HELEN PORTER NURSING HOME INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELEN PORTER NURSING HOME INC (EIN 03-0306549)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202202279349303305
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T13:02:56-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030306549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Helen Porter Nursing Home Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 8023884701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Porter Drive | AddressLine1Txt |
| City | Middlebury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Comeau | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8023884701 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Scott | PersonFirstNm |
| Person Last | Comeau | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2022-08-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Helen Porter Rehabilitation & Nursing | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tom Thompson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Porter Drive | AddressLine1Txt |
| City | Middlebury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,077,446 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.portermedical.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Operation of 98 bed skilled nursing home | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 187 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $707,185 | PYContributionsGrantsAmt |
| CY Contributions Grants | $307,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,240,786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,769,809 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $457 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,951,276 | PYTotalRevenueAmt |
| CY Total Revenue | $10,077,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,286,880 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,387,479 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,409,486 | PYOtherExpensesAmt |
| CY Other Expenses | $3,213,453 | CYOtherExpensesAmt |
| PY Total Expenses | $11,696,366 | PYTotalExpensesAmt |
| CY Total Expenses | $12,600,932 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$745,090 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,523,486 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,088,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,208,955 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,090,588 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,630,651 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,002,557 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,421,696 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Helen Porter Rehabilitation and Nursing is to improve the health of our community, one person at a time. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,183,266 | ExpenseAmt |
| Revenue | $9,769,809 | RevenueAmt |
| Desc | Operated long-term community oriented 98 bed skilled nursing home. The nursing home provided services to patients that totaled 28,860 resident days during the year ended 9/30/2021. | Desc |
| Total Program Service Expenses | $10,183,266 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 187 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Comeau | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023884752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Porter Drive | AddressLine1Txt |
| City | Middlebury | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05753 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Andrew Mahoney MD | |||||||||
| Medical Staff Vice President | 1.00 | 41.00 | Yes (X) | $0 | $300,418 | $50,943 | |||
| Kristofer Anderson MD | |||||||||
| Director | 1.00 | 41.00 | Yes (X) | $0 | $301,750 | $26,361 | |||
| Jennifer Bertrand | |||||||||
| Past CFO | 1.00 | 41.00 | $0 | $228,529 | $4,630 | Yes (X) | |||
| Seleem Choudhury | |||||||||
| Former COO | 0.00 | 0.00 | $0 | $213,986 | $0 | Yes (X) | |||
| Mary Jane Nottonson | |||||||||
| Nursing Home Administrator | 40.00 | 0.00 | $147,035 | $0 | $37,550 | Yes (X) | |||
| Tom Thompson | |||||||||
| President & COO | 1.00 | 41.00 | $0 | $174,992 | $0 | Yes (X) | |||
| Arlene Matthewson | |||||||||
| RN | 40.00 | 0.00 | $139,039 | $0 | $35,483 | Yes (X) | |||
| Sarah Dugan | |||||||||
| LNA | 40.00 | 0.00 | $131,070 | $0 | $14,751 | Yes (X) | |||
| Aida Nielsen | |||||||||
| RN | 40.00 | 0.00 | $105,982 | $0 | $35,835 | Yes (X) | |||
| Roxanne Shaner | |||||||||
| RN | 40.00 | 0.00 | $107,868 | $0 | $4,367 | Yes (X) | |||
| Linn Larson MD | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $1,969 | $0 | |||
| Sivan Cotel | |||||||||
| Chair | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Linda Schiffer | |||||||||
| Vice Chair | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Maureen McLaughlin | |||||||||
| Treasurer | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Matthew Curran | |||||||||
| Secretary | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Gretchen Ayer | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Judson Bartlett | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Anne Collins | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Foote | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Amy Gregory MD | |||||||||
| Medical Staff President | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicholas Lovejoy | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl Mullins | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Ray | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Amey Ryan | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Debra Stenner | |||||||||
| Director | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott Comeau | |||||||||
| CFO | 1.00 | 41.00 | $0 | $0 | $0 | Yes (X) | |||
| Judy Peek-Lee | |||||||||
| Interim CFO | 1.00 | 41.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $630,994 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,221,644 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $209,920 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Porter Medical Center Inc | |||||
| 115 Porter Drive | Middlebury | VT | 05753 | Management Services | $616,001 |
| Porter Hospital | |||||
| 115 Porter Drive | Middlebury | VT | 05753 | Lab/Pharmacy/Radiology/Mgt. Svcs. | $145,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $245,654 | GovernmentGrantsAmt |
| All Other Contributions | $61,526 | AllOtherContributionsAmt |
| Total Contributions | $307,180 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Patient Revenue | 623000 | $10,596,334 | $10,596,334 | |
| Other Revenue | 623000 | $6,720 | $3,878 | $2,842 |
| Contractual Allowances | 623000 | -$833,245 | -$833,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,769,809 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457 | TotalRevenueColumnAmt |
| Exclusion | $457 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,077,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,766,967 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,299 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,555,710 | TotalAmt |
| Program Services | $6,646,010 | ProgramServicesAmt |
| Management And General | $909,700 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,759 | TotalAmt |
| Program Services | $163,965 | ProgramServicesAmt |
| Management And General | $17,794 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,150,463 | TotalAmt |
| Program Services | $1,037,582 | ProgramServicesAmt |
| Management And General | $112,881 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,547 | TotalAmt |
| Program Services | $450,661 | ProgramServicesAmt |
| Management And General | $48,886 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,325 | TotalAmt |
| Program Services | $117,733 | ProgramServicesAmt |
| Management And General | $532,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,144 | TotalAmt |
| Management And General | $56,144 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,428 | TotalAmt |
| Program Services | $92,456 | ProgramServicesAmt |
| Management And General | $205,972 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,031 | TotalAmt |
| Program Services | $14,131 | ProgramServicesAmt |
| Management And General | $72,900 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,159 | TotalAmt |
| Program Services | $15,405 | ProgramServicesAmt |
| Management And General | $331,754 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,257 | TotalAmt |
| Program Services | $2,987 | ProgramServicesAmt |
| Management And General | $3,270 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,808 | TotalAmt |
| Program Services | $56,218 | ProgramServicesAmt |
| Management And General | $12,590 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,619 | TotalAmt |
| Program Services | $194,829 | ProgramServicesAmt |
| Management And General | $51,790 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,570 | TotalAmt |
| Management And General | $20,570 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $909,715 | $892,778 | $16,937 |
| Medicaid Provider Tax | $482,114 | $482,114 | |
| Miscellaneous Expense | $40,283 | $16,397 | $23,886 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,600,932 | TotalAmt |
| Program Services | $10,183,266 | ProgramServicesAmt |
| Management And General | $2,417,666 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,710 | BOYAmt |
| EOY | $13,150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,437 | BOYAmt |
| EOY | $1,138,986 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,654 | BOYAmt |
| EOY | $873,068 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,483 | BOYAmt |
| EOY | $16,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,217 | BOYAmt |
| EOY | $56,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,029,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,918,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,676 | BOYAmt |
| EOY | $2,110,338 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,854 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,088,031 | BOYAmt |
| EOY | $4,208,955 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,009 | BOYAmt |
| EOY | $1,357,779 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,470,778 | BOYAmt |
| EOY | $2,335,808 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,459 | BOYAmt |
| EOY | $64,022 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,973 | BOYAmt |
| EOY | $741,973 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,386,369 | BOYAmt |
| EOY | $2,131,069 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,090,588 | BOYAmt |
| EOY | $6,630,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,695,275 | BOYAmt |
| EOY | -$3,067,203 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $692,718 | BOYAmt |
| EOY | $645,507 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,002,557 | BOYAmt |
| EOY | -$2,421,696 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,088,031 | BOYAmt |
| EOY | $4,208,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,523,486 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,104,347 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule A, Part I, Line 3: | FormAndLineReferenceDesc |
| Explanation | Reason for Public Charity Status: The Organization's exemption is based upon being classified as a hospital or cooperative hospital service organization described in 170(b)(1)(A)(iii). Since the Organization is not licensed in the state of Vermont as a hospital, but rather as a skilled nursing facility, Schedule H is not required. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,869 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,869 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Organization pays dues to various associations, a portion of which is attributable to lobbying expenses. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,666 | OtherCostOrOtherBasisAmt |
| Book Value | $216,666 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,986,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,595,807 | DepreciationAmt |
| Book Value | $1,390,976 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,528,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,139,984 | DepreciationAmt |
| Book Value | $388,959 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $296,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,041 | DepreciationAmt |
| Book Value | $113,737 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,110,338 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliates | $1,792,854 |
| Liability for Pension Benefits | $338,031 |
| Estimated Third-Party Settlements | $184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,131,069 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Line 2b: | FormAndLineReferenceDesc |
| Explanation | The Organization holds funds belonging to residents for their personal use. The funds are made available to the residents as requested or needed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andrew Mahoney MD | ||||||||||||||
| Medical Staff Vice President | $0 | $298,483 | $0 | $0 | $0 | $1,935 | $0 | $18,810 | $0 | $32,133 | $0 | $351,361 | $0 | $0 |
| Kristofer Anderson MD | ||||||||||||||
| Director | $0 | $296,501 | $0 | $0 | $0 | $5,249 | $0 | $12,455 | $0 | $13,906 | $0 | $328,111 | $0 | $0 |
| Jennifer Bertrand | ||||||||||||||
| Past CFO | $0 | $224,282 | $0 | $0 | $0 | $4,247 | $0 | $4,417 | $0 | $213 | $0 | $233,159 | $0 | $0 |
| Seleem Choudhury | ||||||||||||||
| Former COO | $0 | $96,479 | $0 | $0 | $0 | $117,507 | $0 | $0 | $0 | $0 | $0 | $213,986 | $0 | $0 |
| Mary Jane Nottonson | ||||||||||||||
| Nursing Home Administrator | $146,508 | $0 | $0 | $0 | $527 | $0 | $3,056 | $0 | $34,494 | $0 | $184,585 | $0 | $0 | $0 |
| Tom Thompson | ||||||||||||||
| President & COO | $0 | $74,038 | $0 | $50,000 | $0 | $50,954 | $0 | $0 | $0 | $0 | $0 | $174,992 | $0 | $0 |
| Arlene Matthewson | ||||||||||||||
| RN | $135,354 | $0 | $0 | $0 | $3,685 | $0 | $4,291 | $0 | $31,192 | $0 | $174,522 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Porter Medical Center (PMC), a related organization, establishes the compensation for the Organization's CEO. Porter Medical Center uses a variety of resources to establish compensation as follows: 1. Independent compensation consultant 2. Written employment contract 3. Approval by the PMC Board |
| Part I, Line 4a | During 2020, Seleem Choudhury, Former COO, received severance pay of $114,540 from Porter Medical Center, a related organization. Seleem received the severance pay as a result of leaving her position as COO. Dr. Choudhury remained an employee of Porter Medical Center as a Physician. |
| Part I, Line 7 | Employees of Helen Porter Nursing Home were eligible to receive discretionary bonuses for taking on extra responsibilities. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vermont Educational and Health Buildings Financing Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 237154467 | BondIssuerEIN |
| Bond Issued | 2015-08-01 | BondIssuedDt |
| Issue Price | $3,100,000 | IssuePriceAmt |
| Purpose | Refunding 2000 Series A Bonds | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $764,192 | RetiredAmt |
| Total Proceeds | $3,100,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $34,525 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $3,065,475 | OtherSpentProceedsAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | As of April 1, 2017, the University of Vermont Health Network became the sole member of Porter Medical Center. |
| Form 990, Part VI, Section A, line 7a | The University of Vermont Health Network, as Porter Medical Center's sole member, has reserve powers that allow the University of Vermont Health Network to refuse the acceptance of new board members appointed by the Porter Medical Center Board of Directors if The University of Vermont Health Network does not agree with the choice of appointments. As a result, the process of appointing members to the governing body is a collaboration of the Porter Medical Center Board of Directors and the University of Vermont Health Network. |
| Form 990, Part VI, Section A, line 7b | The University of Vermont Health Network has certain reserve powers that require it to approve certain decisions made by the Porter Medical Center Board of Directors. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by management and the Finance committee before filing. The Form 990 is also made available electronically to the Board of Directors before filing. |
| Form 990, Part VI, Section B, line 12c | The Organization's CFO and Controller are responsible for regularly and consistently monitoring and enforcing compliance with the conflict of interest policy. When bids are solicited to include the business of a Board member, those bids are reviewed by the Board of Directors to assure adherence to the Organization's lowest bid policy. When an issue comes up to a vote and it is connected, in any way, to the business of a Board member, the member must recuse him/herself from the vote. |
| Form 990, Part VI, Section B, line 15a | The Compensation Committee reviews the data prepared by the UVMHN Total Rewards team and audited external consultants. Based on the data provided, the Compensation Committee reviews the CEO's salary for appropriateness and votes to approve the salary of the CEO. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part X, Line 10: Land, Buildings, and Equipment | Section 1.263(a)-3(n) Election: Helen Porter Nursing Home, Inc. 115 Porter Drive Middlebury, VT 05753 EIN 03-0306549 Helen Porter Nursing Home, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part XI, line 9: | Change in Net Assets to Recognize Funded Status of Pension Plan 386,091. Other Component of Pension Expense -31,744. Transfer from Affiliate 1,750,000. |
| Form 990, Schedule A, Part I, Line 3: | Reason for Public Charity Status: The Organization's exemption is based upon being classified as a hospital or cooperative hospital service organization described in 170(b)(1)(A)(iii). Since the Organization is not licensed in the state of Vermont as a hospital, but rather as a skilled nursing facility, Schedule H is not required. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Porter Hospital Inc | |||||||||||
| 37 Porter Drive | Middlebury | VT | 05753 | 030181058 | Critical Access Hospital | VT | 501(c)(3) | Line 3 | Porter Medical Center Inc | 0 | |
| Porter Medical Center Inc | |||||||||||
| 37 Porter Drive | Middlebury | VT | 05753 | 030310862 | Holding Company for Subsidiaries | VT | 501(c)(3) | Line 12b, II | 0 | N/A | |
| Auxiliary of Porter Medical Center | |||||||||||
| 37 Porter Drive | Middlebury | VT | 05753 | 237363227 | Supporting Organization | VT | 501(c)(3) | Line 12b, II | Porter Medical Center Inc | 0 | |
| Univ of Vermont Health Network Inc | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 452880726 | Parent Organization | VT | 501(c)(3) | Line 12a, I | 0 | N/A | |
| UVM Health Network Medical Group Inc | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 030225105 | Physician Services | VT | 501(c)(3) | Line 12a, I | UVMHN | 0 | |
| UVM Medical Group-New York PLLC | |||||||||||
| 183 Park Street | Malone | NY | 12953 | 203905216 | Physician Services | NY | 501(c)(3) | Line 3 | UVMHNMG | 0 | |
| The University of Vermont Med Ctr Fdn Inc | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 263159849 | Fundraising | VT | 501(c)(3) | Line 12a, I | UVMMC | 0 | |
| The University of Vermont Medical Center | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 030219309 | Hospital | VT | 501(c)(3) | Line 3 | UVMHN | 0 | |
| Central Vermont Medical Center | |||||||||||
| 130 Fisher Road | Berlin | VT | 05602 | 222547186 | Hospital | VT | 501(c)(3) | Line 3 | UVMHN | 0 | |
| Community Providers Inc | |||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 222544844 | Health Service Coordinator | NY | 501(c)(3) | Line 12a, I | UVMHN | 0 | |
| Champlain Valley Physicians Hospital | |||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 141338471 | Hospital | NY | 501(c)(3) | Line 3 | UVMHN | 0 | |
| Elizabethtown Community Hospital | |||||||||||
| 75 Park Street | Elizabethtown | NY | 12932 | 141364513 | Hospital | NY | 501(c)(3) | Line 3 | UVMHN | 0 | |
| Emergency Medical Transport of CVPH Inc | |||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 061718419 | Ambulance Service | NY | 501(c)(3) | Line 12b, II | CPI | 0 | |
| CVPH Medical Center Foundation | |||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 141727048 | Health Service Support | NY | 501(c)(3) | Line 12b, II | CVPH | 0 | |
| University Health Center | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 030229931 | Hospital | VT | 501(c)(3) | Line 12c, III-FI | UVMHNMG | 0 | |
| University Medical Education Associates | |||||||||||
| 89 Beaumont Avenue | Burlington | VT | 05401 | 237107832 | Educational | VT | 501(c)(3) | Line 10 | UVMHNMG | 0 | |
| Alice Hyde Medical Center | |||||||||||
| 133 Park Street | Malone | NY | 12953 | 150346515 | Hospital | NY | 501(c)(3) | Line 3 | UVMHN | 0 | |
| UVM Medical Center Auxiliary Inc | |||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 208022004 | Service | VT | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
| UVMHN Home Healthcare & Hospice | |||||||||||
| 1110 Prim Road | Colchester | VT | 05446 | 030179603 | Home Healthcare | VT | 501(c)(3) | Line 3 | UVMHN | 0 | |
| Lake Champlain Physicians Services PC | |||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 273785445 | Physician Services | NY | 501(c)(3) | Line 12a, I | CVPH | 0 | |
| VMC Indemnity Company Inc | |||||||||||
| 95 St Paul St | Burlington | VT | 05401 | 831102018 | Insurance | VT | 501(c)(3) | Line 12a, I | UVMHN | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| Onecare Vermont ACO LLC | |||||||||
| 111 Colcester Ave | Burlington | VT | 05401 | 455399218 | Accountable Care | VT | N/A | 0 | 0 |
| Adirondack ACO LLC | |||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 462840926 | Accountable Care | NY | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UVMHN Health Ventures Inc | |||||||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 043380045 | Holding Company | VT | N/A | C | 0 | ||||||
| VMC Indemnity Company LTD | |||||||||||||||
| Captive Insurance | N/A | C | 0 | PO Box HM 3103 25 Church Street | Hamilton | HM FX | BD | BD | |||||||
| UVMHN Credentialing & Enrollment | |||||||||||||||
| 111 Colchester Ave | Burlington | VT | 05401 | 030333056 | Admin Services | VT | N/A | C | 0 | ||||||
| Charitable Remainder Trust (5) | |||||||||||||||
| Support | VT | 0 | UVMMCCVMC | ||||||||||||
| Perpetual Trust (4) | |||||||||||||||
| Support | VT | 0 | UVMMC | ||||||||||||
| Charitable Irrevocable Trust (7) | |||||||||||||||
| Support | VT | 0 | UVMMCCVMC | ||||||||||||
| Champlain Valley Health Network | |||||||||||||||
| 75 Beekman Street | Plattsburgh | NY | 12901 | 161586102 | Admin Service | NY | N/A | C | 0 | ||||||
| Mediquest Inc | |||||||||||||||
| PO Box 1656 | Plattsburgh | NY | 12901 | 141663061 | Med Office Lease | NY | N/A | C | 0 | ||||||
| Yankee Medical Inc | |||||||||||||||
| 276 North Avenue | Burlington | VT | 05401 | 030225363 | Home Medical Equipment | VT | N/A | C | 0 | ||||||
| Perpetual Trust (2) | |||||||||||||||
| Support | VT | 0 | Porter Hospital Inc | ||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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