Skip to content
Nonprofiteer
← HELEN PORTER NURSING HOME INC

Form 990 for tax year 2023

Filed by HELEN PORTER NURSING HOME INC.

Totals

Total revenue
$16,196,503
Total expenses
$20,370,946
Contributions and grants received
$989,038
Grants paid
$5,189
Program service revenue
$15,058,147
Investment income
$149,318
Other revenue
$0
Total assets, end of year
$14,117,708
Total liabilities, end of year
$31,404,723
Net assets or fund balances, end of year
-$17,287,015
Program services expenses (Part IX)
$14,288,073
Management and general expenses
$6,082,873
Fundraising expenses
$0
Program service expenses (Part III)
$14,288,073

Program services were 70.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALICIA GRANGENT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DR KRISTOFER ANDERSON

    DIRECTOR

    Total calculated
    $408,217
    From this org
    $0
    From related orgs
    $372,489
    Other
    $35,728
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,565 related
    Bonus
    $0
    Other
    $0 + $1,924 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $15,928 related
    Filer's total
    $0 + $408,217 related

  • JUDSON BARTLETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MEGAN BRAKELEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • ANNE COLLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SIVAN COTEL

    DIRECTOR (TIL 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • BILL CUNNINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MATTHEW CURRAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • KIM FARNHAM

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • RICHARD FOOTE

    DIRECTOR (TIL 12/2023)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • NICHOLAS LOVEJOY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LINDA SCHIFFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • HELENA VAN VOORST

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • SMITA RUZIKA

    DIRECTOR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • RACHEL LEE CUMMINGS

    DIRECTOR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JULIA GRAND DOUCET

    DIRECTOR (AS OF 01/2024)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BOB ORTMYER

    PRES, ECH & PMC

    Total calculated
    $425,045
    From this org
    $0
    From related orgs
    $362,761
    Other
    $62,284
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,981 related
    Bonus
    $0 + $28,139 related
    Other
    $0 + $35,641 related
    Deferred
    $0 + $51,084 related
    Nontaxable benefits
    $0 + $11,200 related
    Filer's total
    $0 + $425,045 related

  • SCOTT COMEAU

    CFO

    Total calculated
    $311,261
    From this org
    $0
    From related orgs
    $269,533
    Other
    $41,728
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,766 related
    Bonus
    $0 + $17,387 related
    Other
    $0 + $5,380 related
    Deferred
    $0 + $11,017 related
    Nontaxable benefits
    $0 + $30,711 related
    Filer's total
    $0 + $311,261 related

  • LINDA HAVEY

    AVP CHIEF NURSING OFFICER

    Total calculated
    $257,209
    From this org
    $0
    From related orgs
    $245,093
    Other
    $12,116
    Hours/week
    15 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,591 related
    Bonus
    $0 + $27,055 related
    Other
    $0 + $20,447 related
    Deferred
    $0 + $9,802 related
    Nontaxable benefits
    $0 + $2,314 related
    Filer's total
    $0 + $257,209 related

  • MARY JANE NOTTONSON

    VP LONG TERM CARE

    Total calculated
    $215,627
    From this org
    $177,271
    From related orgs
    $0
    Other
    $38,356
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $162,894
    Bonus
    $12,849
    Other
    $1,528
    Deferred
    $5,560
    Nontaxable benefits
    $32,796
    Filer's total
    $215,627

  • SHEILLAGH CAMPIONE

    DIRECTOR OF NURSING (TIL 07/2024)

    Total calculated
    $173,158
    From this org
    $154,312
    From related orgs
    $0
    Other
    $18,846
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $152,656
    Bonus
    $0
    Other
    $1,656
    Deferred
    $4,768
    Nontaxable benefits
    $14,078
    Filer's total
    $173,158

  • CARRIE THIBAULT

    INT. DIR NURSING (AS OF 07/2024)

    Total calculated
    $141,124
    From this org
    $136,834
    From related orgs
    $0
    Other
    $4,290
    Hours/week
    45

  • ARLENE MATHEWSON

    RN

    Total calculated
    $169,729
    From this org
    $135,996
    From related orgs
    $0
    Other
    $33,733
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $133,334
    Bonus
    $0
    Other
    $2,662
    Deferred
    $4,245
    Nontaxable benefits
    $29,488
    Filer's total
    $169,729

  • JENNIFER ARTHERS

    UNIT NURSE MANAGER

    Total calculated
    $156,667
    From this org
    $130,228
    From related orgs
    $0
    Other
    $26,439
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $123,797
    Bonus
    $5,000
    Other
    $1,431
    Deferred
    $4,058
    Nontaxable benefits
    $22,381
    Filer's total
    $156,667

  • ERICA MATHIS

    RN

    Total calculated
    $152,132
    From this org
    $124,030
    From related orgs
    $0
    Other
    $28,102
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $122,954
    Bonus
    $0
    Other
    $1,076
    Deferred
    $5,189
    Nontaxable benefits
    $22,913
    Filer's total
    $152,132

  • TOM THOMPSON

    FMR PRES & COO

    Total calculated
    $457,809
    From this org
    $0
    From related orgs
    $446,499
    Other
    $11,310
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $279,048 related
    Bonus
    $0 + $34,306 related
    Other
    $0 + $133,145 related
    Deferred
    $0 + $10,851 related
    Nontaxable benefits
    $0 + $459 related
    Filer's total
    $0 + $457,809 related

  • JUDY PEEK-LEE

    FMR INTERIM CFO

    Total calculated
    $430,854
    From this org
    $0
    From related orgs
    $391,536
    Other
    $39,318
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,573 related
    Bonus
    $0 + $26,906 related
    Other
    $0 + $6,057 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $16,218 related
    Filer's total
    $0 + $430,854 related

  • MICHAEL LEYDEN

    FMR AVP OPERATIONS

    Total calculated
    $124,792
    From this org
    $0
    From related orgs
    $104,587
    Other
    $20,205
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,254 related
    Bonus
    $0
    Other
    $0 + $333 related
    Deferred
    $0 + $3,255 related
    Nontaxable benefits
    $0 + $16,950 related
    Filer's total
    $0 + $124,792 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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment
  • 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

  • 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 3
HELEN PORTER NURSING HOME RELIED ON THE UNIVERSITY OF VERMONT HEALTH NETWORK ("UVM HEALTH NETWORK"), PARENT OF ITS PARENT ORGANIZATION, PORTER MEDICAL CENTER, TO ESTABLISH SENIOR EXECUTIVE COMPENSATION. UVM HEALTH NETWORK UTILIZED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
PORTER MEDICAL CENTER PRESIDENT & COO TOM THOMPSON ENTERED INTO AN AGREEMENT EFFECTIVE 10/2023 UNDER WHICH HE RECEIVED 6 MONTHS CONTINUATION OF BASE SALARY. PAYMENTS MADE UNDER THIS AGREEMENT WERE MADE IN THE 2023 CALENDAR YEAR AND ARE THEREFORE INCLUDED IN THE AMOUNTS REPORTED HEREIN. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THE UNIVERSITY OF VERMONT HEALTH NETWORK MAINTAINS A SUPPLEMENTAL RETIREMENT BENEFIT PLAN (SRP) FOR CERTAIN EMPLOYEES AT ANY NETWORK ENTITY UNDER CONTRACTUAL ARRANGEMENT WITH SEVERAL PERSONS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A. PURSUANT TO THE TERMS OF THE SRP, ANNUAL CREDITS WERE MADE EQUAL TO A FIXED PERCENTAGE OF BASE SALARY. THE FOLLOWING PERSONS PARTICIPATED IN THE SRP IN CALENDAR YEAR 2023, AND THEIR RESPECTIVE FIXED PERCENTAGE IS DESIGNATED IN PARENTHESES: BOB ORTMYER (6.42%). DEFERRED AMOUNTS VEST ON THE EARLIER OF: (I) JANUARY 1 OF THE THIRD PLAN YEAR AFTER THE PLAN YEAR FOR WHICH THE ACCOUNT WAS CREATED; OR (II) THE PARTICIPANT'S 65TH BIRTHDAY. TOM THOMPSON RECEIVED SRP DISTRIBUTIONS REFLECTED IN SCH J, PART II, COL (B)(III) AND (F). AMOUNTS DEFERRED DURING CALENDAR YEAR 2023 ARE INCLUDED ON SCHEDULE J, PART II, COLUMN C. AMOUNTS DEFERRED REMAIN SUBJECT TO FORFEITURE IF CERTAIN CONDITIONS ARE NOT MET.
PART I, LINE 7
HELEN PORTER NURSING HOME PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (OFFICERS, VICE PRESIDENTS, PHYSICIAN CHAIRS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL VARIABLE PAY PLAN AS THE PLAN'S PERFORMANCE MEASURES WERE MET. THE MEASURES WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THESE MEASURES INCLUDED FINANCIAL, POPULATION HEALTH & QUALITY, AND OPERATIONAL RELATED METRICS. ADDITIONALLY, CERTAIN EMPLOYEES OF THE ORGANIZATION WERE ELIGIBLE TO RECEIVE DISCRETIONARY BONUSES FOR RETENTION AND TAKING ON EXTRA RESPONSIBILITIES.
PART I, LINE 8
SALARIES AND OTHER FIXED AMOUNTS PAYABLE TO EXECUTIVES SUCH AS OFFICERS AND CERTAIN KEY EMPLOYEES ARE SET BY CONTRACTS THAT ARE NEGOTIATED AND ENTERED INTO PRIOR TO THE COMMENCEMENT OF EACH EXECUTIVES' EMPLOYMENT. THE TERMS OF SUCH CONTRACTS ARE APPROVED IN ADVANCE BY THE APPROPRIATE COMPENSATION COMMITTEE OR OTHER BOARD-AUTHORIZED BODY, WHICH OBTAINS AND RELIES ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING SUCH OFFER, AND CONCURRENTLY DOCUMENTS ITS BASIS FOR DETERMINATION.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202502269349300615

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

The source document this was parsed from is served over the API, which is where bulk and document access live.