HELEN PORTER NURSING HOME INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HELEN PORTER NURSING HOME INC (EIN 03-0306549)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-08-13
IRS object ID
202602259349300615
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

FieldValueIRS element (for citing)
Return2026-08-13T07:33:27-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030306549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELEN PORTER NURSING HOME INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone8023884701PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 PORTER DRIVEAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT COMEAUPersonNm
Person TitleCFOPersonTitleTxt
Phone8023884701PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL J TANISPreparerPersonNm
PTINP01441612PTIN
Phone6175305000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1HELEN PORTER REHABILITATION & NURSINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBOB ORTMYERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 PORTER DRIVEAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,387,123GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UVMHEALTH.ORG/LOCATIONS/HELEN-PORTER-REHABILIWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionOPERATION OF A 98-BED SKILLED NURSING HOMEActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee177TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$989,038PYContributionsGrantsAmt
CY Contributions Grants$141,648CYContributionsGrantsAmt
PY Program Service Revenue$15,058,147PYProgramServiceRevenueAmt
CY Program Service Revenue$18,150,928CYProgramServiceRevenueAmt
PY Investment Income$149,318PYInvestmentIncomeAmt
CY Investment Income$94,547CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,196,503PYTotalRevenueAmt
CY Total Revenue$18,387,123CYTotalRevenueAmt
PY Grants And Similar Paid$5,189PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$10,318,556PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,500,195CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,047,201PYOtherExpensesAmt
CY Other Expenses$4,708,232CYOtherExpensesAmt
PY Total Expenses$20,370,946PYTotalExpensesAmt
CY Total Expenses$22,208,427CYTotalExpensesAmt
PY Revenues Less Expenses-$4,174,443PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,821,304CYRevenuesLessExpensesAmt
Total Assets BOY$14,117,708TotalAssetsBOYAmt
Total Assets EOY$11,971,154TotalAssetsEOYAmt
Total Liabilities BOY$31,404,723TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,257,479TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$17,287,015NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$21,286,325NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF HELEN PORTER REHABILITATION AND NURSING IS TO IMPROVE THE HEALTH OF OUR COMMUNITY, ONE PERSON AT A TIME.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,632,658ExpenseAmt
Revenue$18,150,928RevenueAmt
DescOPERATED A LONG-TERM COMMUNITY ORIENTED 98 BED SKILLED NURSING HOME, CONSISTING OF 38 LONG-TERM CARE BEDS, 31 MEMORY CARE BEDS, 27 POST-ACUTE CARE BEDS, 2 END-OF-LIFE SUITES AND 1 END-OF-LIFE ROOM. THE FACILITY IS THE ONLY SKILLED NURSING FACILITY IN ADDISON COUNTY, VERMONT. THE NURSING HOME PROVIDED SERVICES TO PATIENTS THAT TOTALED 33,821 RESIDENT DAYS DURING THE YEAR ENDING 9/30/2025.Desc
Total Program Service Expenses$15,632,658TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee177EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT COMEAU CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8023884752PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 PORTER DRIVEAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALICIA GRANGENT
DIRECTOR (TIL 4/2025)1.004.00Yes (X)$0$0$0
DR KRISTOFER ANDERSON
DIRECTOR1.0044.00Yes (X)$0$440,210$36,992
JUDSON BARTLETT
DIRECTOR (TIL 12/2024)1.004.00Yes (X)$0$0$0
MEGAN BRAKELEY
DIRECTOR1.004.00Yes (X)$0$0$0
ANNE COLLINS
DIRECTOR1.004.00Yes (X)$0$0$0
BILL CUNNINGHAM
DIRECTOR1.004.00Yes (X)$0$0$0
MATTHEW CURRAN
TREASURER1.004.00Yes (X)$0$0$0Yes (X)
KIM FARNHAM
CHAIR1.004.00Yes (X)$0$0$0Yes (X)
NICHOLAS LOVEJOY
SECRETARY1.004.00Yes (X)$0$0$0Yes (X)
LINDA SCHIFFER
DIRECTOR (TIL 12/2024)1.004.00Yes (X)$0$0$0
HELENA VAN VOORST
VICE CHAIR1.004.00Yes (X)$0$0$0Yes (X)
SMITA RUZIKA
DIRECTOR1.004.00Yes (X)$0$0$0
RACHEL LEE CUMMINGS
DIRECTOR1.004.00Yes (X)$0$0$0
JULIA GRAND DOUCET
DIRECTOR1.004.00Yes (X)$0$0$0
BOB ORTMYER
PRES, ECH & PMC10.0040.00$0$558,597$65,520Yes (X)
SCOTT COMEAU
CFO5.0045.00$0$304,915$43,781Yes (X)
BRANDI BETCHER HELM
AVP OPERATIONS15.0030.00$0$244,340$8,816Yes (X)
SHEILLAGH CAMPIONE
DIRECTOR OF NURSING (TIL 7/2024)45.000.00$155,362$0$10,736Yes (X)
CARRIE THIBAULT
DIR NURSING (AS OF 11/2024)45.000.00$149,742$0$4,745Yes (X)
ARLENE MATHEWSON
RN45.000.00$210,467$0$27,451Yes (X)
MARY JANE NOTTONSON
VP LONG TERM CARE45.000.00$192,434$0$39,560Yes (X)
ERICA MATHIS
RN45.000.00$138,161$0$29,230Yes (X)
TOM THOMPSON
FMR PRES & COO0.000.00$0$122,623$0Yes (X)
JUDY PEEK-LEE
FMR INTERIM CFO0.0050.00$0$470,060$40,758Yes (X)
LINDA HAVEY
FMR AVP CHIEF NURS OFF15.0030.00$0$233,332$12,679Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$846,166TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,374,077TotReportableCompRltdOrgAmt
Total Other Compensation$320,268TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NEAGLEY & CHASE CONSTRUCTION CO
66 BOWDOIN STREETSOUTH BURLINGTONVT05407CONSTRUCTION SERVICES$4,133,147
CELTIC CONSULTING LLC
399 MAIN STREETTORRINGTONCT06790CLINICAL CONSULTING SERVICES$259,425
HEALTHDIRECT
600 BLAIR PARK SUITE 195WILLISTONVT05495TRAVELER/PHARMACIST$237,806
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$141,648AllOtherContributionsAmt
Noncash Contributions$22,716NoncashContributionsAmt
Total Contributions$141,648TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT SERVICE REVENUEDesc
Business623000BusinessCd
Total Revenue Column$18,150,928TotalRevenueColumnAmt
Related Or Exempt Func Income$18,150,928RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$18,150,928TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,547TotalRevenueColumnAmt
Exclusion$94,547ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,387,123TotalRevenueColumnAmt
Related Or Exempt Func Income$18,150,928RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$94,547ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,964,283TotalAmt
Program Services$11,148,732ProgramServicesAmt
Management And General$3,815,551ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$278,631TotalAmt
Program Services$249,738ProgramServicesAmt
Management And General$28,893ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,424,655TotalAmt
Program Services$1,173,808ProgramServicesAmt
Management And General$250,847ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$832,626TotalAmt
Program Services$746,291ProgramServicesAmt
Management And General$86,335ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$48,789TotalAmt
Management And General$48,789ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,706TotalAmt
Program Services$25,349ProgramServicesAmt
Management And General$10,357ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$4,897TotalAmt
Management And General$4,897ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,630,348TotalAmt
Program Services$177,660ProgramServicesAmt
Management And General$1,452,688ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$94TotalAmt
Management And General$94ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$757,349TotalAmt
Program Services$738,143ProgramServicesAmt
Management And General$19,206ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,639TotalAmt
Program Services$25,639ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$444,324TotalAmt
Management And General$444,324ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,564TotalAmt
Program Services$4,448ProgramServicesAmt
Management And General$2,116ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$48,562TotalAmt
Program Services$34,383ProgramServicesAmt
Management And General$14,179ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$417,562TotalAmt
Program Services$295,646ProgramServicesAmt
Management And General$121,916ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$46,585TotalAmt
Management And General$46,585ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROVIDER TAX$482,114$341,351$140,763
MEDICAL SUPPLIES$430,094$430,094
MED. SERV. AFFILIATED$122,124$122,124
NON CONTRACT MAITNANCE$69,209$23,817$45,392

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$138,272TotalAmt
Program Services$95,435ProgramServicesAmt
Management And General$42,837ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,208,427TotalAmt
Program Services$15,632,658ProgramServicesAmt
Management And General$6,575,769ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,002BOYAmt
EOY$1,002EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,776,927BOYAmt
EOY$1,711,529EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$114,856BOYAmt
EOY$47,211EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,313,525BOYAmt
EOY$2,252,548EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$21,217BOYAmt
EOY$35,077EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,693BOYAmt
EOY$214,651EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,697,608LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,083,540LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,701,349BOYAmt
EOY$7,614,068EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,388BOYAmt
EOY$38,318EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$58,751BOYAmt
EOY$56,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,117,708BOYAmt
EOY$11,971,154EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,371,595BOYAmt
EOY$31,514,553EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,907,590BOYAmt
EOY$1,742,926EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,125,538BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,404,723BOYAmt
EOY$33,257,479EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$18,748,224BOYAmt
EOY-$21,494,768EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,461,209BOYAmt
EOY$208,443EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$17,287,015BOYAmt
EOY-$21,286,325EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,117,708BOYAmt
EOY$11,971,154EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,821,304ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$178,006OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S EXEMPTION IS BASED UPON BEING CLASSIFIED AS A HOSPITAL OR COOPERATIVE SERVICE ORGANIZATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(III). SINCE THE ORGANIZATION IS NOT LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY THE STATE OF VERMONT AS A HOSPITAL, BUT RATHER, AS SKILLED NURSING FACILITY, SCHEDULE H IS NOT REQUIRED.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$4,897OtherActivitiesAmt
Total Lobbying Expenditures$4,897TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PAYS DUES TO THE VERMONT ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS ALONG WITH VERMONT HEALTH CARE ASSOCIATION, A PORTION OF WHICH IS ATTRIBUTABLE TO LOBBYING EXPENSES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,191,982OtherCostOrOtherBasisAmt
Book Value$1,191,982BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,647,406OtherCostOrOtherBasisAmt
Depreciation$5,663,973DepreciationAmt
Book Value$5,983,433BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,858,220OtherCostOrOtherBasisAmt
Depreciation$1,419,567DepreciationAmt
Book Value$438,653BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,614,068TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION HOLDS FUNDS BELONGING TO RESIDENTS FOR THEIR PERSONAL USE. THE FUNDS ARE MADE AVAILABLE TO THE RESIDENTS AS REQUIRED OR NEEDED.
PART X, LINE 2:HELEN PORTER NURSING HOME, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"). PAGE 17 OF THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN A FOOTNOTE INDICATING THAT NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN RECORDED.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BOB ORTMYER
PRES, ECH & PMC$0$389,179$0$116,095$0$53,323$0$49,798$0$15,722$0$624,117$0$8,627
JUDY PEEK-LEE
FMR INTERIM CFO$0$394,303$0$69,499$0$6,258$0$24,150$0$16,608$0$510,818$0$0
DR KRISTOFER ANDERSON
DIRECTOR$0$418,024$0$0$0$22,186$0$20,700$0$16,292$0$477,202$0$0
SCOTT COMEAU
CFO$0$261,093$0$41,293$0$2,529$0$12,432$0$31,349$0$348,696$0$0
BRANDI BETCHER HELM
AVP OPERATIONS$0$205,205$0$22,577$0$16,558$0$7,319$0$1,497$0$253,156$0$0
LINDA HAVEY
FMR AVP CHIEF NURS OFF$0$204,269$0$19,846$0$9,217$0$9,331$0$3,348$0$246,011$0$0
ARLENE MATHEWSON
RN$208,674$0$0$0$1,793$0$6,407$0$21,044$0$237,918$0$0$0
MARY JANE NOTTONSON
VP LONG TERM CARE$167,191$0$22,829$0$2,414$0$5,996$0$33,564$0$231,994$0$0$0
ERICA MATHIS
RN$138,021$0$0$0$140$0$5,758$0$23,472$0$167,391$0$0$0
SHEILLAGH CAMPIONE
DIRECTOR OF NURSING (TIL 7/2024)$95,534$0$0$0$59,828$0$2,694$0$8,042$0$166,098$0$0$0
CARRIE THIBAULT
DIR NURSING (AS OF 11/2024)$139,723$0$1,500$0$8,519$0$4,473$0$272$0$154,487$0$0$0
TOM THOMPSON
FMR PRES & COO$0$0$0$0$0$122,623$0$0$0$0$0$122,623$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3HELEN PORTER NURSING HOME RELIED ON THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"), PARENT OF ITS PARENT ORGANIZATION, PORTER MEDICAL CENTER, TO ESTABLISH SENIOR EXECUTIVE COMPENSATION. UVM HEALTH NETWORK UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-BPORTER MEDICAL CENTER PRESIDENT & COO TOM THOMPSON ENTERED INTO AN AGREEMENT EFFECTIVE 10/2023 UNDER WHICH HE RECEIVED 6 MONTHS CONTINUATION OF BASE SALARY. PAYMENTS MADE UNDER THIS AGREEMENT WERE MADE IN THE 2024 CALENDAR YEAR AND ARE THEREFORE INCLUDED IN THE AMOUNTS REPORTED HEREIN. PORTER MEDICAL CENTER (PARENT ORGANIZATION OF HELEN PORTER NURSING HOME) DIRECTOR OF NURSING SHEILLAGH CAMPIONE ENTERED INTO AN AGREEMENT EFFECTIVE 7/2024 UNDER WHICH SHE RECEIVED 18 WEEK CONTINUATION OF BASE SALARY,AND CONTINUATION OF CERTAIN MEDICAL BENEFITS. PAYMENTS MADE UNDER THIS AGREEMENT WERE IN THE 2024 CALENDAR YEAR AND ARE THEREFORE INCLUDED IN THE AMOUNTS REPORTED HEREIN. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THE UNIVERSITY OF VERMONT HEALTH NETWORK MAINTAINS A SUPPLEMENTAL RETIREMENT BENEFIT PLAN (SRP) FOR CERTAIN EMPLOYEES AT ANY NETWORK ENTITY UNDER CONTRACTUAL ARRANGEMENT WITH SEVERAL PERSONS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. PURSUANT TO THE TERMS OF THE SRP, ANNUAL CREDITS WERE MADE EQUAL TO A FIXED PERCENTAGE OF BASE SALARY. THE FOLLOWING PERSONS PARTICIPATED IN THE SRP IN CALENDAR YEAR 2024, AND THEIR RESPECTIVE FIXED PERCENTAGE IS DESIGNATED IN PARENTHESES: BOB ORTMYER (6.42%). DEFERRED AMOUNTS VEST ON THE EARLIER OF: (I) JANUARY 1 OF THE THIRD PLAN YEAR AFTER THE PLAN YEAR FOR WHICH THE ACCOUNT WAS CREATED; OR (II) THE PARTICIPANT'S 65TH BIRTHDAY. BOB ORTMYER RECEIVED SRP DISTRIBUTIONS REFLECTED IN SCH J, PART II, COL (B)(III) AND (F). AMOUNTS DEFERRED DURING CALENDAR YEAR 2024 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AMOUNTS DEFERRED REMAIN SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET.
PART I, LINE 7HELEN PORTER NURSING HOME PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (OFFICERS, VICE PRESIDENTS, PHYSICIAN CHAIRS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL VARIABLE PAY PLAN AS THE PLAN'S PERFORMANCE MEASURES WERE MET. THE MEASURES WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THESE MEASURES INCLUDED FINANCIAL, POPULATION HEALTH & QUALITY, AND OPERATIONAL RELATED METRICS. ADDITIONALLY, CERTAIN EMPLOYEES OF THE ORGANIZATION WERE ELIGIBLE TO RECEIVE DISCRETIONARY BONUSES FOR RETENTION AND TAKING ON EXTRA RESPONSIBILITIES.
PART I, LINE 8SALARIES AND OTHER FIXED AMOUNTS PAYABLE TO EXECUTIVES SUCH AS OFFICERS AND CERTAIN KEY EMPLOYEES ARE SET BY CONTRACTS THAT ARE NEGOTIATED AND ENTERED INTO PRIOR TO THE COMMENCEMENT OF EACH EXECUTIVES' EMPLOYMENT. THE TERMS OF SUCH CONTRACTS ARE APPROVED IN ADVANCE BY THE APPROPRIATE COMPENSATION COMMITTEE OR OTHER BOARD-AUTHORIZED BODY, WHICH OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING SUCH OFFER, AND CONCURRENTLY DOCUMENTS ITS BASIS FOR DETERMINATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1VERMONT EDUCATIONAL AND HEALTH BUILDINGS AND FINANCING AGENCYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN237154467BondIssuerEIN
Bond Issued2025-08-01BondIssuedDt
Issue Price$1,769,135IssuePriceAmt
PurposeREFUNDING 2015A BONDSPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$12,759RetiredAmt
Total Proceeds$1,769,135TotalProceedsAmt
Other Spent Proceeds$1,769,135OtherSpentProceedsAmt
Substantial Completion1997SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To RebateYes (1)ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE K, PART I, COL (C) CUSIP #FormAndLineReferenceDesc
ExplanationBECAUSE THE BONDS ARE HELD BY A PRIVATE FINANCIAL INSTITUTION AND WERE NEVER OFFERED TO THE PUBLIC, A CUSIP NUMBER WAS NOT ASSIGNED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE GOVERNING BODY FOR HELEN PORTER NURSING HOME, INC. IS IDENTICAL TO THAT OF PORTER HOSPITAL, INC. AS WELL AS THEIR PARENT ORGANIZATION, PORTER MEDICAL CENTER. SCOTT COMEAU AND LINDA HAVEY, HAD AN EMPLOYMENT RELATIONSHIP WITH PORTER MEDICAL CENTER.
FORM 990, PART VI, SECTION A, LINE 6PORTER MEDICAL CENTER, INC. IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE GOVERNING BODY OF HELEN PORTER NURSING HOME, INC. IS IDENTICAL TO THAT OF ITS PARENT ORGANIZATION, PORTER MEDICAL CENTER, INC. THE UNIVERSITY OF VERMONT HEALTH NETWORK, AS SOLE MEMBER OF PORTER MEDICAL CENTER, INC., HAS POWERS TO ELECT MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BUVM HEALTH NETWORK HAS THE POWER TO APPROVE SIGNIFICANT CORPORATE ACTIONS, INCLUDING ANNUAL OPERATING AND CAPITAL BUDGETS, STRATEGIC PLANS, THE APPOINTMENT OF THE CEO, THE INCURRENCE OF LONG-TERM INDEBTEDNESS, AMENDMENTS TO THE ORGANIZATION'S BYLAWS AND ARTICLES OF ORGANIZATION, AND APPROVAL OF MAJOR FINANCIAL DECISIONS INCLUDING MERGERS, BANKRUPTCIES, AND THE DEVELOPMENT OR TERMINATION OF PROGRAM SERVICES. UVM HEALTH NETWORK IS A VERMONT NON-PROFIT CORPORATION WHICH HAS BEEN RECOGNIZED BY THE IRS AS A 501(C)(3) ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 FOR HELEN PORTER NURSING HOME INC. IS PREPARED BY UVM MEDICAL CENTER STAFF AND REVIEWED BY PWC US TAX LLP. FOLLOWING OR CONCURRENT WITH PWC'S REVIEW, A DRAFT RETURN IS PRESENTED TO THE UVM HEALTH NETWORK AUDIT COMMITEE AND MANAGEMENT FOR REVIEW AND COMMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL QUESTIONNAIRES AND CERTIFICATIONS REQUIRED OF ALL TRUSTEES, OFFICERS, AND OTHER INDIVIDUALS IN A POSITION TO EXERCISE INFLUENCE OVER THE AFFAIRS THE ORGANIZATION, THROUGH ONGOING DUTIES TO DISCLOSE TRANSACTIONS IN WHICH SUCH PERSONS HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST, AND THROUGH ONGOING MONITORING EFFORTS BY THE ORGANIZATION'S CFO AND CONTROLLER. WHEN A POTENTIAL CONFLICT IS DISCLOSED OR OTHERWISE IDENTIFIED, THE BOARD OR AFFECTED BOARD COMMITTEE IS CHARGED WITH DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS, WITH THE INTERESTED PERSON BEING DISQUALIFIED FROM VOTING, PARTICIPATION, AND ATTENDANCE. IF THE BOARD OR BOARD COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST DOES IN FACT EXIST, THEN SUCH PERSON IS RESTRICTED FROM PARTICIPATION IN ALL DELIBERATIONS PERTAINING TO THE PROPOSED TRANSACTION OR ARRANGEMENT AT ISSUE. THE REMAINING BOARD OR COMMITTEE MEMBERS MAY, AT THEIR DISCRETION, APPOINT A DISINTERESTED PERSON OR COMMITEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE BOARD OR AFFECTED COMMITTEE SHALL CONTAIN THE NAME OF THE INTERESTED PERSON, THE NATURE OF THE INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT WAS PRESENT, AND THE DECISION AS TO WHETHER A CONFLICT EXISTED. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY ARE SUBJECT TO DISCIPLINARY AND CORRECTIVE ACTION INCLUDING BUT NOT LIMITED TO TERMINATION.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION DELEGATES THE SETTING OF EXECUTIVE COMPENSATION TO THE UNIVERSITY OF VERMONT (UVM) HEALTH NETWORK COMPENSATION COMMITTEE, AN INDEPENDENT COMMITTEE, UNDER PRINCIPLES DESCRIBED IN ITS CHARTER. THE UVM HEALTH NETWORK HAS ADOPTED A COMPENSATION PHILOSOPHY WHICH PROVIDES A FRAMEWORK FOR SETTING COMPENSATION FOR THE EXECUTIVIES OF UVM HEALTH NETWORK AND ITS AFFILIATED MEMBER ORGANIZATIONS. THE PARAMETERS OF THIS PHILOSOPHY INCLUDE UTILIZING APPROPRIATE NATIONAL AND REGIONAL PEER GROUPS. SALARIES ARE TARGETED AT THE 50TH PERCENTILE OF THE NATIONAL PEER GROUP, WITH PERFORMANCE BASED VARIABLE PAY OPPORTUNITIES TO ACHIEVE UP TO THE 65TH PERCENTILE, DEPENDING ON ORGANIZATION AND INDIVIDUAL RESULTS. COMPENSATION LEVELS ARE APPROVED BY THE NETWORK COMPENSATION COMMITTEE FOR THE UVM HEALTH NETWORK/DIRECT REPORTS AND THE AFFILIATED ORGANIZATIONS' CEOS. CALCULATIONS ARE PERFORMED USING THE SAME PHILOSOPHY FOR THE THIRD TIER OF LEADERSHIP, WITH THE EXCEPTION THAT THE LOCAL BOARDS APPROVE COMPENSATION FOR ALL NON-CEO POSITIONS. ALL ACTIONS TAKEN REGARDING EXECUTIVE COMPENSATION ARE CONTEMPORANEOUSLY DOCUMENTED BY THE APPROPRIATE ORGANIZATION. THIS REVIEW IS PERFORMED ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:TRANSFER OF NET ASSETS -101,969. INTER ORG ELIMINATIONS -1,252,768. TEMP RESTRICTED CONTRIBUTIONS -139,866. ASSETS RELEASED FROM RESTRICTIONS 1,316,597.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
THE UNIVERSITY OF VERMONT MEDICAL CENTER
111 COLCHESTER AVEBURLINGTONVT05401030219309HOSPITALVT501(C)(3)3UVMHNYes (1)
THE UNIVERSITY OF VERMONT MED CTR FDN INC
111 COLCHESTER AVEBURLINGTONVT05401263159849FUNDRAISINGVT501(C)(3)12A-IUVMMCYes (1)
UNIVERSITY OF VERMONT HEALTH NETWORK INC
111 COLCHESTER AVEBURLINGTONVT05401452880726HOLDING COMPANYVT501(C)(3)12A-I0N/A
CENTRAL VERMONT MEDICAL CENTER
130 FISHCHER ROADBERLINVT05602222547186HOSPITALVT501(C)(3)3UVMHNYes (1)
UNIVERSITY HEALTH CENTER
111 COLCHESTER AVEBURLINGTONVT05401030229931HOSPITALVT501(C)(3)12A-IUVMMCYes (1)
COMMUNITY PROVIDERS INC
75 BEEKMAN STREETPLATTSBURGHNY01290222544844HEALTH SVC COORNY501(C)(3)12A-IUVMHNYes (1)
CHAMPLAIN VALLEY PHYSICIANS HOSPITAL
75 BEEKMAN STREETPLATTSBURGHNY12901141338471HOSPITALNY501(C)(3)3UVMHNYes (1)
ELIZABETHTOWN COMMUNITY HOSPITAL
75 PARK STREETELIZABETHTOWNNY12932141364513HOSPITALNY501(C)(3)3UVMHNYes (1)
EMERGENCY MEDICAL TRANSPORT OF CVPH INC
75 BEEKMAN STREETPLATTSBURGHNY12901061718419AMBULANCE SVCNY501(C)(3)12B-IICPIYes (1)
CVPH MEDICAL CENTER FOUNDATION
75 BEEKMAN STREETPLATTSBURGHNY12901141727048HEALTH SVC SUPPORTNY501(C)(3)12B-IICVPHYes (1)
UNIVERSITY MEDICAL EDUCATION ASSOCIATES
89 BEAUMONT AVENUEBURLINGTONVT05405237107832EDUCATIONALVT501(C)(3)10UVMHNMGYes (1)
ALICE HYDE MEDICAL CENTER
133 PARK STREETMALONENY12953150346515HOSPITALNY501(C)(3)3UVMHNYes (1)
PORTER MEDICAL CENTER INC
115 PORTER DRIVEMIDDLEBURYVT05753030310862SUPPORTING ORGVT501(C)(3)12B-IIUVMHN0
AUXILIARY OF PORTER MEDICAL CENTER
115 PORTER DRIVEMIDDLEBURYVT05753237363227SUPPORTING ORGVT501(C)(3)12B-IIPMCYes (1)
PORTER HOSPITAL INC
37 PORTER DRIVEMIDDLEBURYVT05753030181058HOSPITALVT501(C)(3)3PMCYes (1)
LAKE CHAMPLAIN PHYSICIAN SERVICES PC
75 BEEKMAN STREETPLATTSBURGHNY12901273785445PHYSICIAN SVCNY501(C)(3)12A-ICVPHYes (1)
THE UNIVERSITY OF VERMONT HEALTH NETWORK MEDICAL GROUP INC
111 COLCHESTER AVEBURLINGTONVT05401030225105PHYSICIAN SVCVT501(C)(3)12A-IUVMHNYes (1)
UVMHN HOME HEALTH & HOSPICE
1110 PRIM ROADCOLCHESTERVT05446030179603HOME HEALTHCAREVT501(C)(3)10UVMHNYes (1)
VMC INDEMNITY COMPANY INC
95 ST PAUL STBURLINGTONVT05401831102018INSURANCEVT501(C)(3)10UVMHNYes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
UVMHN VENTURES INC
111 COLCHESTER AVENUEBURLINGTONVT05401043380045HOLDING COMPANYVTN/ACYes (1)
UVMHN CREDENTIALING & ENROLLMENT
111 COLCHESTER AVENUEBURLINGTONVT05401030333056ADMIN SVCVTN/ACYes (1)
CHARITABLE REMAINDER TRUSTS (6)
SUPPORTVTN/ATYes (1)
PERPETUAL TRUSTS (10)
SUPPORTVTN/ATYes (1)
CHARITABLE IRREVOCABLE TRUSTS (8)
SUPPORTVTN/ATYes (1)
CHAMPLAIN VALLEY HEALTH NETWORK
75 BEEKMAN STREETPLATTSBURGHNY12901161586102ADMIN SVCNYN/ACYes (1)
MEDIQUEST INC
PO BOX 1656PLATTSBURGHNY12901141663061MED OFFICE LEASENYN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PORTER HOSPITAL INC
I$265,699FMV
PORTER HOSPITAL INC
P$4,094,451FMV
PORTER MEDICAL CENTER
P$602,745FMV
PORTER HOSPITAL INC
R$101,970FMV

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