2021-02-08T10:06:55-06:00 2020-09-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2019-10-01 030179603 The University of Vermont Health Network Home Health & Hospice UNIV 8026581900 1110 Prim Road Colchester VT 05446 James Manahan VP of Finance & Administration CFO 8026581900 2021-02-07 1 Barbara J McGuan CPA P00219457 6036697337 2021-02-07 2019 2022-09-23 18:48:47Z James Manahan 1110 Prim Road Colchester VT 05446 32868653 0 X WWW.UVMHOMEHEALTH.ORG X 1906 VT The UVMHNHHH cares for individuals and families through health and related services in home and other community setting for the residents of Chittenden and Grand Isle Counties. 15 14 663 181 0 0 2003238 4411462 29151780 25996696 795560 607678 48326 38829 31998904 31054665 0 0 0 0 25242216 23371633 0 0 0 7894575 8155416 33136791 31527049 -1137887 -472384 33837625 38539765 4209327 8041160 29628298 30498605 X The UVMHNHHH helps people live their fullest lives by providing innovative, high value, compassionate care wherever they call home. 0 0 9536473 11754081 Home Care serving 3,045 patients and doing 59,318 visits 4004263 4360805 Hospice End of Life Serving 449 patients with 23,673 per diem days. 4280319 3072058 VNA Respite House Serving 379 patients and 5,862 bed days. 8960835 6809752 Family Child Services serving 705 patients and doing 8,820 visitsChoice for Care highest needs personal care services to 308 patientsAdult Day Program serving 158 clients at 3 locationsAdult and Pediatric Hi Tech services to 14 patients and doing 25,310 hours of servicePrivate Duty Program skilled nursing and private care to 1 patients Anderson Parkway personal care services to 9 disabled adultsChoices for Care Homemaker Program servicing 128 clientsSASH (support and services at home) providing hours at 12 senior housing locations 8960835 6809752 26781890 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 29 0 1 663 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VT X Patricia Gratton 8028604429 1110 Prim Road Colchester VT 05446 Judy Peterson President 40.00 X X 236714 0 19477 Jeanne Hutchins Chair 0.65 X X 0 0 0 Tara Pacy Vice-Chair 0.65 X X 0 0 0 CJ Charlebois Melendy Treasurer 0.65 X X 0 0 0 Erika Schramm Board Secretary 0.65 X X 0 0 0 Genne Thibodeau Assistant Secretary 0.65 X X 0 0 0 Heather Rider Hammond Board Member 0.65 X 0 0 0 Evan Goldsmith Board Member 0.65 X 0 0 0 Linda Tarr-Whelan Board Member 0.65 X 0 0 0 Thomas C Peterson MD Board Member 0.65 X 0 0 0 Joe Hameline III Board Member 0.65 X 0 0 0 Brian Harwood Board Member 0.65 X 0 0 0 Catherine Simonson Board Member 0.65 X 0 0 0 Allie Stickney Board Member 0.65 X 0 0 0 Judy Carpenter Board Member 0.65 X 0 0 0 Barbara Martin Past Board Chair 0.65 X X 0 0 0 Jim Reardon Past Board Treasurer 0.65 X X 0 0 0 James Manahan CFO/Assistant Treasurer 40.00 X 174026 0 23857 Arsalan Namdar Chief Information Officer 40.00 X 138948 0 7065 Alice Means Chief Quality Officer 40.00 X 134274 0 22879 Tara Graham ED of Hospice & Palliative Care 40.00 X 127391 0 20181 Lisa Yaeger VP of Human Resources 40.00 X 128437 0 21460 Todd Patterson Director Home Health Services 40.00 X 118281 0 13603 1058071 0 128522 8 0 1 0 Cross Country Staffing - East PO Box 404674 Atlanta GA 30384 Staffing Services 1047310 Simione 4130 Whitney Ave Hamden CT 06518 Staffing Services 197450 2 103401 2536340 1771721 4411462 Patient Service Revenu 621610 25996696 25996696 25996696 524285 524285 1892982 1809589 83393 83393 83393 43228 4399 38829 38829 31054665 25996696 0 646507 454074 454074 19052190 17061866 1990324 2451551 2187101 264450 1413818 1239401 174417 213 213 128397 128397 12886 12886 2287953 1933674 354279 787619 218499 569120 696324 591679 104645 402263 341810 60453 480272 408096 72176 749821 432115 317706 141633 120348 21285 Program Supplies 1161502 1161502 Provider Tax 1085799 1085799 Miscellaneous Expense 220142 220142 UBI Tax 592 592 31527049 26781890 4745159 0 X 527 1486705 5243270 200582 447034 2876226 3505496 570314 552563 16683887 9528903 7762770 7154984 20800620 21402145 140408 233746 33837625 38539765 3253611 7021942 355402 415406 600314 603812 4209327 8041160 X 18671758 19179552 10956540 11319053 29628298 30498605 33837625 38539765 X -472384 573959 768732 X 0 1 X 1 1 1 X 3090800 3174917 3171759 3700141 4411462 17549079 27008998 31343702 30308520 36654717 25996696 151312633 30099798 34518619 33480279 40354858 30408158 168861712 0 0 0 168861712 485481 404429 520465 1103762 524285 3038422 485481 404429 520465 1103762 524285 3038422 48326 38829 87155 235769 118045 339748 108549 802111 30821048 35041093 34340492 41615495 30971272 172789400 0.97730 0.97710 0.01760 0.01680 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous Program Revenue - 2015 Amount: $ 235,769. 2016 Amount: $ 118,045. 2017 Amount: $ 339,748. 2018 Amount: $ 108,549. Schedule A, Part III, Column D The numbers in Column D, year 2018, contain amounts for the period 7/1/2018 - 9/30/2019 as a short period return was filed for the 7/1/2018 - 9/30/2018 period. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10044070 453357 311618 10185809 9647443 500 737994 341867 10044070 9709546 11134 803208 876445 9647443 9274066 10775 1341661 400000 10226502 9402713 6000 5453938 406260 14456391 0.00000 0.63850 0.36150 0 0 329882 329882 9184925 3418601 5766324 7169080 6110302 1058778 7154984 457b Plan Liability 187516 Charitable Remainder Trust Liability 416296 603812 X 32388869 573959 846889 1420848 30968021 12886 73758 86644 31054665 31518562 4399 4399 31514163 12886 12886 31527049 Part V, Line 4: To fund future losses in programs that do not breakeven. Part X, Line 2: The Association is a public charity under Section 501(c)(3) of the Internal Revenue Code. As a public charity, the Association is exempt from state and federal income taxes on income earned in accordance with it tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. Part XI, Line 2d - Other Adjustments: Fundraising Expenses 4,399. Net Asset Transfer From Affiliate 800,000. Change in Value of Charitable Remainder Trust 42,490. Part XI, Line 4b - Other Adjustments: Charitable Remainder Trust Distribution 60,861. Family Room Distribution 12,897. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 4,399. MMRH Fun Run 35253 35253 3277 MMRH Tree Lighting 7975 7975 1122 43228 43228 4399 4399 38829 X X 0 0 0 0 0 0 0 1 0 Judy Peterson President 203483 0 0 0 33231 0 7101 0 12376 0 256191 0 0 0 James Manahan CFO/Assistant Treasurer 141102 0 15286 0 17638 0 5221 0 18636 0 197883 0 0 0 Alice Means Chief Quality Officer 105883 0 9713 0 18678 0 4028 0 18851 0 157153 0 0 0 Part I, Line 7 All bonuses paid are at the discretion of the President with Board review. Form 990, Part VI, Section A, line 7a The sole member of the Corporation shall be The University of Vermont Health Network, Inc. Form 990, Part VI, Section A, line 7b The Member shall have all the rights and responsibilities conferred to members under the Act. In addition, the following powers shall be expressly reserved to the member: a. election of the Directors of the Corporation b. adoption of the annual operating and capital budgets of the Corporation and any change to a budget previously approved c. adoption of strategic plans d. sale, lease, disposition, mortgage, or encumbrance of all or substantially all of the assets of the Corporation e. any merger, consolidation, business combination or joint venture, or the creation or acquisition of any subsidiary orgainization f. filing of a voluntary petition or application under federal or state bankruptcy law g. commencement of any project or the making of any expenditure requiring issuance of a certificate of need h. amendment of the Articles of Incorporation or Bylaws i. incurrence of any long-term indebtedness j. developing or terminating programs and services k. election or appointment, but not termination, of the President/COO of the Corporation Form 990, Part VI, Section B, line 11b The 990 is posted on the board forum and both the finance committee and board can review and ask any questions. Form 990, Part VI, Section B, line 12c The UVMHNHHH has two policies for Conflict of Interest, one for Board Members and one for staff including officers and highly compensated employees. The UVMHNHHH monitors compliance of its Board Members with its conflict of interest policy by requiring a yearly signed Conflict of Interest form where Board Members acknowledge reading the policy and disclose potential conflicts of interest. The Board Member then states that there is no action that would contravene the policy. The Board Member then signs and dates the form. Employees are required to notify UVMHNHHH if conficts arise. Failure to do so will have ramification up to termination. Form 990, Part VI, Section B, line 15 The executive committee of the board of directors reviews the compensation and performance of the President as well as reviewing and approving the presidents proposal for other key employees, on an annual basis. The Board Executive committee relies on comparative data and existing agency policies in their review and approval. Form 990, Part VI, Section C, line 19 The UVMHNHHH 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: The University of Vermont Health Network - Home Health & Hospice, Inc. 1110 Prim Road Colchester, VT 05446 EIN: 03-0179603 The University of Vermont Health Network - Home Health & Hospice, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Net Asset Transfer From Affiliate 800,000. Family Room Distribution -12,897. Charitable Remainder Trust Distribution -60,861. Change in Value of Charitable Remainder Trust 42,490. UVM Health Network Medical Group Inc 111 Colchester Ave Burlington VT 05401 030225105 Physician SVC VT 501(c)(3) Line 12a, I UVMHN 0 UVM Medical Group New York PLLC 183 Park Street Malone NY 12953 203905216 Physician SVC 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 SVC Coor 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 SVC NY 501(c)(3) Line 12b, II CPI 0 CVPH Medical Center Foundation 75 Beekman Street Plattsburgh NY 12901 141727048 Health SVC SUPP 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 05405 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 N/A 0 Porter Medical Center INC 115 Porter Drive Middlebury VT 05753 030310862 Supporting Org VT 501(c)(3) Line 12b, II UVMHN 0 Helen Porter Nursing Home 37 Porter Drive Middlebury VT 05753 030306549 Nursing Home VT 501(c)(3) Line 3 PMC 0 Auxiliary of Porter Medical CTR 37 Porter Drive Middlebury VT 05753 237363227 Supporting Org VT 501(c)(3) Line 12b, II PMC 0 Porter Hospital Inc 37 Porter Drive Middlebury VT 05753 030181058 Hospital VT 501(c)(3) Line 3 PMC 0 Lake Champlain Physicians Services PC 75 Beekman Street Plattsburgh NY 12901 273785445 Physician SVC 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 The University of Vermont Health Network Inc 111 Colchester Ave Burlington VT 05401 452880726 Supporting Org VT 501(c)(3) Line 12a, I 0 Onecare Vermont ACO LLC 111 Colcester Ave Burlington VT 05401 455399218 Accountable Care VT N/A Adirondack ACO LLC 75 Beekman Street Plattsburgh NY 12901 462840926 Accountable Care NY N/A UVMHN Ventures Inc 111 Colchester Ave Burlington VT 05401 043380045 Holding Company VT N/A C 0 VMC Indemnity Company LTD PO Box HM 3103 25 Church St Hamilton HM FX BD Captive Insurance BD N/A C 0 UVMHN Credentialing & Enrollment 111 Colchester Ave Burlington VT 05401 030333056 ADMIN SVC VT N/A C 0 Charitable Remainder Trust (5) Support VT N/A T 0 Perpetual Trust (4) Support VT N/A T 0 Champlain Valley Health Network 75 Beekman Street Plattsburgh NY 12901 151586102 ADMIN Service NY N/A C 0 Charitable Irrevocable Trust (7) Support VT N/A T 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0