2026-08-14T10:44:12+00:00 2025-09-30 415375658 CROWE ADVISORY LLC 4801 OLYMPIA PARK PLAZA SUITE 4000 LOUISVILLE KY 402412098 990 2024-10-01 237396147 HISTORIC HOMES OF RUNNEMEDE INC HIST 8026746733 40 MAXWELL PERKINS LANE WINDSOR VT 050891206 SAMANTHA TRACEY EXECUTIVE DIRECTOR 8026746733 2026-08-14 true RACHEL SPURLOCK P01316095 5023263996 2026-08-14 2024 2025-03-06 01:10:19Z MATTHEW FOSTER MD 40 MAXWELL PERKINS LANE WINDSOR VT 050891206 2800932 false X HHRLIVING.ORG X 2002 VT OUR MISSION IS TO PROVIDE A HOMELIKE ATMOSPHERE FILLED WITH ENCOURAGEMENT AND SUPPORTIVE CARE THAT ALLOWS OUR SENIOR CITIZENS TO LIVE OUT THEIR LIVES WITH DIGNITY AND INDEPENDENCE. 4 3 29 5 0 13772 12500 2251233 2722274 49091 66124 110991 34 2425087 2800932 0 0 957123 0 0 0 1569836 3690598 2526959 3690598 -101872 -889666 3278561 3429839 501303 458411 2777258 2971428 OUR MISSION IS TO PROVIDE A HOMELIKE ATMOSPHERE FILLED WITH ENCOURAGEMENT AND SUPPORTIVE CARE THAT ALLOWS OUR SENIOR CITIZENS TO LIVE OUT THEIR LIVES WITH DIGNITY AND INDEPENDENCE. false false 3520700 2722308 HISTORIC HOMES OF RUNNEMEDE, INC. OFFERS TWO HOUSING OPTIONS TO SENIOR AND HANDICAPPED INDIVIDUALS. STOUGHTON HOUSE HAS 27 PRIVATE ROOMS WITH PRIVATE BATHS. EVARTS HOUSE HAS 12 PRIVATE ROOMS WITH PRIVATE BATHS. BOTH HOUSES ARE LICENSED AS RESIDENTIAL CARE HOMES OFFERING 24-HOUR NURSING SUPERVISION AND OVERVIEW, MEALS, HOUSEKEEPING, PERSONAL LAUNDRY, LOCAL TRANSPORTATION, AND A VARIETY OF ACTIVITIES TO PROMOTE SOCIAL, MENTAL, AND PHYSICAL STIMULATION. HISTORIC HOMES OF RUNNEMEDE SERVES THE COMMUNITY AS THE SENIOR MEAL SITE AND PREPARES AND PACKAGES MEALS FOR THE MEALS ON WHEELS PROGRAM. 3520700 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 7 0 true 29 true false false false false false false false false false false false false X 4 3 false true false false true true true true true false false false true true true true false false false false false false X FINANCE DEPARTMENT MT ASCUTNEY HOSPITAL 8026746733 289 COUNTY ROAD WINDSOR VT 05089 JANET FARLEY TRUSTEE / TREASURER (THROUGH 6/28/25) 0.5 0 X X 0 0 0 JOCELYN CAPLE MD MAHHC INTERIM CEO (THROUGH 12/8/24) 0.5 40.0 X X 0 375731 65717 KIER OLSEN DEVRIES TRUSTEE / VICE CHAIR 0.5 0 X X 0 0 0 MATTHEW FOSTER MAHHC CEO (AS OF 12/9/24) 0.5 40.0 X X 0 37005 2236 PAUL VOLTMER TRUSTEE / CHAIR 0.5 0 X X 0 0 0 JOHN GILMAN TRUSTEE (THROUGH 9/4/25) 0.5 2.0 X 0 0 0 JOHN TANSEY TRUSTEE (AS OF 9/4/25) 0.5 2.5 X 0 0 0 AMY VISSER-LYNCH INTERIM ADMINISTRATOR (12/2024 - 1/2025) 40.0 0 X 0 196802 39360 BEVERLY EVANS INTERIM ADMINISTRATOR (2/26/25 - 5/11/25) 40.0 0 X 0 0 0 CELESTE PITTS INTERIM CFO 2.0 40.0 X 0 0 0 MARGARET WORTH ADMINISTRATOR (1/18/25 - 2/25/25) 40.0 0 X 0 140351 19222 SAMANTHA M TRACEY EXECUTIVE DIRECTOR (AS OF 5/12/25) 40.0 0 X 0 0 0 VINCENT JEWELL ADMINISTRATOR (8/4/24 - 1/17/25) 40.0 0 X 0 49125 1573 ALONZO TAPLEY RN ADMINISTRATOR (5/26/23 TO 8/5/24) 0.0 0 X 0 144107 25400 DAVID SANVILLE FORMER CFO 0.0 40.0 X 0 300864 6865 JOSEPH L PERRAS MD TRUSTEE (MAHHC CEO THROUGH 8/6/23) 0.0 40.5 X 0 570040 54269 WINFIELD BROWN FORMER MAHHC INTERIM CEO 0.0 0.0 X 0 247889 18182 0 2061914 232824 0 true true true MT ASCUTNEY HOSPITAL AND HEALTH CENTER 289 COUNTY ROAD WINDSOR VT 05089 CONTRACT LABOR AND PROFESSIONAL SERVICES 849923 SODEXO INC & AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 NUTRITION SERVICES 258643 TLC NURSING ASSOCIATES LLC PO BOX 2244 SOUTH BURLINGTON VT 05407 STAFFING SERVICES 248738 STAFFING SOLUTIONS OF VERMONT 87 MAIN STREET SUITE 2 WEST LEBANON NH 03784 STAFFING SERVICES 105032 4 12500 12500 NURSING & RESIDENTIAL CARE SERVICES 623000 2394281 2394281 FOOD SERVICES 623000 45766 45766 RESIDENT SERVICES 623000 282227 282227 0 0 0 0 2722274 39787 39787 0 0 26337 0 26337 26337 26337 REBATES AND DISCOUNTS 623000 34 34 0 0 0 0 34 2800932 2722308 0 66124 X 2318 2318 2963408 2963408 0 0 3406 3406 49378 506 48872 177745 172413 5332 3540 130 3410 118154 114609 3545 10849 10849 FOOD 201069 201069 SUPPLIES 102487 54983 47504 MISCELLANEOUS 39428 11685 27743 REPAIRS/MAINTENANCE 16670 16670 2146 1897 249 0 3690598 3520700 169898 0 100 100 220214 156156 207760 202906 0 0 0 0 48953 19253 3728036 2291009 1289167 1437027 1512367 1614397 0 0 0 0 3278561 3429839 229148 110465 0 0 238350 238350 33805 109596 501303 458411 X 2777258 2971428 2777258 2971428 3278561 3429839 X -889666 38225 1045611 X false true true false X 67917 33315 35317 13772 12500 162821 1781561 1912373 2164674 2362224 2722308 10943140 0 0 0 1849478 1945688 2199991 2375996 2734808 11105961 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11105961 26277 28762 41639 49091 39787 185556 0 26277 28762 41639 49091 39787 185556 0 0 0 0 0 0 0 1875755 1974450 2241630 2425087 2774595 11291517 0.98357 0.98319 0.02 0.02 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58214 58214 810568 473477 337091 2265131 1382950 882181 594123 434582 159541 1437027 FEDERAL INCOME TAXES RESIDENT SECURITY DEPOSITS 0 DUE TO AFFILIATES 109596 109596 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE ORGANIZATION'S PARENT COMPANY AND SUBSIDIARIES ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE ORGANIZATION HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR FISCAL YEARS PRIOR TO 2022. true false false false false false false false false WINFIELD BROWN FORMER MAHHC INTERIM CEO 0 247353 0 0 0 536 0 14962 0 3220 0 266071 0 0 JOCELYN CAPLE MD MAHHC INTERIM CEO (THROUGH 12/8/24) 0 344543 0 30000 0 1188 0 20700 0 45017 0 441448 0 0 JOSEPH L PERRAS MD TRUSTEE (MAHHC CEO THROUGH 8/6/23) 0 504078 0 42400 0 23562 0 20700 0 33569 0 624309 0 0 DAVID SANVILLE FORMER CFO 0 48595 0 0 0 252269 0 3672 0 3193 0 307729 0 0 ALONZO TAPLEY RN ADMINISTRATOR (5/26/23 TO 8/5/24) 0 126318 0 0 0 17789 0 5786 0 19614 0 169507 0 0 AMY VISSER-LYNCH INTERIM ADMINISTRATOR (12/2024 - 1/2025) 0 178335 0 10920 0 7547 0 12187 0 27173 0 236162 0 0 MARGARET WORTH ADMINISTRATOR (1/18/25 - 2/25/25) 0 135233 0 0 0 5118 0 2933 0 16289 0 159573 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE ADMINISTRATOR IS EMPLOYED AND PAID BY A RELATED ORGANIZATION WHICH USES A COMPENSATION COMMITTEE, A COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION. SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT DAVID SANVILLE, WHO WAS FORMERLY THE CFO, RECEIVED SEVERANCE PAYMENTS TOTALING $210,168 FROM A RELATED ORGANIZATION RELATED TO HIS DEPARTURE FROM THE DARTMOUTH HEALTH SYSTEM. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION FOR TOP MANAGEMENT OFFICIAL THE ADMINISTRATOR IS PAID BY A RELATED ORGANIZATION, THEREFORE LINE 15A IS MARKED NO IN ACCORDANCE WITH INSTRUCTIONS. HOWEVER, THE ADMINISTRATOR'S COMPENSATION IS DETERMINED BY THE WINDSOR HOSPITAL CORPORATION'S EXECUTIVE COMMITTEE AFTER CONSIDERING COMPENSATION FOR SIMILAR POSITIONS OF VARIOUS-SIZED FACILITIES IN THE REGION. COMPENSATION IS REVIEWED AND DOCUMENTED ANNUALLY WITH THE LAST REVIEW COMPLETED IN FY 2025. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMPENSATION OF OTHER OFFICER THE CFO IS PAID BY A RELATED ORGANIZATION, THEREFORE LINE 15B IS MARKED NO IN ACCORDANCE WITH INSTRUCTIONS. THE COMPENSATION OF THE CFO AND OTHER OFFICERS IS DETERMINED BY THE WINDSOR HOSPITAL CORPORATION'S EXECUTIVE COMMITTEE AFTER CONSIDERING COMPENSATION FOR SIMILAR POSITIONS OF VARIOUS-SIZED HOSPITALS IN THE REGION. COMPENSATION IS REVIEWED AND DOCUMENTED ANNUALLY WITH THE LAST REVIEW COMPLETED IN FY 2025. FORM 990, PART VI, LINE 1A DELEGATE BROAD AUTHORITY TO A COMMITTEE THE EXECUTIVE COMMITTEE, CONSISTING OF THE CHAIR, VICE-CHAIR, SECRETARY AND TREASURER, AN MAHHC DIRECTOR, AND SUCH OTHER DIRECTORS ELECTED BY THE BOARD AS MAY BE NECESSARY TO MAKE A COMMITTEE OF FIVE (5) MEMBERS. THIS COMMITTEE SHALL, IN THE INTERIM BETWEEN MEETINGS OF THE BOARD, EXERCISE ALL THE POWER OF THAT BODY, BUT IN ACCORDANCE WITH THE GENERAL POLICY OF HHR AND THE DIRECTION OF THE BOARD. THE PRESIDENT SHALL SERVE AS THE CHAIRMAN OF THE EXECUTIVE COMMITTEE EX-OFFICIO. FORM 990, PART VI, LINE 3 DELEGATION OF MANAGEMENT DUTIES CELESTE PITTS SERVED AS THE INTERIM CHIEF FINANCIAL OFFICER AND WAS COMPENSATED BY HELMS & CO., AN INDEPENDENT ENTITY ENGAGED BY THE ORGANIZATION. MS. PITTS PERFORMED CERTAIN FINANCIAL AND MANAGEMENT FUNCTIONS UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS. DURING CALENDAR YEAR 2024, A TOTAL OF $94,411 WAS PAID TO HELMS & CO. FOR THE INTERIM CFO SERVICES PROVIDED BY MS. PITTS TO HISTORIC HOMES OF RUNNEMEDE (HHR) AND HHR'S SOLE MEMBER, MT. ASCUTNEY HOSPITAL AND HEALTH CENTER (MAHHC). THE COMPENSATION PAID BY HELMS & CO. TO MS. PITTS FOR HER INTERIM CFO SERVICES RENDERED TO MAHHC AND HHR IS UNKNOWN TO THE ORGANIZATION. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF HISTORIC HOMES OF RUNNEMEDE IS WINDSOR HOSPITAL CORPORATION (DBA MOUNT ASCUTNEY HOSPITAL AND HEALTH CENTER), A VERMONT NOT-FOR-PROFIT CORPORATION. THE MEMBER HAS THE POWER AND AUTHORITY TO ELECT THREE TRUSTEES AND TO FILL ANY VACANCY RELATED TO ANY ONE OF THESE THREE TRUSTEES. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE SOLE MEMBER OF HISTORIC HOMES OF RUNNEMEDE IS WINDSOR HOSPITAL CORPORATION (DBA MOUNT ASCUTNEY HOSPITAL AND HEALTH CENTER), A VERMONT NOT-FOR-PROFIT CORPORATION. THE MEMBER HAS THE POWER AND AUTHORITY TO ELECT THREE TRUSTEES AND TO FILL ANY VACANCY RELATED TO ANY ONE OF THESE THREE TRUSTEES. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS IN ADDITION TO THE APPOINTMENT OF THREE TRUSTEES, THE SOLE MEMBER HAS THE GOVERNANCE POWERS AND RIGHTS TO APPROVE PRIOR TO IMPLEMENTATION OR OCCURRENCE THE FOLLOWING: - THE ADOPTION OF OPERATING AND CAPITAL BUDGETS; - THE ADOPTION OF STRATEGIC PLANS; - THE INITIATION OF SIGNIFICANT FUND-RAISING ACTIVITIES; - THE IMPLEMENTATION OF INSTITUTIONAL AFFILIATIONS, MERGERS, CONSOLIDATIONS OR REORGANIZATIONS; - MATERIAL MODIFICATIONS OF ORGANIZATION STRUCTURE, SERVICE, AND BUSINESS OFFERINGS; - MATERIAL ACQUISITIONS OR DISPOSITIONS OF ASSETS; AND - CHANGES IN INSURANCE PROGRAMS AND ARRANGEMENTS FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 IS REVIEWED BY EXTERNAL TAX ADVISORS AND THE CHIEF FINANCIAL OFFICER OF ITS PARENT COMPANY, WINDSOR HOSPITAL CORPORATION, BEFORE THE FILING OF THE RETURN. IN ADDITION, ONCE THE RETURN HAS BEEN FULLY PREPARED, A FINAL 990 IS SENT TO EACH BOARD MEMBER AND TIME IS ALLOCATED FOR COMMENTS AND RESPONSES PRIOR TO THE OFFICIAL FILING OF THE FORMS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY HISTORIC HOMES OF RUNNEMEDE'S BOARD OF TRUSTEES APPROVED A POLICY CONCERNING A VOLUNTARY SELF-DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST. THE COMPLIANCE AND AUDIT SERVICES DEPARTMENT OF AN AFFILIATE, DARTMOUTH-HITCHCOCK, CONDUCTS AN ANNUAL SURVEY OF ALL OFFICERS AND TRUSTEES AND PERFORMS OTHER PROCEDURES AS CONSIDERED NECESSARY TO REPORT ON COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE DEPARTMENT THEN REPORTS TO EACH BOARD ANY POTENTIAL CONFLICTS FOR THEIR REVIEW. PER THE POLICY, ANY CONFLICTS OR OTHERWISE PERCEIVED CONFLICTS ARE REQUIRED TO BE ADDRESSED BY THE BOARD OF TRUSTEES ON AN ONGOING BASIS. IN THE EVENT A CONFLICT ARISES, THE INDIVIDUAL MAY BE REMOVED FROM PARTICIPATING IN ANY DECISION-MAKING REGARDING THE IDENTIFIED CONFLICT AND/OR ITS CORRESPONDING TRANSACTIONS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM SUCH PERSON OF THE BASIS OF SUCH BELIEF AND AFFORD HIM/HER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT SUCH PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC HISTORIC HOMES OF RUNNEMEDE MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 5 COMPENSATION PAID BY UNRELATED ORGANIZATION CELESTE PITTS SERVED AS THE INTERIM CHIEF FINANCIAL OFFICER AND WAS COMPENSATED BY HELMS & CO., AN INDEPENDENT ENTITY ENGAGED BY THE ORGANIZATION. MS. PITTS PERFORMED CERTAIN FINANCIAL AND MANAGEMENT FUNCTIONS UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS. DURING CALENDAR YEAR 2024, A TOTAL OF $94,411 WAS PAID TO HELMS & CO. FOR THE INTERIM CFO SERVICES PROVIDED BY MS. PITTS TO HISTORIC HOMES OF RUNNEMEDE (HHR) AND HHR'S SOLE MEMBER, MT. ASCUTNEY HOSPITAL AND HEALTH CENTER (MAHHC). THE COMPENSATION PAID BY HELMS & CO. TO MS. PITTS FOR HER INTERIM CFO SERVICES RENDERED TO MAHHC AND HHR IS UNKNOWN TO THE ORGANIZATION. PURSUANT TO THE IRS INSTRUCTIONS FOR PART VII SECTION A OF FORM 990, THE FILING ORGANIZATION MUST REPORT PAYMENTS MADE TO AN OFFICER BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION IN THAT PERSON'S CAPACITY AS AN OFFICER OF THE FILING ORGANIZATION ON FORM 990 PART VII SECTION A AS COMPENSATION FROM THE FILING ORGANIZATION IF THE FILING ORGANIZATION HAS KNOWLEDGE OF THE ARRANGEMENT. THE COMPENSATION REPORTED ON FORM 990 PART VII SECTION A FOR MS. PITTS IS ZERO BECAUSE THE ORGANIZATION DOES NOT HAVE KNOWLEDGE OF THE ARRANGEMENT BETWEEN HELMS & CO. AND MS. PITTS REGARDING THE AMOUNT OF COMPENSATION PAID TO MS. PITTS FOR HER SERVICES RENDERED TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER FEES NURSING AGENCY SERVICES - TOTAL EXPENSE: 207543, PROGRAM SERVICE EXPENSE: 207543, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; CONTRACTED LABOR - TOTAL EXPENSE: 2755865, PROGRAM SERVICE EXPENSE: 2755865, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES LOAN FORGIVEN FROM WINDSOR HOSPITAL CORPORATION - 1045611; TOTAL - 1045611; WINDSOR HOSPITAL CORPORATION 289 COUNTY ROAD WINDSOR VT 05089 030183721 HOSPITAL VT 501(C)(3) 3 DARTMOUTH-HITCHCOCK HEALTH false MT ASCUTNEY HOSPITAL COMMUNITY HEALTH FOUNDATION INC 289 COUNTY ROAD WINDSOR VT 05089 030300481 INACTIVE VT 501(C)(3) 3 WINDSOR HOSPITAL CORPORATION false DARTMOUTH-HITCHCOCK HEALTH ONE MEDICAL CENTER DRIVE LEBANON NH 03756 264812335 PARENT ORG NH 501(C)(3) 7 NA false MOUNT ASCUTNEY PROFESSIONAL CENTER OWNERS ASSOC 289 COUNTY ROAD WINDSOR VT 05089 030320283 REAL ESTATE MANAGEMENT VT WINDSOR HOSPITAL CORPORATION C CORPORATION 0 0 0 false false false false false false false false false false false false false false false true true false false true