LAMOILLE HEALTH PARTNERS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAMOILLE HEALTH PARTNERS INC (EIN 04-3358048)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-07
- IRS object ID
- 202602199349300635
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-07T10:53:22-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 Fore Street Suite 500 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043358048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lamoille Health Partners Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMO | BusinessNameControlTxt |
| Phone | 8028518607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Washington Highway | AddressLine1Txt |
| City | Morrisville | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randy Gibson | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8028518607 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lance Broy MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Washington Highway | AddressLine1Txt |
| City | Morrisville | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,379,463 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://www.LamoilleHealthPartners.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | To provide quality integrated health care services and to promote wellness. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 213 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $353,077 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,151,347 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,395,688 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,551,195 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,119,116 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,719 | PYInvestmentIncomeAmt |
| CY Investment Income | $688,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $24,711,261 | PYTotalRevenueAmt |
| CY Total Revenue | $26,203,129 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,068 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,053,570 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,593,613 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,286,462 | PYOtherExpensesAmt |
| CY Other Expenses | $9,305,529 | CYOtherExpensesAmt |
| PY Total Expenses | $26,343,100 | PYTotalExpensesAmt |
| CY Total Expenses | $24,899,592 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,631,839 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,303,537 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,121,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,614,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,850,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,039,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,271,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,574,842 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide quality integrated health care services and promote wellness for residents of the Lamoille Valley Region. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,292,382 | ExpenseAmt |
| Grant | $450 | GrantAmt |
| Revenue | $20,766,039 | RevenueAmt |
| Desc | The Organization provides ambulatory medical services in the Lamoille Valley including behavioral health and wellness services, substance use disorder treatment, psychiatry and telemedicine services, dentistry, and primary care physician services. | Desc |
| Total Program Service Expenses | $17,292,382 | 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 | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln 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 | 0 | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 213 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Randy Gibson CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028518607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 Washington Highway | AddressLine1Txt |
| City | Morrisville | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05661 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Shelly Citron | |||||||
| Director (end 2/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Aaron French | |||||||
| Director (start 6/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Johnson | |||||||
| Director (start 4/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Paul Loomis | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Erica Scott | |||||||
| Director (start 10/2024) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Stratton | |||||||
| Director (start 6/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dave Yacovone | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Anderson | |||||||
| Vice Chair/Chair (start 12/24) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Richard Westman | |||||||
| Director/Vice Chair (start 12/24) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Josh Smith | |||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Alison Calderara | |||||||
| Secretary (end 8/2025) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Robert Bauman | |||||||
| Dir. (start 3/25); Sec. (start 8/25) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Susan Bartlett | |||||||
| Chair/Interim CEO (start 12/2024) | 24.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Stuart G May | |||||||
| President/CEO (end 10/2024) | 40.00 | $221,185 | $0 | $9,445 | Yes (X) | ||
| Evalie Crosby | |||||||
| Interim CFO (end 12/2024) | 40.00 | $8,517 | $0 | $0 | Yes (X) | ||
| Lance Broy MD | |||||||
| Chief Medical Officer | 32.00 | $295,805 | $0 | $12,243 | Yes (X) | ||
| Randy Gibson | |||||||
| CFO (start 9/2025) | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| Gail Messier | |||||||
| Interim CFO (1/2025 thru 8/2025) | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| Linda Zamvil MD | |||||||
| Physician | 32.00 | $332,017 | $0 | $23,270 | Yes (X) | ||
| Steven Soriano DO | |||||||
| Physician | 40.00 | $240,328 | $0 | $20,380 | Yes (X) | ||
| Robert Quinn MD | |||||||
| Physician | 28.00 | $228,433 | $0 | $23,313 | Yes (X) | ||
| Katherine Marvin MD | |||||||
| Physician | 40.00 | $229,472 | $0 | $21,464 | Yes (X) | ||
| Melissa Volansky MD | |||||||
| Physician | 40.00 | $276,951 | $0 | $21,902 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,832,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,017 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BerryDunn | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Management and consulting | ServicesDesc |
| Compensation | $166,026 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,331,800 | GovernmentGrantsAmt |
| All Other Contributions | $63,888 | AllOtherContributionsAmt |
| Total Contributions | $4,395,688 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient service revenue | 621110 | $14,279,931 | $14,279,931 | |
| Pharmacy services | 623000 | $4,452,457 | $4,099,380 | $353,077 |
| 340B contract revenue | 621110 | $1,219,803 | $1,219,803 | |
| Pharmacy network | 621110 | $599,579 | $599,579 | |
| Other program services | 621110 | $567,346 | $567,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,119,116 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,247 | TotalRevenueColumnAmt |
| Exclusion | $3,247 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,861,412 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,176,334 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $685,078 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $685,078 | TotalRevenueColumnAmt |
| Exclusion | $685,078 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,203,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,766,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $353,077 | UnrelatedBusinessRevenueAmt |
| Exclusion | $688,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Program Services | $450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,195 | TotalAmt |
| Program Services | $308,049 | ProgramServicesAmt |
| Management And General | $239,146 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,170,821 | TotalAmt |
| Program Services | $8,455,948 | ProgramServicesAmt |
| Management And General | $3,714,873 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,658 | TotalAmt |
| Program Services | $276,822 | ProgramServicesAmt |
| Management And General | $127,836 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,553,992 | TotalAmt |
| Program Services | $1,029,559 | ProgramServicesAmt |
| Management And General | $524,433 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,947 | TotalAmt |
| Program Services | $619,155 | ProgramServicesAmt |
| Management And General | $297,792 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,808 | TotalAmt |
| Management And General | $96,808 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,400 | TotalAmt |
| Management And General | $82,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,970 | TotalAmt |
| Program Services | $1,236,615 | ProgramServicesAmt |
| Management And General | $1,092,355 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,230 | TotalAmt |
| Program Services | $1,308 | ProgramServicesAmt |
| Management And General | $18,922 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,828 | TotalAmt |
| Program Services | $184,146 | ProgramServicesAmt |
| Management And General | $293,682 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,234 | TotalAmt |
| Program Services | $12,686 | ProgramServicesAmt |
| Management And General | $324,548 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,224 | TotalAmt |
| Program Services | $459,295 | ProgramServicesAmt |
| Management And General | $138,929 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,445 | TotalAmt |
| Program Services | $46,609 | ProgramServicesAmt |
| Management And General | $1,836 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,061 | TotalAmt |
| Program Services | $62,148 | ProgramServicesAmt |
| Management And General | $8,913 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,291 | TotalAmt |
| Program Services | $9,794 | ProgramServicesAmt |
| Management And General | $264,497 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,041 | TotalAmt |
| Program Services | $204,573 | ProgramServicesAmt |
| Management And General | $207,468 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,065 | TotalAmt |
| Program Services | $21,657 | ProgramServicesAmt |
| Management And General | $158,408 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| 340B drugs/med supplies | $3,848,763 | $3,848,763 | |
| Provision for bad debts | $382,313 | $382,313 | |
| Lab supplies | $129,511 | $129,511 | |
| Recruitment | $17,345 | $2,981 | $14,364 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,899,592 | TotalAmt |
| Program Services | $17,292,382 | ProgramServicesAmt |
| Management And General | $7,607,210 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,319 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,234 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,165 | BOYAmt |
| EOY | $152,756 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,476,006 | BOYAmt |
| EOY | $1,823,690 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,879 | BOYAmt |
| EOY | $350,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,479 | BOYAmt |
| EOY | $88,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,560,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,279,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,590,908 | BOYAmt |
| EOY | $6,281,256 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,770 | BOYAmt |
| EOY | $249,443 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,037 | BOYAmt |
| EOY | $239,359 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,738 | BOYAmt |
| EOY | $428,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,121,535 | BOYAmt |
| EOY | $9,614,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,510,651 | BOYAmt |
| EOY | $2,516,137 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,031 | BOYAmt |
| EOY | $388,513 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,246,268 | BOYAmt |
| EOY | $3,887,195 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,280 | BOYAmt |
| EOY | $247,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,850,230 | BOYAmt |
| EOY | $7,039,612 | 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 | $1,271,305 | BOYAmt |
| EOY | $2,324,029 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,305 | BOYAmt |
| EOY | $2,574,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,121,535 | BOYAmt |
| EOY | $9,614,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,303,537 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $417 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $417 | 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 | Lamoille Health Partners is a member of the Bi-State Primary Care Association, a health care industry group. It is possible that a portion of the dues paid to this Association was available for lobbying expenditures on behalf of Lamoille Health Partners and the other Association members in furtherance of their exempt purposes. At the time of filing this Form 990, the Association was unable to provide Lamoille Health Partners with an estimate of the portion of dues paid during this tax year that was available for lobbying. However, in past years, of the total dues paid, approximately 1.5% was determined to be used on lobbying expenditures. Accordingly, Lamoille Health Partners estimates that of the $27,821 in total dues paid during this year, approximately $417 may have been available for use by the Association on lobbying purposes. For transparency purposes, such has been reported on this Form 990, Schedule C, Part II-B, Line 1f. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $591,176 | OtherCostOrOtherBasisAmt |
| Book Value | $591,176 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,842,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,382,617 | DepreciationAmt |
| Book Value | $4,459,512 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,029,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $878,364 | DepreciationAmt |
| Book Value | $151,025 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,767,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,014,471 | DepreciationAmt |
| Book Value | $752,881 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,123 | DepreciationAmt |
| Book Value | $326,662 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,281,256 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating lease liabilities | Desc |
| Amt | $247,767 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $247,767 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,860,516 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $39,700 | OtherRevenueAmt |
| Revenue Not Reported | $39,700 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,820,816 | RevenueSubtotalAmt |
| Other Revenues Not Included | $382,313 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $382,313 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,203,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,556,979 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,700 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,700 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,517,279 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $382,313 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $382,313 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,899,592 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Organization has been organized without capital stock and operates exclusively for charitable and/or educational purposes. The Organization complies with the provisions of Section 501(c)(3) of the Internal Revenue Code (IRC) to operate as a not-for-profit organization and is exempt from income taxes. As a tax-exempt public charity as described in Section 501(c)(3) of the IRC, only unrelated business income, as described by Section 512(a)(1) of the IRC, is subject to federal income tax. The Organization considers its activities to determine any unrelated business income filing and tax payment requirements as appropriate with its annual tax return submissions. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the FASB, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. The Organization has evaluated the position taken on its filed tax returns. The Organization has concluded no uncertain income tax positions exist at September 30, 2025. |
| Part XI, Line 2d - Other Adjustments: | Internal pharmacy rent adjustments 39,700. |
| Part XI, Line 4b - Other Adjustments: | Provision for bad debts 382,313. |
| Part XII, Line 2d - Other Adjustments: | Internal pharmacy rent adjustments 39,700. |
| Part XII, Line 4b - Other Adjustments: | Provision for bad debts 382,313. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Linda Zamvil MD | ||||||||||||||
| Physician | $325,359 | $0 | $0 | $0 | $6,658 | $0 | $13,143 | $0 | $10,127 | $0 | $355,287 | $0 | $0 | $0 |
| Lance Broy MD | ||||||||||||||
| Chief Medical Officer | $283,184 | $0 | $12,000 | $0 | $621 | $0 | $2,182 | $0 | $10,061 | $0 | $308,048 | $0 | $0 | $0 |
| Melissa Volansky MD | ||||||||||||||
| Physician | $275,790 | $0 | $0 | $0 | $1,161 | $0 | $11,071 | $0 | $10,831 | $0 | $298,853 | $0 | $0 | $0 |
| Steven Soriano DO | ||||||||||||||
| Physician | $240,132 | $0 | $0 | $0 | $196 | $0 | $9,641 | $0 | $10,739 | $0 | $260,708 | $0 | $0 | $0 |
| Robert Quinn MD | ||||||||||||||
| Physician | $228,019 | $0 | $0 | $0 | $414 | $0 | $9,288 | $0 | $14,025 | $0 | $251,746 | $0 | $0 | $0 |
| Katherine Marvin MD | ||||||||||||||
| Physician | $229,239 | $0 | $0 | $0 | $233 | $0 | $9,264 | $0 | $12,200 | $0 | $250,936 | $0 | $0 | $0 |
| Stuart G May | ||||||||||||||
| President/CEO (end 10/2024) | $219,744 | $0 | $0 | $0 | $1,441 | $0 | $8,806 | $0 | $639 | $0 | $230,630 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | From time-to-time the Organization may provide bonuses, performance awards, or other non-fixed payments based on the accomplishments of defined metrics and goals. Non-fixed payments are subject to the Organization's standard compensation review and approval procedures. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | During the period covered by this Form 990, Lamoille Health Partners engaged two independent third-party professional services firms to provide interim Chief Financial Officer (CFO) services to the Organization: BerryDunn and Your Part Time Controller. Engagement with BerryDunn: As per the Interim CFO Agreement, BerryDunn provided the following services: interim CFO support and related services; budgeting and financial reporting; forecasting and projections; support for the CEO and other key employees and officers; and to assist in the development and recruitment of a permanent CFO role and BerryDunn's eventual replacement. The agreement with BerryDunn was signed effective January 2024. In March 2024, through the agreement with BerryDunn, Evalie Crosby was placed as the Interim CFO, in which role Ms. Crosby served through this tax year, and up until and into December 2024. In this capacity, Evalie Crosby fulfilled the same general responsibilities assigned to BerryDunn under the original Interim CFO Agreement. For December 2024 only, Ms. Crosby was considered an employee of Lamoille Health Partners. Accordingly, the compensation and benefits paid to Ms. Crosby as an employee and officer of Lamoille Health Partners are disclosed on this Form 990, Part VII. After December 2024, following new Board and officer assignments, Ms. Crosby ended her role as Interim CFO, and remained retained as a Finance Consultant for the Board on an as-needed basis only. Accordlying, as of the end of December 2024, Ms. Crosby was no longer an Officer of the Organization. While Ms. Crosby may have also received compensation from BerryDunn as an employee and/or contractor of or with BerryDunn, Lamoille Health Partners did not directly pay Ms. Crosby for her services, outside of the one-month period in December 2024 when she was deemed an employee. The total amount paid separately to BerryDunn during calendar year 2024, for all Interim CFO and other financial services, was $166,026. Engagement with Your Part Time Controller: The agreement with Your Part Time Controller ("YPTC") was signed effective December 2024. At such time, YPTC assumed many of the same responsibilities and powers previously held by BerryDunn, including such duties as: budgeting and financial reporting; forecasting and projections; support for the CEO and other key employees and officers; and to assist in the development and recruitment of a permanent CFO role. This arrangement with YPTC was held from December 2024 through August 2025. During that time, Gail Messier served as YPTC's representative and therefore as Lamoille Health Partners' Interim CFO. Accordingly, Ms. Messier has been deemed an Officer of the Board during part of this fiscal year. While Ms. Messier may have received compensation from YPTC as an employee and/or contractor with YPTC, Lamoille Health Partners did not directly pay Ms. Messier for her services. The total amount paid to YPTC during calendar year 2024, for all Interim CFO and other financial services, was $5,533. Lastly, as of the end of this year ending September 2025 and following the end of its engagement with YPTC, Randy Gibson has served as Lamoille Health Partners' full-time CFO. |
| Form 990, Part VI, Section A, line 4 | The Organization's bylaws were revised in September 2025 in the following significant ways: 1. The bylaws were revised to state that no more than 49 percent of Board members may be financially interested persons. 2. The bylaws were revised to explicitly state that the Finance Committee shall review the annual IRS Form 990 return and the annual financial audit, and the Finance Committee will meet periodically with the auditors. |
| Form 990, Part VI, Section B, line 11b | The Organization's Form 990 is prepared with the assistance of an independent public accounting firm. The draft is then thoroughly reviewed by the Finance Committee and other key financial staff. Once any changes are made, the Organization makes the Form 990 available for all Board Members to review via secure web portal, email, or in hard copy prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Each Board member has a fiduciary duty to Lamoille Health Partners, Inc. (the, "corporation") and must give it his/her loyalty. The Board of Directors shall establish, adopt, and periodically update a written corporate policy that establishes procedures for discussing and addressing conflicts of interest or the appearance of conflicts of interest by Board members, officers, employees, consultants, and/or agents who provide services or furnish goods to the corporation, and for maintaining confidentiality. A director or officer shall disclose a conflict of interest: (a) prior to voting on or otherwise discharging his duties with respect to any matter involving the conflict which comes before the board or any committee; (b) prior to entering into any contract or transaction involving the conflict; (c) as soon as possible after the director or officer learns of the conflict; and (d) on the annual conflict of interest disclosure form. The Secretary of the corporation shall distribute annually to all directors and officers, a form soliciting the disclosure of conflicts of interest, including specific information concerning the terms of any contract or transaction with the corporation and whether the process for approval. Approval of Contracts and Transactions Involving Potential Conflicts of Interest: A director or officer who has or learns about a potential conflict of interest should disclose promptly to the Secretary of the corporation the material facts surrounding any actual or potential conflict of interest, including specific information concerning the terms of any contract or transaction with the corporation. All efforts should be made to disclose any such contract or transaction, and have it approved by the Board before the arrangement is entered into. Following receipt of information concerning a contract or transaction involving a potential conflict of interest, the Board shall consider the material facts concerning the proposed contract or transaction including the process by which the decision was made to recommend entering into the arrangement on the terms proposed. The Board shall approve only those contracts or transactions in which the terms are fair and reasonable to the corporation and the arrangements are consistent with the best interests of the corporation. |
| Form 990, Part VI, Section B, line 15 | The CEO compensation is determined and executed by the Board of Directors taking into consideration individual and organizational performance, experience, and comparable market rates for the position. All other officer and key employee compensation is determined by the CEO focusing on individual performance, experience, and utilizing outside compensation data. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents, conflict of interest policy, audited financial statements, and Forms 1023 and 990 available to the public upon request at its central offices. |
| Form 990, Part IX, Column D: | The Organization did not incur any fundraising expenses during the current fiscal year. All grants are received primarily from state and federal sources on an on-going basis. |
| Form 990, Part XI, Line 2c | The audit process has not changed from the prior year. |
| Form 990, Part VI, Line 16b: | While no policy or procedure that is written exists, in every instance where Lamoille Health Partners (LHP) has entered into a joint venture, LHP has secured legal advice to understand the implications of entering into an LLC agreement and its impact on the Organization's tax exempt status. This is the normal procedure followed to safeguard the Organization's tax exempt status for all LLC agreements. Previously, LHP's Schedule R listed several LLC entities as related organizations which constituted the Organization's joint ventures. The Organization has disposed of its interest in all joint ventures it previously participated in with taxable entities in previous tax years. |
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