UNIVERSITY HEALTH CENTER INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY HEALTH CENTER INC (EIN 03-0229931)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349301402
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T09:00:50-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030225774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLAGHER FLYNN & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 COMMUNITY DRIVE SUITE 401 | AddressLine1 |
| City | SOUTH BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030229931 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY HEALTH CENTER INC CO STEPHEN P ADAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8028472550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FLETCHER 322 111 COLCHESTER AVENUE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN P ADAMS MD | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8022234188 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S KELLER CPA | PreparerPersonNm |
| PTIN | P00867541 | PTIN |
| Phone | 8028631331 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN P ADAMS MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FLETCHER 322 111 COLCHESTER AVENUE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,107,628 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | ADMINISTRATION OF FUNDS FOR USE BY VARIOUS CLINICAL PRACTICES OF FLETCHER ALLEN HEALTH CARE AND SIMILAR DEPARTMENTS AT UNIVERSITY OF VERMONT COLLEGE OF MEDICINE | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | 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 | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,088,397 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,444,005 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,113,907 | PYOtherRevenueAmt |
| CY Other Revenue | $885,206 | CYOtherRevenueAmt |
| PY Total Revenue | $2,202,304 | PYTotalRevenueAmt |
| CY Total Revenue | $3,329,211 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,062,115 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,651,560 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,798 | PYOtherExpensesAmt |
| CY Other Expenses | $152,713 | CYOtherExpensesAmt |
| PY Total Expenses | $1,256,413 | PYTotalExpensesAmt |
| CY Total Expenses | $1,829,273 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $945,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,499,938 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,911,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,042,965 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $644,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $263,479 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,267,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,779,486 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNIVERSITY HEALTH CENTER'S MISSION IS TO MAINTAIN FUNDS TO BE USED BY VARIOUS MEDICAL PRACTICES OF FLETCHER ALLEN HEALTH CARE AND CORRESPONDING DEPARTMENTS OF THE UNIVERSITY OF VERMONT COLLEGE OF MEDICINE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,804,107 | ExpenseAmt |
| Grant | $1,651,560 | GrantAmt |
| Revenue | $2,255,105 | RevenueAmt |
| Desc | ADMINISTRATION OF FUNDS FOR USE BY VARIOUS PRACTICES OF FLETCHER ALLEN HEALTH CARE AND SIMILAR DEPARTMENTS AT THE UNIVERSITY OF VERMONT COLLEGE OF MEDICINE | Desc |
| Total Program Service Expenses | $1,804,107 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN ADAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022534188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 SHAW HILL ROAD | AddressLine1 |
| City | STOWE | City |
| State | VT | State |
| ZIP Code | 05672 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARJORIE MEYER MD | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $326,572 | $97,972 |
| DAVID SCHNEIDER MD | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $424,355 | $127,306 |
| STEPHEN P ADAMS MD | ||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | Yes (X) | $25,000 | $0 | $0 |
| JAMES HEBERT MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $471,553 | $141,466 | |
| SHARON MOUNT MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $289,850 | $86,955 | |
| ROBERT PIERATTINI MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $326,807 | $98,042 | |
| ROBERT SHAPIRO MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $203,186 | $60,956 | |
| SCOTT YEAGER MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $266,667 | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $25,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,308,990 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $692,697 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,876 | TotalRevenueColumnAmt |
| Exclusion | $29,876 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,192,546 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,778,417 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,414,129 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,414,129 | TotalRevenueColumnAmt |
| Exclusion | $2,414,129 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTERED INVESTMENT COMPANY INV | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $885,206 | TotalRevenueColumnAmt |
| Exclusion | $885,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $885,206 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,329,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,329,211 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,560 | TotalAmt |
| Program Services | $1,651,560 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,396 | TotalAmt |
| Management And General | $19,396 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,850 | TotalAmt |
| Program Services | $925 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,689 | TotalAmt |
| Program Services | $4,844 | ProgramServicesAmt |
| Management And General | $4,845 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,163 | TotalAmt |
| Program Services | $114,163 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,615 | TotalAmt |
| Program Services | $7,615 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,273 | TotalAmt |
| Program Services | $1,804,107 | ProgramServicesAmt |
| Management And General | $25,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,707 | BOYAmt |
| EOY | $422,383 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,466,465 | BOYAmt |
| EOY | $28,485,631 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,664 | BOYAmt |
| EOY | $134,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,911,836 | BOYAmt |
| EOY | $29,042,965 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,873 | BOYAmt |
| EOY | $31,543 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,795 | BOYAmt |
| EOY | $231,936 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,668 | BOYAmt |
| EOY | $263,479 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,713,731 | BOYAmt |
| EOY | $5,756,269 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,553,437 | BOYAmt |
| EOY | $23,023,217 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,267,168 | BOYAmt |
| EOY | $28,779,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,911,836 | BOYAmt |
| EOY | $29,042,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,499,938 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $12,380 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| FLETCHER ALLEN HEALTH CARE INC | |||||
| 030219309 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $1,261,560 |
| UNIVERSITY OF VERMONT & STATE AGRICULTURAL COLLEGE | |||||
| 030179440 | 501(C)(3) | Yes (1) | Yes (1) | Yes (1) | $390,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,651,560 | SupportSumAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | M&T INVESTMENT GROUP | Desc |
| Book Value | $28,485,631 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,485,631 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $134,951 |
| COMMITTED FUNDS FOR THE BENEFIT OF OTHERS | $96,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $231,936 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $76,105 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$998,001 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$998,001 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,074,106 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,255,105 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,255,105 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,329,211 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,149 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $66,149 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,763,124 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,763,124 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,829,273 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING BALANCE SHEET ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENTS OF ACTIVITIES. UHC FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. AS OF SEPTEMBER 30, 2014 AND 2013, THERE WERE NO MATERIAL UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. WITH FEW EXCEPTIONS, UHC IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED SEPTEMBER 30, 2011. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST AND DIVIDEND INCOME ON INVESTMENTS HELD FOR OTHERS 885,206. REALIZED GAIN ON INVESTMENTS HELD FOR OTHERS 1,369,899. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ALLOCATED EXPENSES ON INVESTMENTS HELD FOR OTHERS 161,564. GRANTS AND ALLOCATIONS - CASH 1,601,560. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FAHC NEUROLOGY DEPARTMENT | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $52,480 | GENERAL SUPPORT |
| FAHC FAMILY PRACTICE | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $62,167 | GENERAL SUPPORT |
| FAHC MEDICINE DEPARTMENT | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $104,287 | GENERAL SUPPORT |
| FAHC GIVEN HEALTH | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $49,425 | GENERAL SUPPORT |
| FAHC OBGYN | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $125,760 | GENERAL SUPPORT |
| FAHC ORTHOPEDICSREHAB | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $208,464 | GENERAL SUPPORT |
| FAHC SURGERY | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $438,372 | GENERAL SUPPORT |
| FAHC PSYCHIATRY | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $37,867 | GENERAL SUPPORT |
| FAHC PATHOLOGY | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | 501(C)(3) | $182,736 | GENERAL SUPPORT |
| UNIVERSITY OF VERMONT- TUFO CHAIR | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | 030179440 | 501(C)(3) | $80,000 | GENERAL SUPPORT |
| UNIVERSITY OF VERMONT- DR HAMILL ENDOWMENT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | 030179440 | 501(C)(3) | $10,000 | GENERAL SUPPORTGENERAL SUPPORT |
| UNIVERSITY OF VERMONT- DR ITTLEMAN ENDOWMENT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | 030179440 | 501(C)(3) | $250,000 | GENERAL SUPPORTGENERAL SUPPORT |
| UNIVERSITY OF VERMONT- RESEARCH GRANT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | 030179440 | 501(C)(3) | $50,000 | GENERAL SUPPORTGENERAL SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS ONGOING INTERACTION WITH GRANTEES AND REVIEWS GRANTEE PERFORMANCE AT MINIMUM ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARJORIE MEYER MD | ||||||||||||||
| PRESIDENT | $0 | $326,572 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $97,972 | $0 | $424,544 | $0 | $0 |
| DAVID SCHNEIDER MD | ||||||||||||||
| CHAIRMAN | $0 | $424,355 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $127,306 | $0 | $551,661 | $0 | $0 |
| JAMES HEBERT MD | ||||||||||||||
| DIRECTOR | $0 | $471,553 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $141,466 | $0 | $613,019 | $0 | $0 |
| SHARON MOUNT MD | ||||||||||||||
| DIRECTOR | $0 | $289,850 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $86,955 | $0 | $376,805 | $0 | $0 |
| ROBERT PIERATTINI MD | ||||||||||||||
| DIRECTOR | $0 | $326,807 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $98,042 | $0 | $424,849 | $0 | $0 |
| ROBERT SHAPIRO MD | ||||||||||||||
| DIRECTOR | $0 | $203,186 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $60,956 | $0 | $264,142 | $0 | $0 |
| SCOTT YEAGER MD | ||||||||||||||
| DIRECTOR | $0 | $266,667 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $80,000 | $0 | $346,667 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ACCOUNTANT AND SECRETARY/TREASURER REVIEW THE FORM 990 ON BEHALF OF THE BOARD OF DIRECTORS. ONCE BOTH ARE SATISFIED THE RETURN IS COMPLETE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE, THE RETURN IS FILED. THE BOARD AS A WHOLE IS INFORMED THAT THE RETURN HAS BEEN FILED AND IS AVAILABLE FOR INSPECTION IF REQUESTED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS OBTAINS COMPARABLE PAY INFORMATION FROM RELATED ORGANIZATIONS AND ADJUSTS PAY INCREASES TO THE CORRESPONDING PERCENTAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MANAGEMENT MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAAP PRIOR PERIOD ADJUSTMENT TO INVESTMENT COST BASIS 12,380. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| FLETCHER ALLEN HEALTH CARE INC | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | VERMONT'S ACADEMIC MEDICAL CENTER AND PRIMARY COMMUNITY HOSPITAL | VT | 501(C)(3) | 170(B)(1)(A)(II) | 0 |
| UNIVERSITY OF VERMONT & STATE AGRICULTURAL COLLEGE | |||||||||
| 85 S PROSPECT ST | BURLINGTON | VT | 05401 | 030179440 | HIGHER EDUCATION | VT | 501(C)(3) | 170(B)(1)(A)(II) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FLETCHER ALLEN HEALTH CARE INC | ||
| B | $1,261,560 | CASH SUPPORT |
| UNIVERSITY OF VERMONT & STATE AGRICULTURAL COLLEGE | ||
| B | $390,000 | CASH SUPPORT |