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Nonprofiteer
← UVMC NURSING CARE INC

Form 990 for tax year 2023

Filed by UVMC NURSING CARE INC.

Totals

Total revenue
$25,694,143
Total expenses
$24,884,339
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$23,299,565
Management and general expenses
$1,584,774
Fundraising expenses
$0
Program service expenses (Part III)
$23,299,565

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN STALEY

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • LISA SHOCKLEY

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • NICOLE ERNST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • BENJAMIN A WATSON ESQ

    BOARD SECRETARY (FROM MAY TO SEPT)

    Total calculated
    $181,408
    From this org
    $0
    From related orgs
    $166,904
    Other
    $14,504
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,490 related
    Bonus
    $0 + $21,105 related
    Other
    $0 + $309 related
    Deferred
    $0 + $6,147 related
    Nontaxable benefits
    $0 + $8,357 related
    Filer's total
    $0 + $181,408 related

  • DIANNE RUHENKAMP

    BOARD TREASURER

    Total calculated
    $177,998
    From this org
    $0
    From related orgs
    $147,459
    Other
    $30,539
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,474 related
    Bonus
    $0 + $15,837 related
    Other
    $0 + $1,148 related
    Deferred
    $0 + $10,085 related
    Nontaxable benefits
    $0 + $20,454 related
    Filer's total
    $0 + $177,998 related

  • ELIZABETH D WILFONG

    BOARD SECRETARY (FROM OCT)

    Total calculated
    $93,844
    From this org
    $0
    From related orgs
    $93,483
    Other
    $361
    Hours/week
    0.5 + 39.5 related

  • ANDREA L FLAUTE

    BOARD SECRETARY (TO FEB)

    Total calculated
    $35,681
    From this org
    $0
    From related orgs
    $28,257
    Other
    $7,424
    Hours/week
    0.5 + 39.5 related

  • GEOFFREY P WALKER

    FORMER OFFICER

    Total calculated
    $990,663
    From this org
    $0
    From related orgs
    $940,274
    Other
    $50,389
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,418 related
    Bonus
    $0 + $88,423 related
    Other
    $0 + $361,433 related
    Deferred
    $0 + $19,285 related
    Nontaxable benefits
    $0 + $31,104 related
    Filer's total
    $0 + $990,663 related

  • KEVIN W HARLAN

    FORMER TRUSTEE & OFFICER

    Total calculated
    $649,856
    From this org
    $0
    From related orgs
    $607,513
    Other
    $42,343
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,254 related
    Bonus
    $0 + $77,008 related
    Other
    $0 + $30,251 related
    Deferred
    $0 + $30,980 related
    Nontaxable benefits
    $0 + $11,363 related
    Filer's total
    $0 + $649,856 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B:
DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, UVMC NURSING CARE (UVMCN) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. UVMCN SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN AND A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTI-YEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2023. THE INDIVIDUALS LISTED BELOW HAVE MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN AND RECEIVED THE ASSOCIATED PAYMENT IN 2023: GEOFFREY WALKER $353,909. THE FOLLOWING SERP AMOUNTS WERE DEFERRED ON THE PARTICIPANTS' BEHALF DURING THE YEAR AND WILL BE HELD UNTIL THE INCREMENTAL AMOUNTS ARE VESTED: KEVIN HARLAN $19,935. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 2-1/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES WHEN INCLUDED IN THE PARTICIPANTS' FORM W-2 WAGES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349302029

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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