT ALBANS | VT | 05478 | 030266986 | 501(C)(3) | $80,538 | INNOVATION FUNDING TO SUPPORT PROJECTS WHICH WILL FURTHER THE CORE ACTIVITIES OF THE ACO. |
| THE HOWARD CENTER | |||||||
| 208 FLYNN AVE | BURLINGTON | VT | 05401 | 030179433 | 501(C)(3) | $17,277 | INNOVATION FUNDING TO SUPPORT PROJECTS WHICH WILL FURTHER THE CORE ACTIVITIES OF THE ACO. PLUS VBIF GRANT FOR SPECIAL PROJECTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I PART IV PROCEDURES FOR MONITORING GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | ANNUALLY ONE CARE STAFF REPORTS TO LEADERS THE POOLS OF MONEY RESERVED FOR VARIOUS GRANT TYPES. GRANTS ARE AWARDED BASED UPON IDENTIFIED NEEDS. ALL GRANT TYPES STEM FROM ACTIVITIES DEEMED TO FURTHER HEALTH CARE REFORM. PROVIDERS ARE CONTACTED AND ENCOURAGED TO SUBMIT APPLICATIONS. UPON REVIEW AND APPROVAL OF GRANT APPLICATIONS SUBMITTED TO ONE CARE, AWARDS ARE MADE. SOME GRANTS ARE A ONE TIME PAYMENT TO RECIPIENT WHILE OTHERS ARE PAID IN INCREMENTS UPON SUBMISSION OF INVOICES AND APPROVAL OF CONTRACTUAL DELIVERABLES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORIA LONER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $367,962 | $0 | $0 | $0 | $9,857 | $0 | $10,864 | $0 | $32,453 | $0 | $421,136 | $0 | $0 | $0 |
| THOMAS BORYS | ||||||||||||||
| VP OF FINANCE, ACO | $180,450 | $0 | $0 | $0 | $58,121 | $0 | $6,206 | $0 | $27,626 | $0 | $272,403 | $0 | $0 | $0 |
| GREGORY DANIELS | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $152,094 | $0 | $0 | $0 | $782 | $0 | $7,153 | $0 | $29,229 | $0 | $189,258 | $0 | $0 | $0 |
| NORMAN WARD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $303,792 | $0 | $0 | $0 | $21,425 | $0 | $4,403 | $0 | $329,620 | $0 | $0 | $0 | ||
| SARA BARRY | ||||||||||||||
| VP & CHIEF OPERATING OFFICER | $279,371 | $0 | $0 | $0 | $5,120 | $0 | $12,921 | $0 | $13,289 | $0 | $310,701 | $0 | $0 | $0 |
| TYLER GAUTHIER | ||||||||||||||
| DIRECTOR VALUE BASED CARE | $156,172 | $0 | $0 | $0 | $29,754 | $0 | $6,751 | $0 | $2,091 | $0 | $194,768 | $0 | $0 | $0 |
| JOAN ZIPKO | ||||||||||||||
| DIRECTOR ACO OPERATIONS | $169,414 | $0 | $0 | $0 | $5,987 | $0 | $7,946 | $0 | $28,080 | $0 | $211,427 | $0 | $0 | $0 |
| MARTITA GIARD | ||||||||||||||
| DIRECTOR ACO STRATEGY&PLANNING | $165,488 | $0 | $0 | $0 | $6,742 | $0 | $13,088 | $0 | $21,101 | $0 | $206,419 | $0 | $0 | $0 |
| SUSAN SHANE | ||||||||||||||
| MEDICAL DIRECTOR | $141,432 | $0 | $0 | $0 | $31,494 | $0 | $9,404 | $0 | $3,488 | $0 | $185,818 | $0 | $0 | $0 |
| JODI FREI | ||||||||||||||
| MANAGER ACO CLINICAL PROGRAMS | $137,034 | $0 | $0 | $0 | $1,972 | $0 | $8,974 | $0 | $3,626 | $0 | $151,606 | $0 | $0 | $0 |
| AMY BODETTE | ||||||||||||||
| DIRECTOR PUBLIC AFFAIRS | $136,155 | $0 | $0 | $0 | $561 | $0 | $6,383 | $0 | $32,874 | $0 | $175,973 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J | ALL ONECARE STAFF ARE EMPLOYED BY UVMC, AN UNRELATED ORGANIZATION. ONECARE VERMONT REIMBURSES UVMC FOR THE FULL ECONOMIC COST OF THE EMPLOYEES' EFFORTS. SCHEDULE J, PART III, LINE 2 - PERSONAL SERVICE COMPENSATION CERTAIN ONECARE OFFICERS AND KEY EMPLOYEES RECEIVED COMPENSATION OF $1,400 TO COVER PREPARATION AND FINANCIAL ADVISORY SERVICES. WHILE THERE IS NO ORGANIZATION-WIDE WRITTEN POLICY REGARDING PAYMENT, THE AMOUNT IS INCLUDED IN THE RESPECTIVE INDIVIDUAL'S EMPLOYMENT CONTRACT WHICH IS DETERMINED THROUGH ANNUAL REVIEW (AS DISCUSSED IN SCHEDULE O). PERSONAL SERVICE COMPENSATION IS A FLAT AMOUNT INCLUDED IN THE INDIVIDUAL'S RESPECTIVE FORM W-2 AS TAXABLE INCOME. NO REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN, THEREFORE SUBSTANTIATION OF EXPENSE IS UNNECESSARY. |
| SCHEDULE J, PART I, LINE 4A - SEVERANCE | COMPENSATION AMOUNTS SHOWN ON FORM 990, PART VII, SECTION A AND ON SCHEDULE J, PART II INCLUDE $5,499 SEVERANCE PAID TO SUSAN SHANE, A FORMER ASSISTANT MEDICAL DIRECTOR. |
| SCHEDULE J PART I LINE 3 - CEO COMP METHOD | ONECARE VERMONT RELIES ON UNIVERSITY OF VERMONT HEALTH NETWORK TO ESTABLISH CEO COMPENSATION VIA PERIODIC MARKET ANALYSIS AND COMPENSATION COMMITTEE REVIEW. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | INNOVATIVE PAYMENTS MADE (MISSION CON'T) DURING THIS SHORT TAX PERIOD, PAYMENTS MADE TO PROVIDERS FOSTERING INNOVATION AND BETTER OUTCOMES INCLUDE FIXED PROSPECTIVE PAYMENTS OF $66M AND MEDICARE BLUEPRINT FUNDING OF $1.4M WHICH ARE NETTED OUT ENTIRELY ON THIS RETURN FOR PURPOSES OF FOLLOWING US GAAP. INNOVATIVE PAYMENTS TO THE NETWORK REPORTED ON THIS RETURN INCLUDE POPULATION HEALTH MANAGEMENT PAYMENTS OF $1.6M, COMPLEX CARE COORDINATION PROGRAM OF $1.1M, VALUE BASED INCENTIVE FUND OF $456K, AND PRIMARY PREVENTION PROGRAMS AND GRANTS OF $391K (SEE SCHEDULE I FOR DETAILS). FORM 990, PART III, LINE 4A NETWORK PERFORMANCE MANAGEMENT FURTHERED THE DEVELOPMENT OF FRAMEWORK FOR SUCCESSFUL CLINICAL PROGRAMS. ONECARE CLINICAL LEADERSHIP RAPIDLY PIVOTED FOCUS TO SUPPORT PROVIDERS WITH SCALE UP AND DEPLOYMENT OF TELE HEALTH SERVICES WHEN THE COVID-19 PANDEMIC SHUT DOWN IN PERSON CARE. PROVIDED CONTENT EXPERTISE AND WORKED WITH PAYERS AND ASSOCIATES TO CLARIFY RULES, DISSEMINATE INFORMATION AND TRAIN PROVIDERS. CONDUCTED FOCUSED AUDITS OF THE QUALITY OF PARTICIPATION ACROSS THE ENTIRE SPECTRUM OF CARE IN NEWLY DEVELOPED VALUE BASED CARE PROGRAM. AUDITS OCCURRED IN Q3 & Q4 AND INFORMED PROGRAM DESIGN CHANGES CONCURRENTLY AS WELL AS FOR FUTURE PROGRAM YEARS. CONCURRENTLY AS WELL AS FOR FUTURE PROGRAM YEARS. |
| FORM 990, PART III, LINE 4B | DATA AND ANALYTICS FURTHERED USAGE OF CROSS PAYER/PROVIDER DATA SETS UNIQUE TO ACO TO CONSIDER NEEDS OF NETWORK STRIVING TO SHIFT TO A POPULATION HEALTH MODEL. ANALYZED AND CREATED VISUALIZATION AIDS WHICH PROVIDED RISK BEARING ENTITIES ACTIONABLE FINANCIAL REPORTS WITH WHICH THEY COULD IDENTIFY THEIR INDIVIDUAL FINANCIAL PERFORMANCE UNDER THE ALL PAYER MODEL. DEVELOPED DASHBOARDS IN SUPPORT OF MONITORING PERFORMANCE OBLIGATIONS. UTILIZED INFORMATION PROVIDED ALONGSIDE PARTICIPANT LED GOVERNANCE BODIES TO DISCUSS WAYS TO PROVIDE INCENTIVES WHICH WOULD BE MOST LIKELY TO IMPROVE PERFORMANCE. HELD STRATEGIC PLANNING RETREATS TO PROVIDE INSIGHTS AND INFORM FUTURE REPORTING. |
| FORM 990, PART III, LINE 4C | PAYMENT REFORM PROVIDED STRUCTURE NECESSARY TO ALLOW FOR FURTHERANCE OF THE ACO MODEL OF CARE WHICH INCLUDES BOTH CLINICAL AND FINANCIAL ACCOUNTABILITIES. SUCCESSFUL IN MODIFICATION OF PARTICIPANT CONTRACTS TO ENSURE ALIGNMENT OF FINANCIAL AND CLINICAL ACCOUNTABILITIES. MODIFIED 2020 AND 2021 RISK CORRIDORS GIVEN UNCERTAINTY DUE TO THE IMPACT OF COVID-19 ON PROVIDERS. WORKED TO INFORM PAYER DECISIONS TO MITIGATE OR IN SOME CASES ELIMINATE THE FINANCIAL RISK PROVIDERS WOULD SUFFER DUE TO COVID-19. SECURED CARES ACT FUNDS TO OFFSET IMPACT OF MEDICARE RECONCILIATION SO THAT THE BENEFIT OF REFORM EFFORTS WOULD NOT BE ERODED BY PANDEMIC. IMPLEMENTATION OF A NEWLY DEVELOPED VALUE BASED CARE PAYMENT MODEL THAT ALLOWED PAYMENT TO MOVE FROM CAPACITY BUILDING PHASE TO REWARDING ACTUAL CARE MANAGEMENT PERFORMED. WORKED WITH SEVEN HOME HEALTH PROVIDERS TO PILOT A LONGITUDINAL CARE PROGRAM DESIGNED TO DELIVER IN HOME SERVICES AT RISK OF RE-HOSPITALIZATION. PROGRAM WAS DESIGNED TO INCLUDED PATIENT POPULATIONS, REGARDLESS OF WHETHER OR NOT THE PATIENT WAS ATTRIBUTED TO ONE CARE. DATA WAS COLLECTED AND EVALUATED COMPARING EMERGENCY DEPARTMENT AND INPATIENT UTILIZATION PRE AND POST PROGRAM ENROLLMENT. FOR THOSE PATIENTS ATTRIBUTED TO ONE CARE, INPATIENT UTILIZATION REDUCED BY 64%, ED UTILIZATION BY 36%. FOR THOSE NOT ATTRIBUTED TO ONE CARE, INPATIENT UTILIZATION WAS REDUCED BY 42% AND ED UTILIZATION DECREASED BY 64%. THE RESULTS SHOWED POSITIVE PROGRESS AND WILL BE CONTINUED INTO 2021. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS ONECARE VERMONT IS A LIMITED LIABILITY CORPORATION, FOUNDED IN 2012. ONECARE HAS TWO MEMBERS, THE UNIVERSITY OF VERMONT HEALTH NETWORK, AND DARTMOUTH HITCHCOCK HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER APPOINTMENTS TO GOVERNING BODY EACH MEMBER OF ONE CARE HAS THE RIGHT TO APPOINT THREE MEMBERS OF THE GOVERNING BODY. THE GOVERNING BODY IS COMPRISED OF UP TO TWENTY-ONE MEMBERS IN TOTAL. OTHER MEMBERS OF THE GOVERNING BODY REPRESENT SPECIFIC PROVIDER TYPES REPRESENTED IN ONECARE'S PROVIDER NETWORK, AS SET OUT IN THE ORGANIZATION'S OPERATING AGREEMENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | RETURN PREPARATOIN ONECARE VERMONT'S FORM 990 IS PREPARED BY ONECARE STAFF AND REVIEWED BY PRICEWATERHOUSECOOPERS (PWC). FOLLOWING PWC'S REVIEW, THE RETURN IS REVIEWED BY ONECARE'S SENIOR LEADERSHIP. FINALLY, ONECARE'S MANAGEMENT PRESENTS THE FORM 990 TO THE FINANCE COMMITTEE FOR REVIEW AND COMMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ONECARE BOARD OF MANAGERS PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING OF THE CONFLICT OF INTEREST POLICY THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. IN ACCORDANCE WITH THE POLICY, BOARD OF TRUSTEES, OFFICERS AND CERTAIN OTHER INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE AND CERTIFICATION UPON HIRING, AT LEAST ANNUALLY, PRIOR TO PARTICIPATING IN ANY DECISION THAT MAY BE AFFECTED BY A PERSONAL INTEREST, AND WHENEVER A POTENTIALLY CONFLICTING INTEREST FIRST ARISES. THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE ONECARE COMPLIANCE TEAM, WHO REPORTS AT LEAST ANNUALLY ON CONFLICT OF INTEREST ISSUES TO THE AUDIT COMMITTEE OF THE BOARD OF MANAGERS. CONFLICTS OF INTEREST ARE MANAGED IN ACCORDANCE WITH THE POLICY, WHICH PROVIDES FOR A VARIETY OF REMEDIES TO ADDRESS CONFLICTS OF INTEREST. REMEDIES TO ADDRESS CONFLICTS OF INTEREST MAY INCLUDE THE FOLLOWING: RECUSAL FROM DECISION MAKING, DISCLOSURE TO APPROPRIATE PARTIES, COMMITTEE PARTICIPATION LIMITS AND REQUESTED DIVESTITURE. AN APPEALS PROCESS EXISTS SHOULD THE INDIVIDUAL REQUEST A SECONDARY REVIEW BE PERFORMED. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B | COMPENSATION DETERMINATION POLICY ONECARE UTILIZES THE SERVICES OF THE UNIVERSITY OF VERMONT HEALTH NETWORK (THE 'HEALTH NETWORK') IN THE SETTING OF ALL COMPENSATION. COMPENSATION DETERMINATION IS SUBJECT TO THE HEALTH NETWORK'S COMPENSATION FRAMEWORK, WHICH INVOLVES UTILIZATION OF NATIONAL AND REGIONAL PEER GROUPS, TARGETING THE 50TH PERCENTILE, WITH PERFORMANCE BASED VARIABLE PAY OPPORTUNITIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE GOVERNANCE DOCUMENTS CONSIST OF THE ORGANIZATION'S ARTICLES OF INCORPORATION AND OPERATING AGREEMENT. THE ARTICLES OF INCORPORATION ARE FILED WITH THE VERMONT SECRETARY FO STATE AND ARE PUBLICLY AVAILABLE THROUGH THAT OFFICE. THE OPERATING AGREEMENT IS NOT PUBLICLY POSTED, BUT A COPY WOULD BE FURNISHED TO ANY MEMBER OF THE PUBLIC WHO REQUESTED ONE. |
| FORM 990, PART VI, LINE 2 | BUSINESS RELATIONSHIPS DR. JOHN BRUMSTED AND TODD KEATING SERVED AS DIRECTORS AND OFFICERS AT THE UNIVERSITY OF VERMONT HEALTH NETWORK, AN UNRELATED ORGANIZATION, WHERE DR. STEVE LEFFLER SERVED AS A KEY EMPLOYEE. DR. JOHN BRUMSTED AND DR. STEVE LEFFLER SERVED AS DIRECTORS AND OFFICERS AT THE UNIVERSITY OF VERMONT MEDICAL CENTER, AN UNRELATED ORGANIZATION, WHERE TODD KEATING SERVED AS A KEY EMPLOYEE. ALL ONECARE STAFF ARE EMPLOYED BY UVMC, AN UNRELATED ORGANIZATION. ONECARE VERMONT REIMBURSES UVMC FOR THE FULL ECONOMIC COST OF THE EMPLOYEES' EFFORTS. TWO EXCEPTIONS TO THIS ARE DR. NORMAN WARD AND DR. SUSAN SHANE WHO ARE ALSO EMPLOYED PART TIME AS PHYSICIANS WITHIN THE UNIVERSITY OF VERMONT HEALTH NETWORK MEDICAL GROUP. |
| FORM 990, PART X - COLUMN A | ONECARE WAS ESTABLISHED IN 2012 AS AN LLC AND ELECTED TAX TREATMENT AS A PARTNERSHIP. THE IRS RECOGNIZED OCV AS A TAX-EXEMPT ORGANIZATION AS OF OCTOBER 26, 2020. FOR THIS REASON, THERE ARE BEGINNING YEAR BALANCES IN THE BALANCE SHEET DESPITE BEING AN INITIAL YEAR RETURN. |
| FORM 990, PART XI, LINE 3 | THE FINANCIAL INFORMATION REFLECTS REVENUE AND EXPENSE FOR THE PERIOD COVERED BY THE RETURN. LOSS REPORTED ON THIS LINE IS NOT REPRESENTATIVE OF THE ENTIRE YEAR DUE TO YEAR-END ADJUSTMENTS. |