SOUTHWESTERN VERMONT HEALTH CARE CORPORATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN VERMONT HEALTH CARE CORPORATION (EIN 03-0179435)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-01
- IRS object ID
- 201102139349301055
- Schema version
- 2009v1.7
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-01T16:48:32-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 E ST LOUIS 200/PO BOX 1190 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MO | State |
| ZIP Code | 658062523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179435 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 8024426361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HOSPITAL DRIVE | AddressLine1 |
| City | BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL BRADY | Name |
| Title | BOARD CHAIR | Title |
| Date Signed | 2011-04-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian D Todd | Name |
| Phone | 4178658701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS DEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HOSPITAL DRIVE | AddressLine1 |
| City | BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7503712 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.SVHEALTHCARE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1912 | YearFormation |
| State Legal Domicile | VT | StateLegalDomicile |
| Activity Or Mission Description | TO CARE FOR AND COMFORT OUR PATIENTS, RESIDENTS, AND THEIR LOVED ONES AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1511508 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1436425 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1807077 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2373005 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 481189 | InvestmentIncomePriorYear |
| Investment Income Current Year | 519241 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 9092 | OtherRevenuePriorYear |
| Other Revenue Current Year | 88369 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3808866 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4417040 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15033 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 413434 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1511586 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1220832 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4850620 | OtherExpensePriorYear |
| Other Expenses Current Year | 2711891 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6377239 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4346157 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2568373 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 70883 | RevenuesLessExpensesCY |
| Total Assets BOY | 44353993 | TotalAssetsBOY |
| Total Assets EOY | 46362135 | TotalAssetsEOY |
| Total Liabilities BOY | 9457954 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10866203 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34896039 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35495932 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO CARE FOR AND COMFORT OUR PATIENTS, RESIDENTS, AND THEIR LOVED ONES AND TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2104862 | Expense |
| Grants | 413434 | Grants |
| Description | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION SUPPORTS SOUTHWESTERN VERMONT MEDICAL CENTER AND OTHER RELATED PARTIES THROUGH FUNDRAISING, DEVELOPMENT AND GRANT ADMINISTRATION. SEE SCHEDULE O FOR ADDITIONAL DETAILS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1484613 | Expense |
| Revenue | 2373005 | Revenue |
| Description | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION MANAGES AND MAINTAINS MEDICAL OFFICE BUILDINGS IN BENNINGTON, MANCHESTER, WILMINGTON AND WEST DOVER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3589475 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | 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 | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 36 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JANET HOLLNER | NamePerson |
| Telephone Number | 8024475041 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HOSPITAL DRIVE | AddressLine1 |
| City | BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| RICHARD GUERRERO MD | ||||||||
| CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| MICHAEL E BRADY DDS | ||||||||
| VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| WAYNE M KACHMAR | ||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| LILA CESTONE | ||||||||
| SVHCA PRESIDENT/TRUSTEE | 1.0 | X | X | 0 | 0 | 0 | ||
| DONALD ALBANO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SEAN L CASEY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TOMMY A HARMON JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TIMOTHY T HOLBROOK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HOWARD MCNALLY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RICHARD PEMBROKE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM TOCK MD | ||||||||
| PRESIDENT MEDICAL STAFF | 1.0 | X | 0 | 212307 | 39303 | |||
| ERIC SEYFERTH MD | ||||||||
| UHA CHAIR | 1.0 | X | 0 | 10959 | 0 | |||
| MARK NOVOTNY MD | ||||||||
| INTERIM CEO UNTIL 12/09 & CMO | 1.0 | X | X | 0 | 367277 | 51120 | ||
| THOMAS DEE | ||||||||
| CEO BEGINNING 12/2009 | 40.0 | X | X | 0 | 26428 | 0 | ||
| MARK WALLACE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CLAIRE MURRAY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL ALGUS | ||||||||
| TRUSTEE BEGINNING 2/2010 | 1.0 | X | 0 | 128064 | 0 | |||
| FRANK SKALA | ||||||||
| INTERIM CFO BEG. 7/2009 | 40.0 | X | 0 | 0 | 0 | |||
| RICHARD LAUVE | ||||||||
| INTERIM CMO | 40.0 | X | 0 | 0 | 0 | |||
| MARNY KRAUSE | ||||||||
| VP DEVELOPMENT | 40.0 | 170870 | 0 | 55163 | X | |||
| HARVEY YORKE | ||||||||
| FORMER CEO | 40.0 | 0 | 664525 | 28102 | X | |||
| KEVIN MCDONALD | ||||||||
| VP MARKETING THROUGH 5/22/09 | 40.0 | 147948 | 0 | 14594 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 318818 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1409560 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 188282 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| BERRY DUNN MCNEIL PARKER | |
| AUDIT & CONSULTING | 220421 |
| PRO-BUILDERS CONSTRUCTION CO | |
| CONSTRUCTION | 147819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 80485 | FundraisingEvents |
| Related Organizations | 29595 | RelatedOrganizations |
| Government Grants | 245321 | GovernmentGrants |
| All Other Contributions | 1081024 | AllOtherContributions |
| Noncash Contributions | 27531 | NoncashContributions |
| Total Contributions | 1436425 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROPERTY MANAGEMENT | 531310 | 2351151 | 2351151 |
| OTHER REVENUE | 900099 | 21854 | 21854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2373005 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 520253 | TotalRevenueColumn |
| Exclusion | $520,253 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3015631 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2985822 | Securities |
| Other | 30821 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29809 | Securities |
| Other | -30821 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1012 | TotalRevenueColumn |
| Exclusion | -$1,012 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 52075 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 80485 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 70029 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -17954 | TotalRevenueColumn |
| Exclusion | -$17,954 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN BENEFICIAL INT IN TRUST | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 106323 | TotalRevenueColumn |
| Exclusion | $106,323 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 106323 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4417040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2373005 | RelatedOrExemptFunctionIncome |
| Exclusion | $607,610 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403699 | Total |
| Program Services | 403699 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9735 | Total |
| Program Services | 9735 | 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 | 226033 | Total |
| Program Services | 226033 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162542 | Total |
| Program Services | 162542 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676481 | Total |
| Program Services | 586890 | ProgramServices |
| Management And General | 89591 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4043 | Total |
| Program Services | 3679 | ProgramServices |
| Management And General | 364 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89822 | Total |
| Program Services | 75458 | ProgramServices |
| Management And General | 14364 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61911 | Total |
| Program Services | 56338 | ProgramServices |
| Management And General | 5573 | ManagementAndGeneral |
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 | 12397 | Total |
| Management And General | 12397 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83591 | Total |
| Management And General | 83591 | 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 | 51462 | Total |
| Management And General | 51462 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370069 | Total |
| Program Services | 318680 | ProgramServices |
| Management And General | 51389 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 434495 | Total |
| Program Services | 280883 | ProgramServices |
| Management And General | 153612 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1049308 | Total |
| Program Services | 873165 | ProgramServices |
| Management And General | 176143 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14379 | Total |
| Program Services | 11965 | ProgramServices |
| Management And General | 2414 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5382 | Total |
| Program Services | 4479 | ProgramServices |
| Management And General | 903 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Program Services | 42 | ProgramServices |
| Management And General | 8 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599981 | Total |
| Program Services | 499265 | ProgramServices |
| Management And General | 100716 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69179 | Total |
| Program Services | 57566 | ProgramServices |
| Management And General | 11613 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES & DRUGS | 18594 | 18594 | |
| LICENSES, DUES & SUBSCRIPTIONS | 1809 | 462 | 1347 |
| MISCELLANEOUS | 1195 | 1195 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4346157 | Total |
| Program Services | 3589475 | ProgramServices |
| Management And General | 756682 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38772 | BOY |
| EOY | 48767 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7068276 | BOY |
| EOY | 6877567 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235932 | BOY |
| EOY | 179573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138331 | BOY |
| EOY | 144625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15125373 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7695240 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7874801 | BOY |
| EOY | 7430133 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25599116 | BOY |
| EOY | 27831915 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12983 | BOY |
| EOY | 12983 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3385782 | BOY |
| EOY | 3836572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44353993 | BOY |
| EOY | 46362135 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2363472 | BOY |
| EOY | 2749885 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41659 | BOY |
| EOY | 26097 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7052823 | BOY |
| EOY | 8090221 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9457954 | BOY |
| EOY | 10866203 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24159564 | BOY |
| EOY | 24569022 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1991581 | BOY |
| EOY | 2025693 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8744894 | BOY |
| EOY | 8901217 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34896039 | BOY |
| EOY | 35495932 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44353993 | BOY |
| EOY | 46362135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | FederalGrantAuditRequired |
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 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 | 10383529 | BeginningOfYearBalance |
| Contributions | 934099 | Contributions |
| Investment Earnings Or Losses | 108601 | InvestmentEarningsOrLosses |
| Other Expenditures | 792483 | OtherExpenditures |
| End Of Year Balance | 10633746 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11140199 | BeginningOfYearBalance |
| Contributions | 371726 | Contributions |
| Investment Earnings Or Losses | -229971 | InvestmentEarningsOrLosses |
| Other Expenditures | 898425 | OtherExpenditures |
| End Of Year Balance | 10383529 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| 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 | 985564 | OtherCostOrOtherBasis |
| Book Value | 985564 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9455580 | OtherCostOrOtherBasis |
| Depreciation | 6959312 | Depreciation |
| Book Value | 2496268 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3670666 | OtherCostOrOtherBasis |
| Depreciation | 83555 | Depreciation |
| Book Value | 3587111 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 858826 | OtherCostOrOtherBasis |
| Depreciation | 627689 | Depreciation |
| Book Value | 231137 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154737 | OtherCostOrOtherBasis |
| Depreciation | 24684 | Depreciation |
| Book Value | 130053 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7430133 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED COMP PLAN ASSETS | 1673187 |
| DUE FROM AFFILIATE | 41041 |
| OTHER ASSETS | 137638 |
| BENEFICIAL INTEREST IN TRUST | 1984706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3836572 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $7,605,764 |
| ACCRUED PENSION LIABILITIES | $339,583 |
| ESTIMATE SELF INSURANCE COSTS | $74,556 |
| OTHER LIABILITIES | $70,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8090221 | TotalOfAmounts |
| Total Revenue | 4417040 | TotalRevenue |
| Total Expenses | 4346157 | TotalExpenses |
| Excess Or Deficit For Year | 70883 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 872362 | NetUnrealizedGLOnInvestments |
| Other | -$343,352 | OtherAmount |
| Total Adjustments | 529010 | TotalAdjustments |
| Excess Or Deficit Per FS | 599893 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4894588 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 872362 | NetUnrealizedGainsInvestments |
| Other Revenues | -394814 | OtherRevenues |
| Revenue Not Rptd F990 | 477548 | RevenueNotRptdF990 |
| Revenue Subtotal | 4417040 | RevenueSubtotal |
| Total Revenue Per Form990 | 4417040 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4294695 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4294695 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 51462 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 51462 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4346157 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE CORPORATION'S ENDOWMENT CONSISTS OF VARIOUS INDIVIDUAL DONOR- RESTRICTED FUNDS WHICH WERE ESTABLISHED TO FUND FUTURE STRATEGIC CAPITAL INVESTMENTS, AS WELL AS GENERAL OPERATIONAL AND CERTAIN DEPARTMENTAL PURPOSES. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| OTHER CHANGES IN NET ASSETS AND RECONCILING ITEMS | SCHEDULE D, PARTS XI, XII, AND XIII | $ (317,417) DEFINED BENEFIT PENSION COSTS ( 25,935) TRANSFER TO AFFILIATES ----------- $ (343,352) SCHEDULE D, PART XI, LINE 8 ( 51,462) INVESTMENT FEES ----------- $ (394,814) SCHEDULE D, PART XII, LINE 2D |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 69860 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 45090 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 24770 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 9781 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 13384 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 9664 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 9715 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HARVEST BALL | NameOfEvent2 |
| Gross Receipts Event2 | 62700 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 35395 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 27305 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 6167 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8023 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 5000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 8295 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 132560 | GrossReceiptsTotal |
| Charitable Contributions Total | 80485 | CharitableContributionsTotal |
| Gross Revenue Total Events | 52075 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 9781 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 19551 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17687 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 18010 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 70029 | DirectExpenseSummaryEvents |
| Net Income Summary | -17954 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN VERMONT MEDICAL CENTER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HOSPITAL DRIVE | AddressLine1 |
| City | BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 222563241 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 403699 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | 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 |
|---|---|---|
| ONCOLOGY PATIENT RESOURCE FUND | 19 | 7006 |
| SVMC PATIENT RESOURCE FUND | 5 | 1359 |
| VNA PATIENT RESOURCE FUND | 21 | 1370 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | SOUTHWESTERN VERMONT HEALTH CARE CORPORATION (SVHC) IS THE PARENT ORGANIZATION OF SOUTHWESTERN VERMONT MEDICAL CENTER, AND IS ABLE TO MONITOR USE OF GRANT FUNDS. SEE SCHEDULE O, PROGRAM SERVICE ACCOMPLISHMENTS, FOR ADDITIONAL DETAILS ON ASSISTANCE TO INDIVIDUALS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | true | 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM TOCK MD | |||||||||||
| 0 | 195637 | 0 | 16670 | 12494 | 26809 | 0 | 251610 | ||||
| HARVEY YORKE | |||||||||||
| 0 | 107503 | 0 | 557022 | 16720 | 11382 | 0 | 692627 | ||||
| MARK NOVOTNY MD | |||||||||||
| 0 | 316707 | 0 | 50570 | 32514 | 18606 | 0 | 418397 | ||||
| MARNY KRAUSE | |||||||||||
| 169103 | 0 | 226033 | 0 | 0 | 1767 | 36345 | 18818 | ||||
| KEVIN MCDONALD | |||||||||||
| 84562 | 0 | 162542 | 0 | 0 | 63386 | 9379 | 5215 | ||||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| TOP MANAGEMENT OFFICIAL COMPENSATION DETERMINATION | SCHEDULE J, PART I, LINE 3 | SOUTHWESTERN VERMONT MEDICAL CENTER, A RELATED ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| SEVERANCE OR CHANGE OF CONTROL PAYMENT | SCHEDULE J, PART I, LINE 4A | THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT FROM THE ORGANIZATION: -KEVIN MCDONALD $ 63,386 IN ADDITION, THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS FROM SOUTHWESTERN VERMONT MEDICAL CENTER, A RELATED ORGANIZATION: -HARVEY YORKE $ 377,960 -MARK NOVOTNY 36,994 |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B | THE FOLLOWING INDIVIDUAL RECEIVED A PAYMENT FROM THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN OF SOUTHWESTERN VERMONT MEDICAL CENTER, A RELATED ORGANIZATION: HARVEY YORK $122,976 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1275 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 135 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 1686 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16696 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MISCELLANEOUS | 26 | 4289 | FMV |
| X | CRAFTED ITEMS | 12 | 3450 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF CONTRIBUTIONS | SCHEDULE M, PART I, COLUMN B | THE NUMBER OF CONTRIBUTIONS WAS DETERMINED BY THE NUMBER OF CONTRIBUTORS. |
| SALES OF NONCASH CONTRIBUTIONS | SCHEDULE M, PART I, LINE 32B | THE ORGANIZATION SELLS CONTRIBUTIONS OF SECURITIES THROUGH ITS INVESTMENT BROKER. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART VI, SECTION A, LINE 4 | AT SVHC, STAFF WORKING DIRECTLY WITH PATIENTS IDENTIFY A PATIENT'S NEED AND FILL OUT A RESTRICTED GIFT CHECK REQUEST FORM TO PAY FOR SOMETHING THAT THE STAFF MEMBER BELIEVES THE PATIENT IS UNABLE TO PAY FOR HIMSELF. NEED IS DETERMINED BY THE STAFF MEMBER'S CONVERSATIONS WITH THE PATIENT AS WELL AS OBSERVATION AND KNOWLEDGE OF THE PATIENT'S LIVING CONDITIONS AND SITUATION. THE CHECK REQUEST IS APPROVED AND SIGNED BY THE STAFF MEMBER'S SUPERVISOR AND SENT TO THE VP OF DEVELOPMENT FOR HER APPROVAL AND PROCESSING FOR PAYMENT. IN THE CANCER CENTER, STAFF MEMBERS ARE ENCOURAGED TO REPORT ANY PATIENT NEED THEY IDENTIFY TO THE CANCER CENTER DIRECTOR, NURSE MANAGER, PHYSICIAN, OR SOCIAL SERVICES. IF THE PATIENT'S NEED IS FOR AN "EMOTIONAL BOOST", SUCH AS A MASSAGE OR OTHER SUCH SERVICE, THE PATIENT IS ELIGIBLE BY VIRTUE OF HIS/HER CANCER DIAGNOSIS. IF THE PATIENT'S NEED IS FOR FINANCIAL ASSISTANCE WITH RENT, UTILITIES, PRESCRIPTIONS, ETC., HE/SHE IS REFERRED TO SOCIAL SERVICES. SOCIAL SERVICES DETERMINES FINANCIAL NEED BY TALKING WITH THE PATIENT TO FIND OUT THEIR CURRENT SITUATION. SOCIAL SERVICES LOOKS FOR OTHER FINANCIAL RESOURCES IN THE COMMUNITY WITH WHICH TO HELP THE PATIENT AND CONSIDERS THE HEALTH SYSTEM'S PATIENT RESOURCE FUNDS. ASSISTANCE IS GENERALLY CONSIDERED TO BE A ONE-TIME, EMERGENCY STOP-GAP AID, AND NOT SOMETHING THAT WILL BE ONGOING. ONCE NEED HAS BEEN DETERMINED, THE NURSE MANAGER, THE CHIEF RADIATION THERAPIST OR SOCIAL SERVICES COMPLETES THE RESTRICTED GIFT CHECK REQUEST FORM AND OBTAINS APPROVAL FROM THE DIRECTOR OF THE CANCER CENTER. THE CHECK REQUEST FORM IS THEN SENT TO THE VP OF DEVELOPMENT FOR HER APPROVAL AND PROCESSING FOR PAYMENT. THE SVMC PATIENT RESOURCE FUND IS MAINLY USED BY SOCIAL SERVICES TO HELP NON-CANCER PATIENTS WITH THE SAME SORTS OF NEEDS THAT THE OTHER TWO FUNDS ARE USED FOR. CHECK REQUESTS TO ACCESS THIS FUND WOULD BE FILLED OUT BY A SOCIAL SERVICES STAFF MEMBER, APPROVED BY THE HEAD OF SOCIAL SERVICES AND SENT TO THE VP OF DEVELOPMENT FOR HER APPROVAL AND PROCESSING FOR PAYMENT. CHANGES TO BYLAWS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT A CHANGE IN THE PROCESS OF ELECTING TRUSTEES. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE DRAFT 990 IS THEN REVIEWED BY MANAGEMENT AND ACCOUNTING. AFTER ALL SUGGESTED CHANGES FROM MANAGEMENT ARE MADE, THE UPDATED DRAFT FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE. AFTER ANY FINAL CHANGES ARE MADE, THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS WHICH COULD RESULT IN CONFLICTS. THE COMPLIANCE OFFICER MAINTAINS RECORDS ON THE COMPLETION OF THE CONFLICT OF INTEREST FORMS, ANY POTENTIAL CONFLICTS ARE DISCUSSED AT THE AUDIT AND COMPLIANCE MEETING AFTER WHICH RECOMMENDATIONS ARE BROUGHT BEFORE AND VOTED UPON BY THE FULL BOARD OF TRUSTEES. |
| COMPENSATION REVIEW | FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE ORGANIZATION'S CEO POSITION IS PAID BY SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC). THE PROCESS SVMC USES TO DETERMINE CEO COMPENSATION IS AS FOLLOWS: THE BOARD ENGAGES AN OUTSIDE CONSULTING FIRM TO REVIEW COMPARABLE CEO SALARY DATA AND USES NATIONAL PROFESSIONAL ORGANIZATION SURVEY DATA IN THE DETERMINATION OF THE CEO'S SALARY AND BENEFITS. IN ADDITION, THE BOARD ENGAGES AN OUTSIDE CONSULTING FIRM AND ALSO USES NATIONAL PROFESSIONAL ORGANIZATION SURVEY DATA TO REVIEW THE WAGE DATA OF OTHER OFFICERS AND KEY EMPLOYEES. |
| DOCUMENT DISCLOSURE | 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. |
| COMPENSATION OF CORPORATE OFFICERS | FORM 990, PART VII, SECTION A | SOUTHWESTERN VERMONT MEDICAL CENTER, A RELATED ORGANIZATION, CONTRACTED WITH MANAGEMENT COMPANIES FOR THE SERVICES OF INTERIM CFO, FRANK SCALA, AND INTERIM CMO, RICHARD LAUVE. |
| BOARD MEMBER COMPENSATION | FORM 990, PART VII | PETER WITHAM IS AN EMPLOYED PHYSICIAN OF SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC), AS WELL AS THE PRESIDENT OF SVMC'S MEDICAL STAFF. NO COMPENSATION WAS PROVIDED FOR HIS SERVICES PROVIDED AS A TRUSTEE. ERIC SEYFERTH IS CONTRACTED THROUGH SVMC AS AN EKG-READING PHYSICIAN. NO COMPENSATION WAS PROVIDED FOR HIS SERVICES PROVIDED AS A TRUSTEE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| SOUTHWEST VERMONT HEALTH CARE AUXILIARY | ||||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | 222563243 | SUPPORT SVHC | VT | 501(C)(3) | 9 |
| SOUTHWESTERN VERMONT MEDICAL CENTER | ||||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | 222563241 | HOSPITAL | VT | 501(C)(3) | 3 |
| MOUNT ANTHONY HOUSING CORPORATION | ||||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | 030279740 | NURSING HOMES | VT | 501(C)(3) | 9 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN VT HEALTH CARE ENTERPRISES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HOSPITAL DRIVE | AddressLine1 |
| City | BENNINGTON | City |
| State | VT | State |
| ZIP Code | 05201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030314501 | EIN |
| Primary Activity | HEALTHCARE | PrimaryActivity |
| Legal Domicile State | VT | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 437730 | ShareOfTotalIncome |
| Share Of EOY Assets | 48581 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | 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 | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| SOUTHWESTERN VERMONT MEDICAL CENTER | |
| A | 1218496 |
| SOUTHWESTERN VERMONT HEALTH CARE ENTERPRISES | |
| A | 75504 |
| SOUTHWESTERN VERMONT MEDICAL CENTER | |
| B | 403699 |
| SOUTHWESTERN VERMONT MEDICAL CENTER | |
| E | 6592766 |
| MOUNT ANTHONY HOUSING CORPORATION | |
| E | 1012973 |
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