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Nonprofiteer
← LAMOILLE HEALTH PARTNERS INC

Form 990 for tax year 2023

Filed by LAMOILLE HEALTH PARTNERS INC.

Totals

Total revenue
$24,711,261
Total expenses
$26,343,100
Contributions and grants received
$5,151,347
Grants paid
$3,068
Program service revenue
$19,551,195
Investment income
$8,719
Other revenue
$0
Total assets, end of year
$11,121,535
Total liabilities, end of year
$9,850,230
Net assets or fund balances, end of year
$1,271,305
Program services expenses (Part IX)
$17,653,553
Management and general expenses
$8,689,547
Fundraising expenses
$0
Program service expenses (Part III)
$17,653,553

Program services were 67.0% 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)

    $5,002,564

  • 1f · All other contributions, gifts and grants

    $148,783

  • 2a · Program service revenue: Patient service revenue

    total $14,506,790 · related or exempt $14,506,790

  • 2b · Program service revenue: 340B contract revenue

    total $2,288,784 · related or exempt $2,288,784

  • 2c · Program service revenue: Pharmacy services

    total $2,207,453 · related or exempt $2,025,655 · unrelated business $181,798

  • 2d · Program service revenue: Pharmacy network

    total $336,914 · related or exempt $336,914

  • 2e · Program service revenue: Other program services

    total $211,254 · related or exempt $211,254

  • 3 · Investment income

    total $6,688 · excluded $6,688

  • 7a · Gross sales of assets other than inventory

    other assets $2,031

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $2,031

  • 7d · Net gain or loss

    total $2,031 · excluded $2,031

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,068 · program services $3,068

  • 5 · Compensation of officers, directors and key employees

    total $877,288 · program services $364,458 · management and general $512,830

  • 7 · Other salaries and wages

    total $12,884,439 · program services $8,994,278 · management and general $3,890,161

  • 8 · Pension plan contributions

    total $426,826 · program services $294,770 · management and general $132,056

  • 9 · Other employee benefits

    total $1,913,600 · program services $1,258,306 · management and general $655,294

  • 10 · Payroll taxes

    total $951,417 · program services $636,370 · management and general $315,047

  • 11b · Fees: legal

    total $50,302 · management and general $50,302

  • 11c · Fees: accounting

    total $69,000 · management and general $69,000

  • 11g · Fees: other

    total $2,707,796 · program services $1,229,583 · management and general $1,478,213

  • 12 · Advertising and promotion

    total $120,138 · program services $2,755 · management and general $117,383

  • 13 · Office expenses

    total $697,006 · program services $145,000 · management and general $552,006

  • 14 · Information technology

    total $196,627 · management and general $196,627

  • 16 · Occupancy

    total $763,639 · program services $587,914 · management and general $175,725

  • 17 · Travel

    total $50,618 · program services $20,625 · management and general $29,993

  • 19 · Conferences, conventions and meetings

    total $166,918 · program services $105,552 · management and general $61,366

  • 20 · Interest

    total $253,381 · program services $203,219 · management and general $50,162

  • 22 · Depreciation, depletion and amortization

    total $423,708 · program services $207,398 · management and general $216,310

  • 23 · Insurance

    total $136,279 · program services $21,892 · management and general $114,387

  • 24a · Other expenses: 340B drugs/med supplies

    total $3,163,124 · program services $3,163,124

  • 24b · Other expenses: Provision for bad debts

    total $322,344 · program services $322,344

  • 24c · Other expenses: Lab supplies

    total $91,955 · program services $91,955

  • 24d · Other expenses: Recruitment

    total $73,320 · program services $942 · management and general $72,378

  • 24e · All other expenses

    total $307 · management and general $307

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $242,878 · end of year $66,319

  • 2 · Savings and temporary cash investments

    beginning of year $537,655 · end of year $107,234

  • 3 · Pledges and grants receivable

    beginning of year $101,787 · end of year $114,165

  • 4 · Accounts receivable

    beginning of year $1,090,165 · end of year $1,476,006

  • 8 · Inventories for sale or use

    beginning of year $219,239 · end of year $298,879

  • 9 · Prepaid expenses and deferred charges

    beginning of year $225,919 · end of year $185,479

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

    $14,385,993

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

    $6,795,085

  • 10c · Land, buildings and equipment, net

    beginning of year $7,531,004 · end of year $7,590,908

  • 13 · Investments: program-related

    beginning of year $23,598 · end of year $210,770

  • 14 · Intangible assets

    end of year $706,037

  • 15 · Other assets

    beginning of year $1,322,346 · end of year $365,738

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,232,257 · end of year $3,510,651

  • 19 · Deferred revenue

    beginning of year $5,183 · end of year $367,031

  • 23 · Secured mortgages and notes payable

    beginning of year $5,209,372 · end of year $5,246,268

  • 25 · Other liabilities

    beginning of year $944,635 · end of year $726,280

  • 27 · Net assets without donor restrictions

    beginning of year $2,595,464 · end of year $1,271,305

  • 28 · Net assets with donor restrictions

    beginning of year $307,680 · end of year $0

Mission and programs · 2023

Mission

To provide quality integrated health care services and promote wellness for residents of the Lamoille Valley Region.

  • The Organization provides ambulatory medical services in the Lamoille Valley including behavioral health and wellness services, substance use disorder treatment, psychiatry and telemedicine services, dentistry, and primary care physician services.

    Expenses $17,653,553 · Grants $3,068 · Revenue $19,369,397

As filed on the 2023 return.

Listed in Part VII

  • Shelly Citron

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mary Paul Loomis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Westman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dave Yacovone

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Bartlett

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Peter Anderson

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Josh Smith

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Alison Calderara

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Melissa Volansky MD

    Chief Medical Officer (end 11/2023)

    Total calculated
    $311,023
    From this org
    $268,243
    From related orgs
    $0
    Other
    $42,780
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $267,123
    Bonus
    $0
    Other
    $1,120
    Deferred
    $10,733
    Nontaxable benefits
    $32,047
    Filer's total
    $311,023

  • Lance Broy MD

    Chief Medical Officer(start 10/2023)

    Total calculated
    $53,435
    From this org
    $47,233
    From related orgs
    $0
    Other
    $6,202
    Hours/week
    32

  • Stuart G May

    President/CEO

    Total calculated
    $328,073
    From this org
    $303,632
    From related orgs
    $0
    Other
    $24,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,732
    Bonus
    $0
    Other
    $1,900
    Deferred
    $12,203
    Nontaxable benefits
    $12,238
    Filer's total
    $328,073

  • David Simmons

    CFO (end 2/2024)

    Total calculated
    $184,757
    From this org
    $177,352
    From related orgs
    $0
    Other
    $7,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,269
    Bonus
    $0
    Other
    $3,083
    Deferred
    $6,987
    Nontaxable benefits
    $418
    Filer's total
    $184,757

  • Evalie Crosby

    Interim CFO (start 3/2024)

    Total calculated
    $0
    Hours/week
    40

  • Linda Zamvil MD

    Physician

    Total calculated
    $370,187
    From this org
    $331,879
    From related orgs
    $0
    Other
    $38,308
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $325,221
    Bonus
    $0
    Other
    $6,658
    Deferred
    $13,130
    Nontaxable benefits
    $25,178
    Filer's total
    $370,187

  • Robert Quinn MD

    Physician

    Total calculated
    $270,919
    From this org
    $227,390
    From related orgs
    $0
    Other
    $43,529
    Hours/week
    28

    Schedule J breakdown matched by us

    Base
    $226,977
    Bonus
    $0
    Other
    $413
    Deferred
    $9,218
    Nontaxable benefits
    $34,311
    Filer's total
    $270,919

  • Katherine Marvin MD

    Physician

    Total calculated
    $269,380
    From this org
    $226,699
    From related orgs
    $0
    Other
    $42,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,469
    Bonus
    $0
    Other
    $230
    Deferred
    $9,166
    Nontaxable benefits
    $33,515
    Filer's total
    $269,380

  • Steven Soriano DO

    Physician

    Total calculated
    $262,408
    From this org
    $222,540
    From related orgs
    $0
    Other
    $39,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,383
    Bonus
    $0
    Other
    $157
    Deferred
    $8,900
    Nontaxable benefits
    $30,968
    Filer's total
    $262,408

  • Sara Davis DDS

    Dentist

    Total calculated
    $263,807
    From this org
    $230,762
    From related orgs
    $0
    Other
    $33,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,652
    Bonus
    $0
    Other
    $110
    Deferred
    $9,290
    Nontaxable benefits
    $23,755
    Filer's total
    $263,807

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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2023
Filed
31 July 2025
IRS schema version
2023v6.0
Source object
202512249349300306

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