UNIVERSITY OF VERMONT MEDICAL CENTER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VERMONT MEDICAL CENTER INC (EIN 03-0219309)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201332269349303173
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T14:42:14-04:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030219309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fletcher Allen Health Care Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROGER DESHAIES | InCareOfName |
| Name Control | FLET | NameControl |
| Phone | 8028475959 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 COLCHESTER AVENUE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER DESHAIES | Name |
| Title | CFO | Title |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Dr JOHN BRUMSTED | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 COLCHESTER AVENUE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1164385980 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FLETCHERALLEN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | To improve the health of the people in the community we serve by integrating patient care, education, and research in a caring environment. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7073 | TotalNbrEmployees |
| Total Nbr Volunteers | 870 | TotalNbrVolunteers |
| Total Gross UBI | 7201996 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -448647 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5440698 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10506767 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 885142635 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 939830991 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12647774 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11590703 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 299277 | OtherRevenuePriorYear |
| Other Revenue Current Year | 590104 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 903530384 | TotalRevenuePriorYear |
| Total Revenue Current Year | 962518565 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 693371 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 928841 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 542397400 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 567720593 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1755157 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 319909322 | OtherExpensePriorYear |
| Other Expenses Current Year | 343923450 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 863000093 | TotalExpensesPriorYear |
| Total Expenses Current Year | 912572884 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 40530291 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 49945681 | RevenuesLessExpensesCY |
| Total Assets BOY | 1010076116 | TotalAssetsBOY |
| Total Assets EOY | 1084994687 | TotalAssetsEOY |
| Total Liabilities BOY | 585995130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 589069884 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 424080986 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 495924803 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 221525516 | Expense |
| Grants | 254707 | Grants |
| Revenue | 257720972 | Revenue |
| Description | INPATIENT SERVICES. FOR MORE INFORMATION, SEE SCHEDULE O. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 308704577 | Expense |
| Grants | 379679 | Grants |
| Revenue | 384171395 | Revenue |
| Description | OUTPATIENT SERVICES. FOR MORE INFORMATION, SEE SCHEDULE O. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 239411413 | Expense |
| Grants | 294455 | Grants |
| Revenue | 297938624 | Revenue |
| Description | PROFESSIONAL SERVICES. FOR MORE INFORMATION, SEE SCHEDULE O. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 769641506 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 590 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7073 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROGER DESHAIES | NamePerson |
| Telephone Number | 8028475959 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 COLCHESTER AVENUE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DR JOHN BRUMSTED | |||||||||
| PRESIDENT & CEO | 50.0 | X | X | 809206 | 0 | 53801 | |||
| MARC MONHEIMER | |||||||||
| SECRETARY (UNTIL 12/2011) | 2.0 | X | 0 | ||||||
| DR RUTH UPHOLD | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| ROGER STONE | |||||||||
| CHAIR | 2.0 | X | X | 0 | |||||
| DR JAN CARNEY | |||||||||
| VICE CHAIR (UNTIL 12/2011) | 2.0 | X | X | 0 | |||||
| SARAH CARPENTER | |||||||||
| TRUSTEE (UNTIL 12/2011) | 2.0 | X | 0 | ||||||
| DR PAUL DANIELSON | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| ELIZABETH DAVIS | |||||||||
| TRUSTEE (UNTIL 12/2011) | 2.0 | X | 0 | ||||||
| A DONALD GILBERT | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| STEPHEN MARSH | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| DR PHILIP MEAD | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| DR FREDERICK C MORIN III | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| JOHN NEUHAUSER PHD | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| JOHN POWELL | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| PATRICIA PRELOCK PHD | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| RUSSELL TRACY PHD | |||||||||
| SECRETARY (AS OF 01/2012) | 2.0 | X | X | 0 | |||||
| GRETCHEN MORSE | |||||||||
| VICE CHAIR (AS OF 01/2012) | 2.0 | X | X | 0 | |||||
| TIMOTHY DAVIS | |||||||||
| TRUSTEE | 2.0 | X | 0 | ||||||
| BARBARA RACHELSON | |||||||||
| TRUSTEE (UNTIL 9/17/2012) | 2.0 | X | 0 | ||||||
| DR MARK PHILLIPPE | |||||||||
| TRUSTEE (AS OF 01/2012) | 2.0 | X | 0 | 277587 | 22874 | ||||
| KATHLEEN GINN | |||||||||
| TRUSTEE (AS OF 01/2012) | 2.0 | X | 0 | ||||||
| LAWRENCE DESHAW | |||||||||
| TRUSTEE (AS OF 01/2012) | 2.0 | X | 0 | ||||||
| ROGER DESHAIES | |||||||||
| TREASURER & CFO | 50.0 | X | 670571 | 0 | 44463 | ||||
| DR PAUL TAHERI | |||||||||
| PRESIDENT & CEO of UVMMG | 50.0 | 580684 | 0 | 44696 | X | ||||
| SANDRA FELIS RN | |||||||||
| PTNT CARE SVCS - CHIEF NURSING | 50.0 | 497747 | 0 | 35693 | X | ||||
| SPENCER KNAPP | |||||||||
| GENERAL COUNSEL | 50.0 | 543106 | 0 | 27081 | X | ||||
| CHARLES PODESTA | |||||||||
| CIO | 50.0 | 426433 | 0 | 41881 | X | ||||
| PAUL MACUGA | |||||||||
| CHIEF HR OFFICER | 50.0 | 404862 | 0 | 44712 | X | ||||
| THERESA ALBERGHINI DIPALMA | |||||||||
| SVP OF MRKTING & EXT RELATION | 50.0 | 399153 | 0 | 35773 | X | ||||
| TODD B MOORE | |||||||||
| SVP ACCOUNTABLE CARE & REV STG | 50.0 | 330908 | 0 | 37008 | X | ||||
| LISA L GOODRICH | |||||||||
| VP OF MEDICAL GROUP OPP | 50.0 | 287278 | 0 | 38954 | X | ||||
| DR MELINDA ESTES | |||||||||
| FORMER PRESIDENT & CEO | 0.0 | 835676 | 0 | 38136 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5785624 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 277587 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 465072 | TotalOtherCompensation |
| Number Individuals GT100 K | 312 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| MAYO COLLABORATIVE SERVICES INC | ||||||||||
| PO BOX 9146 | MINNEAPOLIS | MN | 55480 | LABORATORY | 2404094 | |||||
| MEDIQUE USA | ||||||||||
| LAUNDRY SERVICE | 2320946 | 5900 AVENUE ANDOVER | VILLE MONT-ROYAL | QUEBEC | CA | H4T 1H5 | ||||
| UVM TECHNICAL SERVICES PROGRAM | ||||||||||
| 280 EAST AVENUE | BURLINGTON | VT | 054013462 | TECHNICAL | 2244473 | |||||
| HICKOK BOARDMAN INC | ||||||||||
| PO BOX 1064 | BURLINGTON | VT | 05401 | INSURANCE | 1347704 | |||||
| FARRINGTON CONSTRUCTION CO | ||||||||||
| 4788 SPEAR ST | SHELBURNE | VT | 05482 | CONSTRUCTION | 997045 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 118 | NumberOfContractorsGT100K |
| Fundraising Events | 362748 | FundraisingEvents |
| Related Organizations | 74500 | RelatedOrganizations |
| All Other Contributions | 10069519 | AllOtherContributions |
| Noncash Contributions | 17100 | NoncashContributions |
| Total Contributions | 10506767 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT SERVICES | 900099 | 902085637 | 896178862 | 5906775 |
| PATIENT SERVICES - PHARMACY | 446110 | 15016292 | 13721071 | 1295221 |
| PREMIUM REVENUE | 900099 | 5551294 | 5551294 | |
| CAFETERIA | 722210 | 4996938 | 4996938 | |
| MEANINGFUL USE PRGRM | 900099 | 4095370 | 4095370 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8085460 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8085460 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 939830991 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6319233 | TotalRevenueColumn |
| Exclusion | $6,319,233 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1009333 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 377226 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 632107 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 632107 | TotalRevenueColumn |
| Exclusion | $632,107 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 207515786 | Securities |
| Other | 4533827 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 197333353 | Securities |
| Other | 4090733 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10182433 | Securities |
| Other | 443094 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5271470 | TotalRevenueColumn |
| Exclusion | $5,271,470 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 24100 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 362748 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 66103 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42003 | TotalRevenueColumn |
| Exclusion | -$42,003 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 962518565 | TotalRevenueColumn |
| Related Or Exempt Function Income | 932628995 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7201996 | UnrelatedBusinessRevenue |
| Exclusion | $12,180,807 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821616 | Total |
| Program Services | 821616 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107225 | Total |
| Program Services | 107225 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3421721 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3421721 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348707 | Total |
| Program Services | 348707 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445951928 | Total |
| Program Services | 385169129 | ProgramServices |
| Management And General | 60087452 | ManagementAndGeneral |
| Fundraising | 695347 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30923793 | Total |
| Program Services | 27782946 | ProgramServices |
| Management And General | 3106982 | ManagementAndGeneral |
| Fundraising | 33865 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57925449 | Total |
| Program Services | 50651596 | ProgramServices |
| Management And General | 7134485 | ManagementAndGeneral |
| Fundraising | 139368 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29148995 | Total |
| Program Services | 25936876 | ProgramServices |
| Management And General | 3177669 | ManagementAndGeneral |
| Fundraising | 34450 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1546406 | Total |
| Management And General | 1546406 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 501328 | Total |
| Management And General | 501328 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33208275 | Total |
| Program Services | 22374202 | ProgramServices |
| Management And General | 10471366 | ManagementAndGeneral |
| Fundraising | 362707 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1676858 | Total |
| Program Services | 1676858 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140320986 | Total |
| Program Services | 138841311 | ProgramServices |
| Management And General | 1435843 | ManagementAndGeneral |
| Fundraising | 43832 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11940773 | Total |
| Program Services | 10373190 | ProgramServices |
| Management And General | 1550615 | ManagementAndGeneral |
| Fundraising | 16968 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19518138 | Total |
| Program Services | 18426647 | ProgramServices |
| Management And General | 1028283 | ManagementAndGeneral |
| Fundraising | 63208 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2515803 | Total |
| Program Services | 1404629 | ProgramServices |
| Management And General | 1094782 | ManagementAndGeneral |
| Fundraising | 16392 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3680778 | Total |
| Program Services | 2878469 | ProgramServices |
| Management And General | 780999 | ManagementAndGeneral |
| Fundraising | 21310 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18394455 | Total |
| Program Services | 9628241 | ProgramServices |
| Management And General | 8735883 | ManagementAndGeneral |
| Fundraising | 30331 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48117531 | Total |
| Program Services | 25235280 | ProgramServices |
| Management And General | 22803080 | ManagementAndGeneral |
| Fundraising | 79171 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14545715 | Total |
| Program Services | 13169754 | ProgramServices |
| Management And General | 1361095 | ManagementAndGeneral |
| Fundraising | 14866 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONTRACT MAINTENANCE | 11053765 | 8863363 | 2185856 | 4546 |
| ACADEMIC SUPPORT | 9460601 | 9460601 | ||
| RECRUITMENT | 6025646 | 420233 | 5605413 | |
| LEASED EQUIPMENT | 4438054 | 4041399 | 395963 | 692 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16978338 | Total |
| Program Services | 12029234 | ProgramServices |
| Management And General | 4751000 | ManagementAndGeneral |
| Fundraising | 198104 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912572884 | Total |
| Program Services | 769641506 | ProgramServices |
| Management And General | 141176221 | ManagementAndGeneral |
| Fundraising | 1755157 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3058397 | BOY |
| EOY | 5467535 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94941347 | BOY |
| EOY | 146757768 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1161622 | BOY |
| EOY | 536680 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114042371 | BOY |
| EOY | 110551680 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7528440 | BOY |
| EOY | 8195878 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17844832 | BOY |
| EOY | 20912803 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37524481 | BOY |
| EOY | 32863912 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 800025579 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 401808344 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413766619 | BOY |
| EOY | 398217235 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276203777 | BOY |
| EOY | 326865799 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33434488 | BOY |
| EOY | 22736111 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10569742 | BOY |
| EOY | 11889286 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1010076116 | BOY |
| EOY | 1084994687 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111446759 | BOY |
| EOY | 124537359 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7690821 | BOY |
| EOY | 8430153 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400431001 | BOY |
| EOY | 331187487 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429140 | BOY |
| EOY | 54860000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65997409 | BOY |
| EOY | 70054885 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585995130 | BOY |
| EOY | 589069884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382464230 | BOY |
| EOY | 448676424 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16625791 | BOY |
| EOY | 21185014 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24990965 | BOY |
| EOY | 26063365 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424080986 | BOY |
| EOY | 495924803 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1010076116 | BOY |
| EOY | 1084994687 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 49945681 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 21898136 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $46,114 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $84,504 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 130618 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOBBYING ACTIVITY | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | FLETCHER ALLEN REGULARLY MONITORS THE WORK OF THE VERMONT STATE LEGISLATURE TO IDENTIFY ISSUES THAT DIRECTLY AFFECT THE ORGANIZATION AND PERIODICALLY WORKS DIRECTLY WITH STATE LEGISLATORS TO ADVOCATE ON PARTICULAR ISSUES. STAFF EXPENDITURES ASSOCIATED WITH THESE ACTIVITIES ARE REPORTED TO THE STATE THREE TIMES A YEAR AS REQUIRED BY VERMONT LOBBYIST DISCLOSURE LAWS. STAFF ALSO WORK DIRECTLY WITH OUR CONGRESSIONAL DELEGATION (TWO SENATORS AND ONE REPRESENTATIVE) ON SPECIFIC PIECES OF LEGISLATION THAT IMPACT THE ORGANIZATION. THESE EXPENSES ARE REPORTED ON LINE G. THE ORGANIZATION ALSO BELONGS TO MEMBER ORGANIZATIONS (INCLUDING THE AMERICAN HOSPITAL ASSOCIATION, THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES, NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS, AND THE VERMONT ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS) THAT IN TURN HAVE LOBBYING EXPENSES. THE PORTION OF DUES ASSOCIATED WITH THOSE ACTIVITIES IS REPORTED ON LINE I. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24729696 | BeginningOfYearBalance |
| Contributions | 131962 | Contributions |
| Investment Earnings Or Losses | 3368995 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 350395 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 27880258 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24040705 | BeginningOfYearBalance |
| Contributions | 117726 | Contributions |
| Investment Earnings Or Losses | 903730 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 332465 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 24729696 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22798137 | BeginningOfYearBalance |
| Contributions | 81914 | Contributions |
| Investment Earnings Or Losses | 1255349 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 94695 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 24040705 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22578923 | BeginningOfYearBalance |
| Contributions | 142738 | Contributions |
| Investment Earnings Or Losses | 805381 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4784 | GrantsOrScholarships |
| Other Expenditures | 724121 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 22798137 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.43000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8015949 | OtherCostOrOtherBasis |
| Book Value | 8015949 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 496265672 | OtherCostOrOtherBasis |
| Depreciation | 194358861 | Depreciation |
| Book Value | 301906811 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38422251 | OtherCostOrOtherBasis |
| Depreciation | 30086057 | Depreciation |
| Book Value | 8336194 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 235519515 | OtherCostOrOtherBasis |
| Depreciation | 168856904 | Depreciation |
| Book Value | 66662611 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21802192 | OtherCostOrOtherBasis |
| Depreciation | 8506522 | Depreciation |
| Book Value | 13295670 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 398217235 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED 3RD PARTY SETTLEMENT | $13,915,625 |
| SWAP LIABILITY | $16,817,614 |
| PENSION OBLIGATION | $35,920,513 |
| ASSET RETIREMENT OBLIGATION | $1,081,649 |
| LT FICA TAX PAYABLE | $2,319,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 70054885 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, QUESTION 4 | THE FUNDS, AND ALL NET EARNINGS IN ADDITION THERETO, ARE HELD TO BENEFIT CHARITY, EDUCATION, RESEARCH AND CHILDREN'S PROGRAMS. |
| SCHEDULE D, PART X, FIN 48 | FOR TAX YEARS BEGINNING AFTER DECEMBER 15, 2008, NONPUBLIC COMPANIES ADOPTED GUIDANCE UNDER ASC 740, INCOME TAXES, THAT PRESCRIBE A MODEL FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX BENEFITS. THIS GUIDANCE DID NOT HAVE AN IMPACT ON FLETCHER ALLEN PARTNERS AND ITS SUBSIDIARIES. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | SELF-INSURANCE | 4205502 |
| Central America and the Caribbean | 0 | 0 | Investments | 19063496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23268998 | SubtotalAmountSpent |
| Total Amount Spent | 23268998 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIG CHNG RND-UP | NameOfEvent1 |
| Gross Receipts Event1 | 225583 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 225583 | CharitableContributionsEvent1 |
| Food And Beverage Event1 | 1000 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 22699 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 104701 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 87341 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 17360 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 300 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 2700 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 17360 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7260 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 7341 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 56564 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 49824 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 6740 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 50 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 7393 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 386848 | GrossReceiptsTotal |
| Charitable Contributions Total | 362748 | CharitableContributionsTotal |
| Gross Revenue Total Events | 24100 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 300 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 2700 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 17360 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 8310 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 37433 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 66103 | DirectExpenseSummaryEvents |
| Net Income Summary | -42003 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE G, PART II, LINE 11 | Identifier |
| Explanation | THE NET INCOME AMOUNT FROM FUNDRAISING EVENTS IS NET OF CHARITABLE CONTRIBUTIONS. | Explanation |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7717591 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 7717591 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00850 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 35116 | PersonsServed |
| Total Community Benefit Expense | 188634603 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 105907103 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 82727500 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09070 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1414 | PersonsServed |
| Total Community Benefit Expense | 2413604 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1992180 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 421424 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 36530 | PersonsServed |
| Total Community Benefit Expense | 198765798 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 107899283 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 90866515 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09970 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2727705 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 2727705 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00300 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 67261208 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 8477759 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 58783449 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06440 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11967577 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 6071310 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5896267 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00650 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 336875 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 380389 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -43514 | NetCommunityBenefitExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1222082 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1222082 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 83515447 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 14929458 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 68585989 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07520 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 36530 | PersonsServed |
| Total Community Benefit Expense | 282281245 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 122828741 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 159452504 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.17490 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $30,335,979 | BadDebtExpenseAmount |
| Amount Attributable To | 3264713 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 207373295 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 237874175 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -30500880 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | X | CostAccountingSystem |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER ALLEN HEALTH CARE INC | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 COLCHESTER AVE | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Childrens Hospital | X | ChildrensHospital |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLETCHER ALLEN HEALTH CARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 200. | FPGFreePercent |
| Uses FPG Discounted | true | UsesFPGDiscounted |
| FPG Discount Percent | 400. | FPGDiscountPercent |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Asset Level | X | AssetLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Attached To Invoices | X | AttachedToInvoices |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Available On Request | X | AvailableOnRequest |
| Other Publicity | X | OtherPublicity |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 6 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (6 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| CHITTENDEN COUNTY DIALYSIS CENTER | ||||
| 35 JOY DRIVE | SOUTH BURLINGTON | VT | 05403 | DIALYSIS |
| RUTLAND DIALYSIS | ||||
| 160 ALLEN STREET | RUTLAND | VT | 05701 | DIALYSIS |
| BERLIN DIALYSIS | ||||
| 130 FISHER ROAD | BERLIN | VT | 05602 | DIALYSIS |
| UROLOGY - ST ALBANS DIALYSIS - STE 7&8 | ||||
| 6 CREST ROAD | ST ALBANS | VT | 05478 | MEDICAL OFFICE |
| MCHV DIALYSIS CENTER | ||||
| 111 COLCHESTER AVE BROWN 2 | BURLINGTON | VT | 05401 | DIALYSIS |
| NORTH COUNTRY DIALYSIS | ||||
| 189 PROUTY DR | NEWPORT | VT | 05855 | DIALYSIS |
Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| SCHEDULE H, PART I, LINE 7G: | FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 FLETCHER ALLEN HEALTH CARE INCLUDED PHYSICIAN CLINIC EXPENSES IN SUBSIDIZED HEALTH SERVICES. FLETCHER ALLEN HEALTH CARE PHYSICIANS INCURRED $2,934,887 OF COSTS ASSOCIATED WITH PROVIDING PSYCHIATRY SERVICES. | |
| SCHEDULE H, PART I, LINE 7, COLUMN (F): | THE PROVISION FOR BAD DEBT INCLUDED ON FORM 990, PART IX, LINE 25 BUT SUBTRACTED FOR PURPOSE OF CALCULATING THE AMOUNT REPORTED ON LINE 7(F) IS $0. ALL BAD DEBT IS SHOWN AS A DEDUCTION FROM PATIENT REVENUE. | |
| SCHEDULE H, PART I, LINE 7: | FLETCHER ALLEN UTILIZED THE ALLIANCE FOR DECISION SUPPORT COST ACCOUNTING SYSTEM TO CALCULATE THE AMOUNTS REPORTED IN THE TABLE ON LINE 7. THE COST ACCOUNTING SYSTEM ADDRESSES ALL PATIENT SEGMENTS, INCLUDING, BUT NOT LIMITED TO, INPATIENT, OUTPATIENT, EMERGENCY ROOM, PRIVATE INSURANCE, MEDICAID, MEDICARE, UNINSURED AND SELF PAY. THE COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2 WAS ALSO UTILIZED FOR SOME OF THE FIGURES REPORTED IN THE TABLE ON LINE 7. APPROXIMATELY $53M OF OUR MEDICAID EXPENSE IS FLETCHER ALLEN HEALTH CARE'S ANNUAL MEDICAID PROVIDER TAX, ASSESSED ON VERMONT ACUTE CARE HOSPITALS BY THE STATE OF VERMONT. THE TAX ASSESSMENT IS CALCULATED AS 6% OF A HOSPITAL'S BASE YEAR NET PATIENT CARE REVENUE. | |
| SCHEDULE H, PART III, LINE 4: | THE AMOUNT OF BAD DEBT REPORTED ON PART III, LINE 2 REPRESENTS THE TOTAL PROVISION FOR BAD DEBT ON THE INCOME STATEMENT. DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE NETTED AGAINST THE TOTAL GROSS CHARGES WHEN DETERMINING BAD DEBT EXPENSE. THE $3,264,713 REFLECTS THE ADJUSTED BAD DEBT EXPENSE FOR ALL PATIENTS WHO SUBMITTED AN INITIAL APPLICATION, HOWEVER, UPON FOLLOW-UP DID NOT RESPOND TO REQUESTS FOR ADDITIONAL INFORMATION OR SUPPORTING DOCUMENTATION. FAHC HAS A DATABASE WHICH TRACKS ALL APPLICATIONS AND THEIR STATUS; A QUERY EXTRACTED ALL INCOMPLETE/NON RESPONSIVE ARCHIVED APPLICATIONS PROVIDING A LIST OF PATIENTS & DEPENDENTS. SUBSEQUENTLY, A QUERY OF ASSOCIATED PATIENT SERVICES FROM 10/1/11 - 9/30/12 FOR "SELF PAY" AND COLLECTION ACCOUNTS WAS EXTRACTED FROM THE BILLING SYSTEM. FLETCHER ALLEN HEALTH CARE'S FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE DESCRIBING BAD DEBT EXPENSE. RECEIVABLES ARE REPORTED NET OF AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE PROVISION FOR BAD DEBTS IS REPORTED AS A DEDUCTION FROM GROSS REVENUE. THIS EXPENSE IS DETERMINED AS A PERCENTAGE OF GROSS PATIENT SERVICE REVENUE BASED ON ACTUAL WRITE-OFF HISTORY, REVIEWED ON A QUARTERLY BASIS AND ADJUSTED ON A SEMI-ANNUAL BASIS. | |
| SCHEDULE H, PART III, LINE 8: | THE AMOUNT REPORTED IN PART III, LINE 6, MEDICARE ALLOWABLE COSTS OF CARE, IS DERIVED FROM FLETCHER ALLEN HEALTH CARE'S FYE 9/30/12 MEDICARE COST REPORT, WORKSHEET D-1, COMPUTATION OF INPATIENT OPERATING COSTS; WORKSHEET E PART B, CALCULATION OF OUTPATIENT SETTLEMENT; AND WORKSHEET I-4, COMPUTATION OF AVERAGE COST PER TREATMENT FOR OUTPATIENT RENAL DIALYSIS. WHILE FLETCHER ALLEN HAS HISTORICALLY FOLLOWED THE CATHOLIC HOSPITAL ASSOCIATION'S GUIDANCE AND NOT CONSIDERED ANY MEDICARE SHORTFALL (REPORTED IN PART III, LINE 7) AS A COMMUNITY BENEFIT, IT IS LIKELY THAT SOME PORTION OF MEDICARE PATIENTS WOULD HAVE QUALIFIED FOR CHARITY CARE UNDER OUR POLICIES IN THE ABSENCE OF MEDICARE COVERAGE, SUCH THAT SHORTFALLS ASSOCIATED WITH THOSE PATIENTS WOULD OTHERWISE HAVE BEEN INCLUDED IN OUR COMMUNITY BENEFITS. | |
| SCHEDULE H, PART III, LINE 9B: | PURSUANT TO THE SELF-PAY COLLECTION PROCESS POLICY: SHOULD A PATIENT EXPRESS FINANCIAL HARDSHIP AND/OR IF THE PATIENT'S ACCOUNT BALANCE WOULD LIKELY QUALIFY FOR CATASTROPHIC ASSISTANCE, THE CUSTOMER SERVICE ACCOUNT RESOLUTION REPRESENTATIVE WILL PROVIDE PATIENTS WITH INFORMATION REGARDING THE FAHC PATIENT ASSISTANCE PROGRAM. PATIENTS EXPRESSING INTEREST IN THE PROGRAM WILL BE DIRECTED TO THE FAHC WEBSITE FOR A DOWNLOADABLE APPLICATION OR AN APPLICATION WILL BE SENT VIA THE US MAIL. IN ADDITION, HIGH DOLLAR ACCOUNTS ARE MONITORED WEEKLY AND SCREENED FOR POSSIBLE PATIENT ASSISTANCE. WHEN DIRECT CONTACT VIA THE PHONE CANNOT BE ESTABLISHED, THOSE ACCOUNTS WHERE BALANCES ARE HIGH, HAVE INTERMITTENT PAYMENT OR EMPLOYMENT HISTORY ARE FLAGGED AS POTENTIAL CATASTROPHIC QUALIFIERS. THESE PATIENTS WILL BE SENT AN APPLICATION VIA CERTIFIED MAIL, INVITING THEM TO APPLY FOR ASSISTANCE. | |
| SCHEDULE H, PART V: | IN ADDITION TO THE FACILITIES OPERATED BY FLETCHER ALLEN HEALTH CARE (FAHC) LISTED IN SECTION A AND SECTION C, FAHC OPERATES 28 ADDITIONAL CLINIC SITES AROUND ITS SERVICE AREA. EACH OF THESE SITES IS COVERED UNDER THE FAHC HOSPITAL LICENSE. ALL LISTED OR NON-LISTED FACILITIES OPERATED BY FAHC OR ITS SUBSIDIARIES FOLLOW ALL OF THE SAME POLICIES AND PROCEDURES AS THE FAHC HOSPITAL. SCHEDULE H, PART V, LINE 13G IN ADDITION TO POSTING GUIDELINES ONLINE, PATIENT BROCHURES ARE AVAILABLE IN WAITING ROOMS WHICH PROVIDE CONTACT INFORMATION ON HOW PATIENTS MAY RECEIVE ASSISTANCE WITH THEIR BILLS AS WELL AS AID IN THE APPLICATION PROCESS. FROM REGISTRATION, PATIENTS ARE ROUTINELY REFERRED TO OUR FINANCIAL COUNSELING DEPARTMENT AND/OR FOR OUTPATIENT SERVICES, THE HEALTH ASSISTANCE PROGRAM AT OUR DEPARTMENT OF COMMUNITY HEALTH IMPROVEMENT. BOTH AREAS PROVIDE KNOWLEDGE AND ASSISTANCE IN THE APPLICATION PROCESS FOR CHARITY AND OTHER APPLICABLE FUNDING SOURCES. FINANCIAL COUNSELORS ACTIVELY EDUCATE ALL INPATIENT, OBSERVATION AND INVASIVE SERVICE OUTPATIENTS OF OUR PROGRAM, PRIOR TO OR CONCURRENT WITH THE PATIENTS STAY, SUBSEQUENTLY AIDING IN THE APPLICATION PROCESS FOR STATE AID AND FAHC'S FINANCIAL ASSISTANCE POLICY. SCHEDULE H, PART V, LINE 19D THE PATIENT ASSISTANCE PROGRAM (CHARITY) HAS BOTH AN INCOME AND ASSETS BASED TEST UP TO 400% OF THE FEDERAL POVERTY GUIDELINES (FPG); ALONG WITH AN APPEALS PROGRAM FOR PATIENTS WHO TEST HIGHER THAN 400% OF THE FPG. BASED UPON THE PATIENT'S FPG, A PATIENT MAY BE GRANTED FULL OR PARTIAL ASSISTANCE AT THE TIME OF APPLICATION APPROVAL. FULL ASSISTANCE EQUALS A 100% WRITE-OFF OF CHARGES FOR A 6 MONTH TIMEFRAME. PARTIAL ASSISTANCE EQUALS A SET DEDUCTIBLE FROM $250.00 - $1,000.00 MAXIMUM FOR THE 6 MONTH PERIOD FOR THOSE QUALIFYING WITHIN THE 400% LIMIT, FOLLOWED BY A 6 MONTH FULL CHARGE WRITE-OFF FOR MEDICALLY NECESSARY SERVICES. IN ESSENCE, PATIENTS WHO QUALIFY FOR ASSISTANCE MAY PAY UP TO ONE TIME MAXIMUM OF $1,000 DURING A SIX MONTH PERIOD WITH ALL OTHER CHARGES WRITTEN-OFF. THIS METHODOLOGY IS APPLIED REGARDLESS OF THE ACCOUNT BALANCE. | |
| SCHEDULE H, PART VI, LINE 2: | FLETCHER ALLEN HAS A LONG HISTORY OF CONDUCTING NEEDS ASSESSMENTS TO GAUGE THE HEALTH CARE AND RELATED NEEDS OF THE COMMUNITIES, INCLUDING THE CREATION OF A CHARTERED COMMUNITY BENEFIT COMMITTEE IN OCTOBER 2011, HALF OF WHOM ARE COMMUNITY MEMBERS. THE COMMITTEE IS THE SUCCESSOR TO THE SEVERAL YEARS' OLD COMMUNITY BENEFIT ADVISORY GROUP COMPRISED EXCLUSIVELY OF FLETCHER ALLEN STAFF. THE COMMITTEE INCLUDES SIX MEMBERS FROM ACROSS THE ORGANIZATION, SIX MEMBERS FROM THE COMMUNITY-BASED VERMONT HEALTH FOUNDATION, AND IS CHAIRED BY FLETCHER ALLEN'S CHIEF MEDICAL OFFICER. IN FY13 FLETCHER ALLEN WILL FINALIZE THEIR COMMUNITY HEALTH NEEDS ASSESSMENT. DURING FY12, THE ORGANIZATION COMPLETED INFORMATION GATHERING (EMPIRICAL DATA AUGMENTED BY KEY LEADER INTERVIEWS, FOCUS GROUPS AND AN ELECTRONIC/PAPER-BASED SURVEY). THE COMMITTEE WILL REVIEW THE SURVEY RESULTS AND OTHER RELEVANT INFORMATION AND WILL USE THIS INFORMATION ALONG WITH INPUT FROM OUR CLINICIANS AND OTHER STAFF TO COMPLETE THE ORGANIZATION'S CHNA AND IMPLEMENTATION STRATEGY FOR FINAL APPROVAL AND ADOPTION DURING FY13. | NEEDS ASSESSMENT: |
| SCHEDULE H, PART VI, LINE 3: | FLETCHER ALLEN UTILIZES A VARIETY OF METHODS TO INFORM, EDUCATE AND ASSIST PATIENTS IN IDENTIFYING PAYMENT SOURCES, INCLUDING STATE / FEDERAL PROGRAMS AS WELL AS OUR PATIENT ASSISTANCE PROGRAM. EDUCATE & INFORM: -THE FAHC PATIENT ASSISTANCE (CHARITY) PROGRAM IS REFERENCED ON THE FAHC PUBLIC WEBSITE, ALONG WITH GUIDELINES, CRITERIA, FREQUENTLY ASKED QUESTIONS AND A DOWNLOADABLE APPLICATION. ALL PATIENTS ARE INVITED TO APPLY. PATIENTS WHO WOULD NOT NORMALLY QUALIFY MAY BE CONSIDERED DUE TO SPECIAL CIRCUMSTANCES. -OUR PATIENT ASSISTANCE PROGRAM IS REFERENCED ON ALL OF OUR FAHC PATIENT STATEMENTS, ALONG WITH TELEPHONE NUMBERS FOR ASSISTANCE IN THE APPLICATION PROCESS. -PAMPHLETS REGARDING OUR HEALTH ASSISTANCE PROGRAMS ARE AVAILABLE IN THE PUBLIC WAITING ROOMS AND REGISTRATION OFFICE WITH FOLLOW-UP DIRECTIONS TO OUR COMMUNITY OUTREACH CASE MANAGERS AND COORDINATORS. -VERBAL COMMUNICATION REGARDING THE PROGRAMS IS PROVIDED TO PATIENTS DURING THE PRE-REGISTRATION PROCESS IF UNINSURED OR IF INSURED PATIENTS EXPRESS HARDSHIP, AT THE POINT OF ARRIVAL AND AT THE POINT OF DISCHARGE IN THE EMERGENCY DEPARTMENT. APPLICATIONS FOR BOTH MEDICAID AND CHARITY ARE AVAILABLE TO EACH REGISTRAR AND ARE ROUTINELY PROVIDED TO PATIENTS DURING THE INTERVIEW AND/OR PATIENTS ARE DIRECTED TO OUR PATIENT FINANCIAL COUNSELORS AND CUSTOMER SERVICE REPRESENTATIVES FOR APPLICATION ASSISTANCE. -WITHIN THE PHYSICIAN CLINICS, APPLICATIONS ARE AVAILABLE FOR PATIENTS AND FOLLOW-UP REFERRALS ARE PROVIDED DIRECTLY TO THE CUSTOMER SERVICE DEPARTMENT. -PATIENT CALLS TO THE CUSTOMER SERVICE CENTER REGARDING BILLS, PAYMENTS, BUDGET PLANS, ETC. WILL INCLUDE EDUCATION AND, WHEN NECESSARY, COUNSELING FOR PATIENTS REGARDING BOTH STATE AND FEDERAL OPTIONS AS WELL AS THE FAHC CHARITY PROGRAM. APPLICATIONS FOR ASSISTANCE WITH ALL PROGRAMS ARE MAILED TO PATIENTS UPON REQUEST. APPLICATION ASSISTANCE: -ALL INPATIENTS AND OUTPATIENT PROCEDURES ARE FINANCIALLY SCREENED TO IDENTIFY THE UNDERINSURED OR UNINSURED PATIENT POPULATION. PRIOR TO SERVICE, CONCURRENT WITH SERVICE AND POST SERVICE, OUR PATIENT FINANCIAL COUNSELORS WILL CALL AND/OR MEET WITH PATIENTS AND FAMILIES TO EDUCATE THEM ON THE AVAILABLE PROGRAMS AND WHERE APPLICABLE, ASSIST IN THE APPLICATION PROCESS. THIS INCLUDES STATE AND FEDERAL AID APPLICATIONS AND THE FAHC CHARITY APPLICATION PROCESS. -OUR COUNSELORS WILL ADDITIONALLY MEET WITH PATIENTS AT THE BEDSIDE TO HELP COMPLETE THE APPLICATIONS, PROVIDE DETAILS ON SUPPORTING DOCUMENTATION NEEDS & FACILITATE AND EXPEDITE THE REVIEW PROCESS UNTIL A NOTICE OF DECISION HAS BEEN RECEIVED. -OUR COMMUNITY HEALTH IMPROVEMENT OFFICE PROVIDES EDUCATION AND APPLICATION ASSISTANCE FOR A VARIETY OF PROGRAMS, INCLUDING THE STATE AND FEDERAL MEDICAID APPLICATION PROCESS, THE PATIENT ASSISTANCE PROGRAM APPLICATION (CHARITY) AS WELL AS ASSIST WITH FINANCIAL ASSISTANCE TO PHARMACEUTICAL COMPANIES. PROCESSES HAVE BEEN ESTABLISHED TO REFER URGENT CARE AND EMERGENCY DEPARTMENT PATIENTS TO THE PROGRAM, WHERE CASE MANAGERS ASSIST IN BOTH THE APPLICATION PROCESS AND COMMUNITY RESOURCE NEEDS IDENTIFICATION. ADDITIONALLY, THE CASE MANAGERS RECEIVE AND REVIEW REPORTS FOR THE UNINSURED EMERGENCY PATIENTS WHO HAVE FREQUENTED THE EMERGENCY DEPARTMENT MORE THAN 1 TIME PER MONTH. THE MANAGERS WILL THEN REACH OUT TO THE PATIENTS, SEEKING TO ASSIST PATIENTS IN IDENTIFYING FINANCIAL SPONSORSHIP. | PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: |
| SCHEDULE H, PART VI, LINE 4: | FLETCHER ALLEN HEALTH CARE IS BOTH A COMMUNITY HOSPITAL AND, IN PARTNERSHIP WITH THE UNIVERSITY OF VERMONT, THE STATE'S ACADEMIC MEDICAL CENTER. IN ITS COMMUNITY HOSPITAL ROLE, FLETCHER ALLEN SERVES APPROXIMATELY 160,000 RESIDENTS IN CHITTENDEN AND GRAND ISLE COUNTIES AND PROVIDES PRIMARY CARE SERVICES AT ELEVEN VERMONT SITES. THE ORGANIZATION ALSO OFFERS FREE TO THE COMMUNITY A WIDE RANGE OF HEALTH, PREVENTION AND WELLNESS PROGRAMS, ALL OF WHICH HELP TO LIMIT THE NEED FOR MORE EXPENSIVE ACUTE CARE. AS A REGIONAL REFERRAL CENTER, FLETCHER ALLEN PROVIDES ADVANCED-LEVEL CARE TO A POPULATION OF ONE MILLION PEOPLE THROUGHOUT VERMONT AND NORTHERN NEW YORK. THE MEDICAL CENTER EXTENDS BEYOND ITS FOUR MAIN CAMPUSES IN THE BURLINGTON AREA TO INCLUDE MORE THAN 30 PATIENT CARE SITES AND 100 OUTREACH CLINICS, PROGRAMS AND SERVICES THROUGHOUT THE REGION. | COMMUNITY INFORMATION: |
| SCHEDULE H, PART VI, LINE 5: | FLETCHER ALLEN IS GOVERNED BY A BOARD OF COMMUNITY VOLUNTEERS FROM OUR SERVICE AREA, INCLUDING OUR PRIMARY, SECONDARY AND TERTIARY REFERRAL REGION. THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT AND NOT DIRECTLY AFFILIATED WITH THE ORGANIZATION. FLETCHER ALLEN'S MEDICAL STAFF IS AN "OPEN STAFF" MODEL WITH MEMBERSHIP GOVERNED BY THE MEDICAL STAFF'S BY-LAWS, AND INCLUDES APPROXIMATELY 550 EMPLOYED PHYSICIANS AND 220 COMMUNITY-BASED PHYSICIANS. AS A NON-PROFIT, ANY SURPLUS FUNDS GENERATED BY FLETCHER ALLEN ARE RE-INVESTED IN OUR ORGANIZATION TO SUPPORT OUR MISSION. PLEASE SEE SCHEDULE O FOR A MORE DETAILED DESCRIPTION OF FLETCHER ALLEN'S ROLE IN OUR REGIONAL HEALTH CARE SYSTEM AND OUR COMMUNITY BENEFIT ACTIVITIES. | PROMOTION OF COMMUNITY HEALTH: |
| SCHEDULE H, PART VI, LINE 6: | AS OF OCTOBER 1, 2011, FLETCHER ALLEN HEALTH CARE, INC. (FAHC) AND CENTRAL VERMONT MEDICAL CENTER, INC. (CVMC), BECAME MEMBERS OF FLETCHER ALLEN PARTNERS, INC. (FAP), AN INTEGRATED SYSTEM OF CARE SERVING THE COMMUNITIES OF VERMONT AND NORTHERN NEW YORK. FLETCHER ALLEN PARTNERS IS CARRYING OUT CENTRALIZED ACTIVITIES FOR THE BENEFIT OF PATIENTS OF BOTH PARTNER ORGANIZATIONS, INCLUDING IMPROVING ACCESS TO LOCAL CARE, COST SAVINGS THROUGH GREATER JOINT PURCHASING POWER, ENHANCING INFORMATION TECHNOLOGY, INCREASING ACADEMIC OPPORTUNITIES FOR PHYSICIANS, ENGAGING IN REGIONAL STRATEGIC PLANNING, AND PARTICIPATING IN JOINT QUALITY AND CLINICAL INITIATIVES. COLLABORATIVE EFFORTS - FLETCHER ALLEN REGULARLY PARTNERS WITH OTHER ORGANIZATIONS AND PROVIDERS TO HELP MEET THE NEEDS OF OUR COMMUNITY. THIS INCLUDES WORKING WITH OTHER ORGANIZED SYSTEMS OF CARE (LIKE HOME HEALTH AGENCIES, OTHER VERMONT HOSPITALS, AND PHYSICIAN PRACTICES), AS WELL AS COMMUNITY-BASED ORGANIZATIONS WHOSE MISSIONS ARE SIMILAR TO OURS. FOR EXAMPLE, FLETCHER ALLEN COLLABORATES WITH COMMUNITY PARTNERS TO REGULARLY ASSESS COMMUNITY AND HEALTH CARE NEEDS, WHICH HELPS GUIDE OUR ORGANIZATION'S PRIORITIES. PLEASE READ FORM 990 PART III NARRATIVE IN SCHEDULE O FOR ADDITIONAL INFORMATION ON FLETCHER ALLEN HEALTH CARE'S INTERACTIONS IN AND WITH ITS COMMUNITY. | AFFILIATED HEALTH CARE SYSTEM: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Community Health Center of Burlington | ||||||||
| 617 Riverside Ave | Burlington | VT | 05401 | 237182584 | 115 | 175000 | COMMUNITY HLTH IMPRO | |
| Burlington School District | ||||||||
| 150 Colchester Ave | Burlington | VT | 05401 | 036000410 | 115 | 25000 | COMMUNITY HLTH IMPRO | |
| United Way of Chittenden County | ||||||||
| 412 Farrell St | S Burlington | VT | 05403 | 030217229 | 501(C)(3) | 70000 | COMMUNITY HLTH IMPRO | Suite 200 |
| Vermont Ethics Network | ||||||||
| 61 ELM STREET | Montpelier | VT | 056202951 | 030336174 | 501(c)(3) | 14000 | COMMUNITY HLTH IMPROV | |
| UVM-AHEC (UHC CAMPUS) | ||||||||
| 1 S PROSPECT ST | Burlington | VT | 05405 | 030179440 | 501(c)(3) | 15000 | community hlth impro | 1 SOUTH PROSPECT ST |
| HOWARD CENTER | ||||||||
| 208 FLYNN AVE | BURLINGTON | VT | 05401 | 030179433 | 501(c)(3) | 30000 | COMMUNITY HLTH IMPRO | |
| CATHEDRAL SQUARE | ||||||||
| 412 FARRELL ST | S BURLINGTON | VT | 05403 | 030264362 | 501(C)(3) | 100000 | COMMUNITY HLTH IMPO | |
| KINGDOM COUNTY PRODUCTIONS | ||||||||
| 106 MAIN STREET STE 2 | BURLINGTON | VT | 05401 | 030328686 | 501(C)(3) | 25000 | COMMUNITY HLTH IMPRO | |
| CHAMPLAIN ISLAND PARENT CHILD CTR | ||||||||
| 114 SOUTH ST 2 | SOUTH HERO | VT | 05486 | 222941630 | 501(C)(3) | 7552 | COMMUNITY HLTH IMPRO | |
| CHILDCARE RESOURCE | ||||||||
| 181 COMMERCE ST | WILLISTON | VT | 05465 | 030301330 | 501(C)(3) | 5900 | COMMUNITY HLTH IMPRO | |
| MILTON TOWN SCHOOL DISTRICT | ||||||||
| 42 HERRICK AVE | MILTON | VT | 05468 | 036000571 | 115 | 10000 | COMMUNITY HLTH IMPRO | |
| VERMONT WORKS FOR WOMEN INC | ||||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | 222894557 | 501(C)(3) | 10000 | COMMUNITY HLTH IMPRO | |
| GREATER BURLINGTON YMCA | ||||||||
| 266 COLLEGE ST | BURLINGTON | VT | 05401 | 030185810 | 501(C)(3) | 14100 | COMMUNITY HEALTH IMPRO | |
| KIDSAFE COLLABORATIVE INC | ||||||||
| 308 PINE STREET | BURLINGTON | VT | 05401 | 030303867 | 501(C)(3) | 9500 | COMMUNITY HLTH IMPRO | |
| KING STREET CENTER INC | ||||||||
| PO BOX 1615 | BURLINGTON | VT | 05401 | 237236312 | 501(C)(3) | 8000 | COMMUNITY HLTH IMPRO | |
| COLCHESTER SCHOOL DISTRICT | ||||||||
| 125 LAKER LN | COLCHESTER | VT | 05446 | 030269580 | 115 | 11760 | COMMUNITY HLTH IMPROV | PO BOX 27 |
| SMILIE MEMORIAL SCHOOL | ||||||||
| 2712 TED ROOSEVELT HWY | BOLTON | VT | 05467 | 030336786 | 115 | 7266 | COMMUNITY HLTH IMPRO | |
| VERMONT YOUTH CONSERVATION CORPS INC | ||||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | 030328834 | 501(C)(3) | 10000 | COMMUNITY HLTH IMPRO | |
| WINOOSKI COALITION FOR A SAFE & PEACEFUL COMM | ||||||||
| 32 MALLETTS BAY AVE | WINOOSKI | VT | 05404 | 270962863 | 501(C)(3) | 9978 | COMMUNITY HLTH IMPRO | |
| DREAM PROGRAM INC | ||||||||
| PO BOX 361 | WINOOSKI | VT | 05404 | 260030908 | 501(C)(3) | 8060 | COMMUNITY HLTH IMPRO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Nursing Scholarships | 23 | 79750 |
| Allied Health Scholarships | 6 | 19775 |
| ENDOWMENT SCHOLARSHIPS | 5 | 7700 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHOLARSHIP MONITORING | Identifier |
| Return Reference | SCHEDULE I, PART I, QUESTION 2 | ReturnReference |
| Explanation | THE ORGANIZATION BELIEVES STRICT APPLICATION AND APPROVAL CRITERIA FOR SCHOLARSHIP RECIPIENTS HELPS MAINTAIN THE INTEGRITY OF EACH RESPECTIVE AWARD. NURSING SCHOLARSHIPS: NURSING SCHOOL ASSISTANCE IS AWARDED TO APPLICANTS IN ORDER FOR THEM TO OBTAIN A DEGREE IN NURSING. FOR THE APPLICANT TO QUALIFY FOR THE SCHOLARSHIP, HE/SHE MUST AGREE THAT THEY WILL USE IT TO HELP FURTHER FLETCHER ALLEN HEALTH CARE'S CHARITABLE STATUS. THIS IS DONE BY HAVING THE APPLICANT COMMIT TO TWO YEARS OF SERVICE AT THE ORGANIZATION AFTER SUCCESSFUL COMPLETION OF THE DEGREE PROGRAM. IN ADDITION, A WRITTEN PROPOSAL STATING HOW ATTAINMENT OF THE DEGREE WILL BENEFIT NURSING AT THE ORGANIZATION IS REQUIRED. ALLIED HEALTH SCHOLARSHIPS: ALLIED HEALTH SCHOLARSHIPS ARE AWARDED TO SUPPORT THE CAREER DEVELOPMENT OF FLETCHER ALLEN HEALTH CARE (FAHC) EMPLOYEES IN POSITION CATEGORIES WHERE CURRENT AND PROJECTED SHORTAGES EXIST. FOR THE APPLICANT TO QUALIFY FOR THE SCHOLARSHIP, HE OR SHE MUST BE AN EMPLOYEE OF FAHC FOR ONE YEAR OR MORE, COMPLETE AN APPLICATION AND WRITTEN ESSAY, HAVE A HISTORY OF SOLID JOB PERFORMANCE, BE ACCEPTED INTO AN APPROVED ACADEMIC PROGRAM, AND PROVIDE TWO LETTERS OF RECOMMENDATION. ONCE THE SCHOLARSHIP IS AWARDED, RECIPIENTS MUST SIGN AN AGREEMENT TO WORK FOR FAHC FOR A MINIMUM OF THREE YEARS UPON GRADUATION, TAKE A MINIMUM OF SIX CREDIT HOURS EACH SEMESTER, MAINTAIN HIGH GRADES, AND WORK A MINIMUM OF 20 HOURS PER WEEK. SCHOLARSHIPS FROM THE NURSING EDUCATION ENDOWMENT FUND AND THE MARY FLETCHER HOSPITAL SCHOOL OF NURSING ALUMNI FUND: ASSISTANCE FROM THE NURSING EDUCATION ENDOWMENT FUND IS AWARDED TO ELIGIBLE APPLICANTS GOING INTO THE NURSING FIELD. APPLICANTS MUST BE EMPLOYED AT LEAST TWO YEARS AT FAHC, WORK AT LEAST 40 HOURS PER PAY PERIOD, BE ENROLLED IN A NURSING CERTIFICATE, DEGREE OR DOCTORATE PROGRAM, AND BE IN GOOD STANDING WITH NO CURRENT DISCIPLINARY ACTION ON THEIR FILE. DECISION TO APPROVE FUNDING IS BASED ON THE APPLICANT'S COMPLETED APPLICATION FORM, TWO LETTERS OF RECOMMENDATION, AND COMMITMENT TO TWO YEARS OF SERVICE AT FAHC AFTER SUCCESSFUL COMPLETION OF THE DEGREE. ASSISTANCE FROM THE MARY FLETCHER HOSPITAL SCHOOL OF NURSING ALUMNI FUND IS ALSO AWARDED TO ELIGIBLE APPLICANTS GOING INTO THE NURSING FIELD. APPLICANTS MUST BE ENROLLED IN EITHER A FORMAL OR CONTINUING EDUCATION PROGRAM RELATED TO SOME ASPECT OF HEALTH CARE (FOR EXAMPLE, HOLISTIC NURSING, CHILD-BIRTH EDUCATION, CHEMICAL DEPENDENCY, NURSE PRACTITIONER). IN ADDITION, APPLICANTS MUST MEET THE FOLLOWING REQUIREMENTS: BE EMPLOYED BY FLETCHER ALLEN HEALTH CARE FOR AT LEAST ONE YEAR, AND PROVIDE A COMPLETED APPLICATION FORM, RESUME, WRITTEN ESSAY AND TWO LETTERS OF RECOMMENDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MELINDA ESTES | |||||||||||||
| 559322 | 0 | 0 | 0 | 276354 | 0 | 22050 | 0 | 16086 | 0 | 873812 | 0 | 0 | 0 |
| ROGER DESHAIES | |||||||||||||
| 444602 | 0 | 151470 | 0 | 74499 | 0 | 22050 | 0 | 22413 | 0 | 715034 | 0 | 0 | 0 |
| DR PAUL TAHERI | |||||||||||||
| 378034 | 0 | 128887 | 0 | 73763 | 0 | 17150 | 0 | 27546 | 0 | 625380 | 0 | 0 | 0 |
| SANDRA FELIS RN | |||||||||||||
| 344676 | 0 | 93637 | 0 | 59434 | 0 | 22050 | 0 | 13643 | 0 | 533440 | 0 | 0 | 0 |
| DR JOHN BRUMSTED | |||||||||||||
| 529327 | 0 | 172949 | 0 | 106930 | 0 | 29400 | 0 | 24401 | 0 | 863007 | 0 | 0 | 0 |
| SPENCER KNAPP | |||||||||||||
| 377777 | 0 | 101554 | 0 | 63775 | 0 | 22050 | 0 | 5031 | 0 | 570187 | 0 | 0 | 0 |
| DR MARK PHILLIPPE | |||||||||||||
| 0 | 223302 | 0 | 54285 | 0 | 0 | 0 | 20682 | 0 | 2192 | 0 | 300461 | 0 | 0 |
| CHARLES PODESTA | |||||||||||||
| 295806 | 0 | 80968 | 0 | 49659 | 0 | 17150 | 0 | 24731 | 0 | 468314 | 0 | 0 | 0 |
| PAUL MACUGA | |||||||||||||
| 280264 | 0 | 76970 | 0 | 47628 | 0 | 21271 | 0 | 23441 | 0 | 449574 | 0 | 0 | 0 |
| THERESA ALBERGHINI DIPALMA | |||||||||||||
| 277093 | 0 | 75614 | 0 | 46446 | 0 | 16587 | 0 | 19186 | 0 | 434926 | 0 | 0 | 0 |
| TODD B MOORE | |||||||||||||
| 219866 | 0 | 39174 | 0 | 71868 | 0 | 14113 | 0 | 22895 | 0 | 367916 | 0 | 0 | 0 |
| LISA L GOODRICH | |||||||||||||
| 225594 | 0 | 46343 | 0 | 15341 | 0 | 18788 | 0 | 20166 | 0 | 326232 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PERSONAL SERVICE COMPENSATION | Identifier |
| Return Reference | SCHEDULE J, PART I, QUESTIONS 1A, 1B & 2 | ReturnReference |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED COMPENSATION OF $1,400 TO COVER TAX PREPARATION AND FINANCIAL ADVISORY SERVICES: DR. MELINDA ESTES ROGER DESHAIES DR. PAUL TAHERI SANDRA FELIS, R.N. DR. JOHN BRUMSTED SPENCER KNAPP CHARLES PODESTA PAUL MACUGA THERESA ALBERGHINI DIPALMA WHILE THERE IS NO ORGANIZATION-WIDE WRITTEN POLICY REGARDING PAYMENT OF THE EXPENSE DESCRIBED ABOVE, THE AMOUNT IS INCLUDED IN THE RESPECTIVE INDIVIDUAL'S EMPLOYMENT CONTRACT WHICH IS DETERMINED THROUGH ANNUAL REVIEW (AS DISCUSSED IN SCHEDULE O). PERSONAL SERVICE COMPENSATION IS A FLAT AMOUNT INCLUDED IN THE INDIVIDUAL'S RESPECTIVE W-2 AS TAXABLE INCOME. NO REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN; THEREFORE, SUBSTANTIATION OF EXPENSE IS UNNECESSARY. NON-FIXED PAYMENTS SCHEDULE J, PART I, QUESTION 7 FLETCHER ALLEN PAID A LUMP-SUM INCENTIVE AWARD TO UPPER MANAGEMENT (DIRECTORS, VICE PRESIDENTS, PHYSICIAN CHAIRS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL SHORT-TERM INCENTIVE (STI) PLAN AS THE PLAN'S ORGANIZATIONAL PERFORMANCE MEASURES WERE MET. THE MEASURES WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THESE MEASURES INCLUDED FINANCIAL QUALITY, OPERATIONAL AND HUMAN RESOURCES RELATED METRICS. IN CALENDAR YEAR 2011, THE MONTHS OF JANUARY THROUGH SEPTEMBER FALL IN OUR FISCAL YEAR 2011, WHILE THE MONTHS OF OCTOBER THROUGH DECEMBER FALL IN OUR FISCAL YEAR 2012. IN FISCAL YEAR 2011, THE TWO FINANCIAL MEASURES FOR ORGANIZATIONAL PERFORMANCE WERE OPERATING MARGIN AND COST PER ADJUSTED DISCHARGE. EACH WAS WEIGHTED AT 20%. IN FISCAL YEAR 2012, THE ONE FINANCIAL MEASURE FOR ORGANIZATIONAL PERFORMANCE WAS OPERATING MARGIN WEIGHTED AT 33%. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| VEHBFA SERIES 2008A & 2004B | |||||||
| 237154467 | 924166CJ8 | 2008-05-21 | 215386067 | REFUND BONDS ISSUED 04/15/2004 | false | false | false |
| VEHBFA SERIES 2007A | |||||||
| 237154467 | 924166AQ4 | 2007-01-25 | 56375337 | CONSTRUCT HEALTH CARE FACILITIES | false | false | false |
| VEHBFA SERIES 2004A | |||||||
| 237154467 | 9241606Q2 | 2004-04-15 | 49543132 | REFUND BOND ISSUED 1993 | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 11100655 | 0 | 215386067 | 13923644 | 0 | 0 | 1708089 | 0 | 0 | 0 | 198332744 | 0 | 2005 | true | false | true | true |
| 276847 | 0 | 56375337 | 5626498 | 0 | 0 | 895983 | 0 | 0 | 52387649 | 0 | 0 | 2005 | false | false | true | true |
| 14030361 | 0 | 49543132 | 5140291 | 0 | 0 | 451483 | 0 | 0 | 0 | 44196507 | 0 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | true | true | false | 0 | true |
| false | false | true | true | false | 0 | true |
| 0 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|---|
| CITIBANK | |||||||||
| false | true | true | 22.2 | false | false | false | 0 | false | true |
| 0 | |||||||||
| false | false | false | false | 0 | false | false | |||
| 0 | |||||||||
| false | false | false | false | 0 | false | true | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O FOR SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | 0 | ReturnReference |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| VERMONT GAS SYSTEMS | |||
| SEE PART V | 1897638 | NATURAL GAS | false |
| R ALLEN MEAD | |||
| SON OF TRUSTEE MEAD | 177395 | WAGES | false |
| Maria McClellan | |||
| SEE PART V | 146075 | WAGES | false |
| Maurine R Gilbert | |||
| Daughter of TTEE Gilbert | 25237 | WAGES | false |
| VMC INDEMNITY COMPANY LTD | |||
| SEE PART V | 4205502 | INSURANCE PREMIUMS | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | (1) RELATIONSHIP: DONALD GILBERT, TRUSTEE, IS THE PRESIDENT AND CEO OF VERMONT GAS SYSTEMS, WHICH IS THE ORGANIZATION'S NATURAL GAS PROVIDER. (3) RELATIONSHIP: MARIA MCCLELLAN IS THE SISTER-IN-LAW OF JOHN BRUMSTED, INTERIM PRESIDENT/CEO. (5) RELATIONSHIP: DR. MELINDA ESTES, SANDRA FELIS, R.N., DR. PAUL TAHERI, AND DR. JOHN BRUMSTED SERVE AS DIRECTORS OF VMC INDEMNITY COMPANY, FLETCHER ALLEN HEALTH CARE'S CAPTIVE INSURANCE COMPANY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF VOLUNTEERS | FORM 990, PART I, QUESTION 6 | THE TOTAL NUMBER OF VOLUNTEERS INCLUDES NON-COMPENSATED MEMBERS OF THE BOARD OF TRUSTEES. IN ADDITION, VOLUNTEERS WORK IN OVER 50 DEPARTMENTS TO SUPPORT THE WORK OF EMPLOYEES TO MEET PATIENT NEEDS AND ENHANCE THE PATIENT EXPERIENCE AT FLETCHER ALLEN. |
| COMMUNITY BENEFIT REPORT | FORM 990, PART III | FLETCHER ALLEN HEALTH CARE IS BOTH A COMMUNITY HOSPITAL AND, IN PARTNERSHIP WITH THE UNIVERSITY OF VERMONT, THE STATE'S ACADEMIC MEDICAL CENTER. IT IS OUR MISSION TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE BY INTEGRATING PATIENT CARE, EDUCATION AND RESEARCH IN A CARING ENVIRONMENT. IN ITS COMMUNITY HOSPITAL ROLE, FLETCHER ALLEN SERVES APPROXIMATELY 160,000 RESIDENTS IN CHITTENDEN AND GRAND ISLE COUNTIES AND PROVIDES PRIMARY CARE SERVICES AT ELEVEN VERMONT SITES. THE ORGANIZATION ALSO OFFERS FREE TO THE COMMUNITY A WIDE RANGE OF HEALTH, PREVENTION AND WELLNESS PROGRAMS, ALL OF WHICH HELP TO LIMIT THE NEED FOR MORE EXPENSIVE ACUTE CARE. THROUGH A VITAL PARTNERSHIP, FLETCHER ALLEN HEALTH CARE, THE UNIVERSITY OF VERMONT COLLEGE OF MEDICINE AND THE UNIVERSITY OF VERMONT COLLEGE OF NURSING AND HEALTH SCIENCES FORM VERMONT'S ACADEMIC MEDICAL CENTER - ONE OF ONLY APPROXIMATELY 130 SUCH CENTERS IN THE COUNTRY. TOGETHER, THESE INSTITUTIONS ARE COMMITTED TO HELPING IMPROVE OUR REGION'S QUALITY OF LIFE WITH INNOVATIONS IN MEDICINE AND HEALTH CARE THAT ARISE FROM NEW KNOWLEDGE AND DISCOVERY. THROUGH ITS ALLIANCE WITH THE UNIVERSITY OF VERMONT, FLETCHER ALLEN IS ABLE TO PROVIDE THE BEST PATIENT CARE POSSIBLE BY BRINGING MEDICAL EDUCATION AND RESEARCH TO THE BEDSIDE, THE DOCTOR'S OFFICE AND INTO THE COMMUNITY. AS A REGIONAL REFERRAL CENTER, FLETCHER ALLEN PROVIDES ADVANCED-LEVEL CARE TO A POPULATION OF ONE MILLION PEOPLE THROUGHOUT VERMONT AND NORTHERN NEW YORK. THE MEDICAL CENTER EXTENDS BEYOND ITS FOUR MAIN CAMPUSES IN THE BURLINGTON AREA TO INCLUDE MORE THAN 30 PATIENT CARE SITES AND 100 OUTREACH CLINICS, PROGRAMS AND SERVICES THROUGHOUT THE REGION. EACH OF THESE RESPONSIBILITIES IS EQUALLY IMPORTANT IN FULFILLING FLETCHER ALLEN'S MISSION. 1. PATIENT CARE - SERVING A POPULATION OF ONE MILLION THROUGHOUT VERMONT AND NORTHERN NEW YORK, FLETCHER ALLEN PROVIDES A FULL RANGE OF SERVICES COVERING EVERY MAJOR AREA OF MEDICINE. THE MEDICAL CENTER AVERAGES MORE THAN A MILLION PATIENT VISITS EACH YEAR, INCLUDING INPATIENT, OUTPATIENT, EMERGENCY DEPARTMENT AND PHYSICIAN OFFICE VISITS. FLETCHER ALLEN IS AT THE LEADING EDGE OF HEALTH CARE INNOVATIONS, INCLUDING HAVING IMPLEMENTED A SYSTEM-WIDE ELECTRONIC HEALTH RECORD THAT SUPPORTS IMPROVED HEALTH CARE FOR OUR COMMUNITIES AND SERVING AS ONE OF THE FIRST TWO PILOT SITES FOR THE VERMONT BLUEPRINT FOR HEALTH, A STATEWIDE PUBLIC/PRIVATE PARTNERSHIP FOCUSED ON ENSURING THAT ALL VERMONTERS HAVE ACCESS TO PRIMARY CARE SERVICES USING THE "PATIENT-CENTERED MEDICAL HOME" CARE DELIVERY MODEL. IN LINE WITH THE BLUEPRINT, FLETCHER ALLEN HAS IMPLEMENTED A COMMUNITY HEALTH TEAM TO SERVE ALL OF OUR PRIMARY CARE PRACTICES, ALL OF WHICH HAVE BEEN RECOGNIZED BY THE NATIONAL COMMITTEE ON QUALITY ASSURANCE AS PATIENT-CENTERED MEDICAL HOMES. 2. EDUCATION - AS AN ACADEMIC MEDICAL CENTER, WE HAVE THE SPECIAL RESPONSIBILITY OF EDUCATING THE NEXT GENERATION OF DOCTORS, NURSES AND ALLIED HEALTH PROFESSIONALS. THE VAST MAJORITY OF FLETCHER ALLEN DOCTORS NOT ONLY TAKE CARE OF PATIENTS, THEY ALSO TEACH MEDICAL STUDENTS THROUGH THEIR POSITIONS AS MEMBERS OF THE UNIVERSITY OF VERMONT COLLEGE OF MEDICINE FACULTY. A NUMBER OF FLETCHER ALLEN NURSES AND ALLIED HEALTH PROFESSIONALS ALSO TEACH AT THE UNIVERSITY OF VERMONT COLLEGE OF NURSING AND HEALTH SCIENCES. FLETCHER ALLEN HEALTH CARE SERVES AS THE CLINICAL TRAINING SITE FOR THE APPROXIMATELY 450 MEDICAL STUDENTS AND 1,000 NURSING AND ALLIED HEALTH STUDENTS WHO ATTEND THE UNIVERSITY OF VERMONT. ADDITIONALLY, FLETCHER ALLEN IS THE TRAINING SITE FOR APPROXIMATELY 280 RESIDENTS - PHYSICIANS WHO HAVE GRADUATED FROM MEDICAL SCHOOL AND ARE COMPLETING THE ADDITIONAL CLINICAL TRAINING REQUIRED FOR THEIR AREA OF CARE. PATIENTS BENEFIT FROM HAVING RESIDENTS, MEDICAL STUDENTS AND NURSING AND ALLIED HEALTH STUDENTS AS PART OF THEIR CARE TEAM. IN 2011, FLETCHER ALLEN AND THE UNIVERSITY OF VERMONT COMPLETED THE DEVELOPMENT OF A SIMULATION CENTER THAT INCLUDES 9,000 SQUARE FEET OF TEACHING SPACE WITH FULLY-FUNCTIONING HOSPITAL ROOMS AND HIGH-TECH MANNEQUINS THAT SIMULATE ALL KINDS OF DISEASES AND INJURIES. THE SIMULATION CENTER ALSO HAS HANDS-ON LABS FOR SKILL-BUILDING AS WELL AS A VIRTUAL REALITY TRAINER THAT IMPROVES ON OLD TEACHING METHODS. IN ADDITION TO BEING USED TO TRAIN FUTURE DOCTORS AND NURSES, THE NEW FACILITY IS OPEN TO ALL VERMONT MEDICAL PROFESSIONALS, INCLUDING EMERGENCY MEDICAL TECHNICIANS AND VERMONT NATIONAL GUARD MEDICS. 3. RESEARCH - A CORE MISSION OF THE ACADEMIC MEDICAL CENTER IS TO ADVANCE MEDICAL KNOWLEDGE THROUGH RESEARCH, SO IN ADDITION TO TEACHING AND TRAINING, MANY OF OUR PHYSICIANS, NURSES AND OTHER PROVIDERS ENGAGE IN BIOMEDICAL RESEARCH, SEEKING NEW CURES AND MORE EFFECTIVE TREATMENTS. THERE ARE OVER 1,000 ACTIVE CLINICAL TRIALS AT THE UNIVERSITY OF VERMONT AND FLETCHER ALLEN. CLINICAL TRIALS ARE RESEARCH STUDIES CONDUCTED USING VOLUNTEERS. EACH STUDY ANSWERS SCIENTIFIC QUESTIONS AND TRIES TO FIND BETTER WAYS TO PREVENT, SCREEN FOR, DIAGNOSE, OR TREAT A DISEASE. THIS ACTIVE RESEARCH PROGRAM HAS A DIRECT BENEFIT TO PATIENTS AT FLETCHER ALLEN, WHO HAVE ACCESS TO THE LATEST TREATMENTS AND TECHNOLOGY AND WHO ARE CARED FOR BY SOME OF THE LEADING EXPERTS IN THEIR FIELD. THE ACADEMIC MEDICAL CENTER IS ALSO ACTIVELY ENGAGED IN POPULATION-BASED HEALTH RESEARCH, INCLUDING EVALUATING VERMONT BLUEPRINT FOR HEALTH PILOT PROJECTS INVOLVING THE DEVELOPMENT AND IMPACT OF PATIENT-CENTERED MEDICAL HOMES WITHIN THE STATE. 4. COMMUNITY BENEFIT - IN ADDITION TO DELIVERING HEALTH CARE, EDUCATING HEALTH CARE PROFESSIONALS, AND RESEARCHING NEW KNOWLEDGE, FLETCHER ALLEN ALSO LIVES ITS MISSION - TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES IT SERVES - BY REACHING OUT TO HELP PEOPLE TAKE CARE OF THEIR HEALTH. THESE EFFORTS INCLUDE, BUT ARE NOT LIMITED TO: COMMUNITY WELLNESS AND EDUCATION - FLETCHER ALLEN OFFERS NUMEROUS FREE HEALTH EDUCATION CLASSES, IN WHICH HEALTH PROFESSIONALS PROVIDE INFORMATION ON A VARIETY OF TOPICS. MANY OTHER HEALTH AND WELLNESS PROGRAMS OFFERED THROUGHOUT THE YEAR SERVE AS A VALUABLE RESOURCE TO OUR COMMUNITY, RANGING FROM CHILD PASSENGER CAR SEAT SAFETY CHECKS TO FREE BLOOD PRESSURE SCREENINGS, TOBACCO CESSATION CLASSES, AND WORKSHOPS FOR SENIORS. FRYMOYER COMMUNITY HEALTH RESOURCE CENTER - PATIENTS, FAMILIES AND THE PUBLIC ARE MORE INTERESTED THAN EVER IN GAINING ACCESS TO THE LATEST HEALTH INFORMATION AVAILABLE. THE FRYMOYER COMMUNITY HEALTH RESOURCE CENTER AT FLETCHER ALLEN OFFERS THE COMMUNITY EASY, FREE, GUIDED ACCESS TO THE BEST INFORMATION ABOUT HEALTH AND MEDICINE. COLLABORATIVE EFFORTS - FLETCHER ALLEN REGULARLY PARTNERS WITH OTHER ORGANIZATIONS AND PROVIDERS TO HELP MEET THE NEEDS OF OUR COMMUNITY. THIS INCLUDES WORKING WITH OTHER ORGANIZED SYSTEMS OF CARE (LIKE HOME HEALTH AGENCIES, OTHER VERMONT HOSPITALS, AND PHYSICIAN PRACTICES), AS WELL AS COMMUNITY-BASED ORGANIZATIONS WHOSE MISSIONS ARE SIMILAR TO OURS. FOR EXAMPLE, FLETCHER ALLEN COLLABORATES WITH COMMUNITY PARTNERS TO REGULARLY ASSESS COMMUNITY AND HEALTH CARE NEEDS, WHICH HELPS GUIDE OUR ORGANIZATION'S PRIORITIES. |
| OUR COMMUNITY BENEFITS FALL INTO FOUR GENERAL CATEGORIES: | *DIRECT FINANCIAL ASSISTANCE TO PATIENTS. THIS REPRESENTS FREE CARE GIVEN TO PATIENTS WHO QUALIFY UNDER FLETCHER ALLEN'S "PATIENT ASSISTANCE PROGRAM" POLICY. THAT POLICY OFFERS FREE CARE TO PATIENTS UNDER 200% OF THE FEDERAL POVERTY LEVEL (FPL), WITH PATIENTS BETWEEN 200% AND 400% FPL PAYING A SLIDING-SCALE DEDUCTIBLE ONLY. FOR FY 2012, WE CALCULATED THIS AMOUNT AT APPROXIMATELY $7.7 MILLION IN ACTUAL COSTS (NOT CHARGES)(SEE SCHEDULE H, LINE 7A, COLUMN E). *SUBSIDIZED PROGRAMS. THESE INCLUDE RESEARCH ACTIVITIES AND EDUCATION AND TRAINING PROGRAMS FOR HEALTH PROFESSIONALS THAT ARE NOT FULLY REIMBURSED THROUGH OTHER MEANS, AS WELL AS SUBSIDIES TO SUPPORT HEALTH SERVICES THAT BENEFIT OUR COMMUNITY, INCLUDING THE UNINSURED AND LOW-INCOME INDIVIDUALS. THOSE SERVICES INCLUDE MENTAL HEALTH SERVICES, EMERGENCY SERVICES AND CRITICAL CARE TRANSPORTATION SERVICES. FOR FY 2012, WE CALCULATED THESE SUBSIDIES AT APPROXIMATELY $5.9 MILLION IN COMMUNITY BENEFIT (SEE SCHEDULE H, LINE 7G, COLUMN E). *COMMUNITY PROGRAMS AND DIRECT GRANTS. THESE INCLUDE, FOR EXAMPLE, COMMUNITY HEALTH SERVICES (HEALTH EDUCATION CLASSES, SUPPORT GROUPS, SCREENING SERVICES, FREE CLINICS, ETC.), FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS (CASH DONATIONS, GRANTS, IN-KIND SUPPORT SUCH AS MEETING ROOMS, PARKING VOUCHERS, ETC.), COMMUNITY-BUILDING AND LEADERSHIP ACTIVITIES (INCLUDING ADVOCACY FOR COMMUNITY HEALTH IMPROVEMENT, ECONOMIC DEVELOPMENT, AND ENVIRONMENTAL IMPROVEMENTS), AND COMMUNITY BENEFIT OPERATIONS (INCLUDING COSTS ASSOCIATED WITH OUR OFFICE OF COMMUNITY HEALTH IMPROVEMENT, COMMUNITY NEEDS ASSESSMENTS, ETC.). FOR FY 2012, WE CALCULATED THE VALUE OF THESE COMMUNITY PROGRAMS AND GRANTS AT $3.9 MILLION (SEE SCHEDULE H, LINE 7E AND 7I, COLUMN E). *MEDICAID AND OTHER PUBLIC PROGRAM UNDERPAYMENTS. THESE INCLUDE UNDERPAYMENTS FROM VERMONT'S MEDICAID PROGRAM AS WELL AS SEVERAL SMALLER PUBLIC PROGRAMS (FOR EXAMPLE, LADIES FIRST). THESE DO NOT INCLUDE ANY UNDERPAYMENTS BY MEDICARE. FOR FY 2012, WE CALCULATED THIS AMOUNT AT $82.7 MILLION (SEE SCHEDULE H, LINE 7B, COLUMN E). OUR TOTAL NET COMMUNITY BENEFIT SPENDING IN FY 2012 WAS $159.5 MILLION. THIS REPRESENTS APPROXIMATELY 17.49% OF FLETCHER ALLEN'S TOTAL PROGRAM SERVICE EXPENSE IN FY 2012 (SEE SCHEDULE H, LINE 7k, COLUMN F). ORGANIZATION'S MISSION FORM 990, PART III, QUESTION 1 ACADEMIC MEDICAL CENTER AND COMMUNITY HOSPITAL. MISSION: TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE BY INTEGRATING PATIENT CARE, EDUCATION, AND RESEARCH IN A CARING ENVIRONMENT. VISION: FLETCHER ALLEN IS COMMITTED TO THE DEVELOPMENT OF AN INTEGRATED DELIVERY SYSTEM WHICH PROVIDES HIGH VALUE HEALTH CARE TO THE COMMUNITIES WE SERVE AND ENHANCES OUR ACADEMIC MISSION. STATEMENT OF VALUES: *WE RESPECT THE DIGNITY OF ALL INDIVIDUALS AND ARE RESPONSIVE TO THEIR PHYSICAL, EMOTIONAL, SPIRITUAL AND SOCIAL NEEDS AND CULTURAL DIVERSITY. *WE ARE JUST AND PRUDENT STEWARDS OF LIMITED NATURAL AND FINANCIAL RESOURCES. *WE FOSTER A CLIMATE WHICH ENCOURAGES BOTH THOSE RECEIVING AND PROVIDING CARE TO MAKE RESPONSIBLE CHOICES. *WE STRIVE FOR EXCELLENCE IN QUALITY AND CARE AND SEEK TO CONTINUOUSLY LEARN AND IMPROVE. *WE ACKNOWLEDGE A PARTNERSHIP WITH THE COMMUNITY TO ENSURE THE BEST POSSIBLE CARE AT THE RIGHT TIME, IN THE RIGHT PLACE, AND BY THE RIGHT PROVIDER. *WE ARE CARING AND COMPASSIONATE TO EACH OTHER AND TO THOSE WE SERVE. *WE COMMUNICATE OPENLY AND HONESTLY WITH THE COMMUNITY WE SERVE. | |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, QUESTION 4A-4D | FLETCHER ALLEN HEALTH CARE (FLETCHER ALLEN) IS A TERTIARY CARE TEACHING HOSPITAL THAT, IN AFFILIATION WITH THE UNIVERSITY OF VERMONT, SERVES AS VERMONT'S ACADEMIC MEDICAL CENTER. AS ARTICULATED IN OUR MISSION STATEMENT, OUR FOCUS IS ON IMPROVING THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE BY INTEGRATING PATIENT CARE, EDUCATION, AND RESEARCH IN A CARING ENVIRONMENT. THESE EFFORTS ARE RECOGNIZED IN OUR 501(C)(3) STATUS AS A CHARITABLE AND EDUCATIONAL ORGANIZATION. AS A CHARITABLE ORGANIZATION, THE PROMOTION OF HEALTH THROUGH OUR ACADEMIC MISSION - HEALTH CARE DELIVERY, RESEARCH AND EDUCATION - IS OUR PRIMARY WORK. IN ADDITION TO THE COMMUNITY BENEFITS WE PROVIDE, FLETCHER ALLEN OFFERS THE BROAD RANGE AND SCOPE OF SERVICES NECESSARY TO ACHIEVE THAT GOAL. THIS INCLUDES A FULL-TIME EMERGENCY DEPARTMENT THAT IS CERTIFIED AS A LEVEL 1 TRAUMA CENTER BY THE AMERICAN COLLEGE OF SURGEONS, AS WELL AS NON-EMERGENCY SERVICES, ALL OF WHICH ARE AVAILABLE TO ALL PATIENTS REGARDLESS OF INSURANCE STATUS OR ABILITY TO PAY; AN OPEN MEDICAL STAFF THAT INCLUDES APPROXIMATELY 500 PHYSICIANS EMPLOYED BY FLETCHER ALLEN'S FACULTY PRACTICE (THE UNIVERSITY OF VERMONT MEDICAL GROUP), AS WELL AS ABOUT 250 COMMUNITY PHYSICIANS; AND AN INDEPENDENT BOARD OF TRUSTEES THAT REPRESENTS OUR COMMUNITY AS A WHOLE. IN TERMS OF PROGRAM SERVICES, FLETCHER ALLEN'S THREE LARGEST PROGRAMS (BY EXPENSES AND REVENUES) ARE OUR ACTUAL HEALTH CARE DELIVERY SERVICES, AS FOLLOWS: INPATIENT CARE: SERVICES PROVIDED TO THOSE PATIENTS WHO REQUIRE ACUTE-CARE SERVICES IN A HOSPITAL SETTING. THESE SERVICES INCLUDE, FOR EXAMPLE, OUR LABOR AND DELIVERY UNIT, NURSING UNITS FOR GENERAL MEDICAL AND SURGICAL ISSUES, AND OUR INTENSIVE CARE UNITS (INCLUDING A PEDIATRIC ICU, A NEONATAL ICU, A SURGICAL ICU AND A MEDICAL ICU). OUTPATIENT CARE: SERVICES PROVIDED TO THOSE PATIENTS WHO REQUIRE CARE, ON A WALK-IN BASIS, EITHER IN THE HOSPITAL OR IN ONE OF OUR MANY CLINIC SETTINGS. THESE INCLUDE ROUTINE PHYSICIAN VISITS, LABORATORY TESTS, CLINIC VISITS, EMERGENCY ROOM VISITS, AND MEDICAL EQUIPMENT AND SUPPLIES. PROFESSIONAL SERVICES: SERVICES DELIVERED BY MEMBERS OF THE UVM MEDICAL GROUP, OUR EMPLOYED GROUP OF PHYSICIANS. IN ADDITION TO THESE ACCOMPLISHMENTS, PROGRAM SERVICE REVENUES ARE EARNED FROM AND PROGRAM SERVICE EXPENSES ARE SPENT ON VARIOUS OTHER IMPORTANT ACTIVITIES RELATED TO THE ORGANIZATION'S TAX EXEMPT PURPOSE. |
| COMPENSATION FROM RELATED ORGANIZATIONS - BUSINESS RELATIONSHIPS | FORM 990, PART VI, QUESTION 2 | DR. JOHN BRUMSTED, PRESIDENT AND CEO OF FLETCHER ALLEN HEALTH CARE(FAHC), SERVES AS THE CHAIR OF THE BOARD OF DIRECTORS OF VERMONT MANAGED CARE INDEMNITY COMPANY (VMCIC), FAHC'S CAPTIVE INSURANCE COMPANY DOMICILED IN BERMUDA, AND PRESIDENT OF FLETCHER ALLEN HEALTH VENTURES (FAHV). ROGER DESHAIES, CFO AND TREASURER OF FAHC, ALSO SERVES AS THE TREASURER AND SECRETARY OF FAHV. DR. PAUL TAHERI, PRESIDENT AND CEO OF THE UVM MEDICAL GROUP, ALSO SERVES AS THE VICE PRESIDENT FOR FAHV AND AS DIRECTOR OF VMCIC. SANDRA FELIS, SR. VP OF PATIENT CARE SERVICES/CHIEF NURSING OFFICER, ALSO SERVES AS THE VP OF VMCIC. DR. FREDERICK C. MORIN III, TRUSTEE OF FAHC, IS THE DEAN OF THE COLLEGE OF MEDICINE AT THE UNIVERSITY OF VERMONT (UVM). RUSSELL TRACY, PHD, TRUSTEE OF FAHC, AND DR. JAN CARNEY, VICE CHAIR OF FAHC, ARE EMPLOYEES AT UVM. SIGNIFICANT CHANGES AND MEMBERS FORM 990, PART VI, LINES 4, 6 & 7 EFFECTIVE OCTOBER 1, 2011 FLETCHER ALLEN HEALTH CARE, INC. (FAHC) AMENDED ITS BYLAWS IN ACCORDANCE WITH AN AFFILIATION AGREEMENT, DATED DECEMBER 31, 2010, WITH CENTRAL VERMONT MEDICAL CENTER, INC. (CVMC). THE AMENDMENTS NAMED FLETCHER ALLEN PARTNERS, INC. (FAP) AS THE SOLE MEMBER AND PARENT CORPORATION OF FAHC AND GRANTED TO FAP POWERS TO ELECT FAHC'S BOARD OF TRUSTEES AND TO APPROVE SIGNIFICANT CORPORATE ACTIONS, INCLUDING ANNUAL OPERATING AND CAPITAL BUDGETS, STRATEGIC PLANS, THE APPOINTMENT OF THE CEO, THE INCURRENCE OF LONG-TERM INDEBTEDNESS, AND AMENDMENTS TO FAHC'S BYLAWS AND ARTICLES OF ORGANIZATION. CVMC MADE SIMILAR AMENDMENTS TO ITS BYLAWS. FAP IS A VERMONT NON-PROFIT CORPORATION WHICH HAS BEEN RECOGNIZED BY THE IRS AS A 501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. |
| FORM 990 REVIEW | FORM 990, PART VI, QUESTION 11B | FLETCHER ALLEN HEALTH CARE'S (FAHC) FORM 990 IS PREPARED BY A PAID PREPARER AND REVIEWED BY FAHC'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIEW, FAHC'S INTERNAL MANAGEMENT PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, QUESTION 12 | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. IN ACCORDANCE WITH THE POLICY, TRUSTEES, OFFICERS, KEY EMPLOYEES AND PHYSICIANS 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. CONFLICT OF INTEREST DISCLOSURES AND CERTIFICATIONS MAY BE MADE ONLINE OR IN WRITING AND ARE REGULARLY REVIEWED BY THE GENERAL COUNSEL. THE CONFLICT OF INTEREST POLICY IS ENFORCED BY THE OFFICE OF GENERAL COUNSEL AND OVERSEEN BY A FIVE-PERSON CONFLICT OF INTEREST COMMITTEE. THE GENERAL COUNSEL REPORTS AT LEAST QUARTERLY ON CONFLICT OF INTEREST ISSUES TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. CONFLICTS OF INTEREST ARE MANAGED IN ACCORDANCE WITH THE POLICY, WHICH PROVIDES FOR A VARIETY OF REMEDIES TO ADDRESS CONFLICTS OF INTEREST. IN ADDITION, "DISQUALIFIED PERSONS," CONSISTING OF TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO SPECIAL PROCEDURES TO COMPLY WITH THE INTERMEDIATE SANCTION RULES, AS OUTLINED IN THE CONFLICT OF INTEREST POLICY. |
| COMPENSATION DETERMINATION POLICY | FORM 990, PART VI, LINE 15A & 15B | *FLETCHER ALLEN'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES HIRES AN EXTERNAL INDEPENDENT CONSULTING FIRM, TOWERS WATSON, TO ASSIST THE COMMITTEE IN ESTABLISHING THE TOTAL COMPENSATION FOR THE CEO, OFFICERS AND SENIOR MEMBERS OF THE LEADERSHIP TEAM. *THE COMPENSATION COMMITTEE, ALONG WITH THE AID OF TOWERS WATSON, HAS ESTABLISHED A COMPENSATION PHILOSOPHY FOR THE ORGANIZATION WHICH DEFINES A PEER GROUP OF ORGANIZATIONS ACROSS THE COUNTRY AND INCLUDES ORGANIZATIONS OF SIMILAR SIZE, SCOPE, AND MANAGEMENT CHALLENGE; IT HAS ALSO ESTABLISHED THE COMPETITIVE LEVEL AT WHICH THE COMMITTEE WANTS TO COMPENSATE FLETCHER ALLEN EXECUTIVES COMPARED TO THE PEER GROUP ORGANIZATIONS. *THE TOTAL COMPENSATION PLAN FOR THE EXECUTIVE STAFF INCLUDES APPROPRIATE SALARY RANGES FOR BASE SALARY ADMINISTRATION, ANNUAL AND LONG-TERM, PERFORMANCE-BASED INCENTIVE PROGRAMS AND EXECUTIVE LEVEL BENEFITS. *THE CEO'S TOTAL COMPENSATION IS REVIEWED ANNUALLY, IN CONJUNCTION WITH THE ANNUAL PERFORMANCE EVALUATION, BY THE COMPENSATION COMMITTEE WITH FINAL APPROVAL MADE BY THE BOARD OF TRUSTEES. TOTAL COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE STAFF IS ESTABLISHED BY THE CEO, WITHIN THE PLANS APPROVED BY THE COMMITTEE, AND REVIEWED BY THE COMPENSATION COMMITTEE ANNUALLY. *THE COMMITTEE DETERMINES PERFORMANCE INDICATORS FOR THE INCENTIVE PLANS EACH YEAR. IN ADDITION, THE COMMITTEE REVIEWS THE TOTAL COMPENSATION PLAN PERIODICALLY AND MAKES ANY RECOMMENDATIONS FOR CHANGE AS NEEDED. ALL DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES APPROVED BY THE MEMBERS OF THE COMMITTEE. *TOWERS WATSON BENCHMARKS AND ANALYZES THE TOTAL COMPENSATION FOR THESE EMPLOYEES USING PROPRIETARY HEALTH CARE EXECUTIVE COMPENSATION SURVEYS AND OTHER COMPARATIVE MARKET PAY DATA TO ENSURE THAT THIS COMPENSATION IS COMPETITIVE, EQUITABLE AND MEETS ALL REASONABLENESS STANDARDS. *TOWERS WATSON CONDUCTS REASONABLENESS TESTING TO ENSURE THAT THE COMPENSATION PAID TO THESE EMPLOYEES IS CONSISTENT WITH BOARD POLICIES AND IRS REGULATIONS. |
| DOCUMENT DISCLOSURE | FORM 990, PART VI, QUESTION 19 | GOVERNANCE DOCUMENTS CONSIST OF THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS. THE ARTICLES OF INCORPORATION ARE FILED WITH THE VERMONT SECRETARY OF STATE AND ARE PUBLICLY AVAILABLE THROUGH THAT OFFICE. THE BYLAWS ARE NOT PUBLICLY POSTED, BUT WOULD BE FURNISHED TO ANY MEMBER OF THE PUBLIC WHO REQUESTED ONE. THE CONFLICT OF INTEREST POLICY IS NOT PUBLICLY POSTED, BUT WOULD BE FURNISHED TO ANY MEMBER OF THE PUBLIC WHO REQUESTED ONE. WITH THE ENACTMENT OF VERMONTS ACT 48 IN MAY 2011, THE GREEN MOUNTAIN CARE BOARD (GMCB) BECAME THE REGULATORY BODY OVERSEEING HOSPITALS IN THE STATE OF VERMONT. AS A RESULT, THE BUDGET FOR FLETCHER ALLEN IS SUBJECT TO REVIEW BY THE GMCB ON AN ANNUAL BASIS. ONGOING DISCLOSURE OF OPERATING RESULTS IS ALSO REQUIRED AND FLETCHER ALLEN SUBMITS ITS FINANCIAL STATEMENTS REGULARLY THROUGHOUT THE YEAR. FLETCHER ALLEN ALSO REGULARLY DISCLOSES ITS FINANCIAL RESULTS ON ITS WEBSITE AND SUBMITS PRESS RELEASES RELATING TO PERFORMANCE ON A REGULAR BASIS TO LOCAL NEWS ORGANIZATIONS. THE ANNUAL EXTERNAL AUDIT REPORT IS ALSO POSTED ON THE WEB SITE AND IS ATTACHED TO THE CURRENT YEAR'S FORM 990. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI NET UNREALIZED GAIN 30,646,620 PENSION ADJUSTMENT (8,135,000) NET ASSETS RELEASED FROM RESTRICTIONS (1,438,850) CHANGE IN BENEFICIAL TRUST 940,973 ELIMINATION OF PRIOR YEAR SUBSIDIARY NET ASSETS (115,607) ------------ TOTAL OTHER CHANGES IN NET ASSETS 21,898,136 | |
| SCHEDULE K, PART I, LINES A AND B | THE VEHBFA SERIES 2007A BOND WAS ISSUED TO REIMBURSE FLETCHER ALLEN HEALTH CARE'S CONSTRUCTION COSTS INCURRED FOR THE AMBULATORY CARE CENTER WITHIN 18 MONTHS OF THE DATE OF ISSUE. THE VEHBFA SERIES 2008A BOND REISSUED THE VEHBFA SERIES 2004B BOND. SCHEDULE K, PART III, LINES 4-6 THE PRIVATE BUSINESS USE PERCENTAGE FOR FLETCHER ALLEN HEALTH CARE (FAHC) HAS BEEN PRESENTED AT 0%. THE TAX CERTIFICATE AND AGREEMENT FILED WITH FORMS 8038 FOR THE ISSUANCES LISTED IN COLUMNS A AND B INDICATES THAT AN EQUITY CONTRIBUTION WILL BE MADE AS A PORTION OF THE FUNDING FOR THE PROJECT. THE LANGUAGE DICTATES THAT THE EQUITY CONTRIBUTION WILL BE APPLIED TO PRIVATE USE PORTION OF THE PROJECT. THE FAHC EQUITY CONTRIBUTION REPRESENTS APPROXIMATELY 33% OF THE TOTAL CONSTRUCTION COST. THE ACTUAL PRIVATE USE PORTION OF THE PROJECT IS APPROXIMATELY 1% WHICH DOES NOT EXCEED THE EQUITY IN THE PROJECT RESULTING IN THE REPORTED PERCENTAGE OF 0%. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DR. MARK PHILLIPPE TITLE:TRUSTEE (AS OF 01/2012) HOURS:48 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| FLETCHER ALLEN SKILLED NURSING | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | HOLDING CO | VT | 701000 | 4914000 | FAHC |
| FLETCHER ALLEN COORDINATED TRANSPORT | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | AMBULANCE SVC | VT | 1299000 | 1309000 | FAHC |
| FLETCHER ALLEN EXECUTIVE SERVICES | |||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030219309 | EXEC STAFFING | VT | 235000 | 100000 | FAHC |
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIV OF VT MEDICAL GROUP | ||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030225105 | PHYSICIAN SVC | VT | 501(C)(3) | 11A I | FAHC | true |
| FLETCHER ALLEN MEDICAL GROUP | ||||||||||
| 183 PARK STREET | MALONE | NY | 12953 | 203905216 | PHYSICIAN SVC | NY | 501(C)(3) | 3 | FAHC | true |
| FLETCHER ALLEN HEALTH CARE FOUNDATION | ||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 263159849 | FUNDRAISING | VT | 501(C)(3) | 11A I | FAHC | true |
| FLETCHER ALLEN HEALTH CARE AUXILIARY | ||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 208022004 | SERVICE | VT | 501(C)(3) | 11D III-O | NA | false |
| Fletcher Allen Partners | ||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 452880726 | HOLDING CO. | VT | 501(C)(3) | 11A I | NA | false |
| Central Vermont Medical Center | ||||||||||
| 130 Fisher Road | BERLIN | VT | 05602 | 222547186 | HOSPITAL | VT | 501(C)(3) | 3 | FAP | true |
| University Health Center | ||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030229931 | HOSPITAL | VT | 501(C)(3) | 11C III-FI | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FLETCHER ALLEN HEALTH VENTURES | |||||||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 043380045 | HOLDING COMPA | VT | FAHC | C CORP | 97630604 | 22749989 | 1.00000 | ||||
| VMC INDEMNITY COMPANY LTD | |||||||||||||||
| CAPTIVE INSUR | FAHC | C CORP | 10499952 | 53268031 | 1.00000 | PO BOX HM 3103 25 CHURCH STREET | HAMILTON, HM FX | FR | BD | ||||||
| VERMONT MANAGED CARE | |||||||||||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | 030333056 | MANAGED CARE | VT | FAHV | C CORP | |||||||
| CHARITABLE REMAINDER TRUST (1) | |||||||||||||||
| SUPPORT | VT | FAHC | TRUST | ||||||||||||
| PERPETUAL TRUST (4) | |||||||||||||||
| SUPPORT | VT | FAHC | TRUST | ||||||||||||
| CHARITABLE IRREVOCABLE TRUST (7) | |||||||||||||||
| SUPPORT | VT | NA | TRUST | ||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CENTRAL VERMONT MEDICAL CENTER | ||
| A, Q | 398533 | FMV |
| FLETCHER ALLEN MEDICAL GROUP | ||
| P | 1200000 | COST |
| FLETCHER ALLEN MEDICAL GROUP | ||
| K | 100000 | COST |
| FLETCHER ALLEN MEDICAL GROUP | ||
| O | 156546 | COST |
| UNIVERSITY OF VERMONT MEDICAL GROUP | ||
| O | 119582360 | FMV |
| VMC INDEMNITY COMPANY | ||
| K | 45000 | COST |
| VMC INDEMNITY COMPANY | ||
| Q | 4205502 | FMV |
| VERMONT MANAGED CARE | ||
| K | 412800 | COST |
| VERMONT MANAGED CARE | ||
| L | 1029432 | COST |
| VERMONT MANAGED CARE | ||
| R | 1773225 | COST |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE R, PART V | Identifier |
| Explanation | FLETCHER ALLEN HEALTH CARE LEASES AND SHARES FACILITIES, EQUIPMENT, AND OTHER ASSETS WITH ITS RELATED ORGANIZATIONS. THE VALUE OF THESE TRANSACTIONS IS INDETERMINABLE. | Explanation |