2025-11-11T13:36:12-06:00 2024-12-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2024-01-01 455399218 ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC % THOMAS BORYS ONEC 8028477220 356 MOUNTAIN VIEW DRIVE Suite 301 COLCHESTER VT 05446 THOMAS BORYS INTERIM CEO&CFO, OCV 8028477220 2025-11-10 true true ERICA R MCREYNOLDS P00977806 6175305000 2025-11-07 2024 2025-03-06 01:10:19Z THOMAS BORYS 356 MOUNTAIN VIEW DRIVE301 COLCHESTER VT 05446 21542460 false X WWW.ONECAREVT.ORG X LLC 2012 VT ONECARE PARTNERS WITH LOCAL HEALTH CARE PROVIDERS TO TRANSFORM VERMONT'S HEALTH CARE SYSTEM TO ONE THAT FOCUSES ON HEALTH GOALS. 16 16 0 18 0 0 0 0 21076338 19776557 1325964 1765903 0 0 22402302 21542460 77135 0 0 0 6783109 6033418 0 0 0 14947207 14969946 21807451 21003364 594851 539096 58323297 119902699 49847793 110888099 8475504 9014600 X 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). false false 11374269 0 16799923 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. 2459439 0 0 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. 1898803 0 2976634 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. 15732511 true false false true false false false false false true false false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 94 0 true 0 false false false false false false false false false false false false X 16 16 false true false false true true false true true false false true true true true true true false false false VT X X THOMAS BORYS 8028477220 356 MOUNTAIN VIEW DRIVESUITE 301 COLCHESTER VT 05446 X ABRAHAM BERMAN CEO TIL 12/24 50.0 0.0 X 488453 0 35107 SARA BARRY VP & CHIEF OPERATING OFFICER 50.0 0.0 X 373514 0 34706 THOMAS BORYS CFO, AND CEO AS OF 12/24 50.0 0.0 X 312390 0 45985 CARRIE WULFMAN MD CHIEF MEDICAL OFFICER 25.0 0.0 X 247782 0 24114 AARON PERRY CHIEF LEGAL COUNSEL 30.0 0.0 X 210958 0 48543 MARTITA GIARD DIRECTOR ACO STRATEGY&PLANNING 50.0 0.0 X 204895 0 41427 AMY BODETTE DIRECTOR PUBLIC AFFAIRS 50.0 0.0 X 175940 0 37166 KIMBERLEY DOUGLAS DIRECTOR ACO FINANCE & ACCNTG 50.0 0.0 X 170519 0 39702 DEREK RAYNES DIRECTOR PAYMENT REFORM 50.0 0.0 X 190184 0 13219 JODI FREI ACO DIRECTOR OF DATA SERVICES 50.0 0.0 X 173074 0 15934 JUDY PETERSON TRUSTEE 2.0 0.0 X 1200 0 0 SIERRA LOWELL TRUSTEE 2.0 0.0 X 600 0 0 DANIEL BENNETT TRUSTEE UNTIL 09/24 2.0 0.0 X 0 0 0 MICHAEL COSTA TRUSTEE 2.0 0.0 X 0 0 0 DICK COURCELLE TRUSTEE AS OF 01/24 2.0 0.0 X 0 0 0 THOMAS DEE TRUSTEE 2.0 0.0 X 0 0 0 COLEEN CONDON TRUSTEE (FORMERLY KOHAUT) 2.0 0.0 X 0 0 0 STEPHEN LEBLANC TRUSTEE 2.0 0.0 X 0 0 0 TOBY SADKIN MD TRUSTEE 2.0 0.0 X 0 0 0 JEN GILWEE MD TRUSTEE 2.0 0.0 X 0 0 0 TOM HUEBNER BOARD VICE CHAIRMAN 2.0 0.0 X 0 0 0 STUART MAY TRUSTEE TIL 09/24 2.0 0.0 X 0 0 0 ADRIANE TROUT MD TRUSTEE 2.0 0.0 X 0 0 0 TERESA FAMA MD TRUSTEE 2.0 0.0 X 0 0 0 ANYA RADER WALLACK BOARD CHAIR 2.0 0.0 X X 0 0 0 SHAWN TESTER TRUSTEE TIL 03/24 2.0 0.0 X 0 0 0 LESLIE FERRER TRUSTEE TIL 01/24 2.0 0.0 X 0 0 0 JUDI FOX TRUSTEE 2.0 0.0 X 0 0 0 JESSICA MOSCHELLA TRUSTEE 2.0 0.0 X 0 0 0 SANDY ROUSSE TRUSTEE 2.0 0.0 X 0 0 0 REGINA ALEXANDER CCO 50.0 0.0 X 0 0 0 2549509 0 335903 20 false true true UNIVERSITY OF VERMONT HEALTH NETWOR 462 SHELBURNE ROAD BURLINGTON VT 05401 DATA & ANALYTICS 1703973 BERRY DUNN MCNEIL PARKER LLC 2211 CONGRESS STREET PORTLAND ME 04102 COMPLIANCE 352500 CONVERGENCE HEALTH CONSULTING INC 1688 ORVIETTO DRIVE ROSEVILLE CA 95661 DATA & ANALYTICS 331373 MILLIMAN INC 1301 5TH AVENUE SUITE 3800 SEATTLE WA 98101 ACTUARIAL 278827 ERNST YOUNG US LLP 200 PLAZA DRIVE STE 2222 SECAUCUS NJ 07094 AUDITING 229651 8 0 PROGRAM REVENUES 900099 2976634 2976634 PARTICIPATION FEES 900099 16353842 16353842 SETTLEMENT INCOME 900099 446081 446081 19776557 1765903 1765903 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21542460 19776557 0 1765903 0 0 0 0 0 0 0 0 1823262 849270 973992 0 0 0 0 0 3356260 2234492 1121768 0 50619 35035 15584 0 740758 504837 235921 0 62519 43271 19248 0 0 0 0 0 284392 15009 269383 0 966872 0 966872 0 53400 0 53400 0 0 0 0 0 0 0 3173141 2537841 635300 0 4755 1189 3566 0 57924 50797 7127 0 189546 125240 64306 0 0 0 0 0 59454 16053 43401 0 35170 16986 18184 0 0 0 0 0 25420 7663 17757 0 0 0 0 0 0 0 0 0 7078 1908 5170 0 229092 11205 217887 0 POPUL. HEALTH PROVIDER PYMTS 9281715 9281715 0 0 GREEN MTN CARE BOARD ASSESSMNT 601987 0 601987 0 21003364 15732511 5270853 0 0 0 32314222 63397544 0 0 25732709 56245749 0 0 0 0 0 0 0 0 258669 248788 59502 48884 17697 10618 0 0 0 0 0 0 0 0 0 0 58323297 119902699 47927702 105354903 0 0 1920091 5533196 0 0 0 0 0 0 0 0 0 0 0 0 49847793 110888099 X 8475504 9014600 0 0 8475504 9014600 58323297 119902699 539096 X false true X true false X 22613 58176 0 0 0 80789 3974363 27293832 23795569 21076338 19776557 95916659 0 0 0 3996976 27352008 23795569 21076338 19776557 95997448 0 0 0 95997448 163676 32786 272391 1325964 1765903 3560720 0 163676 32786 272391 1325964 1765903 3560720 0 0 4160652 27384794 24067960 22402302 21542460 99558168 X 0.00000 SCHEDULE A, PART II 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. 0 0 53400 0 53400 0 15679111 0 15732511 0 936626 0 234157 0 0 0 1000000 1000000 976896 936626 3913522 5870283 52660 53400 53850 53400 213310 250000 250000 244224 234157 978381 1467572 0 0 0 0 0 9953 9953 0 49549 38931 10618 10618 21542460 21542460 21542460 21003364 21003364 21003364 false false false false false false false true false THOMAS BORYS CFO, AND CEO AS OF 12/24 254473 0 50026 0 7891 0 18478 0 27507 0 358375 0 0 0 SARA BARRY VP & CHIEF OPERATING OFFICER 308631 0 59652 0 5231 0 21773 0 12933 0 408220 0 0 0 MARTITA GIARD DIRECTOR ACO STRATEGY&PLANNING 177780 0 17527 0 9588 0 22092 0 19335 0 246322 0 0 0 AMY BODETTE DIRECTOR PUBLIC AFFAIRS 159557 0 16040 0 343 0 11664 0 25502 0 213106 0 0 0 DEREK RAYNES DIRECTOR PAYMENT REFORM 173053 0 16595 0 536 0 12068 0 1151 0 203403 0 0 0 CARRIE WULFMAN MD CHIEF MEDICAL OFFICER 198723 0 38874 0 10185 0 14335 0 9779 0 271896 0 0 0 KIMBERLEY DOUGLAS DIRECTOR ACO FINANCE & ACCNTG 153128 0 15568 0 1823 0 14500 0 25202 0 210221 0 0 0 ABRAHAM BERMAN CEO TIL 12/24 368101 0 95836 0 24516 0 17331 0 17776 0 523560 0 0 0 AARON PERRY CHIEF LEGAL COUNSEL 169832 0 35444 0 5682 0 20535 0 28008 0 259501 0 0 0 JODI FREI ACO DIRECTOR OF DATA SERVICES 156166 0 9325 0 7583 0 14186 0 1748 0 189008 0 0 0 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. 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