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← THE UNIVERSITY OF VERMONT HEALTH NETWORK-HOME HEALTH & HOSPICE INC

Form 990 for tax year 2022

Filed by THE UNIVERSITY OF VERMONT HEALTH NETWORK-HOME HEALTH & HOSPICE INC.

Totals

Total revenue
$26,015,291
Total expenses
$29,524,278
Contributions and grants received
$2,127,055
Grants paid
$3,500
Program services expenses (Part IX)
$24,612,821
Management and general expenses
$4,646,370
Fundraising expenses
$265,087
Program service expenses (Part III)
$24,612,821

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HEATHER RIDER-HAMMOND

    TRUSTEE; CHAIR (AS OF 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE SIMONSON

    TRUSTEE; VICE CHAIR (AS OF 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • CJ CHARLEBOIS MELENDY

    TRUSTEE; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JAN DEMERS

    TRUSTEE; SECRETARY (AS OF 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • PAM MACKENZIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR THOMAS PETERSON

    TRUSTEE

    Total calculated
    $398,242
    From this org
    $0
    From related orgs
    $358,576
    Other
    $39,666
    Hours/week
    1 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,270 related
    Bonus
    $0 + $42,532 related
    Other
    $0 + $23,774 related
    Deferred
    $0 + $35,380 related
    Nontaxable benefits
    $0 + $4,286 related
    Filer's total
    $0 + $398,242 related

  • JILL KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNETTE MACIAS-HOAG

    TRUSTEE

    Total calculated
    $622,586
    From this org
    $0
    From related orgs
    $546,555
    Other
    $76,031
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,530 related
    Bonus
    $0 + $105,231 related
    Other
    $0 + $35,794 related
    Deferred
    $0 + $50,315 related
    Nontaxable benefits
    $0 + $25,716 related
    Filer's total
    $0 + $622,586 related

  • ALEXANDER WATSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR ELIZABETH MCGEE

    TRUSTEE

    Total calculated
    $446,968
    From this org
    $0
    From related orgs
    $383,503
    Other
    $63,465
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,978 related
    Bonus
    $0
    Other
    $0 + $10,525 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $36,015 related
    Filer's total
    $0 + $446,968 related

  • CHRISTINE WERNEKE

    PRES & COO (AS OF 5/2023)

    Total calculated
    $228,568
    From this org
    $0
    From related orgs
    $186,012
    Other
    $42,556
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,224 related
    Bonus
    $0 + $13,447 related
    Other
    $0 + $10,341 related
    Deferred
    $0 + $12,519 related
    Nontaxable benefits
    $0 + $30,037 related
    Filer's total
    $0 + $228,568 related

  • ADRIANNE JOHNSON ROSS

    PRES & COO (TIL 1/2023)

    Total calculated
    $369,157
    From this org
    $319,484
    From related orgs
    $0
    Other
    $49,673
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $276,969
    Bonus
    $33,777
    Other
    $8,738
    Deferred
    $16,262
    Nontaxable benefits
    $33,411
    Filer's total
    $369,157

  • TARA PACY

    CHAIR (TIL 12/2022)

    Total calculated
    $268,462
    From this org
    $0
    From related orgs
    $221,704
    Other
    $46,758
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,526 related
    Bonus
    $0 + $9,691 related
    Other
    $0 + $11,487 related
    Deferred
    $0 + $24,188 related
    Nontaxable benefits
    $0 + $22,570 related
    Filer's total
    $0 + $268,462 related

  • ERIKA SCHRAMM

    SECRETARY (TIL 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HARWOOD

    TRUSTEE (TIL 12/2022)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL TOWLE

    VP FINANCE & CFO

    Total calculated
    $219,967
    From this org
    $185,113
    From related orgs
    $0
    Other
    $34,854
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $166,356
    Bonus
    $18,667
    Other
    $90
    Deferred
    $0
    Nontaxable benefits
    $34,854
    Filer's total
    $219,967

  • ANDREE SMITH

    CHIEF NURSING OFFICER

    Total calculated
    $146,233
    From this org
    $131,430
    From related orgs
    $0
    Other
    $14,803
    Hours/week
    45

  • LINDSAY GAGNON

    NURSE PRACTITIONER

    Total calculated
    $152,905
    From this org
    $122,709
    From related orgs
    $0
    Other
    $30,196
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $112,625
    Bonus
    $8,625
    Other
    $1,459
    Deferred
    $0
    Nontaxable benefits
    $30,196
    Filer's total
    $152,905

  • ALLISON MERCURE

    DIR REV CYCLE

    Total calculated
    $146,023
    From this org
    $117,010
    From related orgs
    $0
    Other
    $29,013
    Hours/week
    45

  • JESSICA HENDELA

    DIR OR FIN REP & BUDGET

    Total calculated
    $118,253
    From this org
    $116,415
    From related orgs
    $0
    Other
    $1,838
    Hours/week
    45

  • HEATHER SMITH

    CLIN TEAM MANAGER

    Total calculated
    $114,857
    From this org
    $103,035
    From related orgs
    $0
    Other
    $11,822
    Hours/week
    45

  • JUDY PEEK-LEE

    FMR INTERIM CFO

    Total calculated
    $440,602
    From this org
    $0
    From related orgs
    $409,410
    Other
    $31,192
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,587 related
    Bonus
    $0 + $37,030 related
    Other
    $0 + $22,793 related
    Deferred
    $0 + $14,754 related
    Nontaxable benefits
    $0 + $16,438 related
    Filer's total
    $0 + $440,602 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

  • 1a · Personal services (maid, chauffeur, chef)
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
PRESIDENT AND COO ADRIANNE JOHNSON-ROSS RECEIVED COMPENSATION OF $1,400 TO COVER TAX PREPARATION AND FINANCIAL ADVISORY SERVICES. WHILE THERE IS NO ORGANIZATION-WIDE WRITTEN POLICY REGARDING SUCH PAYMENTS, THE AMOUNT IS INCLUDED THE EMPLOYMENT CONTRACT, WHICH IS SUBJECT TO ANNUAL REVIEW (AS DISCUSSED IN SCHEDULE O). PERSONAL SERVICE COMPENSATION IS INCLUDED ON FORM W-2 AS TAXABLE INCOME. NO REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN AND THE COMPENSATION IS OFFERED ON A TAXABLE BASIS. THEREFORE, SUBSTANTIATION OF EXPENSE IS NOT REQUIRED.
PART I, LINE 3
UVMHNHHH RELIED ON THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"), THE PARENT ORGANIZATION OF UVM 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, LINE 4B
THE UNIVERSITY OF VERMONT HEALTH NETWORK, BY AND THROUGH ITS AFFILIATED SUBSIDIARIES, MAINTAINED A SUPPLEMENTAL RETIREMENT BENEFIT PLAN (SRP) UNDER CONTRACTUAL ARRANGEMENTS WITH SEVERAL PERSONS LISTED ON FORM 990, PART VII, AND 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 2022 AND THEIR RESPECTIVE FIXED PERCENTAGE IS DESIGNATED IN PARENTHESES: ANNETTE MACIAS-HOAG (8.68%); AND ADRIANNE JOHNSON ROSS (6.42%). THE AMOUNT DEFERRED FOR CALENDAR YEAR 2022 IS INCLUDED ON SCHEDULE J, PART II, COLUMN C. AMOUNTS DEFERRED REMAIN SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET.
PART I, LINE 7
UVMHNHHH PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (DIRECTORS, 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.
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.

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
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202442279349301679

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

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