ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC (EIN 45-5399218)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349304436
- Schema version
- 2024v5.2
- 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 | 2025-11-11T13:36:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 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 | 2024-01-01 | 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 Suite 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 | INTERIM CEO&CFO, OCV | PersonTitleTxt |
| Phone | 8028477220 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS BORYS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 356 MOUNTAIN VIEW DRIVE301 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,542,460 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,076,338 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,776,557 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,325,964 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,765,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $22,402,302 | PYTotalRevenueAmt |
| CY Total Revenue | $21,542,460 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $77,135 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,783,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,033,418 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,947,207 | PYOtherExpensesAmt |
| CY Other Expenses | $14,969,946 | CYOtherExpensesAmt |
| PY Total Expenses | $21,807,451 | PYTotalExpensesAmt |
| CY Total Expenses | $21,003,364 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $594,851 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $539,096 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,323,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,902,699 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,847,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,888,099 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,475,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,014,600 | 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 | $11,374,269 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $16,799,923 | RevenueAmt |
| Desc | NETWORK PERFORMANCE MANAGEMENT EFFORTS TAKEN TO FURTHER THE DEVELOPMENT OF FRAMEWORK FOR SUCCESSFUL CLINICAL PROGRAMS INCLUDE THE FOLLOWING: IMPLEMENTED OPERATIONAL ENHANCEMENTS TO THE POPULATION HEALTH MODEL PROGRAM, ESTABLISHED NEW QUALITY TARGET BASELINES FOR PARTICIPANTS BASED ON NATIONAL BENCHMARKS, ENHANCED THE REGIONAL CLINICAL REPRESENTATIVE MODEL TO FOSTER PEER TO PEER LEARNING AND DRIVE RESULTS, DEVELOPED AND LAUNCHED A MENTAL HEALTH SCREENING INITIATIVE, AND EXPANDED THE USE OF WAIVERS TO FACILITATE CARE DELIVERY ENHANCEMENTS AND INITIATIVES. ONECARE RETAINED SIMILAR NETWORK PARTICIPANTS, WHICH REPRESENT 14 HOSPITALS, NINE FEDERALLY QUALIFIED HEALTH CENTERS, AND 24 INDEPENDENT PRIMARY CARE PRACTICES. RESULTS SHOWED IMPROVEMENT IN MANY QUALITY DOMAINS, AND NET POSITIVE SHARED SAVINGS WHEN COMBINED ACROSS ALL PAYERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,459,439 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DATA AND ANALYTICS WORK CONTINUED TO BUILD OUT THE USE AND CAPABILITIES OF THE ARCADIA ANALYTICS SOFTWARE. EFFORTS WERE MADE TO DEVELOP DASHBOARDS THAT ALIGNED WITH POPULATION HEALTH MODEL ENHANCEMENTS, PROVISION ACCESS TO DATA NECESSARY TO MEET QUALITY TARGETS, STREAMLINE THE DISTRIBUTION OF REPORTS, AND GENERATE MULTI-PAYER ANALYSES FOR NETWORK PARTICIPANTS. DATA WERE SHARE WITH NETWORK PARTICIPANTS IN PRACTICE LEVEL MEETINGS, HEALTH SERVICE AREA CONSULTATIONS, STANDARDIZED REPORTS, AND THROUGH THE DELIVERY OF AD HOC ANALYSES AND INSIGHTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,898,803 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,976,634 | RevenueAmt |
| Desc | PAYMENT REFORM ONECARE MAINTAINED AND ENHANCED ALL PREEXISTING PAYMENT REFORM INITIATIVES IN SPIRIT OF RELIABLE REVENUE MODELS DIVORCED FROM FEE-FOR-SERVICE DYNAMICS. THE MEDICAID FIXED PAYMENT MODEL WAS EVOLVED TO INCLUDE A TOTAL HOSPITAL EXPENDITURE COMPONENT DESIGNED TO REWARD HOSPITALS THAT REDUCED TOTAL HOSPITAL UTILIZATION FOR THEIR PATIENTS, REGARDLESS OF THE HOSPITAL AT WHICH THE CARE WAS DELIVERED. THE COMPREHENSIVE PAYMENT REFORM PROGRAM CONTINUED IN SIMILAR FORM WITH UPDATES MADE TO THE PRIMARY CARE SPEND RATE TARGET AND RISK SCORE UPDATES FOR PRACTICES. THE MEDICAID GLOBAL PAYMENT PROGRAM MODEL WAS OPERATED IN SIMILAR FORM TO TEST THE POSSIBLILITY OF HOSPITALS GLOBAL BUDGETS. RELATING TO THE POPULATION HEALTH MODEL PROGRAM, THE BLEND OF BASE PAYMENTS AND BONUS PAYMENTS WAS AGAIN ADJUSTED TO ADD MORE WEIGHT TO OUTCOMES. ADDITIONALLY, FINANCIAL INCENTIVES WERE PROVIDED TO PRACTICES MEETING MENTAL HEALTH SCREENING TARGETS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,732,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | 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 |
| IRP Document | 94 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|
| ABRAHAM BERMAN | |||||||||
| CEO TIL 12/24 | 50.0 | 0.0 | Yes (X) | $488,453 | $0 | $35,107 | |||
| SARA BARRY | |||||||||
| VP & CHIEF OPERATING OFFICER | 50.0 | 0.0 | $373,514 | $0 | $34,706 | Yes (X) | |||
| THOMAS BORYS | |||||||||
| CFO, AND CEO AS OF 12/24 | 50.0 | 0.0 | Yes (X) | $312,390 | $0 | $45,985 | |||
| CARRIE WULFMAN MD | |||||||||
| CHIEF MEDICAL OFFICER | 25.0 | 0.0 | $247,782 | $0 | $24,114 | Yes (X) | |||
| AARON PERRY | |||||||||
| CHIEF LEGAL COUNSEL | 30.0 | 0.0 | $210,958 | $0 | $48,543 | Yes (X) | |||
| MARTITA GIARD | |||||||||
| DIRECTOR ACO STRATEGY&PLANNING | 50.0 | 0.0 | $204,895 | $0 | $41,427 | Yes (X) | |||
| AMY BODETTE | |||||||||
| DIRECTOR PUBLIC AFFAIRS | 50.0 | 0.0 | $175,940 | $0 | $37,166 | Yes (X) | |||
| KIMBERLEY DOUGLAS | |||||||||
| DIRECTOR ACO FINANCE & ACCNTG | 50.0 | 0.0 | $170,519 | $0 | $39,702 | Yes (X) | |||
| DEREK RAYNES | |||||||||
| DIRECTOR PAYMENT REFORM | 50.0 | 0.0 | $190,184 | $0 | $13,219 | Yes (X) | |||
| JODI FREI | |||||||||
| ACO DIRECTOR OF DATA SERVICES | 50.0 | 0.0 | $173,074 | $0 | $15,934 | Yes (X) | |||
| JUDY PETERSON | |||||||||
| TRUSTEE | 2.0 | 0.0 | $1,200 | $0 | $0 | Yes (X) | |||
| SIERRA LOWELL | |||||||||
| TRUSTEE | 2.0 | 0.0 | $600 | $0 | $0 | Yes (X) | |||
| DANIEL BENNETT | |||||||||
| TRUSTEE UNTIL 09/24 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL COSTA | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| DICK COURCELLE | |||||||||
| TRUSTEE AS OF 01/24 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS DEE | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| COLEEN CONDON | |||||||||
| TRUSTEE (FORMERLY KOHAUT) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN LEBLANC | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TOBY SADKIN MD | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JEN GILWEE MD | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TOM HUEBNER | |||||||||
| BOARD VICE CHAIRMAN | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STUART MAY | |||||||||
| TRUSTEE TIL 09/24 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ADRIANE TROUT MD | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TERESA FAMA MD | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ANYA RADER WALLACK | |||||||||
| BOARD CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHAWN TESTER | |||||||||
| TRUSTEE TIL 03/24 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LESLIE FERRER | |||||||||
| TRUSTEE TIL 01/24 | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JUDI FOX | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JESSICA MOSCHELLA | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| SANDY ROUSSE | |||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| REGINA ALEXANDER | |||||||||
| CCO | 50.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,549,509 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF VERMONT HEALTH NETWOR | |||||
| 462 SHELBURNE ROAD | BURLINGTON | VT | 05401 | DATA & ANALYTICS | $1,703,973 |
| BERRY DUNN MCNEIL PARKER LLC | |||||
| 2211 CONGRESS STREET | PORTLAND | ME | 04102 | COMPLIANCE | $352,500 |
| CONVERGENCE HEALTH CONSULTING INC | |||||
| 1688 ORVIETTO DRIVE | ROSEVILLE | CA | 95661 | DATA & ANALYTICS | $331,373 |
| MILLIMAN INC | |||||
| 1301 5TH AVENUE SUITE 3800 | SEATTLE | WA | 98101 | ACTUARIAL | $278,827 |
| ERNST YOUNG US LLP | |||||
| 200 PLAZA DRIVE STE 2222 | SECAUCUS | NJ | 07094 | AUDITING | $229,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM REVENUES | 900099 | $2,976,634 | $2,976,634 |
| PARTICIPATION FEES | 900099 | $16,353,842 | $16,353,842 |
| SETTLEMENT INCOME | 900099 | $446,081 | $446,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,776,557 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,765,903 | TotalRevenueColumnAmt |
| Exclusion | $1,765,903 | 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 |
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 |
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 | $21,542,460 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,776,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,765,903 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $1,823,262 | TotalAmt |
| Program Services | $849,270 | ProgramServicesAmt |
| Management And General | $973,992 | 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 | $3,356,260 | TotalAmt |
| Program Services | $2,234,492 | ProgramServicesAmt |
| Management And General | $1,121,768 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,619 | TotalAmt |
| Program Services | $35,035 | ProgramServicesAmt |
| Management And General | $15,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,758 | TotalAmt |
| Program Services | $504,837 | ProgramServicesAmt |
| Management And General | $235,921 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,519 | TotalAmt |
| Program Services | $43,271 | ProgramServicesAmt |
| Management And General | $19,248 | 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 | $284,392 | TotalAmt |
| Program Services | $15,009 | ProgramServicesAmt |
| Management And General | $269,383 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,872 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $966,872 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,400 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $53,400 | 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 | $3,173,141 | TotalAmt |
| Program Services | $2,537,841 | ProgramServicesAmt |
| Management And General | $635,300 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,755 | TotalAmt |
| Program Services | $1,189 | ProgramServicesAmt |
| Management And General | $3,566 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,924 | TotalAmt |
| Program Services | $50,797 | ProgramServicesAmt |
| Management And General | $7,127 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,546 | TotalAmt |
| Program Services | $125,240 | ProgramServicesAmt |
| Management And General | $64,306 | 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 | $59,454 | TotalAmt |
| Program Services | $16,053 | ProgramServicesAmt |
| Management And General | $43,401 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,170 | TotalAmt |
| Program Services | $16,986 | ProgramServicesAmt |
| Management And General | $18,184 | 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 | $25,420 | TotalAmt |
| Program Services | $7,663 | ProgramServicesAmt |
| Management And General | $17,757 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | 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 | $7,078 | TotalAmt |
| Program Services | $1,908 | ProgramServicesAmt |
| Management And General | $5,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,092 | TotalAmt |
| Program Services | $11,205 | ProgramServicesAmt |
| Management And General | $217,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POPUL. HEALTH PROVIDER PYMTS | $9,281,715 | $9,281,715 | $0 | $0 |
| GREEN MTN CARE BOARD ASSESSMNT | $601,987 | $0 | $601,987 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,003,364 | TotalAmt |
| Program Services | $15,732,511 | ProgramServicesAmt |
| Management And General | $5,270,853 | 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 | $32,314,222 | BOYAmt |
| EOY | $63,397,544 | 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 | $25,732,709 | BOYAmt |
| EOY | $56,245,749 | 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 | $258,669 | BOYAmt |
| EOY | $248,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,502 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,884 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,697 | BOYAmt |
| EOY | $10,618 | 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 | $58,323,297 | BOYAmt |
| EOY | $119,902,699 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,927,702 | BOYAmt |
| EOY | $105,354,903 | 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 | $1,920,091 | BOYAmt |
| EOY | $5,533,196 | 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 | $49,847,793 | BOYAmt |
| EOY | $110,888,099 | 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 | $8,475,504 | BOYAmt |
| EOY | $9,014,600 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,475,504 | BOYAmt |
| EOY | $9,014,600 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,323,297 | BOYAmt |
| EOY | $119,902,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $539,096 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $80,789 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,974,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,293,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,795,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,076,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,776,557 | CurrentTaxYearAmt |
| Total | $95,916,659 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,996,976 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,352,008 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,795,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,076,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,776,557 | CurrentTaxYearAmt |
| Total | $95,997,448 | 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 | $95,997,448 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,325,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,765,903 | CurrentTaxYearAmt |
| Total | $3,560,720 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $272,391 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,325,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,765,903 | CurrentTaxYearAmt |
| Total | $3,560,720 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,160,652 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,384,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,067,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,402,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,542,460 | CurrentTaxYearAmt |
| Total | $99,558,168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S 2020 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. 2021 IS THE FIRST REPORTED YEAR REFLECTING A FULL TWELVE MONTHS. | ExplanationTxt |
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 | $53,400 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $53,400 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,679,111 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,732,511 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $936,626 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $234,157 | 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 |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $976,896 | CurrentYearMinus1Amt |
| Current Year | $936,626 | CurrentYearAmt |
| Total | $3,913,522 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,870,283 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $52,660 | CurrentYearMinus3Amt |
| Current Year Minus2 | $53,400 | CurrentYearMinus2Amt |
| Current Year Minus1 | $53,850 | CurrentYearMinus1Amt |
| Current Year | $53,400 | CurrentYearAmt |
| Total | $213,310 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $244,224 | CurrentYearMinus1Amt |
| Current Year | $234,157 | CurrentYearAmt |
| Total | $978,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,467,572 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
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) |
|---|---|---|
| Other Cost Or Other Basis | $9,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,953 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,549 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,931 | DepreciationAmt |
| Book Value | $10,618 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $10,618 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $21,542,460 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $21,542,460 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $21,542,460 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,003,364 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $21,003,364 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $21,003,364 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS BORYS | ||||||||||||||
| CFO, AND CEO AS OF 12/24 | $254,473 | $0 | $50,026 | $0 | $7,891 | $0 | $18,478 | $0 | $27,507 | $0 | $358,375 | $0 | $0 | $0 |
| SARA BARRY | ||||||||||||||
| VP & CHIEF OPERATING OFFICER | $308,631 | $0 | $59,652 | $0 | $5,231 | $0 | $21,773 | $0 | $12,933 | $0 | $408,220 | $0 | $0 | $0 |
| MARTITA GIARD | ||||||||||||||
| DIRECTOR ACO STRATEGY&PLANNING | $177,780 | $0 | $17,527 | $0 | $9,588 | $0 | $22,092 | $0 | $19,335 | $0 | $246,322 | $0 | $0 | $0 |
| AMY BODETTE | ||||||||||||||
| DIRECTOR PUBLIC AFFAIRS | $159,557 | $0 | $16,040 | $0 | $343 | $0 | $11,664 | $0 | $25,502 | $0 | $213,106 | $0 | $0 | $0 |
| DEREK RAYNES | ||||||||||||||
| DIRECTOR PAYMENT REFORM | $173,053 | $0 | $16,595 | $0 | $536 | $0 | $12,068 | $0 | $1,151 | $0 | $203,403 | $0 | $0 | $0 |
| CARRIE WULFMAN MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $198,723 | $0 | $38,874 | $0 | $10,185 | $0 | $14,335 | $0 | $9,779 | $0 | $271,896 | $0 | $0 | $0 |
| KIMBERLEY DOUGLAS | ||||||||||||||
| DIRECTOR ACO FINANCE & ACCNTG | $153,128 | $0 | $15,568 | $0 | $1,823 | $0 | $14,500 | $0 | $25,202 | $0 | $210,221 | $0 | $0 | $0 |
| ABRAHAM BERMAN | ||||||||||||||
| CEO TIL 12/24 | $368,101 | $0 | $95,836 | $0 | $24,516 | $0 | $17,331 | $0 | $17,776 | $0 | $523,560 | $0 | $0 | $0 |
| AARON PERRY | ||||||||||||||
| CHIEF LEGAL COUNSEL | $169,832 | $0 | $35,444 | $0 | $5,682 | $0 | $20,535 | $0 | $28,008 | $0 | $259,501 | $0 | $0 | $0 |
| JODI FREI | ||||||||||||||
| ACO DIRECTOR OF DATA SERVICES | $156,166 | $0 | $9,325 | $0 | $7,583 | $0 | $14,186 | $0 | $1,748 | $0 | $189,008 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J PART I, LINE 3 | CEO COMPENSATION METHOD ONECARE VERMONT RELIES ON UNIVERSITY OF VERMONT HEALTH NETWORK TO ESTABLISH CEO COMPENSATION VIA PERIODIC MARKET ANALYSIS AND COMPENSATION COMMITTEE REVIEW. |
| SCHEDULE J, PART I, LINE 7 | NONFIXED PAYMENTS ONECARE VERMONT LEVERAGES THE UVM MEDICAL CENTER'S COMPENSATION PROCESS WHICH RESULTS IN PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (DIRECTORS, VICE PRESIDENTS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL VARIABLE PAY PLAN, AS THE PLAN'S PERFORMANCE MEASURES ARE MET. MEASURES, WHICH INCLUDE FINANCIAL, POPULATION HEALTH & QUALITY, AND OPERATIONAL ELEMENTS, ARE REVIEWED AND APPROVED BY ONECARE'S BOARD OF MANAGERS. |
| SCHEDULE J, PART II | UNRELATED ORGANIZATION ALL ONECARE STAFF ARE EMPLOYED BY UVMC, AN UNRELATED ORGANIZATION. ONECARE REIMBURSES UVMC FOR THE FULL ECONOMIC COST OF THE EMPLOYEES' EFFORTS. AN EXCEPTION TO THIS IS UNIVERSITY OF VERMONT HEALTH NETWORK (UVMHN) EMPLOYEES WHO WORK PART TIME FOR ONECARE EFFORTS UNDER A MASTER SERVICE AGREEMENT BETWEEN THE COMPANIES. UNDER THAT AGREEMENT, ONECARE REIMBURSEES UVMHN FOR THE APPLICABLE PERCENTAGE OF THE SALARY AND BENEFITS COST INCURRED. COMPENSATION PAID BY UVMC TO OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES FOR SERVICES TO OCV IS REPORTED IN FORM 990, PART VII AND SCHEDULE J. THE ORGANIZATION ENGAGES BERRY, DUNN, MCNEIL & PARKER LLC, A CONSULTING FIRM, TO FILL THE ROLE OF CHIEF COMPLIANCE OFFICER, REGINA ALEXANDER. REGINA IS PAID BY BERRY DUNN, AN UNRELATED ORGANIZATION. ONECARE VERMONT HAS NO KNOWLEDGE OF THE COMPENSATION ARRANGEMENT BETWEEN THE CONSULTING FIRM AND REGINA. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | (MISSION CONTINUED) INNOVATIVE PAYMENTS MADE DURING THIS TAX PERIOD, PAYMENTS MADE TO PROVIDERS FOSTERING INNOVATION AND BETTER OUTCOMES INCLUDE FIXED PROSPECTIVE PAYMENTS TO HOSPITALS AND CERTAIN PRIMARY CARE PROVIDERS OF $490M; GLOBAL FIXED PAYMENTS OF $31M, COMMERCIAL PLAN POPULATION HEALTH PAYMENTS OF $836K; AND MEDICARE BLUEPRINT FUNDING OF $10M. ALL OF THESE PAYMENTS ARE NETTED OUT ENTIRELY ON THIS RETURN FOR PURPOSES OF FOLLOWING US GAAP. |
| FORM 990, PART VI, LINE 3 | ONECARE HAS ENTERED INTO A CONTRACTUAL RELATIONSHIP WITH BERRY DUNN MCNEIL & PARKER, LLC TO PROVIDE OUTSOURCED COMPLIANCE OFFICER SERVICES. THESE SERVICES INCLUDE OVERSEEING THE ACO COMPLIANCE PROGRAM, OVERSEEING ACO PRIVACY PROGRAMS, CHAIRING THE COMPLIANCE COMMITTEE, COMMUNICATING REGULATORY UPDATES/RESPONSIBILITIES TO THE ACO LEADERSHIP AND ACTING IN THE CAPACITY OF THE CHIEF COMPLIANCE AND PRIVACY OFFICER (CCPO) FOR THE COMPANY. THE PERSON NAMED AT BERRY DUNN AS CCPO IS REGINA ALEXANDER. REGINA IS EMPLOYED BY BERRY DUNN MCNEIL & PARKER. ONECARE PAYS BERRY DUNN AS ITS VENDOR AND IS NOT PRIVY TO REGINA'S COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, LINE 6 | MEMBERS ONECARE VERMONT IS A LIMITED LIABILITY CORPORATION, FOUNDED IN 2012. ON SEPTEMBER 30, 2021, THE UNIVERSITY OF VERMONT MEDICAL CENTER ("UVMC") TRANSFERRED ITS MEMBERSHIP STATUS TO ITS PARENT ORGANIZATION, UVM HEALTH NETWORK. AS OF OCTOBER 1, 2021, UVM HEALTH NETWORK BECAME THE SOLE CORPORATE MEMBER OF ONECARE. |
| FORM 990, PART VI, LINES 7A | MEMBER APPOINTMENTS TO GOVERNING BODY UVM HEALTH NETWORK, THE SOLE MEMBER OF ONECARE 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, LINE 11B | RETURN PREPARATION ONECARE VERMONT'S FORM 990 IS PREPARED BY ONECARE STAFF AND REVIEWED BY PWC US TAX LLP (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 GOVERNING BOARD PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, 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, LINES 15A AND 15B | COMPENSATION DETERMINATION POLICY ONECARE UTILIZES THE SERVICES OF THE UVM HEALTH NETWORK IN THE SETTING OF ALL COMPENSATION. COMPENSATION DETERMINATION IS SUBJECT TO UVM 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, 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 OF 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. THE CONFLICT OF INTEREST POLICY IS PROVIDED TO GREEN MOUNTAIN CARE BOARD (GMCB) AND DEPT OF VERMONT HEALTH ACCESS (DVHA), BOTH OF WHICH ARE SUBJECT TO PUBLIC RECORD REQUESTS. ONECARE'S ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED TO ONECARE'S WEBISTE AS WELL AS PROVIDED TO GMCB AND DVHA. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:UVMHN DATA & ANALYSIS TOTAL FEES:1703973 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:ACTUARIAL TOTAL FEES:233827 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COMPLIANCE TOTAL FEES:352500 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:EVALUATION TOTAL FEES:325000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER SERVICES TOTAL FEES:557841 |