SOUTHWESTERN VERMONT MEDICAL CENTER INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: SOUTHWESTERN VERMONT MEDICAL CENTER INC (EIN 22-2563241)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-08-03
IRS object ID: 202642159349300394
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-03T13:34:41-05:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	161226221	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FUSTCHARLES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	220 S WARREN STREET	AddressLine1Txt
City	SYRACUSE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222563241	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN VERMONT MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	8024426361	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 HOSPITAL DRIVE	AddressLine1Txt
City	BENNINGTON	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT LABA	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	8024426361	PhoneNum
Signature	2026-07-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DESIREE M BENNETT	PreparerPersonNm
PTIN	P01263666	PTIN
Phone	3154463600	PhoneNum
Preparation	2026-07-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ESTEVAN GARCIA MD DRPH	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 HOSPITAL DRIVE	AddressLine1Txt
City	BENNINGTON	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05201	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$240,338,604	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SVHEALTHCARE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1912	FormationYr
Legal Domicile State	VT	LegalDomicileStateCd
Activity Or Mission	SOUTHWESTERN VERMONT HEALTH CARE EXISTS TO PROVIDE EXCEPTIONAL HEALTH CARE AND COMFORT TO THE PEOPLE WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	1229	TotalEmployeeCnt
Total Volunteers	36	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,269,014	PYContributionsGrantsAmt
CY Contributions Grants	$4,229,799	CYContributionsGrantsAmt
PY Program Service Revenue	$222,377,718	PYProgramServiceRevenueAmt
CY Program Service Revenue	$234,824,637	CYProgramServiceRevenueAmt
PY Investment Income	$3,119,052	PYInvestmentIncomeAmt
CY Investment Income	$1,270,089	CYInvestmentIncomeAmt
PY Other Revenue	$10,200	PYOtherRevenueAmt
CY Other Revenue	$10,300	CYOtherRevenueAmt
PY Total Revenue	$228,775,984	PYTotalRevenueAmt
CY Total Revenue	$240,334,825	CYTotalRevenueAmt
PY Grants And Similar Paid	$8,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,575	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$84,569,436	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$85,993,814	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$140,731,342	PYOtherExpensesAmt
CY Other Expenses	$150,131,262	CYOtherExpensesAmt
PY Total Expenses	$225,308,778	PYTotalExpensesAmt
CY Total Expenses	$236,142,651	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,467,206	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,192,174	CYRevenuesLessExpensesAmt
Total Assets BOY	$134,963,149	TotalAssetsBOYAmt
Total Assets EOY	$135,504,687	TotalAssetsEOYAmt
Total Liabilities BOY	$81,057,781	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$75,355,953	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$53,905,368	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$60,148,734	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SOUTHWESTERN VERMONT HEALTH CARE EXISTS TO PROVIDE EXCEPTIONAL HEALTH CARE AND COMFORT TO THE PEOPLE WE SERVE. SEE SCHEDULE O FOR ADDITIONAL DETAILS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$156,515,889	ExpenseAmt
Grant	$17,575	GrantAmt
Revenue	$205,449,968	RevenueAmt
Desc	SOUTHWESTERN VERMONT MEDICAL CENTER IS A 99 BED HOSPITAL THAT PROVIDES INPATIENT AND OUTPATIENT MEDICAL SERVICES AND PHYSICIAN SERVICES IN BENNINGTON AND THE SURROUNDING AREA. IT IS VERMONT'S ONLY MAGNET HOSPITAL FOR NURSING EXCELLENCE. ITS SERVICES INCLUDE A FULLY STAFFED EMERGENCY DEPARTMENT, CANCER CENTER, A FAMILY CENTERED BIRTH PLACE, MINIMALLY INVASIVE AND OTHER SURGICAL SERVICES, A RENAL DIALYSIS UNIT, AND A FULL SERVICE ACCREDITED LABORATORY. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$50,183,830	ExpenseAmt
Revenue	$29,374,669	RevenueAmt
Desc	THE MEDICAL PRACTICE GROUP INCLUDES: PRIMARY CARE PHYSICIANS, RHEUMATOLOGY AND IMMUNOLOGY, RADIATION ONCOLOGY, MEDICAL ONCOLOGY, PEDIATRIC PRACTICE, GENERAL SURGERY PRACTICE, GASTROENTEROLOGY, UROLOGY PRACTICE, ORTHOPEDICS, THREE OFF CAMPUS CLINICS, INTERNAL MEDICINE PRACTICE, INFECTIOUS DISEASE PRACTICE, OB/GYN PRACTICE, ANESTHESIA SERVICES, DENTISTRY, GERIATRIC PRACTICE, PULMONOLOGY, DERMATOLOGY, NEUROLOGY, CARDIOLOGY, PALLIATIVE CARE AND ENDOCRINOLOGY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$206,699,719	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	126	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1229	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT LABA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8024475011	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 HOSPITAL DRIVE	AddressLine1Txt
City	BENNINGTON	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05201	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
THOMAS A DEE
CEO	36.00	4.00	Yes (X)	Yes (X)	$665,360	$0	$141,489
STEPHEN KELLY
VICE CHAIR	1.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
DIMITRI GARDER
SECRETARY	1.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
ANGIE MARANO
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
BRIAN BAREFOOT
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
BRIAN G O'GRADY
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
CAROL CONROY
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
CHRISTINE MILES
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
CONNIE JASTERMSKI
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
GEORGE KEADY
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
KRISTYN HARRINGTON
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
ROBERT VAN DEGNA
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
THOMAS H GREEN III
CHAIR	1.00	3.00	Yes (X)	Yes (X)	$0	$0	$0
WAYNE GRANQUIST
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
KEITH MICHL
TRUSTEE	1.00	3.00	Yes (X)		$0	$0	$0
MATTHEW STANISHEWSKI
TRUSTEE	1.00	2.00	Yes (X)		$0	$321,078	$49,813
STEPHAN LEBLANC
TRUSTEE	1.00	2.00	Yes (X)		$0	$1,016,111	$54,138
EDWARD MERRENS MD
TRUSTEE	1.00	2.00	Yes (X)		$0	$1,051,727	$45,892
REIJA RAWLE MD
TRUSTEE	1.00	2.00	Yes (X)		$0	$133,864	$9,182
ROBIN SHER
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
TOVE STIGUM
TRUSTEE	1.00	2.00	Yes (X)		$0	$0	$0
ROBERT LABA
CFO/TREASURER	26.00	14.00		Yes (X)	$381,669	$0	$3,790
KEVIN P DAILEY
VP HR	39.00	1.00			$371,189	$0	$27,791	Yes (X)
PAMELA A DUCHENE
CNO	40.00				$329,494	$0	$64,555	Yes (X)
LESLIE J KEEFE
VP SVHC FOUNDATION	16.00	24.00			$278,031	$0	$73,300	Yes (X)
RICHARD J OGILVIE JR
VP CIO	40.00				$242,288	$0	$29,057	Yes (X)
CARL DOBSON
CMO	38.00	2.00			$0	$470,244	$45,163	Yes (X)
RONALD ZIMMERMAN
VP SUPPORT SERVICES	40.00	0.00			$253,039	$0	$43,292	Yes (X)
JOHN P LABERT
ANESTHESIA ASSISTANT	40.00				$282,706	$0	$27,450		Yes (X)
MARY E CAMPBELL
ANESTHESIA ASSISTANT	40.00				$257,174	$0	$27,450		Yes (X)
KAREN WILLIS
NURSE	40.00				$309,210	$0	$8,201		Yes (X)
LAUREN FELTZ
ANESTHESIA ASSISTANT	40.00				$202,118	$0	$35,533		Yes (X)
CODY HOLLOWAY
ANESTHESIA ASSISTANT	40.00	0.00			$252,549	$0	$34,541		Yes (X)
STEPHEN D MAJETICH
FORMER OFFICER	0.00	0.00			$273,404	$0	$201			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,098,231	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$2,993,024	TotReportableCompRltdOrgAmt
Total Other Compensation	$720,838	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	122	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
DARTMOUTH HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DRIVE	LEBANON	NH	03756	PSA AGREEMENT	$32,682,346
DARTMOUTH HITCHCOCK MEDICAL CENTER
ONE MEDICAL CENTER DRIVE	LEBANON	NH	03756	PURCHASED SVCS - LAB, TECH, ADMIN, PHARM	$2,861,113
RENOVO SOLUTIONS LLC
4 EXECUTIVE CIRCLE SUITE 185	IRVINE	CA	92614	BIOMEDICAL ENGINEERING	$561,261
CLARO HEALTHCARE LLC
22 S WACKER DRIVE SUITE 2800	CHICAGO	IL	60606	INPATIENT CDI	$557,208
BRIAN MARCHENGIANI MACK BROTHERS ELEVATO
PO BOX 132	HALIFAX	VT	05358	CAPITAL EXPENDITURE	$526,324

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	19	CntrctRcvdGreaterThan100KCnt
Related Organizations	$624,930	RelatedOrganizationsAmt
Government Grants	$3,604,869	GovernmentGrantsAmt
Total Contributions	$4,229,799	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERV. REV	621990	$187,040,704	$187,040,704
FIXED PROSPECTIVE REV	621990	$29,162,539	$29,162,539
PHARMACY	456110	$13,772,302	$13,772,302
PROGRAM INCENTIVES	456110	$1,158,791	$1,158,791

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,690,301	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,690,301	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$234,824,637	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$376,765	TotalRevenueColumnAmt
Exclusion	$376,765	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$10,300	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$10,300	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,300	TotalRevenueColumnAmt
Exclusion	$10,300	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$883,103	SecuritiesAmt
Other	$14,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$3,779	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$883,103	SecuritiesAmt
Other	$10,221	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$893,324	TotalRevenueColumnAmt
Exclusion	$893,324	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$240,334,825	TotalRevenueColumnAmt
Related Or Exempt Func Income	$234,824,637	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,280,389	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$17,575	TotalAmt
Program Services	$17,575	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,985,964	TotalAmt
Program Services	$466,310	ProgramServicesAmt
Management And General	$2,519,654	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$63,866,892	TotalAmt
Program Services	$53,646,825	ProgramServicesAmt
Management And General	$10,220,067	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,769,932	TotalAmt
Program Services	$1,441,815	ProgramServicesAmt
Management And General	$328,117	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,555,704	TotalAmt
Program Services	$11,007,938	ProgramServicesAmt
Management And General	$1,547,766	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,815,322	TotalAmt
Program Services	$3,874,646	ProgramServicesAmt
Management And General	$940,676	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$310,049	TotalAmt
Management And General	$310,049	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$165,875	TotalAmt
Management And General	$165,875	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$117,728	TotalAmt
Management And General	$117,728	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$25,125	TotalAmt
Management And General	$25,125	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$169,277	TotalAmt
Management And General	$169,277	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$66,017,816	TotalAmt
Program Services	$64,199,479	ProgramServicesAmt
Management And General	$1,818,337	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$238,763	TotalAmt
Program Services	-$2,418	ProgramServicesAmt
Management And General	$241,181	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$6,597,386	TotalAmt
Program Services	$2,648,608	ProgramServicesAmt
Management And General	$3,948,778	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,952,180	TotalAmt
Program Services	$4,245,855	ProgramServicesAmt
Management And General	$706,325	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$513,232	TotalAmt
Program Services	$492,432	ProgramServicesAmt
Management And General	$20,800	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,114	TotalAmt
Program Services	$295	ProgramServicesAmt
Management And General	$1,819	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,897,776	TotalAmt
Program Services	$1,729,743	ProgramServicesAmt
Management And General	$168,033	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,480,364	TotalAmt
Program Services	$5,871,659	ProgramServicesAmt
Management And General	$608,705	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,129,193	TotalAmt
Program Services	$3,330	ProgramServicesAmt
Management And General	$1,125,863	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES & DRUG	$37,939,333	$35,113,999	$2,825,334
PROVIDER TAX	$12,193,627	$12,193,627
BAD DEBTS	$8,502,812	$8,502,812
LICENSES, DUES, SUB.	$1,894,784	$284,620	$1,610,164

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$983,828	TotalAmt
Program Services	$960,569	ProgramServicesAmt
Management And General	$23,259	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$236,142,651	TotalAmt
Program Services	$206,699,719	ProgramServicesAmt
Management And General	$29,442,932	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$364,851	BOYAmt
EOY	$397,655	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,773,013	BOYAmt
EOY	$8,592,129	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,272,821	BOYAmt
EOY	$22,269,634	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,663,615	BOYAmt
EOY	$3,174,274	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,336,093	BOYAmt
EOY	$2,537,076	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$83,845,123	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$11,567,838	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$67,752,666	BOYAmt
EOY	$72,277,285	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$24,435,697	BOYAmt
EOY	$11,743,730	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$12,364,393	BOYAmt
EOY	$14,512,904	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$134,963,149	BOYAmt
EOY	$135,504,687	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$18,173,981	BOYAmt
EOY	$17,987,913	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$487,708	BOYAmt
EOY	$339,766	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,961,333	BOYAmt
EOY	$21,966,694	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$12,950,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,484,759	BOYAmt
EOY	$35,061,580	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$81,057,781	BOYAmt
EOY	$75,355,953	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$53,905,368	BOYAmt
EOY	$60,148,734	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$53,905,368	BOYAmt
EOY	$60,148,734	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$134,963,149	BOYAmt
EOY	$135,504,687	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,192,174	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,074,798	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$976,394	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$25,125	OtherActivitiesAmt
Total Lobbying Expenditures	$25,125	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	SVMC IS A MEMBER OF THE VERMONT ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS AND THE AMERICAN HOSPITAL ASSOCIATION. A PORTION OF DUES PAID TO THESE ORGANIZATIONS ARE AVAILABLE FOR LOBBYING EXPENDITURES ON BEHALF OF SVMC, AND THE OTHER MEMBER ORGANIZATIONS IN FURTHERANCE OF THEIR EXEMPT PURPOSE.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$12,373,755	BeginningYearBalanceAmt
Contributions	$1,555,720	ContributionsAmt
Investment Earnings Or Losses	$375,899	InvestmentEarningsOrLossesAmt
Other Expenditures	$135,969	OtherExpendituresAmt
End Year Balance	$14,169,405	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,902,528	BeginningYearBalanceAmt
Contributions	$26,285	ContributionsAmt
Investment Earnings Or Losses	$776,378	InvestmentEarningsOrLossesAmt
Other Expenditures	$331,436	OtherExpendituresAmt
End Year Balance	$12,373,755	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,656,148	BeginningYearBalanceAmt
Contributions	$4,757	ContributionsAmt
Investment Earnings Or Losses	$485,483	InvestmentEarningsOrLossesAmt
Other Expenditures	$243,860	OtherExpendituresAmt
End Year Balance	$11,902,528	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$12,021,533	BeginningYearBalanceAmt
Contributions	$91,346	ContributionsAmt
Investment Earnings Or Losses	-$2,838,372	InvestmentEarningsOrLossesAmt
Other Expenditures	-$2,381,641	OtherExpendituresAmt
End Year Balance	$11,656,148	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,765,029	BeginningYearBalanceAmt
Contributions	$1,744	ContributionsAmt
Investment Earnings Or Losses	$1,091,480	InvestmentEarningsOrLossesAmt
Other Expenditures	$836,720	OtherExpendituresAmt
End Year Balance	$12,021,533	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.77820	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.22180	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,555,653	OtherCostOrOtherBasisAmt
Book Value	$1,555,653	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$49,773,262	OtherCostOrOtherBasisAmt
Depreciation	$4,086,285	DepreciationAmt
Book Value	$45,686,977	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,833,053	OtherCostOrOtherBasisAmt
Depreciation	$7,264,756	DepreciationAmt
Book Value	$15,568,297	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,683,155	OtherCostOrOtherBasisAmt
Depreciation	$216,797	DepreciationAmt
Book Value	$9,466,358	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$72,277,285	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$9,550,266
FINANCE LEASE ASSETS	$1,924,153
OTHER RECEIVABLES	$2,436,734
OPERATING LEASE ASSETS	$598,484
OTHER ASSET	$3,267

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$14,512,904	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
FINANCE LEASE LIABILITY	$2,608,217
DEFERRED COMPENSATION	$1,012,261
EST AMT DUE TO THIRD PTY PYRS	$1,060,211
ESTIMATED SELF-INS COSTS	$1,506,117
ASSET RETIREMENT OBLIGATION	$1,214,852
OPERATING LEASE LIABILITY	$619,742
DUE TO AFFILIATES	$27,040,180

Field	Value	IRS element (for citing)
Total Liability	$35,061,580	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

ENDOWMENT FUNDS: THE ENDOWMENTS ARE HELD THROUGH SOUTHWESTERN VERMONT HEALTHCARE FOUNDATION, A RELATED ORGANIZATION, AND ARE INVESTED TO PROVIDE INVESTMENT RETURNS TO FUND GENERAL OPERATIONS AND SPECIFIC DONOR RESTRICTED PURPOSES.

PART X, LINE 2:

SVHC, SVMC, TWIN RIVERS, NBM, THE FOUNDATION, MAHC, SVHCNY, SVHCHF, SVHCF, AND SVHC REALTY, INC. HAVE BEEN RECOGNIZED AS EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. THE CORPORATION IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. EACH ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE CORPORATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE CORPORATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT SEPTEMBER 30, 2025 AND 2024.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	250.000000000000	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd
Percent400	Yes (X)	Percent400Ind
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,332,239	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,332,239	NetCommunityBenefitExpnsAmt
Total Expense	0.00590	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$44,745,641	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$18,770,139	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$25,975,502	NetCommunityBenefitExpnsAmt
Total Expense	0.11410	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$46,077,880	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$18,770,139	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$27,307,741	NetCommunityBenefitExpnsAmt
Total Expense	0.12000	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,482,625	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$280	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,482,345	NetCommunityBenefitExpnsAmt
Total Expense	0.00650	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$11,870,432	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,302,345	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,568,087	NetCommunityBenefitExpnsAmt
Total Expense	0.02450	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$34,432	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$34,432	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$13,387,489	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$6,302,625	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,084,864	NetCommunityBenefitExpnsAmt
Total Expense	0.03120	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$59,465,369	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$25,072,764	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$34,392,605	NetCommunityBenefitExpnsAmt
Total Expense	0.15120	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (1)	BadDebtExpenseReportedInd
Bad Debt Expense	$8,502,812	BadDebtExpenseAmt
Bad Debt Expense Attributable	$1,309,433	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$39,457,884	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$51,281,792	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$11,823,908	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (1)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN VERMONT MEDICAL CENTER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 HOSPITAL DRIVE	AddressLine1Txt
City	BENNINGTON	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05201	ZIPCd

Field	Value	IRS element (for citing)
Website Address	SVHEALTHCARE.ORG	WebsiteAddressTxt
State License	837	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	SOLE COMMUNITY HOSPITAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN VERMONT MEDICAL CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	24	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	0	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	0	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE PART V, PAGE 8	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	24	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	SEE PART V, PAGE 8	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	250.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	400.000000000000	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SEE PART V, PAGE 8	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SEE PART V, PAGE 8	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SEE PART V, PAGE 8	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr Prvt	Yes (X)	LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SOUTHWESTERN VERMONT MEDICAL CENTER	PART V, SECTION B, LINE 5: SVMC PREPARES A CHNA EVERY THREE YEARS. THE LAST ASSESSMENT WAS PREPARED IN 2024. DURING THE CHNA PROCESS, SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC) RECEIVED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITIES SERVED BY THE HEALTH SYSTEM INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH AND PERSONS WHO REPRESENT THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS, GROUPS AT RISK HEALTH DISPARITIES, THE UNINSURED OR UNDERINSURED, AND THOSE WITH GEOGRAPHIC, LANGUAGE, FINANCIAL, OR OTHER BARRIERS TO HEALTH EQUITY.INPUT FROM THE COMMUINITY OCCURRED ACROSS 4 CHANNELS:1. SVMC BOARD OF TRUSTEES AND MEDICAL STAFF2. COMMUNITY GROUPS INCLUDING THE 4 REGIONAL ADVISORY BOARDS COMPRISED OF LOCAL LEADERS IN CLOSE CONNECTION WITH THE NEEDS OF THEIR SPECIFIC COMMUNITIES 3. SEASONAL LEGISLATIVE UPDATES IN WHICH ELECTIVE OFFICIALS INFORM SVMC ABOUT NEEDS COMMUNICATED BY THEIR CONSTITUENTS4. COMMUNITY HEALTH AND MEDICAL ACCESS SURVEY COMPLETED BY 822 RESPONDENTS EACH OF THESE CHANNELS OFFERS OUR HEALTH SYSTEM THE OPPORTUNITY TO HEAR UNIQUE PERSPECTIVES ABOUT HEALTH EQUITY FROM A WIDE RANGE OF POPULATIONS. THROUGH THIS PROCESS 5 PRIORTY HEALTH NEEDS WERE DERIVED:- MENTAL HEALTH SUPPORTS - SUBSTANCE USE DISORDER-CHALLENGES THRIVING AFFORDABLE HOUSING; FOOD INSECURITY; COST OF TRANSPORTATION; SOCIAL VULNERABILITY- COST OF CARE- ACCESS TO CARETHESE PRIORTY HEALTH NEEDS REFLECT INPUT FROM THE DIVERSE POPULATIONS SERVED BY THE HEALTH SYSTEM.
SOUTHWESTERN VERMONT MEDICAL CENTER	PART V, SECTION B, LINE 11: THE PRIORITY HEALTH NEEDS IDENTIFIED IN THE 2024 COMMUNITY HEALTH NEEDS ASSESSMENT WERE ADDRESSED BY A COMPREHESIVE IMPLEMENTATION PLAN TO BE ROLLED OUT OVER THE COURSE OF THE FOLLOWNG 3 YEARS.IN 2025, SVMC INVESTED $34.4 MILLION IN COMMUNITY BENEFITS ACROSS A WIDE ARRAY OF SERVICES, PROGRAMS AND INITIATIVES. SVMC PROVIDED $1.3 MILLION IN CHARITY CARE AND $26.0 MILLION IN UNREIMBURSED MEDICAID AND OTHER MEANS-TESTED GOVERNMENT PROGRAMS. SVMC PROVIDED $5.6 MILLION IN SUBSIDIZED HEALTHCARE PROGRAMS.SVMC ALSO INVESTED $1.5 MILLION IN COMMUNITY HEALTH IMPROVEMENT SERVICES INCLUDING DIABETES EDUCATION, CHILD BIRTH CLASSES AND TRANSITIONAL CARE NURSING. THESE PROGRAMS WERE BALANCED BY EFFORTS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH INCLUDING $128,000 TOWARDS ECONOMIC DEVELOPMENT AND POVERTY ALLEVIATION AND IN DIRECT COMMUNITY BASED HEALTH AND WELLNESS PROGRAMS.THE DIRECT COMMUNITY BASED EFFORTS OF $128,000 INCLUDED FUNDING TO THE BENNINGTON REGIONAL COMMISSION FOR A VOLUNTEER IN SERVICE TO AMERICA FELLOW TO WORK ON THE IMPACT OF THE OPIOD EPIDEMIC, HEALTH EQUITY, AND POVERTY ALLEVIATION. EFFORTS IN YOUTH ACTIVITIES AND WELLNESS INCLUDED FUNDING FOR SCHOLARSHIPS ALLOWING SPORTS AND YOUTH CENTERED EVENTS.FUNDS WERE USED TO CREATE, PRINT, AND DISTRIBUTE A FREE HEALTH MAGAZINE, HEALTHY+. THE MAGAZINE'S ARTICLES AND CONTENT BROUGHT FORWARD THEMES FROM THE COMMUNITY HEALTH NEEDS ASSESSMENT, INCLUDING A HELPFUL RESOURCE DIRECTORY. THE MAGAZINE WAS DISTRIBUTED THROUGHOUT THE HEALTH SYSTEM'S THREE STATE FOOTPRINT. ALONG WITH DISTRIBUTING 20,000 COPIES REGIONALLY, IT WAS ALSO AVAILABLE TO READ AND DOWNLOAD DIGITALLY AT: HTTPS://SVMC.ORG/NEWS-EVENTS/HEALTHY-MAGAZINETHE CHNA IMPLEMENTATION PLAN FOR 2025 INCLUDED ACTIVITES TO ENHANCE DIABETES EDUCATION, ENSURE EFFECTIVE PATIENT TRANSITIONS OF CARE, AND ENGAGE COMMUNITY PARTNERS IN LIFTING THE HEALTH 0F THE POPULATION. FUNDS WERE USED TO SUPPORT IMPACTFUL REGIONAL ORGNAIZATIONS THROUGH EVENT SPONSORSHIPS.
SOUTHWESTERN VERMONT MEDICAL CENTER	PART V, SECTION B, LINE 16J: LEP TRANSLATIONS:THERE ARE NO GROUPS WITH LIMITED ENGLISH PROFICIENCY THAT RISE TO THE THRESHOLD REQUIRED UNDER IRC SECTION 501(R).
FORM 990, SCHEDULE H, PART V, LINE 7A, HOSPITAL FACILITY'S WEBSITE:	HTTPS://SVMC.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
FORM 990, SCHEDULE H, PART V, LINE 10A, IMPLEMENTATION STRATEGY WEBSITE:	HTTPS://SVMC.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
FORM 990, SCHEDULE H, PART V, LINE 16A, FAP WEBSITE:	HTTPS://SVMC.ORG/PATIENTS-VISITORS/BILLING-INSURANCE
FORM 990, SCHEDULE H, PART V, LINE 16B, FAP APPLICATION WEBSITE:	HTTPS://SVMC.ORG/PATIENTS-VISITORS/BILLING-INSURANCE
FORM 990, SCHEDULE H, PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:	HTTPS://SVMC.ORG/PATIENTS-VISITORS/BILLING-INSURANCE

Field	Value	IRS element (for citing)
Facility	3	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
1 - POWNAL FAMILY PRACTICE
7237 ROUTE 7	POWNAL	VT	05262	PRIMARY CARE, LABORATORY
2 - DEERFIELD VALLEY CAMPUS
30 ROUTE 100 SOUTH	WILMINGTON	VT	05363	SAME-DAY CARE, LABORATORY
3 - NORTHSHIRE CAMPUS
5957 MAIN STREET ROUTE 7A NORTH	MANCHESTER CENTER	VT	05255	PRIMARY CARE, LABORATORY

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7:	COSTING METHODOLOGY:THE COST TO CHARGE RATIO CALCULATED ON IRS WORKSHEET 2 WAS USED IN THE CALCULATION OF COST ON IRS WORKSHEETS 1, 3 AND 6.
PART I, LINE 7G:	SUBSIDIZED SERVICES:THE ORGANIZATION HAS INCLUDED COSTS ASSOCIATED WITH RURAL HEALTH CENTERS (RHC) IN THE CALCULATION OF SUBSIDIZED SERVICES ON LINE 7G. SOUTHWESTERN VERMONT MEDICAL CENTER PROVIDES PRIMARY CARE SERVICES TO THE SURROUNDING COMMUNITIES AT THE CENTERS. THESE SERVICES ARE PROVIDED IN RURAL AREAS WHERE THERE WOULD BE A SHORTAGE OF QUALITY MEDICAL CARE WITHOUT THE SERVICES AND THE ORGANIZATION CONTINUES TO PROVIDE THESE SERVICES AS A BENEFIT TO THE COMMUNITY DESPITE KNOWING THAT FINANCIAL SHORTFALLS WILL BE SUSTAINED.
PART I, LINE 7, COLUMN (F):	THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 8,502,812.
PART III, LINE 2:	BAD DEBT EXPENSE:THE HOSPITAL HAS ADOPTED THE NEW REVENUE RECOGNITION STANDARD ASU 2014-09. UNDER ASU 2014-09, THE ESTIMATED AMOUNTS DUE FROM PATIENTS FOR WHICH THE HEALTH SYSTEM DOES NOT EXPECT TO BE ENTITLED OR COLLECT FROM THE PATIENTS ARE CONSIDERED IMPLICIT PRICE CONCESSIONS AND EXCLUDED FROM THE HEALTH SYSTEM'S ESTIMATION OF THE TRANSACTION PRICE OR REVENUE RECORDED. BAD DEBT EXPENSE WAS NOT SIGNIFICANT TO THE AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED SEPTEMBER 30, 2025. HOWEVER, THE HOSPITAL INTERNALLY TRACKS BAD DEBT EXPENSE CONSISTENT WITH HISTORICAL PRACTICES AND THAT AMOUNT HAS BEEN REPORTED ON SCHEDULE H, PART III, SECTION A, LINE 2.
PART III, LINE 3:	BAD DEBT EXPENSE ATTRIBUTABLE TO CHARITY CARE:THE ORGANIZATION HAS ESTIMATED THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS UNDER THE ORGANIZATION'S CHARITY CARE POLICY FOR LINE 3 BASED ON CENSUS DATA SHOWING 15.4% OF THE POPULATION IN ITS SERVICE AREA FALLING BELOW THE FEDERAL POVERTY GUIDELINES.
PART III, LINE 4:	BAD DEBT EXPENSE FOOTNOTE:THE AUDITED FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE THAT DESCRIBES BAD DEBT EXPENSE. THEY DO, HOWEVER, CONTAIN A FOOTNOTE THAT DESCRIBES PATIENT ACCOUNTS RECEIVABLE. THAT FOOTNOTE CAN BE FOUND ON PAGE 10 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS.
PART III, LINE 8:	COMMUNITY BENEFIT:SERVING PATIENTS WITH GOVERNMENT HEALTH BENEFITS, SUCH AS MEDICARE, IS A COMPONENT OF THE COMMUNITY BENEFIT STANDARD THAT TAX-EXEMPT HOSPITALS ARE HELD TO. THIS IMPLIES THAT SERVING MEDICARE PATIENTS IS A COMMUNITY BENEFIT AND THAT THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
PART III, LINE 9B:	COLLECTION POLICY:ALL PATIENTS OF THE HOSPITAL HAVE THE ULTIMATE RESPONSIBILITY FOR PAYMENT OF THEIR MEDICAL BILLS; HOWEVER, THE ORGANIZATION RECOGNIZES THAT THERE WILL BE INSTANCES WHERE THE PATIENT WILL BE UNABLE TO MEET THIS OBLIGATION. ALL APPLICATIONS FOR FREE CARE MUST BE MADE TO THE COLLECTION COORDINATOR OR FINANCIAL COUNSELOR, WHO WILL REVIEW THE INFORMATION AND DETERMINE ELIGIBILITY. THE HOSPITAL WILL MAKE EVERY EFFORT TO ASSIST PATIENTS AND THEIR FAMILIES IN ARRANGING FOR THE SETTLEMENT OF THEIR MEDICAL FINANCIAL OBLIGATIONS.
PART VI, LINE 2:	NEEDS ASSESSMENT:AS A NON-PROFIT, SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC) STRIVES TO CREATE MEANINGFUL PUBLIC PARTICIPATION IN OUR STRATEGIC PLANNING, DECISION-MAKING AND IDENTIFICATION OF COMMUNITY NEEDS THROUGH A NUMBER OF CHANNELS EACH OF THESE CHANNELS OFFERS OUR HOSPITAL AND HEALTH SYSTEM THE OPPORTUNITY TO HEAR A VARIETY OF VOICES FROM OUR COMMUNITIES. INGENERAL, WE IDENTIFY COMMUNITY NEEDS IN SEVERAL WAYS:1. THROUGH LISTENING TO THE COMMUNITY INPUT THROUGH OUR BOARD OF TRUSTEES, OUR MEDICAL STAFF, AND OUR CONNECTIONS WITH OUTSIDE COMMUNITYGROUPS.2. LEGISLATIVE UPDATES DURING WHICH SVMC HEARS FROM ELECTIVE OFFICIALS ABOUT NEEDS COMMUNICATED TO THEM FROM CONSTITUENTS.3. THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS WHICH INCLUDED SURVEYS OF DISCUSSIONS THAT DID NOT EXCLUDE ANY POPULATIONS WITH HEALTH DISPARITIES OR GROUPS AT RISK OF NOT RECEIVING ADEQUATE MEDICAL CARE BECAUSE OF BEING UNINSURED OR UNDERINSURED OR DUE TO GEOGRAPHIC, LANGUAGE, FINANCIAL OR OTHER BARRIERS.THE CHNA IMPLEMENTATION PLAN PRIORITIZES NEEDS FOR OUR COMMUNITY BOTH FROM A SERVICE AND INFRASTRUCTURE PERSPECTIVE. THE PLAN PROVIDES THE HEALTH SYSTEM WITH A FRAMEWORK FOR ACHIEVING COMMUNITY HEALTH IMPROVEMENT GOALS.
PART VI, LINE 3:	PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:SVMC COUNSELS PATIENTS WHO HAVE NO INSURANCE ABOUT FEDERAL AND STATE PROGRAMS AND CHARITY CARE. AS PATIENTS ARE ADMITTED TO OUR FACILITY EITHER FOR OUTPATIENT OR INPATIENT CARE, OUR ADMITTING PERSONNEL WATCH FOR PATIENTS WHO HAVE NO INSURANCE. WHEN WE IDENTIFY PATIENTS WITH NO INSURANCE, WE OFFER THEM THE OPPORTUNITY TO SPEAK WITH A FINANCIALCOUNSELOR WHO CAN HELP THEM FILE THE NECESSARY PAPERWORK TO QUALITY FOR ANY OF THE VARIED GOVERNMENT INSURANCE PROGRAMS AS WELL AS CHARITY CARE.WE MAKE EVERY EFFORT TO WORK WITH PATIENTS WHILE THEY ARE AT OUR FACILITIES. HOWEVER, WE ALSO FOLLOW UP AFTER A PATIENT VISITS OUR FACILITY TO SEE IF THE PATIENT HAS ANY ADDITIONAL QUESTIONS OR NEEDS FURTHER ASSISTANCE. WE HAVE TWO FULL-TIME COUNSELORS WHO REGULARLY MEET WITH ANY PATIENTS WHO LACK INSURANCE OR MAY HAVE DIFFICULTY PAYING TO HELP THEM UNDERSTAND THEIR OPTIONS FOR PAYING FOR CARE AS WELL AS COMPLETE ANY PAPERWORK THEY NEED TO QUALIFY FOR INSURANCE OR CHARITY CARE. OUR SOCIAL SERVICES DEPARTMENT ALSO PERFORMS THESE TASKS.
PART VI, LINE 4:	COMMUNITY INFORMATION:SERVICE AREA: SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC) IS THE ONLY HOSPITAL IN ITS SERVICE AREA. THE SERVICE AREA IS CENTERED ON BENNINGTON, VT., AND STRETCHES ABOUT 25 MILES TO THE EAST TO THE COMMUNITIES OF WILMINGTON, VT., AND THE DEERFIELD VALLEY. IT STRETCHES 30 MILES TO THE NORTH TO ENCOMPASS THE COMMUNITIES OF MANCHESTER AND DORSET, VT., AND OTHER SMALLER COMMUNITIES ON THE EDGE OF BENNINGTON COUNTY AND THE SOUTHERN PORTIONS OF RUTLAND COUNTY. TO THE WEST, IT STRETCHES 15-20 MILES INTO EASTERN N.Y. AND INCLUDES HOOSICK, HOOSICK FALLS, EAGLE BRIDGE, WHITE CREEK, BERLIN, PETERSBURGH, AND CAMBRIDGE. LASTLY, TO THE SOUTH IT STRETCHES TO THE VERMONT BORDER WITH MASSACHUSETTS AND SERVES SOME MASSACHUSETTS RESIDENTS.DEMOGRAPHICS: THE SVMC SERVICE AREA'S POPULATION GROWTH DECLINED FROM 2000 TO 2025. THE CURRENT POPULATION OF SVMC'S PRIMARY SERVICE AREA IS 75,000. ACROSS OUR FULL SERVICE AREA, INCLUDING FRINGE MARKETS, THE POPULATION IS JUST UNDER 120,000. THE AVERAGE AGE OF RESIDENTS HAS ALSO INCREASED WITH 23% BEING 65 OR OLDER. THE POPULATION SVMC SERVES IS CONSIDERABLY OLDER AND LESS ECONOMICALLY ADVANTAGED THAN THAT IN THE REST OF VERMONT OR THE NATION.
PART VI, LINE 5:	PROMOTION OF COMMUNITY HEALTH:AS A HEALTH CARE ORGANIZATION, SOUTHWESTERN VERMONT HEALTH CARE (SVMC) FOCUSES ON COMMUNITY BUILDING ACTIVITIES AND HEALTH EDUCATIONAL EVENTS THAT ARE GEARED TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE, INCLUDING IMPROVING ACCESS TO HEALTH CARE AND ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH.ACCESS TO MEDICAL CARE:ENSURING THAT OUR COMMUNITY HAS ACCESS TO HIGH QUALITY PRIMARY AND SPECIALTY CARE IS ESSENTIAL TO ADVANCE THE HEALTH OF THE COMMUNITIES SERVED BY SVMC. ACCOMPLISHING THIS GOAL REQUIRES EFFORT IN THREE DIMENSIONS: (1) PROVIDING OVERSIGHT OF MEDICAL CARE QUALITY; (2) RECRUITING NEW PHYSICIANS; AND (3) EMPLOYING PHYSICIANS IN NEEDED SPECIALTIES. IT IS HARDER TO RECRUIT AND KEEP PHYSICIANS IN RURAL COMMUNITIES THAN EVER BEFORE. IN MANY CASES, WITHOUT SUPPORT FROM THE HEALTH SYSTEM, OUR COMMUNITIES WOULD LOSE PRIMARY AND SPECIALTY CARE. SVMC SUPPORTS PRIMARY CARE PRACTICES IN POWNAL, MANCHESTER, WILMINGTON AND BENNINGTON, AS WELL PRACTICES IN PEDIATRICS, OBSTETRICS AND GYNECOLOGY, PALLIATIVE CARE AND INFECTIOUS DISEASE.IN FISCAL YEAR 2025, SVMC INVESTED IN COMMUNITY-ORIENTED HEALTH EDUCATION, DISEASES SPECIFIC SUPPORT GROUPS, AND COMMUNITY-LOCATED SCREENING EVENTS. ALTHOUGH PROVIDING GREAT HEALTH CARE IS OUR MISSION, SVMC IS DEVOTED TO SUPPORTING OUR COMMUNITIES IN MANY OTHER WAYS; INITIATIVES TO INTRODUCE STUDENTS TO HEALTH CARE CAREERS AND PROVIDE JOB SHADOW OPPORTUNITIES, PRECEPTORSHIPS, COMMUNITY SERVICE OPPORTUNITIES TO LOCAL HIGH SCHOOL AND COLLEGE STUDENTS, A COORDINATOR TO HELP PEOPLE ENROLL IN MEDICAID, MEDICARE, OR OTHER INSURANCES, A PHYSICIAN FINDER LINE TO HELP PEOPLE FIND A PRIMARY CARE PROVIDER OR SPECIALIST, A TRANSITIONAL CARE NURSING PROGRAM THAT FACILITATES SAFER TRANSITIONS TO HOME OR SUBACUTE CARE FOR HOSPITAL PATIENTS THAT HAS RECEIVED NATIONAL ACCLAIM AS A MODEL TO IMPROVE COMMUNITY HEALTH.SVMC'S EXTENSIVE SUPPORT FOR WELLNESS ACTIVITIES, PARTICULARLY AROUND FOOD INSECURITY, HEALTHY EATING AND COOKING, AND INCREASED EXERCISE ARE IMPACTING RESIDENTS ACROSS THE SOCIOECONOMIC SPECTRUM.SVMC'S REGIONAL CANCER PROGRAM OFFERS GENETIC COUNSELING SO THAT AREA RESIDENTS DO NOT HAVE TO TRAVEL FOR HIGH QUALITY CANCER TREATMENT.SVMC PROVIDES TRAINING AND SUPPORT FOR AREA RESCUE SQUADS.
PART VI, LINE 6:	AFFILIATED HEALTH CARE SYSTEM:THE ORGANIZATION IS A MEMBER OF A CONSOLIDATED GROUP. THE GROUP'S CONSOLIDATED FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF SOUTHWESTERN VERMONT HEALTH CARE CORPORATION (SVHC), SOUTHWESTERN VERMONT MEDICAL CENTER, INC. (SVMC), MOUNT ANTHONY HOUSING CORPORATION (MAHC), SOUTHWESTERN VERMONT HEALTH CARE AUXILIARY, INC. (SVMCA), SOUTHWESTERN VERMONT HEALTH CARE ENTERPRISES (SVMCE) AND SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION(FOUNDATION), SOUTHWESTERN VERMONT HEALTH CARE NEW YORK, LLC (SVHC-NY), TWIN RIVER MEDICAL, PC (TR), AND NORTHERN BERKSHIRE MEDICAL, PC (NBM), SOUTHWESTERN VERMONT HEALTH CARE HOOSICK FALLS, LLC (SVHC-HF), HOOSICK FALLS HEALTH CENTER, INC (HFHC), HOOSICK FALLS HEALTH CENTER FOUNDATION (HFHCF).SOUTHWESTERN VERMONT HEALTH CARE CORPORATION (SVHC) IS NOT-FOR-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF VERMONT FOR THE PURPOSE OF SERVING AS A PARENT ORGANIZATION FOR FOUR WHOLLY OWNED OR CONTROLLED SUBSIDIARY CORPORATIONS. ACTIVITIES PERFORMED BY SVHC INCLUDE:MANAGING INVESTMENTS; FUNDRAISING; OPERATING AND MANAGING BUILDINGS AND EQUIPMENT OWNED AND LEASED BY SUBSIDIARIES AND OTHER RELATED ENTITIES. SVHC AND ITS SUBSIDIARIES ARE PROVIDERS OF HEALTH SERVICES WITH FACILITIES IN AND AROUND THE BENNINGTON, VERMONT AREA. THE SUBSIDIARIES OF THE CORPORATION ARE:SOUTHWESTERN VERMONT MEDICAL CENTER, INC. (SVMC) IS A NOT-FOR-PROFIT, ACUTE CARE HOSPITAL WHICH PROVIDES DIAGNOSTIC AND TREATMENT SERVICES. MOUNT ANTHONY HOUSING CORPORATION (MAHC) IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF DEVELOPING, MANAGING AND OPERATING NURSING HOMES.SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION (FOUNDATION) IS A NOT-FOR-PROFIT CORPORATION ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES FOR SVMC, ITS SUCCESSORS, SUBSIDIARIES AND AFFILIATES.SOUTHWESTERN VERMONT HEALTH CARE NEW YORK, LLC (SVHCNY) IS A NOT-FOR-PROFIT PROFESSIONAL EMPLOYMENT CORPORATION ORGANIZED FOR STAFFING PURPOSES IN ADDITION TO OWNING AND LEASING PROPERTY FOR TWIN RIVERS MEDICAL, P.C.TWIN RIVERS MEDICAL, P.C. (TWIN RIVERS) IS A NEW YORK NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING FAMILY PRACTICE AND OTHER SPECIALTY PHYSICIAN SERVICES. SVMC CONTROLS THE OPERATIONS OF TWIN RIVERS.NORTHERN BERKSHIRE MEDICAL, P.C. (NBM) IS A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING ORTHOPEDIC PRACTICE AND OTHER SPECIALTY PHYSICIAN SERVICES. SVMC CONTROLS THE OPERATIONS OF NBM.HOOSICK FALLS HEALTH CENTER, INC (HFHC) IS A NEW YORK NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF DEVELOPING, MANAGING, AND OPERATING NURSING HOMES. SVHC CONTROLS THE OPERATIONS OF HFHC.HOOSICK FALLS HEALTH CENTER FOUNDATION (HFHCF) IS A NEW YORK NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF SUPPORTING HOOSICK FALLS HEALTH CENTER, INC. HFHC CONTROLS THE OPERATION OF HFHCF.SOUTHWESTERN VERMONT HEALTH CENTER HOOSICK FALLS, LLC (SVHC-HF) IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF OWNING HFHC.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
BENNINGTON COUNTY REGIONAL COMMISSION
111 SOUTH STREET STE 6	BENNINGTON	VT	05201	030224444	501 (C) (3)	$13,500	$0	VISTA SUPPORT
BENNINGTON COUNTY REGIONAL COMMISSION
111 SOUTH STREET STE 6	BENNINGTON	VT	05201	030224444	501 (C) (3)	$4,075	$0	USDA RURAL DEVELOPMENT GRANT ASSISTANCE

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: CONTRIBUTIONS, SPONSORSHIPS AND OTHER IN-KIND SUPPORT WILL BE MADE WHEN THE ORGANIZATION TO BE FUNDED: 1. PROMOTES A CLINICAL PROGRAM OR SERVICE TARGETED BY OUR STRATEGIC PLAN AND/OR HAS PREVIOUSLY RETURNED A DIRECT MONETARY CONTRIBUTION TO SVHC IN SUPPORT OF OUR VISION AND MISSION, OR; 2. CHOOSES TO PARTNER WITH SVHC AND COMMITS TO AT LEAST EQUALLY SHARE WITH SVHC ALL NET PROCEEDS RECEIVED FROM THE EVENT, OR DIRECTLY PROMOTES A CENTER OF EXCELLENCE OR OTHERWISE IMPACTS A MAJOR STRATEGIC INITIATIVE. (SVHC WILL MAKE EVERY EFFORT TO SUPPORT THE EVENT BY STAFFING AND PROVIDING INFORMATION BOOTHS, HEALTH SCREENINGS AND RELATED ACTIVITIES.), OR; 3. HOLDS A CHARITABLE EVENT THAT PROVIDES OPPORTUNITY, NOT OTHERWISE AVAILABLE, FOR STAFF AND BOARD MEMBERS TO BUILD EFFECTIVE WORKING RELATIONSHIPS WITH LOCAL ORGANIZATIONS THAT ARE IMPORTANT TO FACILITATING OUR VISION OR MISSION OR; 4. HOLDS A CHARITABLE EVENT THAT IS DEEMED BY THE EXECUTIVE MANAGEMENT TEAM TO: A. SUPPORT OUR VISION, B. BE OF STRONG INTEREST TO OUR EMPLOYEES, C. HELP PROMOTE GOOD EMPLOYEE MORALE, D. FOSTER TEAMWORK, AND E. BUILD PUBLIC APPRECIATION OF SVHC'S ROLE AS THE SOLE HEALTH CARE PROVIDER IN THE SERVICE AREA. REQUESTS FOR MONETARY OR IN-KIND SUPPORT WILL BE DIRECTED TO THE DIRECTOR OF MARKETING AND COMMUNICATIONS WHO WILL CONSULT WITH THE VICE PRESIDENT OF CORPORATE DEVELOPMENT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
EDWARD MERRENS MD
TRUSTEE	$0	$796,803	$0	$165,000	$0	$89,924	$0	$32,970	$0	$12,922	$0	$1,097,619	$0	$0
STEPHAN LEBLANC
TRUSTEE	$0	$733,963	$0	$155,000	$0	$127,148	$0	$32,970	$0	$21,168	$0	$1,070,249	$0	$0
THOMAS A DEE
CEO	$529,163	$0	$122,093	$0	$14,104	$0	$108,000	$0	$33,489	$0	$806,849	$0	$0	$0
CARL DOBSON
CMO	$0	$427,225	$0	$19,403	$0	$23,616	$0	$17,250	$0	$27,913	$0	$515,407	$0	$0
KEVIN P DAILEY
VP HR	$200,328	$0	$110,254	$0	$60,607	$0	$6,618	$0	$21,173	$0	$398,980	$0	$24,537	$0
PAMELA A DUCHENE
CNO	$299,395	$0	$0	$0	$30,099	$0	$28,000	$0	$36,555	$0	$394,049	$0	$0	$0
ROBERT LABA
CFO/TREASURER	$322,700	$0	$0	$0	$58,969	$0	$3,564	$0	$226	$0	$385,459	$0	$0	$0
MATTHEW STANISHEWSKI
TRUSTEE	$0	$297,898	$0	$0	$0	$23,180	$0	$19,734	$0	$30,079	$0	$370,891	$0	$0
LESLIE J KEEFE
VP SVHC FOUNDATION	$237,829	$0	$10,100	$0	$30,102	$0	$23,276	$0	$50,024	$0	$351,331	$0	$457	$0
KAREN WILLIS
NURSE	$309,210	$0	$0	$0	$0	$0	$8,000	$0	$201	$0	$317,411	$0	$0	$0
JOHN P LABERT
ANESTHESIA ASSISTANT	$282,214	$0	$100	$0	$392	$0	$8,000	$0	$19,450	$0	$310,156	$0	$0	$0
RONALD ZIMMERMAN
VP SUPPORT SERVICES	$250,982	$0	$0	$0	$2,057	$0	$8,000	$0	$35,292	$0	$296,331	$0	$0	$0
CODY HOLLOWAY
ANESTHESIA ASSISTANT	$247,326	$0	$5,000	$0	$223	$0	$8,000	$0	$26,541	$0	$287,090	$0	$0	$0
MARY E CAMPBELL
ANESTHESIA ASSISTANT	$251,996	$0	$5,000	$0	$178	$0	$8,000	$0	$19,450	$0	$284,624	$0	$0	$0
STEPHEN D MAJETICH
FORMER OFFICER	$0	$0	$47,250	$0	$226,154	$0	$0	$0	$201	$0	$273,605	$0	$0	$0
RICHARD J OGILVIE JR
VP CIO	$210,080	$0	$0	$0	$32,208	$0	$2,577	$0	$26,480	$0	$271,345	$0	$2,831	$0
LAUREN FELTZ
ANESTHESIA ASSISTANT	$201,906	$0	$0	$0	$212	$0	$8,000	$0	$27,533	$0	$237,651	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

THE ORGANIZATION PROVIDED A HOUSING ALLOWANCE TO ROBERT LABA, CFO IN THE AMOUNT OF $38,958. THIS AMOUNT IS INCLUDED IN HIS TAXABLE WAGES AND REPORTED IN SCHEDULE J, PART II, COLUMN (III) AS OTHER REPORTABLE COMPENSATION.

PART I, LINES 4A-B

SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CERTAIN INDIVIDUALS LISTED SCHEDULE J, PART II PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT. UNDER THE TERMS OF THE PLAN THE INDIVIDUAL WILL BECOME VESTED IN THE PLAN IF THEY REMAIN EMPLOYED THROUGH A TARGETED DATE PURSUANT TO THE PLAN. NO AMOUNTS VESTED IN CALENDAR YEAR 2024 AND AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN FORM 990, PART VII, SECTION A. THOMAS DEE - $100,000, PAM DUCHENE - $20,000, LESLIE KEEFE - $15,276, RICH OGILVIE - $855.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	VT EDUCATIONAL AND HEALTH BUILDING FINANCE AGENCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	237154467	BondIssuerEIN
CUSIP	NONEAVAIL	CUSIPNum
Bond Issued	2021-12-01	BondIssuedDt
Issue Price	$28,027,000	IssuePriceAmt
Purpose	SEE PART VI	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$6,300,000	RetiredAmt
Total Proceeds	$28,027,000	TotalProceedsAmt
Capitalized Interest	$795,702	CapitalizedInterestAmt
Issuance Costs From Proceeds	$288,698	IssuanceCostsFromProceedsAmt
Capital Expenditures	$20,642,600	CapitalExpendituresAmt
Other Spent Proceeds	$6,300,000	OtherSpentProceedsAmt
Substantial Completion	2024	SubstantialCompletionYr
Refunding Tax Exempt Bonds	Yes (1)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: VT EDUCATIONAL AND HEALTH BUILDING FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/19/2025
SCHEDULE K, PART I, BOND	(A) ISSUER NAME: VT EDUCATIONAL AND HEALTH BUILDING FINANCING AGENCY (F) DESCRIPTION OF PURPOSE: THE 2021 SERIES A BONDS WERE USED TO REPAY IN FULL THE 2008 SERIES A BONDS. THE SERIES B BONDS WERE ISSUED FOR PURPOSES OF RENOVATION AND EXPANSION OF THE SVMC EMERGENCY DEPARTMENT AND FUND OTHER CAPITAL NEEDS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:	ORGANIZATION'S MISSION: ALSO, TO PROMOTE AND SUPPORT THE DEVELOPMENT AND MAINTENANCE OF A HIGHLY EFFICIENT, PATIENT-FOCUSED, INTEGRATED HEALTHCARE DELIVERY SYSTEM. OUR VISION: SOUTHWESTERN VERMONT HEALTH CARE IS RECOGNIZED AS A PREEMINENT, RURAL INTEGRATED HEALTH CARE SYSTEM THAT PROVIDES EXCEPTIONAL, CONVENIENT, SAFE, AND AFFORDABLE CARE. OUR VALUES: KNOWN BY THE ACRONYM QUESTS, SVHC EXPECTS ITS EMPLOYEES TO MODEL THE FOLLOWING VALUES. QUALITY: ACHIEVING THE BEST POSSIBLE OUTCOMES AND SATISFYING THE CUSTOMER IN THE MOST COST-EFFECTIVE MANNER. EMPATHY: TREATING OTHERS IN A COMPASSIONATE AND SENSITIVE MANNER. SAFETY: PREVENTING HARM TO PATIENTS FROM TREATMENT THAT IS INTENDED TO HELP THEM AND TO EMPLOYEES FROM AN ENVIRONMENT THAT IS INTENDED TO SUPPORT THEM. TEAMWORK: PROMOTING INTERPERSONAL RELATIONSHIPS TO ENHANCE A SUCCESSFUL TEAM. STEWARDSHIP: CONSERVING RESOURCES AND MAKING DECISIONS THAT ACHIEVE THE HIGHEST VALUE AT THE LOWEST COST.
FORM 990, PART VI, SECTION A, LINE 2	BUSINESS RELATIONSHIPS: CERTAIN LISTED OFFICERS AND BOARD MEMBERS ALSO SERVE AS OFFICERS AND BOARD MEMBERS OF SOUTHWESTERN VERMONT HEALTHCARE ENTERPRISES, A RELATED TAXABLE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 3	MANAGEMENT DUTIES: DARTMOUTH-HITCHCOCK MEDICAL CENTER EMPLOYS THE PHYSICIANS. AS PART OF THIS ARRANGEMENT, THE CMO IS AN EMPLOYEE OF DARTMOUTH-HITCHCOCK AND PERFORMS CERTAIN MANAGEMENT FUNCTIONS. THE CMO WAS COMPENSATED IN THE AMOUNT OF $427,842.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS: THE SOLE MEMBER OF THE CORPORATION SHALL BE THE SOUTHWESTERN VERMONT HEALTH CARE CORPORATION (SVHC), A NONPROFIT CORPORATION, ACTING THROUGH ITS BOARD OF DIRECTORS (THE SVHC BOARD). THE MEMBER SHALL TAKE ACTION BY RESOLUTION DULY ADOPTED BY THE SVHC BOARD OR BY EXECUTION OF A WRITTEN CONSENT, AUTHORIZED BY THE SVHC BOARD AND EXECUTED BY A PERSON SO AUTHORIZED. THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED AND CONDUCTED BY A BOARD OF DIRECTORS (THE BOARD), SUBJECT TO THE AUTHORITY AND DIRECTION OF THE SVHC BOARD. THE SVHC BOARD SHALL HAVE ULTIMATE RESPONSIBILITY TO ASSURE THAT THE POLICIES AND ACTIVITIES OF THE CORPORATION ARE COORDINATED WITH THOSE OF ITS AFFILIATED CORPORATIONS IN ORDER TO ACHIEVE A HIGHLY EFFICIENT, PATIENT-FOCUSED, INTEGRATED SYSTEM OF HEALTH CARE DELIVERY. ACCORDINGLY, ANY CORPORATE ACTION OF THE CORPORATION AUTHORIZED BY THE SVHC BOARD SHALL BE DEEMED TO BE AUTHORIZED AND DIRECTED BY THE BOARD. IN THE ABSENCE OF ANY DIRECTION FROM SVHC BOARD, THE BOARD MAY TAKE ACTION WITH RESPECT TO THE AFFAIRS OF THE CORPORATION IN ACCORDANCE WITH THESE BYLAWS, PROVIDED HOWEVER, THAT THE BOARD MAY NOT TAKE ACTION WITH RESPECT TO ANY OF THE FOLLOWING MATTERS WITHOUT AUTHORIZATION OF THE SVHC BOARD: ANNUAL OPERATING BUDGETS; CAPITAL BUDGETS; CERTIFICATE OF NEED APPLICATIONS; ANY CONTRACT OR AGREEMENT WHICH IS OF A SUBSTANTIAL NATURE OR WHICH IS NOT INCLUDED IN APPROVED OPERATING OR CAPITAL BUDGETS; ANY VOLUNTARY DISSOLUTION, MERGER, OR CONSOLIDATION OF THE CORPORATION OR THE SALE OR TRANSFER OF ALL OR SUB-CREATION, ACQUISITION, DISSOLUTION, MERGER OR CONSOLIDATION OF ANY SUBSIDIARY OF AFFILIATE OR AUXILIARY CORPORATION; ANY AMENDMENTS TO THE BYLAWS, ARTICLES OF INCORPORATION OF THE CORPORATION; THE STRATEGIC AND MASTER FACILITIES PLANS; AND APPOINTMENT OF CHIEF EXECUTIVE OFFICER.
FORM 990, PART VI, SECTION A, LINE 7A	PLEASE SEE FORM 990, SECTION A, LINE 6 RESPONSE ABOVE
FORM 990, PART VI, SECTION A, LINE 7B	PLEASE SEE FORM 990, SECTION A, LINE 6 RESPONSE ABOVE
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE FINANCE DEPARTMENT OF THE ORGANIZATION. THE DRAFT 990 IS THEN REVIEWED BY MANAGEMENT AND FINANCE. AFTER ALL SUGGESTED CHANGES FROM MANAGEMENT ARE MADE, THE UPDATED DRAFT FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE. AFTER ANY FINAL CHANGES ARE MADE, THE FORM 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: TRUSTEES, SENIOR OFFICERS, AND SENIOR MEDICAL STAFF MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND POTENTIAL CONFLICTS OF INTEREST TO THE CORPORATE COMPLIANCE OFFICER ANNUALLY. IF THE CORPORATE COMPLIANCE DETERMINES THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE MATTER IS REFERRED TO THE AUDIT AND COMPLIANCE COMMITTEE FOR REVIEW AND MAY BE REFERRED TO THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION REVIEW: THE ORGANIZATION'S CEO POSITION IS PAID BY SOUTHWESTERN VERMONT MEDICAL CENTER (SVMC). THE PROCESS SVHC/SVMC USES TO DETERMINE CEO COMPENSATION IS AS FOLLOWS: THE BOARD ENGAGES AN OUTSIDE CONSULTING FIRM TO REVIEW COMPARABLE CEO SALARY DATA AND USES NATIONAL PROFESSIONAL ORGANIZATION SURVEY DATA IN THE DETERMINATION OF THE CEO'S SALARY AND BENEFITS. IN ADDITION, THE BOARD ENGAGES AN OUTSIDE CONSULTING FIRM AND ALSO USES NATIONAL PROFESSIONAL ORGANIZATION SURVEY DATA TO REVIEW THE WAGE DATA OF OTHER OFFICERS AND KEY EMPLOYEES. PROCESS BEGINS WITH A REQUEST TO SVHC'S/SVMC'S COMPENSATION CONSULTANT, ASTRON SOLUTIONS, TO PERFORM A MARKET ANALYSIS OF THE CEO POSITION. THIS REPORT IS USED AS THE BASIS FOR STRUCTURING COMPENSATION FOR THE CEO DURING THE NEXT CONTRACT PERIOD. BOARD LEADERSHIP REPRESENTATIVES REVIEW THE WAGE INFORMATION WITH THE CONSULTANTS TO ENSURE EXECUTIVE SALARIES FALL WITHIN THE TARGETED RANGE, AND THEN A CONTRACT IS DRAFTED.
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENT DISCLOSURE: SOUTHWESTERN VERMONT MEDICAL CENTER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A:	BOARD MEMBER COMPENSATION: NO TRUSTEE RECEIVES COMPENSATION FOR THEIR SERVICES AS A TRUSTEE OF THE BOARD. THOMAS DEE WAS COMPENSATED AS THE CEO OF THE SOUTHWESTERN VERMONT HEALTHCARE SYSTEM (SVHC). STEPHAN LEBLANC IS COMPENSATED AS CHIEF STRATEGY OFFICER AT DARTMOUTH HEALTH . EDWARD MERRENS, REIJA RAWLE, MATTHEW STANISHEWSKI ARE COMPENSATED AS FULL TIME PHYSICIANS AT DARTMOUTH HEALTH.
FORM 990, PART IX, LINE 11G	DARTMOUTH PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 42,817,223. MANAGEMENT AND GENERAL EXPENSES 163,940. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,981,163. LOCUM FEES: PROGRAM SERVICE EXPENSES 4,025,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,025,614. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,339,335. MANAGEMENT AND GENERAL EXPENSES 95,719. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,435,054. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 14,017,307. MANAGEMENT AND GENERAL EXPENSES 1,558,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,575,985.
FORM 990, PART XI, LINE 9:	TRANSFER TO AFFILIATES 976,394.
FORM 990, PART XII, LINE 2C	THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
SOUTHWESTERN VERMONT HEALTH CARE CORP
100 HOSPITAL DRIVE	BENNINGTON	VT	05201	030179435	HOSPITAL	VT	501(C)(3)	LINE 3	D-HH	0
MOUNT ANTHONY HOUSING CORPORATION
100 HOSPITAL DRIVE	BENNINGTON	VT	05201	030279740	NURSING HOMES	VT	501(C)(3)	LINE 10	SVHC	0
SOUTHWESTERN VT HEALTHCARE FOUNDATION
100 HOSPITAL DRIVE	BENNINGTON	VT	05201	453362785	FUNDRAISING	VT	501(C)(3)	LINE 12A, I	SVHC	0
TWIN RIVERS MEDICAL PC
16 DANFORTH STREET	HOOSICK FALLS	NY	12090	473028931	HEALTHCARE	NY	501(C)(3)	LINE 10	SVMC	Yes (1)
NORTHERN BERKSHIRE MEDICAL PC
375 MAIN STREET	WILLIAMSTOWN	MA	01267	814023607	HEALTHCARE	MA	501(C)(3)	LINE 10	SVMC	Yes (1)
HOOSICK FALLS HEALTH CENTER INC
21 DANFORTH STREET	HOOSICK FALLS	NY	12090	141370000	NURSING HOMES	NY	501(C)(3)	LINE 3	SVHC	0
HOOSICK FALLS HEALTH CENTER FOUNDATION
21 DANFORTH STREET	HOOSICK FALLS	NY	12090	223186959	FUNDRAISING	NY	501(C)(3)	7	HFHC	0
SVHC REALTY INC
100 HOSPITAL DRIVE	BENNINGTON	VT	05201	861399877	REAL ESTATE MANAGMENT	VT	501(C)(3)	LINE 12A, I	SVHC	0
DARTMOUTH-HITCHCOCK HEALTH
ONE MEDICAL CENTER DRIVE	LEBANON	NH	03756	264812335	PARENT ORGANIZATION	NH	501(C)(3)	LINE 7		0	N/A
VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE INC
88 PROSPECT STREET	WHITE RIVER JUNCTION	VT	05001	036006494	HOSPICE	VT	501(C)(3)	LINE 10	D-HH	0
CHESHIRE MEDICAL CENTER
580 COURT STREET	KEENE	NH	03431	020354549	HOSPITAL	NH	501(C)(3)	LINE 3	D-HH	0
MARY HITCHCOCK MEMORIAL HOSPITAL
ONE MEDICAL CENTER DRIVE	LEBANON	NH	03756	020222140	HOSPITAL	NH	501(C)(3)	LINE 3	D-HH	0
DARTMOUTH-HITCHCOCK CLINIC
ONE MEDICAL CENTER DRIVE	LEBANON	NH	03756	222519596	PHYSICIAN SERVICES	NH	501(C)(3)	LINE 10	D-HH	0
WINDSOR HOSPITAL CORPORATION
289 COUNTY ROAD	WINDSOR	VT	05089	030183721	HOSPITAL	VT	501(C)(3)	LINE 3	D-HH	0
ALICE PECK DAY MEMORIAL HOSPITAL
10 ALICE PECK DAY DRIVE	LEBANON	NH	03766	020222791	HOSPITAL	NH	501(C)(3)	LINE 3	D-HH	0
THE NEW LONDON HOSPITAL ASSOCIATION
273 COUNTY ROAD	NEW LONDON	NH	03257	020222171	HOSPITAL	NH	501(C)(3)	LINE 3	D-HH	0
VALLEY REGIONAL HEALTHCARE INC
243 ELM STREET	CLAREMONT	NH	03743	020397338	HOSPITAL	NH	501(C)(3)	LINE 3	D-HH	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWESTERN VT HEALTHCARE ENTERPRISES	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 HOSPITAL DRIVE	AddressLine1Txt
City	BENNINGTON	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05201	ZIPCd

Field	Value	IRS element (for citing)
EIN	030314501	EIN
Primary Activities	HEALTH CARE	PrimaryActivitiesTxt
Legal Domicile State	VT	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SVHC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
NORTHERN BERKSHIRE MEDICAL PC
Q	$575,000	CASH TRANSACTION
NORTHERN BERKSHIRE MEDICAL PC
L	$949,461	FMV OF SERVICES
TWIN RIVERS MEDICAL PC
Q	$1,385,011	CASH TRANSACTION
TWIN RIVERS MEDICAL PC
L	$3,010,689	FMV OF SERVICES
SOUTHWESTERN VERMONT HEALTH CARE CORP
K	$2,047,095	FMV OF SERVICES
SOUTHWESTERN VERMONT HEALTH CARE CORP
L	$2,948,575	FMV OF SERVICES
SOUTHWESTERN VERMONT HEALTH CARE CORP
Q	$928,025	CASH TRANSACTION

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R PART II- IDENFITICATION OF RELATED TAX-EXEMPT ORGANIZATIONS:	FormAndLineReferenceDesc
Explanation	THE REPORTING ORGANIZATION IS A MEMBER OF THE DARTMOUTH-HITCHCOCK HEALTH SYSTEM (ALSO KNOWN AS "DARTMOUTH HEALTH"). ADDITIONAL INFORMATION REGARDING RELATED ORGANIZATIONS CAN BE FOUND ON THE FORM 990, SCHEDULE R FOR DARTMOUTH HITCHCOCK HEALTH.	ExplanationTxt