2026-08-13T07:30:27-05:00 2025-09-30 920460586 PWC US TAX LLP 101 SEAPORT BLVD BOSTON MA 02210 990 2024-10-01 030181058 PORTER HOSPITAL INC PORT 8023884701 115 PORTER DRIVE MIDDLEBURY VT 05753 SCOTT COMEAU CFO 8023884752 2026-08-13 1 0 PAUL J TANIS P01441612 6175305000 2024 2025-03-06 01:10:19Z BOB ORTMYER 115 PORTER DRIVE MIDDLEBURY VT 05753 142222953 0 X WWW.PORTERMEDICAL.ORG X 1941 VT SEE SCHEDULE O 11 10 651 217 0 0 1675589 1343832 123997376 132762613 1090173 2086683 1797824 2010088 128560962 138203216 207056 0 0 0 61685711 78617928 0 0 197693 58458364 50383158 120351131 129001086 8209831 9202130 105581545 110747379 28311975 23314607 77269570 87432772 X OPERATION OF A CRITICAL ACCESS HOSPITAL, IN LINE WITH OUR MISSION TO IMPROVE THE HEALTH OF OUR COMMUNITY, ONE PERSON AT A TIME. 0 0 104037123 134434727 SEE SCHEDULE O FOR FULL DISCLOSUREPORTER HOSPITAL, INC. ("PORTER") OPERATES A NOT-FOR PROFIT CRITICAL ACCESS HOSPITAL WITH PATIENT CARE SERVICES INCLUDING EMERGENCY ROOM, MATERNITY AND MEDICAL/SURGICAL INPATIENT AND OUTPATIENT CARE, AND ANCILLARY SERVICES INCLUDING REHABILITATION, LABORATORY TESTING, AND DIAGNOSTIC IMAGING SERVICES. AS A CRITICAL ACCESS HOSPITAL, PORTER STAFFS A TOTAL OF 25 BEDS INCLUDING THE BIRTHING UNIT. IN ADDITION, PORTER HAS AN EMERGENCY ROOM TO SERVE THE GREATER ADDISON COUNTY COMMUNITY NEEDS. PORTER RECORDED APPROXIMATELY 8,251 INPATIENT DAYS DURING THE YEAR. EMERGENCY ROOM VISITS TOTALED 14,506 FOR THE YEAR. SURGERIES FOR THE YEAR TOTALED 3,945. SUPPORT SERVICES FOR BOTH INPATIENTS AND OUTPATIENTS INCLUDE BUT ARE NOT LIMITED TO LABORATORY, DIAGNOSTIC IMAGING SERVICES, CARDIAC SERVICES, AND REHABILITATION FACILITIES. IMAGING INCLUDES RADIOLOGY, NUCLEAR MEDICINE, MRI, ULTRASOUND, AND CT SCAN. PORTER PROVIDES FREE CARE TO PATIENTS WHO MEET CERTAIN CRITERIA. PORTER PROVIDES A NUMBER OF COMMUNITY HEALTH OUTREACH PROGRAMS TO THE GENERAL PUBLIC FOR FREE. THE PROGRAMS INCLUDE BUT ARE NOT LIMITED TO DIABETES EDUCATION, BREAST CANCER SCREENING, PRENATAL CLASSES, BREASTFEEDING CLASSES, AND CPR COURSES. PORTER PROVIDES CLINICAL OFFICE SPACE TO THE OPEN DOOR CLINIC, WHICH PROVIDES ACCESS TO FREE QUALITY HEALTHCARE SERVICES TO THOSE WHO ARE UNINSURED OR UNDERINSURED UNTIL A PERMANENT HEALTH CARE PROVIDER CAN BE ESTABLISHED. FINALLY, PORTER HAS PARTNERED WITH LOCAL CAREER CENTERS, AS WELL AS COLLEGES TO PROVIDED CLINICAL EXPOSURE TO THEIR STUDENTS WITH GOALS OF DEVELOPING FUTURE HEALTHCARE WORKERS FOR THE COMMUNITY. 104037123 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 47 0 1 651 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SCOTT COMEAU CFO 8023884752 115 PORTER DRIVE MIDDLEBURY VT 05753 ALICIA GRANGENT DIRECTOR (TIL 4/2025) 2.00 3.00 X 0 0 0 ANNE COLLINS DIRECTOR 2.00 3.00 X 0 0 0 BILL CUNNINGHAM DIRECTOR 2.00 3.00 X 0 0 0 DR KRISTOFER ANDERSON DIRECTOR 2.00 43.00 X 0 440210 36992 HELENA VAN VOORST VICE CHAIR 2.00 3.00 X X 0 0 0 JUDSON BARTLETT DIRECTOR (TIL 12/2024) 2.00 3.00 X 0 0 0 JULIA GRAND DOUCET DIRECTOR 2.00 3.00 X 0 0 0 KIM FARNHAM CHAIR 2.00 3.00 X X 0 0 0 LINDA SCHIFFER DIRECTOR (TIL 12/2024) 2.00 3.00 X 0 0 0 MATTHEW CURRAN TREASURER 2.00 3.00 X X 0 0 0 MEGAN BRAKELEY DIRECTOR 2.00 3.00 X 0 0 0 NICHOLAS LOVEJOY SECRETARY 2.00 3.00 X X 0 0 0 RACHEL LEE CUMMINGS DIRECTOR 2.00 3.00 X 0 0 0 SMITA RUZIKA DIRECTOR 2.00 3.00 X 0 0 0 BOB ORTMYER PRES, ECH & PMC 15.00 35.00 X 0 558597 65520 SCOTT COMEAU CFO 15.00 35.00 X 0 304915 43781 BRANDI BETCHER HELM AVP OPERATIONS 15.00 30.00 X 0 244340 8816 DR JASON SANDERS PRES/CEO OF UVMHN MG (TIL 3/2025) 1.00 49.00 X 0 650982 100184 DR RAMSEY HERRINGTON MG PRESIDENT & CEO (AS OF 7/2025) 2.00 48.00 X 0 703586 73632 LINDA HAVEY AVP CHIEF NURSING OFFICER 15.00 30.00 X 0 233332 12679 ADAM ECKHARDT CRNA 45.00 0.00 X 298035 0 38621 AMY BISHOP CRNA 45.00 0.00 X 291765 0 43590 ERIC BERG CRNA 45.00 0.00 X 308351 0 45575 GABRIELLE ROBARGE CRNA 45.00 0.00 X 233075 0 32013 WILLIAM HARRINGTON CRNA 45.00 0.00 X 292493 0 12085 JUDY PEEK-LEE FMR INTERIM CFO 0.00 50.00 X 0 470060 40758 TOM THOMPSON FMR PRES & COO 0.00 0.00 X 0 122623 0 1423719 3728645 554246 76 1 1 0 CROSS COUNTRY STAFFING INC PO BOX 404674 ATLANTA GA 303844674 TRAVELING NURSING SERVICES 11964933 ALLIANCE HEALTHCARE SERVICES INC PO BOX 735714 DALLAS TX 753735714 RADIOLOGY SERVICES 1130036 PHILIPS HEALTHCARE INFORMATICS PO BOX 100355 ALANTA GA 30384 MEDICAL EQUIPMENT 774271 HEALTHCARE WORKFORCE LOGISTICS LLC PO BOX 860573 MINNEAPOLIS MN 554860573 TEMPORARY STAFFING 724295 AYA HEALTHCARE INC PO BOX 674907 DALLAS TX 752674907 TRAVELING NURSING SERVICES 382986 21 110000 665961 567871 90000 1343832 PATIENT SERVICE REVENUE 900099 103750930 103750930 FIXED PROSPECTIVE PAYMENTS 900099 25696008 25696008 PATIENT SERVICES - PHARMACY 456110 2857905 2857905 DSH REVENUE 900099 457770 457770 132762613 1018917 1018917 497 0 497 497 497 5087503 4019737 1067766 1067766 1067766 CHT FUNDING 900099 866515 866515 CAFETERIA 900099 337477 337477 NON PATIENT SERVICE REV 900099 188260 188260 617339 617339 2009591 138203216 134434727 0 2424657 X 65157298 49660837 15496461 1977534 1375161 602373 7517349 7181915 335434 3965747 3058099 907648 93304 93304 3521 3521 7833 7833 16507 16507 17995336 13767685 4052799 174852 84592 81295 3297 1776077 1396149 367267 12661 235922 58672 177250 2166265 816246 1350019 185588 110675 74913 107692 106804 888 215127 173570 41229 328 2315150 1867917 443700 3533 866597 705715 160882 MEDICAL SUPPLIES 14848446 14833191 11362 3893 MEDICARE PROVIDER TAX 7546679 7546679 LEASED EQUIPMENT 737180 516962 218768 1450 BOOKS, DUES & SUBSCRIPT 208849 41992 166317 540 972493 737559 234498 436 129001086 104037123 24766270 197693 4317 4464 11426775 18613129 10836399 12646070 2980234 3051908 3455335 1377795 27456336 15264407 12664409 12191929 29686290 31104302 5005389 5281187 29522397 26476595 105581545 110747379 10079237 12294672 257313 168225 2500 12570 7783850 7112261 10189075 3726879 28311975 23314607 X 71436273 81229764 5833297 6203008 77269570 87432772 105581545 110747379 X 9202130 1125837 -164765 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 7833 7833 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO THE VERMONT ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS, A PORTION OF WHICH IS ATTRIBUTABLE TO LOBBYING EXPENSES. 5005390 803005 527208 5281187 4834757 664984 494352 5005390 4911005 382965 459213 4834757 5111060 215550 415605 4911005 3965823 1546430 401193 5111060 0.00000 1.00000 0.00000 1 0 899647 899647 11168672 5756900 5411772 97954 5306 92648 14688076 9502201 5185875 601987 601987 12191929 OPERATING LEASE RIGHT OF USE ASSETS 706668 DUE FROM RELATED PARTIES 25469219 FINANCE LEASE RIGHT OF USE ASSETS NET 300708 26476595 ESTIMATED THIRD PARTY SETTLEMENTS 2364402 OPERATING LEASE OBLIGATION 1009662 WORKERS COMPENSATION CLAIMS 352815 3726879 X PART V, LINE 4: INCOME FROM ENDOWMENTS HELD AND ADMINISTERED BY MIDDLEBURY COLLEGE SUPPORTS THE ORGANIZATION'S MISSION BY PROVIDING FUNDS FOR CHARITY CARE AND ADDITIONALLY OFFSETS A PORTION OF THE ORGANIZATION'S OPERATING EXPENSES. PART X, LINE 2: PORTER HOSPITAL, 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. 1 1 X 1 X 250.000000000000 1 X 1 1 1 0 1 1 1451367 1451367 0.01130 12575249 9631349 2943900 0.02280 14026616 9631349 4395267 0.03410 1164036 452759 711277 0.00550 861754 861754 0.00670 7890741 7140962 749779 0.00580 117464 117464 0.00090 10033995 7593721 2440274 0.01890 24060611 17225070 6835541 0.05300 1 2676966 103826 20957772 20799995 157777 X 1 1 1 1 PORTER HOSPITAL INC 115 PORTER DRIVE MIDDLEBURY VT 05753 WWW.PORTERMEDICAL.ORG 899 X X X X PORTER HOSPITAL INC 1 0 0 1 X X X X X X X X X X 23 1 1 1 1 X SEE PART V, SECTION C X 1 24 1 SEE PART V, SECTION C 0 1 X 250.000000000000 400.000000000000 X X X X X 1 1 X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X 1 X 0 0 PORTER HOSPITAL, INC. PART V, SECTION B, LINE 3J: THE CHNA CONDUCTED IN FY 2024 / TY 2023 CONTAINS INFORMATION AND ANALYSIS THAT EXTENDS BEYOND THE SUBJECTS DESCRIBED IN PART V, LINE 3, INCLUDING BUT NOT LIMITED TO: SECONDARY DATA SOURCES, KEY HEALTH AND WELLBEING INDICATORS AND THEIR SOURCES, AND IMPACTS OF COVID-19 WHERE PREVELANT. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 5: THE CHNA DATA COLLECTION PROCESS CONSISTED OF A CHNA SURVEY COMPLETED BY 1,063 RESPONDENTS, TWO SEPARATE FOCUS GROUP SESSIONS IN WHICH 16 PERSONS PARTICIPATED, AND STAKEHOLDER INTERVIEWS WITH 36 REPRESENTATIVES FROM 23 COMMUNITY ORGANIZATIONS. THE SURVEYS WERE CONDUCTED IN MAY 2024 AND WERE PRIMARILY COLLECTED ONLINE. THE SURVEY WAS MADE AVAILABLE IN ENGLISH, SPANISH, ARABIC, BURMESE, VIETNAMESE, AND FRENCH. THE SURVEYS WERE PUBLICIZED THROUGH ELECTRONIC MAILING LISTS, ONLINE COMMUNITY MESSAGE BOARDS, SOCIAL MEDIA, AND THE PORTER HOSPITAL WEBSITE. HOWEVER, PAPER SURVEYS WERE MADE AVAILABLE BY REQUEST AND AT ODC, HOPE, GATHER, MCH, CHC, ACHHH, HELEN PORTER, CHAMPLAIN ORCHARDS, AND THROUGH A COMMUNITY CHAMPION WHO DID OUTREACH TO INDIVIDUALS IN THE MIGRANT COMMUNITY. THREE FOCUS GROUPS WERE CONDUCTED WITH 24 TOTAL PARTICIPANTS ALONG WITH 3 INDIVIDUAL INTERVIEWS. THE FOCUS GROUPS WERE ARRANGED BY BUILDING BRIGHT FUTURES, THE OPEN-DOOR CLINIC, AND THE LOCAL HOUSING AUTHORITY. THE POPULATIONS SERVED BY THOSE GROUPS INCLUDE OLDER ADULTS, BIPOC VERMONTERS, THE IMMIGRANT COMMUNITIES, PEOPLE WITH DISABILITIES, AND THE LGBTQ PLUS COMMUNITY. FOCUS GROUPS WERE HELD IN JUNE 2024. PARTICIPANTS WERE COMMUNITY MEMBERS WHO HAVE LIVED EXPERIENCE AROUND TWO OF THE 2021 CHNA PRIORITIES; ACCESS TO HEALTHCARE SERVICES AND MENTAL HEALTH OR SUBSTANCE USE SERVICES. FOCUS GROUPS FOR COMMUNITY MEMBERS WERE ORGANIZED IN COLLABERATION WITH COMMUNITY PARTNERS WHO HAVE TRUSTING RELATIONSHIPS WITH POPULATIONS DIRECTLY IMPACTED BY THE DISCUSSION TOPICS. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 6A: TY2023/FY2024 CHNA WAS ALSO CONDUCTED WITH THE ASSISTANCE OF PORTER MEDICAL CENTER (PMC). PMC IS THE PARENT ORGANIZATION TO PORTER HOSPITAL. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 6B: THE TY 2023/FY 2024 CHNA WAS CONDUCTED WITH THE ASSISTANCE OF COMMUNITY ORGANIZATIONS, ALL OF WHICH CONTRIBUTED MEMBERS TO THE CHNA 12 PERSON STEERING COMMITTEE. THESE ORGANIZATIONS INCLUDE ; ADDISON COUNTY HOME HEALTH AND HOSPICE, ADDISON HOUSING WORKS, ASCEND HOUSING, ATIRA COLLECTIVE, BLUEPRINT FOR HEALTH, BOYS & GIRLS CLUB OF GREATER VERGENNES, BUILDING BRIGHT FUTURES, CHAMPLAIN VALLEY UNITARIAN UNIVERSALIST SOCIETY, CHARTER HOUSE COALITION, COUNSELING SERVICE OF ADDISON COUNTY, HOPE, JOHN GRAHAM HOUSING SERVICES, MIDDLEBURY POLICE DEPARTMENT, MOUNTAIN COMMUNITY HEALTH, RUTLAND REGIONAL MEDICAL CENTER, SAVIDA HEALTH, STATE OF VERMONT, AGENCY OF HUMAN SERVICES, THE BRISTOL HUB TEEN CENTER & SKATEPARK, TRI-VALLEY TRANSIT, TURNING POINT OF ADDISON COUNTY, UNITED WAY OF ADDISON COUNTY, VERMONT DEPARTMENT OF CHILDRENS AND FAMILIES, AND VERMONT DEPARTMENT OF HEALTH. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 11: PARTICIPANTS IN THE CHNA DATA COLLECTION PROCESSES DESCRIBED ABOVE IDENTIFIED CONCERNS AROUND THE FOLLOWING AREAS: COST OF LIVING TO MEET BASIC NEEDS SUCH AS ACCESS TO FOOD, EMPLOYMENT OPPORTUNITIES, AND THE HIGH COST OF HEALTHCARE THAT CONTINUES TO BE A BARRIER FOR COMMUNITY MEMBERS; CULTURAL HUMILITY AND INCLUSIVITY ENSURING THAT OUR COMMUNITY SPACES AND SERVICES MAKE PEOPLE FEEL SAFE AND RESPECTED WHICH IS CRITICAL TO PROVIDING QUALITY CARE;HEALTHCARE ACCESS TO PRIMARY AND PREVENTATIVE CARE ALONG WITH SPECIALTY CARE THAT HAVE INDAEQUATE AVAILABILITY;INADEQUATE HOUSING THAT IS SAFE AND AFFORABLE. ACCROSS THE STATE THERE IS A HIGH LEVEL OF HOUSING INSECURITY. DATA SHOWS THAT ADDISON COUNTY COMMUNITY MEMBERS WEIGH DIFFICULT CHOICES, SUCH AS SPENDING LIMITED INCOME ON HOUSING INSTEAD OF HEALTHCARE;MENTAL HEALTH AND SUBSTANCE USE CONTINUE TO BE PRESSING ISSUES IN ADDISON COUNTY. DURING CHNA FOCUS GROUPS, SUBJECT MATTER EXPERTS HIGHLIGHTED CONCERNS ABOUT: THE INERPLAY OF MENTAL HEALTH AND SUBSTANCE USE CHALLENGES WITH OTHER COMMUNITY HEALTH ISSUES SUCH AS HOUSING, TRANSPORTATION, AND INSURANCE COVERAGE; THE NEED FOR MORE RESOURCES FOR THOSE STRUGGLING WITH SUBSTANCE MISUSE; AND THE NEED FOR CULTURAL COMPETENCY AND LANGUAGE ACCESS WHEN WORKING ON MENTAL HEALTH AND SUBSTANCE USE CONCERNS; TRANSPORTATION IS A SIGNIFICANT ISSUE IN RURAL AREAS. OVER 15% OF COMMUNITY SURVEY RESPONDENTS REPLIED THAT THEY DO NOT HAVE ACCESS TO AFFORDABLE TRANSPORTATION OPTIONS. THESE ISSUES ARE CROSS CUTTING AND IMPACT MULTIPLE COMMUNITY HEALTH PRIORITY AREAS. HAVING RELIABLE, SAFE AND AFFORDABLE TRANSPORTATION OPTIONS ALLOW COMMUNITY MEMBERS TO CONNECT WITH THE SERVICES THEY NEED IN A TIMELY MANNER. A VIRTUAL PRIORTIZATION SESSION WAS HOSTED IN JULY 2024 TO GATHER ADDITIONAL FEEDBACK FROM THE WIDER GROUP OF COMMUNITY ORGANIZATIONS. 24 INDIVIDUALS ATTENDED. PARTICIPANTS REVIEWED KEY DATA AND WERE ASKED TO RATE THE EMERGING PRIORITIES BASED ON IMPACT, COMMUNITY READINESS, AND EQUITY. COMMUNITY MEMBERS WHO WERE NOT IN ATTENDANCE WERE STILL INVITED TO PROVIDE FEEDBACK VIA THE SURVEY. THE FINAL SURVEY FEEDBACK AND FINDINGS WERE ANALYZED, INCLUDING RESPONSES FROM THE STEERING COMMITTEE AND COMMUNITY PRIORITIZATION SURVEYS, 29 INDIVIDUALS REPRESENTING 23 ORGANIZATIONS GAVE FEEDBACK ON THE EMERGING PRIORITIES VIA THE SURVEY. BASED ON THE FINDINGS THE PRIORITIES LISTED ABOVE EMERGED, WITH HEALTHCARE ACCESS, HOUSING, AND MENTAL HEALTH AND SUBSTANCE USE BEING THE TOP PRIORITY. FOLLOWING THE COMPLETION OF THE CHNA, DISCUSSIONS FOCUSED ON IDENTIFYING OPPORTUNITIES FOR ADDRESSING THE TOP THREE HEALTH NEEDS IDENTIFIED BY THE CHNA; HEALTHCARE ACCESS, HOUSING, AND MENTAL HEALTH & SUBSTANCE USE. MOST OF THE CHIP ACTIVITIES CAN BE WORKED ON THROUGH EXISTING COMMUNITY MEETING STRUCTURES. EACH CHIP PRIORITY HAS AN EXISTING COMMUNITY GROUP TO COORDINATE CHIP EFFORTS WITH; HEALTHCARE ACCESS IS WORKING WITH THE COMMUNITY HEALTH ACTION TEAM; HOUSING IS WORKING WITH ADDISON COUNTY HOUSING COALITIION; MENTAL HEALTH & SUBSTANCE USE HAS ADDISON COUNTY SUBSTANCE USE & PREVENTION COALITION. GOAL 1 TO CULTIVATE RESILIENT COMMUNITIES TO SUPPORT MENTAL HEALTH AND SOCIAL WELLBEING ACROSS THE LIFESPAN HAS A STRATGEY OF; 1) IDENTIFY AND IMPLEMENT RESOURCES TO PROMOTE RESILIENCY AND PROTECTIVE FACTORS FOR COMMUNITY MEMBERS.2) ALIGN WITH STATEWIDE AND REGIONAL INITIATIVES TO IMPROVE COMMUNITY UNDERSTANDING AROUND MENTAL HEALTH, SUBSTANCE USE DISORDER, AND STIGMA. GOAL 2 TO ADVANCE HEALTH AND WELLBEING THROUGH EQUITABLE ACCESS TO TIMELY, RESPONSIVE, AND INTEGRATED SYSTEMS HAS A STRATEGY OF: 1) INCREASE THE NUMBER OF PATIENTS WHO RECEIVE SUBSTANCE USE TREATMENT AND MENTAL HEALTH SERVICES.2) INCREASE AVAILABILITY OF PRIMARY CARE PHYSICIANS AND PREVENTATIVE SERVICES. 3) EXPAND TRANSPORTATION RELATED EFFORTS TO IMPROVE HEALTHCARE ACCESS.4) EXPAND WORKFORCE RECRUITMENT AND RETENTION EFFORTS TO INCREASE CAPACITY. GOAL 3 OF STRONG CROSS ORGANIZATION COMMITMENT AND ENGAGEMENT TO EXPAND OPPORTUNITIES FOR AFFORDABLE AND QUALITY HOUSING IN ADDISON COUNTY HAS A STRATEGY OF STRENGTHENING COLLABORATION AND COMMUNICATION BETWEEN PMC AND COMMUNITY SERVICE PROVIDERS. IN CY2024 PORTER HOSPITAL CONTINUED TO WORK TOWARDS THE GOALS SET OUT IN ITS 2023 CHNA TO INCLUDE EXPANDING ACCESS TO MENTAL HEALTH CARE BY EMBEDDING MENTAL HEALTH PROVIDERS INTO ALL PORTER PRIMARY CARE AND PEDIATRIC OFFICES. OUR STAFF ALSO SUPPORTED COMMUNITY EVENTS, INCLUDING THE BURLINGTON AND MIDDLEBURY PRIDE PARADE. A MORE COMPREHENSIVE DISCUSSION OF THESE AND SIMILAR EFFORTS CAN BE FOUND IN AN ANNUAL REPORT AVAILABLE AT HTTPS://WWW.UVMHEALTH.ORG/ABOUT-US/COMMUNITY-BENEFIT. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 13H: PATIENTS WHOSE FAMILY INCOME IS ABOVE 400% OF THE FEDERAL POVERTY GUIDELINES MAY BE ELIGIBLE TO RECEIVE ASSISTANCE ON A CASE-BY-CASE BASIS BASED ON THEIR SPECIFIC CIRCUMSTANCES AT THE DISCRETION OF PORTER HOSPITAL. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 15E: ELIGIBILITY VERIFICATION MAY INCLUDE WRITTEN DOCUMENTATION FROM THE OPEN DOOR CLINIC (A LOCAL, FREE HEALTH CLINIC FOR UNINSURED AND UNDER-INSURED ADULTS IN ADDISON COUNTY, VERMONT) OF FINANCIAL INFORMATION IN LIEU OF INCOME VERIFICATION. WHILE THE FINANCIAL ASSISTANCE POLICY DOES NOT PROVIDE A LIST OF "EXTERNAL" CONTACT INFORMATION FOR ORGANIZATIONS AGENCIES WHO MAY ASSIST PATIENTS IN THE APPLICATION PROCESS, APPLICATION COMPLETION AID IS WELL PUBLISHED WITH MULTIPLE INTERNAL, ORGANIZATIONAL AND PROVIDED BY STAFF MEMBERS AVAILABLE TO ASSIST OUR PATIENTS. IT IS ALSO IMPORTANT TO NOTE, WHENEVER POSSIBLE, PATIENTS ARE REVIEWED IN ADVANCE OF SERVICE FOR POTENTIAL HARDSHIP; THE UNINSURED AND UNDERINSURED PATIENTS WHO ARE IDENTIFIED ARE ACTIVELY COUNSELED WITH HELP FOR GOVERNMENT AND EXCHANGE PROGRAMS AS WELL AS ASSISTANCE UNDER THE FINANCIAL ASSISTANCE PROGRAM. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 16J: PORTER HOSPITAL MAKES ADDITIONAL EFFORTS TO ENGAGE PATIENTS IN FINANCIAL COUNSELING AND DETERMINATION OF ELIGIBILITY FOR FINANCIAL ASSISTANCE AS FOLLOWS: - SIGNAGE HAS BEEN POSTED IN ALL WAITING AREAS OF THE ORGANIZATION REGARDING FINANCIAL ASSISTANCE BEING OFFERED. - NOTICE OF AVAILABILITY OF FINANCIAL ASSISTANCE HAS BEEN ADDED TO THE PATIENT PORTAL ALONG WITH A PHONE NUMBER FOR ASSISTANCE ALONG WITH OUR WEBSITE ADDRESS FOR APPLICATION. - OUTPATIENT PREREGISTRATION CALLS NOTIFY PATIENTS OF AVAILABILITY OF FINANCIAL ASSISTANCE. - REGISTRATION AREAS NOTIFY PATIENTS OF AVAILABILITY OF FINANCIAL ASSISTANCE AS WELL AS HAVING APPLICATIONS READILY AVAILABLE. - EVERY STATEMENT HAS THE NOTICE OF AVAILABILITY OF FINANCIAL ASSISTANCE ALONG WITH A PHONE NUMBER TO CALL FOR ASSISTANCE AND A WEBSITE TO VISIT FOR AN APPLICATION. - THE UVMHN CUSTOMER SERVICE DEPARTMENT MAKES A REASONABLE EFFORT TO CALL PATIENTS FOR COLLECTIONS OF SELF-PAY BALANCES AND NOTIFICATION OF FINANCIAL ASSISTANCE. PORTER HOSPITAL, INC. PART V, SECTION B, LINE 20E: (ALSO APPLICABLE TO LINE 20A) PORTER HOSPITAL DOES NOT TAKE ANY EXTRAORDINARY COLLECTION ACTIONS. PART V, SECTION B, LINES 7A, 10A, AND 16A-16C: HOSPITAL FACILITY'S WEBSITE CHNA AND IMPLEMENTATION STRATEGY:HTTPS://WWW.UVMHEALTH.ORG/ABOUT-US/COMMUNITY-BENEFITFINANCIAL ASSISTANCE POLICY, FAP APPLICATION, AND PLAIN LANGUAGE SUMMARY: HTTPS://WWW.UVMHEALTH.ORG/PATIENTS-VISITORS/BILLING-INSURANCE/FINANCIAL-ASSISTANCE 10 1 - UVMHN-PMC ORTHOPEDICS 2436 EXCHANGE STREET MIDDLEBURY VT 05753 PHYSICIAN CLINIC 2 - UVMHN-PMC PRIMARY CARE-MIDDLEBURY 82 CATAMOUNT PARK MIDDLEBURY VT 05753 FAMILY PHYSICIAN CLINIC 3 - UVMHN-PMC PRIMARY CARE-VERGENNES 10 NORTH STREET VERGENNES VT 05491 FAMILY PHYSICIAN CLINIC 4 - UVMHN-PMC PEDIATRIC PRIMARY CARE 1330 EXCHANGE STREET 201 MIDDLEBURY VT 05753 PHYSICIAN CLINIC 5 - UVMHN-PMC PRIMARY CARE-BRANDON 61 COURT DRIVE BRANDON VT 05733 FAMILY PHYSICIAN CLINIC 6 - UVMHN-PMC EAR NOSE & THROAT 1330 EXCHANGE STREET 202 MIDDLEBURY VT 05753 PHYSICIAN CLINIC 7 - UVMHN-PMC PRIMARY CARE-BRISTOL 61 PINE STREET BRISTOL VT 05443 PHYSICIAN CLINIC 8 - UVMHN-PMC CARDIOLOGY 115 PORTER DRIVE MIDDLEBURY VT 05753 PHYSICIAN CLINIC 9 - UVMHN-PMC PODIATRY 76 COURT STREET MIDDLEBURY VT 05753 PHYSICIAN CLINIC 10 - UVMHN-PMC WOMEN'S HEALTH 116 PORTER DRIVE MIDDLEBURY VT 05753 PHYSICIAN CLINIC PART I, LINE 3C: ELIGIBILITY FOR FINANCIAL ASSISTANCE WILL BE CONSIDERED FOR THOSE WHO ARE UNINSURED, UNDERINSURED, AND INELIGIBLE FOR ANY GOVERNMENT HEALTH CARE BENEFIT PROGRAM. TO QUALIFY FOR FINANCIAL ASSISTANCE, AN ELIGIBLE PATIENT MUST PASS BOTH AN INCOME AND ASSETS TEST. THE INCOME TEST IS SET AT A MAXIMUM OF 400% FEDERAL POVERTY LEVEL GUIDELINES (FPLG) AND THE ASSET TEST ALLOWS LIQUID ASSETS EQUAL TO INCOME LEVELS OF 400% OF THE FEDERAL POVERTY LEVEL, ADJUSTED TO HOUSEHOLD SIZE. IF ASSETS ARE BELOW THE GUIDELINE, THE PATIENT PASSES THE ASSET TEST. ADDITIONALLY AND INDEPENDENTLY, FINANCIAL ASSISTANCE IS AVAILABLE TO MEDICALLY INDIGENT INDIVIDUALS WHOSE HOSPITAL BILLS EXCEED 20% OF ANNUAL HOUSEHOLD INCOME. PATIENTS MUST RESIDE WITHIN PORTER HOSPITAL SERVICE AREA, WHICH INCLUDES ALL OF VERMONT AND SELECT COUNTIES IN NEW YORK AND NEW HAMPSHIRE, UNLESS MEDICAL SERVICES WERE URGENT OR EMERGENT IN NATURE. FINANCIAL ASSISTANCE FOR RESIDENTS OUTSIDE OF PORTER HOSPITALS SERVICE AREA WILL BE GRANTED IN UNIQUE CIRCUMSTANCES AND WITH APPROPRIATE APPROVAL. PART I, LINE 7: THE ORGANIZATION USED A COST-TO-CHARGE RATIO FOR THE PURPOSES OF CALCULATING AMOUNTS ON LINES 7A AND 7B. AN ACTUAL COSTING METHOD WAS USED TO CALCULATE AMOUNTS ON LINES 7E, 7F, 7G AND 7I. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES PROVIDED DESPITE A LOSS TO THE ORGANIZATION INCLUDED SERVICES PROVIDED TO PUBLIC AGENCIES SERVING POPULATIONS SUCH AS VETERANS, DISABLED PERSONS, AND CRIME VICTIMS, AND ALSO INCLUDED HOSPITAL DEPARTMENTS MEETING NEEDS THAT ARE NOT OTHERWISE AVAILABLE IN THE COMMUNITY SUCH AS DELIVERY, NEWBORN AND POSTPARTUM SERVICES, AND SERVICES RELATED TO MENTAL HEALTH. PART I, LN 7 COL(F): THE PROVISION FOR BAD DEBT SUBTRACTED FOR PURPOSES OF CALCULATING THE AMOUNT REPORTED ON LINE 7(F) IS $0. BAD DEBT IS DEDUCTED FROM PATIENT SERVICE REVENUE REPORTED ON FORM 990, PART VIII. PART III, LINE 2: THE ORGANIZATION USED THE UNCOMPENSATED AND INDIGENT CARE COST-TO-CHARGE RATIO FROM ITS MEDICAID COST REPORT AS ITS COSTING METHODOLOGY TO CALCULATE BAD DEBT EXPENSE AT COST. PART III, LINE 3: DISCOUNTS AND PAYMENTS ON PATIENT ACCOUNTS ARE NETTED AGAINST THE TOTAL GROSS CHARGES WHEN DETERMINING BAD DEBT EXPENSE. THE $103,826 REFLECTS THE ADJUSTED BAD DEBT EXPENSE FOR ALL PATIENTS WHO SUBMITTED AN INITIAL APPLICATION, BUT UPON FOLLOW-UP, DID NOT RESPOND TO REQUESTS FOR ADDITIONAL INFORMATION OR SUPPORTING DOCUMENTATION. PORTER HOSPITAL HAS A DATABASE WHICH TRACKS ALL APPLICATIONS AND THEIR STATUS; A QUERY EXTRACTED ALL INCOMPLETE/NON RESPONSIVE ARCHIVED APPLICATIONS PROVIDING A LIST OF PATIENTS & DEPENDENTS. SUBSEQUENTLY, A QUERY OF ASSOCIATED PATIENT SERVICES FROM 10/1/24-9/30/25 FOR "SELF-PAY AND COLLECTION ACCOUNTS WAS EXTRACTED FROM THE BILLING SYSTEM. PART III, LINE 4: THE ORGANIZATION'S BAD DEBT EXPENSE IS ADDRESSED ON PAGE 23 IN FOOTNOTE 4 OF ITS MOST RECENT AUDITED FINANCIAL STATEMENTS. PART III, LINE 8: THE AMOUNT REPORTED IN PART III, LINE 6, MEDICARE ALLOWABLE COSTS OF CARE, IS DERIVED FROM PORTER HOSPITAL'S FYE 9/30/25 MEDICARE COST REPORT, WORKSHEETS E-1 THROUGH E-3. PART III, LINE 9B: THE ORGANIZATION'S WRITTEN DEBT COLLECTION POLICY PROVIDES THAT PATIENTS INDICATING AN INABILITY TO MEET THEIR FINANCIAL OBLIGATIONS ARE TO BE REFERRED TO THE PATIENT FINANCIAL ADVOCATE. THE POLICY PROVIDES FURTHER THAT PATIENTS WHO APPLY UNDER THE FINANCIAL ASSISTANCE POLICY ARE NOT CHARGED MORE THAN AMOUNTS GENERALLY BILLED AND QUALIFY FOR A SLIDING SCALE DISCOUNT. THE BILLING AND COLLECTIONS PROCESS IS EXTENDED FOR UP TO THE LATTER OF 240 DAYS OR SIX WEEKS AFTER A PATIENT HAS REQUESTED A FINANCIAL ASSISTANCE APPLICATION FOR PATIENTS REQUESTING A FINANCIAL ASSISTANCE APPLICATION. ONCE A PATIENT IS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE, ALL PAYMENTS MADE IN EXCESS OF THE FAP-ELIGIBLE AMOUNT ARE FUNDED AND THE FAP-ELIGIBLE AMOUNT IS NOT PURSUED. PART VI, LINE 2: PORTER HOSPITAL PARTNERS WITH A NUMBER OF COMMUNITY HEALTH RESOURCE GROUPS INCLUDING ADDISON COUNTY RELOCALIZATION NETWORK (ACORN), ADDISON COUNTY HOME HEALTH & HOSPICE, ADDISON HOUSING WORKS, AND AGENCY OF HUMAN SERVICES (AHS). ACORN SUPPORTS FARMERS AND FOOD PRODUCRES, ENGAGES IN FOOD EDUCATION, AND ENSURES ACCESS TO HEALTHY FOOD FOR ALL COMMUNITY MEMBERS. ADDISON COUNTY HOME HEALTH AND HOSPICE PROVIDES HOME CARE SERVICES TO FAMILIES AND INDIVIDUALS OF ALL AGES SUCH AS NURSING, REHABILITATION, MEDICAL SOCIAL WORK, AND ANCILLARY SUPPORT ALONG WITH HOSPICE AND PALLIATIVE CARE PROGRAMS. ADDISON HOUSING WORKS FORMERLY KNOWN AS ADDISON COUNTY COMMUNITY TRUST IS A NONPROFIT AFFORDABLE HOUSING TRUST WITH RENTAL APARTMENTS, MOBILE HOME PARKS, SINGLE-FAMILY HOMES, AND SENIOR HOUSING. AHS IS A DIVISION OF THE VERMONT STATE GOVERNMENT THAT PROVIDES PROGRAMS AND BENEFITS TO IMPROVE THE ECONOMIC WELL-BEING OF VERMONTERS. THESE BENEFITS ARE FOR A VARIETY OF TOPICS SUCH AS CHILDREN, EMERGENCIES, FOOD, FUEL & UTILITIES, HOUSING, WORK & FAMILY SUPPORT. THESE PARTNERSHIPS GIVE PORTER HOSPITAL A FIRST HAND LOOK INTO WHAT IS HAPPENING AROUND THE COMMUNITY, AND ALLOWS US TO BETTER SUPPORT OUR COMMUNITY. PART VI, LINE 3: PORTER HOSPITAL ("PORTER") UTILIZES A VARIETY OF METHODS TO INFORM, EDUCATE, AND ASSIST PAYMENTS IN IDENTIFYING PAYMENT SOURCES, INCLUDING STATE / FEDERAL PROGRAMS AND ITS FINANCIAL ASSISTANCE POLICY. PORTER WIDELY PUBLICIZES ITS FINANCIAL ASSISTANCE POLICY ON ITS WEBSITE, WHICH INCLUDES THE POLICY, THE APPLICATION, AND PLAIN LANGUAGE SUMMARY IN BOTH ENGLISH AND SPANISH. PAPER COPIES ARE AVAILABLE WITHOUT CHARGE AT LOCATIONS THROUGHOUT THE HOSPITAL INCLUDING BUT NOT LIMITED TO REGISTRATIONS DESKS IN THE ER AS WELL AS OFFSITE LOCATIONS. INDIVIDUALS ARE NOTIFIED ABOUT THE FAP WITH BILLING NOTICES AND OTHER BROCHURES PLACED THROUGHOUT PORTER FACILITIES.PORTER MAINTAINS ITS OWN HEALTH ASSISTANCE PROGRAM TO HELP ELIGIBLE LOW AND MIDDLE INCOME FAMILIES OBTAIN PRESCRIPTION MEDICATIONS, EYEGLASSES, AND MEDICAL EQUIPMENT AT NO COST. THE HEALTH ASSISTANCE PROGRAM ALSO PROVIDES ASSISTANCE WITH ENROLLMENT IN STATE AND FEDERAL PROGRAMS, INCLUDING OBTAINING INSURANCE THROUGH THE VERMONT HEALTH CONNECT EXCHANGE, AND PROVIDES ADVOCACY AND SUPPORT WITH OBTAINING OTHER HEALTH CARE RELATED RESOURCES.ADDITIONALLY, PORTER'S OFFICE OF PATIENT AND FAMILY ADVOCACY IS AVAILABLE TO HELP WITH CONCERNS ABOUT DELIVERY OF CARE, INCLUDING BUT NOT LIMITED TO COSTS. PART VI, LINE 4: ADDISON COUNTY IS LOCATED IN THE LOWER CHAMPLAIN VALLEY OF VERMONT WITH LAKE CHAMPLAIN AND THE ADIRONDACKS TO THE WEST AND THE GREEN MOUNTAINS TO THE EAST. THE UNIQUE LANDSCAPE OF ADDISON COUNTY, THE FARMLANDS OF THE CHAMPLAIN VALLEY, AND THE PREDOMINATELY WOODED SETTINGS NEAR THE GREEN MOUNTAINS PROMOTE A BLEND OF LIGHT INDUSTRY AND FARMING. THE MAJOR EMPLOYERS IN THE COUNTY INCLUDE MIDDLEBURY COLLEGE, PORTER MEDICAL CENTER (AND ITS AFFILIATES INCLUDING PORTER HOSPITAL), AND COLLINS AEROSPACE.PORTER HOSPITAL SERVES 37,363 RESIDENTS LOCATED IN ADDISON COUNTY, VERMONT, WHICH COMPRISES APPROXIMATELY 6% OF THE STATE'S TOTAL POPULATION. AS OF 2023, A VAST MAJORITY (91.4%) OF ADDISON COUNTY RESIDENTS WERE WHITE, NON-HISPANIC. HISPANIC OR LATINO RESIDENTS ARE ADDISON COUNTY'S MORE PREVALENT MINORITY POPULATION AT 2.5%. THE US CENSUS BUREAU ESTIMATES THAT 4.7% OF ADDISON COUNTY RESIDENTS UNDER THE AGE OF 65 WERE UNINSURED IN 2022. ABOUT 89.4% OF THE POPULATION HAS A HIGH SCHOOL DIPLOMA OR HIGHER, 41.8% OF THE POPULATION HAS A BACHELOR'S DEGREE OR HIGHER, WITH A MEDIAN HOUSEHOLD INCOME OF $85,870. PART VI, LINE 5: IN ADDITION TO THE COLLABORATIONS AND PARTNERSHIPS DESCRIBED PREVIOUSLY:PORTER HOSPITAL ("PORTER") PROVIDES RENT-FREE CLINIC SPACE AND VOUCHERS FOR NO-COST ANCILLARY SERVICES TO THE LOCAL OPEN DOOR CLINIC IN ITS ROLE AS A CATALYST IN THE DELIVERY OF HEALTH CARE SERVICES TO ITS ENTIRE COMMUNITY. PORTER OFFERS FREE AND LOW COST COMMUNITY EDUCATION PROGRAMS ON HEALTH CARE TOPICS INCLUDING MEMORY LOSS, DEMENTIA, BREAST CANCER SCREENING, BASIC DIABETES, CPR, SMOKING CESSATION, NUTRITION, PHYSICAL FITNESS, PARENTING, PRENATAL EXERCISE AND BREASTFEEDING. A MAJORITY OF THE GOVERNING BODY IS COMPRISED OF PERSONS WHO RESIDE IN ITS SERVICE AREA AND WHO ARE NEITHER EMPLOYEES NOR CONTRACTORS OF PORTER NOR FAMILY MEMBERS THEREOF. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY FOR ALL DEPARTMENTS AND/OR SPECIALTIES.SURPLUS FUNDS ARE INVESTED IN TECHNOLOGY, FACILITIES AND PROGRAMS. PART VI, LINE 6: ON APRIL 1, 2017, THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVMHN") BECAME THE SOLE MEMBER OF PORTER MEDICAL CENTER, INC., THE PARENT ORGANIZATION FOR BOTH PORTER HOSPITAL AND HELEN PORTER NURSING HOME, INC. WITH SIX HOSPITALS ACROSS VERMONT AND NORTHERN NEW YORK, AS WELL AS A MEDICAL GROUP, AND AFFILIATED CLINICS, NURSING HOMES, AND NON-HOSPITAL FACILITIES, UVMHN COMPRISES AN INTEGRATED SYSTEM OF CARE SERVING ITS COMMUNITIES. UVMHN CARRIES OUT CENTRALIZED ACTIVITIES FOR THE BENEFIT OF PATIENTS OF ALL PARTNER ORGANIZATIONS, INCLUDING IMPROVING ACCESS TO LOCAL CARE, COST SAVINGS THROUGH GREATER JOINT PURCHASING POWER, ENHANCING INFORMATION TECHNOLOGY, INCREASING ACADEMIC OPPORTUNITIES FOR PHYSICIANS, ENGAGING IN REGIONAL STRATEGIC PLANNING, AND PARTICIPATING IN JOINT QUALITY AND CLINICAL INITIATIVES, AND COLLABORATIVE EFFORTS. PORTER HOSPITAL REGULARLY PARTNERS WITH OTHER ORGANIZATIONS AND PROVIDERS TO HELP MEET THE NEEDS OF ITS COMMUNITY. THIS INCLUDES WORKING WITH OTHER ORGANIZED SYSTEMS OF CARE (LIKE HOME HEALTH AGENCIES AND PHYSICIAN PRACTICES), AS WELL AS COMMUNITY-BASED ORGANIZATIONS WHOSE MISSIONS ARE SIMILAR. FOR EXAMPLE, PORTER HOSPITAL COLLABORATES WITH COMMUNITY PARTNERS TO REGULARLY ASSESS COMMUNITY AND HEALTH CARE NEEDS, WHICH HELPS GUIDE THE ORGANIZATION'S PRIORITIES. PART VI, LINE 7 PORTER HOSPITAL, INC. FILES A COMMUNITY BENEFIT REPORT WITH THE STATE OF VERMONT. 1 1 0 0 0 0 0 1 1 1 DR RAMSEY HERRINGTON MG PRESIDENT & CEO (AS OF 7/2025) 0 461293 0 174675 0 67618 0 31050 0 42582 0 777218 0 0 DR JASON SANDERS PRES/CEO OF UVMHN MG (TIL 3/2025) 0 426547 0 214352 0 10083 0 61575 0 38609 0 751166 0 0 BOB ORTMYER PRES, ECH & PMC 0 389179 0 116095 0 53323 0 49798 0 15722 0 624117 0 8627 JUDY PEEK-LEE FMR INTERIM CFO 0 394303 0 69499 0 6258 0 24150 0 16608 0 510818 0 0 DR KRISTOFER ANDERSON DIRECTOR 0 418024 0 0 0 22186 0 20700 0 16292 0 477202 0 0 ERIC BERG CRNA 290908 0 0 0 17443 0 11996 0 33579 0 353926 0 0 0 SCOTT COMEAU CFO 0 261093 0 41293 0 2529 0 12432 0 31349 0 348696 0 0 ADAM ECKHARDT CRNA 269902 0 20000 0 8133 0 9157 0 29464 0 336656 0 0 0 AMY BISHOP CRNA 286328 0 0 0 5437 0 9078 0 34512 0 335355 0 0 0 WILLIAM HARRINGTON CRNA 276558 0 0 0 15935 0 11668 0 417 0 304578 0 0 0 GABRIELLE ROBARGE CRNA 218422 0 10000 0 4653 0 7206 0 24807 0 265088 0 0 0 BRANDI BETCHER HELM AVP OPERATIONS 0 205205 0 22577 0 16558 0 7319 0 1497 0 253156 0 0 LINDA HAVEY AVP CHIEF NURSING OFFICER 0 204269 0 19846 0 9217 0 9331 0 3348 0 246011 0 0 TOM THOMPSON FMR PRES & COO 0 0 0 0 0 122623 0 0 0 0 0 122623 0 0 PART I, LINE 3 PORTER HOSPITAL RELIED ON THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"), PARENT OF PORTER HOSPITAL'S 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-B PORTER 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. SUPPLEMENTAL 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%); AND JASON SANDERS ( 8.68%). 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 7 PORTER HOSPITAL 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 8 SALARIES 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. A VERMONT EDUCATIONAL HEALTH BUILDINGS AND FINANCING AGENCY 237154467 NONEAVAIL 2015-08-06 12650000 REFUND 2006 SERIES A BONDS 0 0 0 B VERMONT EDUCATIONAL AND HEALTH BUILDING FINANCING AGENCY 237154467 NONEAVAIL 2025-08-01 7219214 REFUND 2015A BONDS 0 0 0 A 5482851 12650000 138787 12511213 2015 1 0 1 1 B 52065 7219214 7219214 2015 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 SCHEDULE K, PART I, COL (C) CUSIP # BECAUSE THE BONDS ARE HELD BY A PRIVATE FINANCIAL INSTITUTION AND WERE NEVER OFFERED TO THE PUBLIC, A CUSIP NUMBER WAS NOT ASSIGNED. X 1 90000 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS FORM 990, PART 1, LINE 1: OPERATION OF A CRITICAL ACCESS HOSPITAL, IN LINE WITH OUR MISSION TO IMPROVE THE HEALTH OF OUR COMMUNITY, ONE PERSON AT A TIME. FORM 990, PART VI, SECTION A, LINE 2 THE GOVERNING BODY FOR PORTER HOSPITAL, INC. IS IDENTICAL TO THAT OF HELEN PORTER NURSING HOME, INC. AS WELL AS THEIR PARENT ORGANIZATION, PORTER MEDICAL CENTER. SCOTT COMEAU, BRANDI (BETCHER) HELM, AND LINDA HAVEY HAD EMPLOYMENT RELATIONSHIPS WITH PORTER MEDICAL CENTER. DR. RAMSEY HERRINGTON AND DR. KRISTOFER ANDERSON HAD AN EMPLOYMENT RELATIONSHIP WITH THE UNIVERSITY OF VERMONT HEALTH NETWORK MEDICAL GROUP, INC. WHERE DR. RAMSEY HERRINGTON SERVED AS AN OFFICER AND DIRECTOR. FORM 990, PART VI, SECTION A, LINE 6 PORTER MEDICAL CENTER, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY OF PORTER HOSPITAL, 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 7B UVM 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 11B THE FORM 990 FOR PORTER HOSPITAL, 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 COMMITTEE 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 12C THE 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 OF 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 COMMITTEE 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 15 THE ORGANIZATION DELEGATES THE SETTING OF EXECUTIVE COMPENSATION TO THE 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 EXECUTIVES 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES AFFILIATED RECOVERY: PROGRAM SERVICE EXPENSES 263,939. MANAGEMENT AND GENERAL EXPENSES 2,996,439. FUNDRAISING EXPENSES 174,852. TOTAL EXPENSES 3,435,230. PHYSICIAN LOCUMS: PROGRAM SERVICE EXPENSES 458,296. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 458,296. PURCHASED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 2,574,593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,574,593. TEMP STAFFING: PROGRAM SERVICE EXPENSES 7,615,194. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,615,194. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,855,663. MANAGEMENT AND GENERAL EXPENSES 1,056,360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,912,023. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 275,796. TEMPORARILY RESTRICTED CONTRIBUTIONS -199,012. OTHER CHANGES IN NET ASSETS 15,258. TRANSFER OF NET ASSETS -330,782. PENSION PLAN ADJUSTMENT 77,098. TRANFER FROM AFFILIATES -3,123. SCHEDULE M, PART I THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS THE UNIVERSITY OF VERMONT MEDICAL CENTER 111 COLCHESTER AVE BURLINGTON VT 05401 030219309 HOSPITAL VT 501(C)(3) 3 UVMHN 1 THE UNIVERSITY OF VERMONT MED CTR FDN INC 111 COLCHESTER AVE BURLINGTON VT 05401 263159849 FUNDRAISING VT 501(C)(3) 12A-I UVMMC 1 UNIVERSITY OF VERMONT HEALTH NETWORK INC 111 COLCHESTER AVE BURLINGTON VT 05401 452880726 HOLDING COMPANY VT 501(C)(3) 12A-I N/A 0 CENTRAL VERMONT MEDICAL CENTER 130 FISHCHER ROAD BERLIN VT 05602 222547186 HOSPITAL VT 501(C)(3) 3 UVMHN 1 UNIVERSITY HEALTH CENTER 111 COLCHESTER AVE BURLINGTON VT 05401 030229931 HOSPITAL VT 501(C)(3) 12A-I UVMMC 1 COMMUNITY PROVIDERS INC 75 BEEKMAN STREET PLATTSBURGH NY 01290 222544844 HEALTH SVC COOR NY 501(C)(3) 12A-I UVMHN 1 CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 75 BEEKMAN STREET PLATTSBURGH NY 12901 141338471 HOSPITAL NY 501(C)(3) 3 UVMHN 1 ELIZABETHTOWN COMMUNITY HOSPITAL 75 PARK STREET ELIZABETHTOWN NY 12932 141364513 HOSPITAL NY 501(C)(3) 3 UVMHN 1 EMERGENCY MEDICAL TRANSPORT OF CVPH INC 75 BEEKMAN STREET PLATTSBURGH NY 12901 061718419 AMBULANCE SVC NY 501(C)(3) 12B-II CPI 1 CVPH MEDICAL CENTER FOUNDATION 75 BEEKMAN STREET PLATTSBURGH NY 12901 141727048 HEALTH SVC SUPPORT NY 501(C)(3) 12B-II CVPH 1 UNIVERSITY MEDICAL EDUCATION ASSOCIATES 89 BEAUMONT AVENUE BURLINGTON VT 05405 237107832 EDUCATIONAL VT 501(C)(3) 10 UVMHNMG 1 ALICE HYDE MEDICAL CENTER 133 PARK STREET MALONE NY 12953 150346515 HOSPITAL NY 501(C)(3) 3 UVMHN 1 PORTER MEDICAL CENTER INC 115 PORTER DRIVE MIDDLEBURY VT 05753 030310862 SUPPORTING ORG VT 501(C)(3) 12B-II UVMHN 0 HELEN PORTER NURSING HOME 37 PORTER DRIVE MIDDLEBURY VT 05753 030306549 NURSING HOME VT 501(C)(3) 3 PMC 1 AUXILIARY OF PORTER MEDICAL CENTER 37 PORTER DRIVE MIDDLEBURY VT 05753 237363227 SUPPORTING ORG VT 501(C)(3) 12B-II PMC 1 LAKE CHAMPLAIN PHYSICIAN SERVICES PC 75 BEEKMAN STREET PLATTSBURGH NY 12901 273785445 PHYSICIAN SVC NY 501(C)(3) 12A-I CVPH 1 THE UNIVERSITY OF VERMONT HEALTH NETWORK MEDICAL GROUP INC 111 COLCHESTER AVE BURLINGTON VT 05401 030225105 PHYSICIAN SVC VT 501(C)(3) 12A-I UVMHN 1 UVMHN HOME HEALTH & HOSPICE 1110 PRIM ROAD COLCHESTER VT 05446 030179603 HOME HEALTHCARE VT 501(C)(3) 10 UVMHN 1 VMC INDEMNITY COMPANY INC 95 ST PAUL ST BURLINGTON VT 05401 831102018 INSURANCE VT 501(C)(3) 10 UVMHN 1 UVMHN VENTURES INC 111 COLCHESTER AVENUE BURLINGTON VT 05401 043380045 HOLDING COMPANY VT N/A C 0 UVMHN CREDENTIALING & ENROLLMENT 111 COLCHESTER AVENUE BURLINGTON VT 05401 030333056 ADMIN SVC VT N/A C 0 CHARITABLE REMAINDER TRUSTS (6) SUPPORT VT N/A T 0 PERPETUAL TRUSTS (10) SUPPORT VT N/A T 0 CHARITABLE IRREVOCABLE TRUSTS (8) SUPPORT VT N/A T 0 CHAMPLAIN VALLEY HEALTH NETWORK 75 BEEKMAN STREET PLATTSBURGH NY 12901 161586102 ADMIN SVC NY N/A C 0 MEDIQUEST INC PO BOX 1656 PLATTSBURGH NY 12901 141663061 MED OFFICE LEASE NY N/A C 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 1 HELEN PORTER NURSING HOME INC I 265699 FMV HELEN PORTER NURSING HOME INC Q 4094451 FMV AUXILIARY OF PORTER MEDICAL CENTER C 110000 FMV HELEN PORTER NURSING HOME INC S 101970 FMV