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Nonprofiteer
← DARTMOUTH HEALTH HOME CARE INC

Form 990 for tax year 2023

Filed by DARTMOUTH HEALTH HOME CARE INC.

Totals

Total revenue
$14,121,995
Total expenses
$16,053,513
Contributions and grants received
$1,296,080
Grants paid
$0
Program service revenue
$12,034,519
Investment income
$64,751
Other revenue
$726,645
Total assets, end of year
$26,232,836
Total liabilities, end of year
$3,706,519
Net assets or fund balances, end of year
$22,526,317
Program services expenses (Part IX)
$13,550,568
Management and general expenses
$2,491,427
Fundraising expenses
$11,518
Program service expenses (Part III)
$13,550,568

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $535,501

  • 1f · All other contributions, gifts and grants

    $760,579

  • 2a · Program service revenue: Home Health Care

    total $11,611,689 · related or exempt $11,611,689

  • 2b · Program service revenue: STRONG FAMILIES

    total $422,830 · related or exempt $422,830

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $64,751 · unrelated business $47,155 · excluded $17,596

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Employee Retention Credit

    total $354,247 · excluded $354,247

  • 11b · Other revenue: Other Revenue

    total $230,715 · related or exempt $230,715

  • 11c · Other revenue: Stimulus

    total $141,683 · excluded $141,683

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $726,645

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $813,691 · program services $0 · management and general $802,173 · fundraising $11,518

  • 6 · Compensation of disqualified persons

    total $101,802 · program services $101,802

  • 7 · Other salaries and wages

    total $7,439,223 · program services $6,776,501 · management and general $662,722

  • 8 · Pension plan contributions

    total $88,452 · program services $81,959 · management and general $6,493

  • 9 · Other employee benefits

    total $1,192,435 · program services $1,060,589 · management and general $131,846

  • 10 · Payroll taxes

    total $592,155 · program services $505,700 · management and general $86,455

  • 11c · Fees: accounting

    total $39,002 · management and general $39,002

  • 11g · Fees: other

    total $3,115,253 · program services $2,733,425 · management and general $381,828 · fundraising $0

  • 12 · Advertising and promotion

    total $14,397 · program services $12,295 · management and general $2,102

  • 13 · Office expenses

    total $193,501 · program services $165,250 · management and general $28,251

  • 14 · Information technology

    total $40,290 · program services $34,408 · management and general $5,882

  • 16 · Occupancy

    total $185,682 · program services $158,572 · management and general $27,110

  • 17 · Travel

    total $468,552 · program services $357,429 · management and general $111,123

  • 19 · Conferences, conventions and meetings

    total $285 · program services $285

  • 20 · Interest

    total $222,003 · program services $189,592 · management and general $32,411

  • 22 · Depreciation, depletion and amortization

    total $540,194 · program services $461,326 · management and general $78,868

  • 23 · Insurance

    total $102,472 · program services $87,511 · management and general $14,961

  • 24a · Other expenses: Medical Supplies

    total $599,288 · program services $546,128 · management and general $53,160

  • 24b · Other expenses: Academic, Teaching, & Misc Support

    total $150,986 · program services $137,593 · management and general $13,393

  • 24c · Other expenses: Recruitment Costs

    total $93,533 · program services $85,236 · management and general $8,297

  • 24d · Other expenses: Other Expenses

    total $52,105 · program services $47,483 · management and general $4,622

  • 24e · All other expenses

    total $8,212 · program services $7,484 · management and general $728 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,041,292 · end of year $947,587

  • 2 · Savings and temporary cash investments

    beginning of year $214,853 · end of year $210,271

  • 4 · Accounts receivable

    beginning of year $1,190,080 · end of year $923,389

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $131,144 · end of year $126,666

  • 9 · Prepaid expenses and deferred charges

    beginning of year $311,471 · end of year $634,887

  • 10a · Land, buildings and equipment: cost or other basis

    $8,140,235

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,991,638

  • 10c · Land, buildings and equipment, net

    beginning of year $5,122,739 · end of year $5,148,597

  • 11 · Investments: publicly traded securities

    beginning of year $18,878,598 · end of year $17,130,892

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $149,926 · end of year $1,110,547

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,440,260 · end of year $1,310,428

  • 19 · Deferred revenue

    end of year $3,605

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,342,977 · end of year $2,267,096

  • 25 · Other liabilities

    beginning of year $3,331,740 · end of year $125,390

  • 27 · Net assets without donor restrictions

    beginning of year $20,840,302 · end of year $21,958,411

  • 28 · Net assets with donor restrictions

    beginning of year $84,824 · end of year $567,906

Mission and programs · 2023

Mission

We are dedicated to delivering outstanding home health and hospice services that enrich the lives of the people we serve.

  • Home Care - to provide and assure equal and timely access to a comprehensive array of client-directed quality home health, hospice and community based services at the lowest possible cost and to collaborate with others to improve the health and well-being of the individual, the family and the community.

    Expenses $13,550,568 · Revenue $12,265,234

As filed on the 2023 return.

Listed in Part VII

  • Cynthia Twombly

    Trustee / Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • Devon Green

    Trustee / Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Johanna Beliveau

    Trustee/President/CEO

    Total calculated
    $317,798
    From this org
    $298,318
    From related orgs
    $0
    Other
    $19,480
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,182
    Bonus
    $6,875
    Other
    $22,261
    Deferred
    $0
    Nontaxable benefits
    $19,480
    Filer's total
    $317,798

  • Katherine Milligan

    Trustee / Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • Aimee M Claiborne

    Trustee

    Total calculated
    $636,779
    From this org
    $0
    From related orgs
    $591,866
    Other
    $44,913
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,033 related
    Bonus
    $0 + $85,825 related
    Other
    $0 + $20,008 related
    Deferred
    $0 + $24,990 related
    Nontaxable benefits
    $0 + $19,923 related
    Filer's total
    $0 + $636,779 related

  • Brooke Adler

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Catherine Ells

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Daniel Gross

    Trustee

    Total calculated
    $334,924
    From this org
    $0
    From related orgs
    $290,020
    Other
    $44,904
    Hours/week
    0.5 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,572 related
    Bonus
    $0 + $7,260 related
    Other
    $0 + $1,188 related
    Deferred
    $0 + $17,854 related
    Nontaxable benefits
    $0 + $27,050 related
    Filer's total
    $0 + $334,924 related

  • Deanna Howard

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Ellen Flaherty

    Trustee

    Total calculated
    $346,052
    From this org
    $0
    From related orgs
    $288,191
    Other
    $57,861
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,236 related
    Bonus
    $0 + $12,327 related
    Other
    $0 + $27,628 related
    Deferred
    $0 + $26,027 related
    Nontaxable benefits
    $0 + $31,834 related
    Filer's total
    $0 + $346,052 related

  • Joel Bradley

    Trustee (as of 7/1/23)

    Total calculated
    $291,987
    From this org
    $0
    From related orgs
    $237,784
    Other
    $54,203
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $237,625 related
    Bonus
    $0
    Other
    $0 + $159 related
    Deferred
    $0 + $14,954 related
    Nontaxable benefits
    $0 + $39,249 related
    Filer's total
    $0 + $291,987 related

  • Joni Menard

    Trustee (as of 7/1/23)

    Total calculated
    $350,540
    From this org
    $0
    From related orgs
    $297,770
    Other
    $52,770
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,211 related
    Bonus
    $0 + $18,190 related
    Other
    $0 + $3,369 related
    Deferred
    $0 + $23,361 related
    Nontaxable benefits
    $0 + $29,409 related
    Filer's total
    $0 + $350,540 related

  • Kathleen Vasconcelos

    Trustee (through 9/1/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Nirav Kapadia MD

    Trustee (as of 7/1/23)

    Total calculated
    $655,796
    From this org
    $0
    From related orgs
    $586,764
    Other
    $69,032
    Hours/week
    0.5 + 40.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $565,064 related
    Bonus
    $0 + $1,850 related
    Other
    $0 + $19,850 related
    Deferred
    $0 + $24,990 related
    Nontaxable benefits
    $0 + $44,042 related
    Filer's total
    $0 + $655,796 related

  • Rebecca O'Berry

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Richard Greenwald

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Tracy Bach

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Martin J Degen

    Chief Financial Officer

    Total calculated
    $205,081
    From this org
    $185,112
    From related orgs
    $0
    Other
    $19,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,464
    Bonus
    $1,960
    Other
    $688
    Deferred
    $0
    Nontaxable benefits
    $19,969
    Filer's total
    $205,081

  • Cristine Maloney J

    Medical Director

    Total calculated
    $261,688
    From this org
    $253,501
    From related orgs
    $0
    Other
    $8,187
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $253,342
    Bonus
    $0
    Other
    $159
    Deferred
    $0
    Nontaxable benefits
    $8,187
    Filer's total
    $261,688

  • Carol Becker

    Physical Therapist

    Total calculated
    $123,070
    From this org
    $121,136
    From related orgs
    $0
    Other
    $1,934
    Hours/week
    40

  • Gerald G Best

    Director, Revenue Cycle

    Total calculated
    $168,883
    From this org
    $143,013
    From related orgs
    $0
    Other
    $25,870
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,812
    Bonus
    $2,975
    Other
    $11,226
    Deferred
    $0
    Nontaxable benefits
    $25,870
    Filer's total
    $168,883

  • Jessica Cheney

    Dir. Home Health and Hospice

    Total calculated
    $147,771
    From this org
    $128,205
    From related orgs
    $0
    Other
    $19,566
    Hours/week
    40

  • Noel Bactad

    Physical Therapist

    Total calculated
    $134,252
    From this org
    $122,953
    From related orgs
    $0
    Other
    $11,299
    Hours/week
    40

  • Tammy Tarsa

    Chief Clinical Officer

    Total calculated
    $205,818
    From this org
    $178,460
    From related orgs
    $0
    Other
    $27,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,237
    Bonus
    $1,850
    Other
    $373
    Deferred
    $0
    Nontaxable benefits
    $27,358
    Filer's total
    $205,818

  • Jeffrey Obrien MHA

    Former Trustee/Treasurer

    Total calculated
    $439,457
    From this org
    $0
    From related orgs
    $374,775
    Other
    $64,682
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,987 related
    Bonus
    $0
    Other
    $0 + $24,788 related
    Deferred
    $0 + $31,590 related
    Nontaxable benefits
    $0 + $33,092 related
    Filer's total
    $0 + $439,457 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments
The Director for Home Health and Hospice and Director, Revenue Cycle received non-fixed discretionary bonuses.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Help at Home LLC

    Private Duty · VT · income -$36,717 · assets $38,766

    Directly controlled by VNA and Hospice of Vermont and New Hampshire Inc

Related corporations and trusts

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

  • 88 PROSPECT STREET UNIT OWNER'S ASSOCIATION

    C Corporation · REAL ESTATE HOLDING · VT · 76.8% owned · share of income $40,068 · share of assets $142,632 · controlled entity

    Directly controlled by REAL ESTATE HOLDING ASSOCIATION AND HOSPICE OF VERMONT

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349306305

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