Form 990 for tax year 2023
Filed by MOUNT ANTHONY HOUSING CORPORATION.
Totals
- Total revenue
- $824,774
- Total expenses
- $33,425
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $925
- Investment income
- $823,849
- Other revenue
- $0
- Total assets, end of year
- $7,711,523
- Total liabilities, end of year
- $16,876
- Net assets or fund balances, end of year
- $7,694,647
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $33,425
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
2a · Program service revenue: PATIENT REVENUE
total $925 · related or exempt $925
-
3 · Investment income
total $105,505 · excluded $105,505
-
7a · Gross sales of assets other than inventory
securities $718,344
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $718,344
-
7d · Net gain or loss
total $718,344 · excluded $718,344
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $5,875 · management and general $5,875
-
11f · Fees: investment management
total $11,519 · management and general $11,519
-
11g · Fees: other
total $3,600 · management and general $3,600
-
24a · Other expenses: BANK CHARGES
total $8,425 · management and general $8,425
-
24b · Other expenses: DEFINED BENEFITS EXPENS
total $4,006 · management and general $4,006
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $127,785 · end of year $296,032
-
11 · Investments: publicly traded securities
beginning of year $828,235 · end of year $908,148
-
13 · Investments: program-related
beginning of year $3,952,462 · end of year $4,767,401
-
15 · Other assets
beginning of year $1,951,914 · end of year $1,739,942
-
17 · Accounts payable and accrued expenses
beginning of year $20,193 · end of year $15,103
-
25 · Other liabilities
beginning of year $3,495 · end of year $1,773
-
27 · Net assets without donor restrictions
beginning of year $6,836,708 · end of year $7,694,647
Mission and programs · 2023
Mission
THE PURPOSE OF THE HOUSING CORPORATION SHALL BE TO PROVIDE AND PROMOTE LONG TERM, SHORT STAY CONVALESCENT, AND ASSISTED LIVING TO MEMBERS OF OUR COMMUNITY.
Activities or mission (Part I)
DEVELOPING, MANAGING, AND OPERATING NURSING HOMES AS WELL AS PROVIDING SENIOR LIVING AND REHABILITATION SERVICES.
-
PROGRAM AND REVENUE CONSISTS SOLELY OF MAHC'S 20% EQUITY IN CLR'S OPERATING INCOME, NET INVESTMENT EARNINGS, OFFSET BY SOME MINOR RESIDUAL PAYOR ADJUSTMENTS FROM PRIOR YEARS AND RESIDUAL DIRECT COSTS RELATED TO PROVIDING LONG TERM CARE AND REHABILITATIVE SERVICES.
Revenue $925
As filed on the 2023 return.
Listed in Part VII
-
Thomas A DeeTHOMAS A DEE
TURSTEE / CEO SVHC
- Total calculated
- $1,084,408
- From this org
- $0
- From related orgs
- $716,001
- Other
- $368,407
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $442,030 related
- Bonus
- $0 + $230,683 related
- Other
- $0 + $43,288 related
- Deferred
- $0 + $335,832 related
- Nontaxable benefits
- $0 + $32,575 related
- Filer's total
- $0 + $1,084,408 related
-
Michael E BradyMICHAEL E BRADY
TRUSTEE / SVMC DENTIST
- Total calculated
- $177,202
- From this org
- $0
- From related orgs
- $177,101
- Other
- $101
- Hours/week
- 1 + 3 related
Schedule J breakdown matched by us
- Base
- $0 + $176,162 related
- Bonus
- $0
- Other
- $0 + $939 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $101 related
- Filer's total
- $0 + $177,202 related
-
Kathleen FisherKATHLEEN FISHER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Stephen KellySTEPHEN KELLY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Dimitri GarderDIMITRI GARDER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brian BarefootBRIAN BAREFOOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Carol ConroyCAROL CONROY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Robert Van DegnaROBERT VAN DEGNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Wayne GranquistWAYNE GRANQUIST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Thomas H Green IIITHOMAS H GREEN III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kristyn HarringtonKRISTYN HARRINGTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Connie JastremskiCONNIE JASTREMSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
George KeadyGEORGE KEADY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Angie MaranoANGIE MARANO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Christine MilesCHRISTINE MILES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brian G O'GradyBRIAN G O'GRADY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Themarge SmallTHEMARGE SMALL
TRUSTEE
- Total calculated
- $439,606
- From this org
- $0
- From related orgs
- $386,413
- Other
- $53,193
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $364,045 related
- Bonus
- $0 + $5,239 related
- Other
- $0 + $17,129 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $30,093 related
- Filer's total
- $0 + $439,606 related
-
Matthew VernonMATTHEW VERNON
TRUSTEE
- Total calculated
- $521,708
- From this org
- $0
- From related orgs
- $457,866
- Other
- $63,842
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $435,366 related
- Bonus
- $0
- Other
- $0 + $22,500 related
- Deferred
- $0 + $19,800 related
- Nontaxable benefits
- $0 + $44,042 related
- Filer's total
- $0 + $521,708 related
-
Robert LabaROBERT LABA
CFO/TREASURER
- Total calculated
- $97,214
- From this org
- $0
- From related orgs
- $97,113
- Other
- $101
- Hours/week
- 1 + 39 related
-
Keith MichlKEITH MICHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Matthew StanishewskiMATTHEW STANISHEWSKI
TRUSTEE
- Total calculated
- $365,358
- From this org
- $0
- From related orgs
- $302,942
- Other
- $62,416
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $278,814 related
- Bonus
- $0 + $1,448 related
- Other
- $0 + $22,680 related
- Deferred
- $0 + $18,985 related
- Nontaxable benefits
- $0 + $43,431 related
- Filer's total
- $0 + $365,358 related
-
Stephen LeblancSTEPHEN LEBLANC
TRUSTEE
- Total calculated
- $984,376
- From this org
- $0
- From related orgs
- $918,361
- Other
- $66,015
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $686,348 related
- Bonus
- $0 + $122,500 related
- Other
- $0 + $109,513 related
- Deferred
- $0 + $31,590 related
- Nontaxable benefits
- $0 + $34,425 related
- Filer's total
- $0 + $984,376 related
-
Stephen D MajetichSTEPHEN D MAJETICH
FORMER OFFICER
- Total calculated
- $563,960
- From this org
- $0
- From related orgs
- $545,090
- Other
- $18,870
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $219,436 related
- Bonus
- $0 + $63,000 related
- Other
- $0 + $262,654 related
- Deferred
- $0 + $5,231 related
- Nontaxable benefits
- $0 + $13,639 related
- Filer's total
- $0 + $563,960 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 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CERTAIN INDIVIDUALS LISTED SCHEDULE J, PART II PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT. UNDER THE TERMS OF THE PLAN THE INDIVIDUAL WILL BECOME VESTED IN THE PLAN IF THEY REMAIN EMPLOYED THROUGH A TARGETED DATE PURSUANT TO THE PLAN. NO AMOUNTS VESTED IN CALENDAR YEAR 2023 AND AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN FORM 990, PART VII, SECTION A. THOMAS DEE - $327,832.
- PART I, LINE 3
- SOUTHWESTERN MEDICAL CENTER, A RELATED ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE CEO: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD.
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.
-
ALICE PECK DAY MEMORIAL HOSPITAL
501(C)(3) · HOSPITAL · NH
Directly controlled by D-HH
-
501(C)(3) · HOSPITAL · NH
Directly controlled by D-HH
-
501(C)(3) · PHYSICIAN SERVICES · NH
Directly controlled by D-HH
-
501(C)(3) · PARENT ORGANIZATION · NH
-
HOOSICK FALLS HEALTH CENTER FOUNDATION
501(C)(3) · FUNDRAISING · NY
Directly controlled by HFHC
-
HOOSICK FALLS HEALTH CENTER INC
501(C)(3) · NURSING HOME · NY
Directly controlled by SVHC
-
MARY HITCHCOCK MEMORIAL HOSPITAL
501(C)(3) · HOSPITAL · NH
Directly controlled by D-HH
-
NORTHERN BERKSHIRE MEDICAL PC
501(C)(3) · HEALTHCARE · MA
Directly controlled by SVMC
-
SOUTHWESTERN VERMONT HEALTH CARE CORP
501(C)(3) · MANAGMENT · VT
Directly controlled by D-HH
-
SOUTHWESTERN VERMONT MEDICAL CENTER
501(C)(3) · HOSPITAL · VT
Directly controlled by SVHC
-
SOUTHWESTERN VT HEALTH CARE FOUNDATION
501(C)(3) · FUNDRAISING · VT
Directly controlled by SVHC
-
501(C)(3) · REAL ESTATE MANAGMENT · VT
Directly controlled by SVHC
-
THE NEW LONDON HOSPITAL ASSOCIATION
501(C)(3) · HOSPITAL · NH
Directly controlled by D-HH
-
501(C)(3) · HEALTHCARE · NY
Directly controlled by SVMC
-
VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE
501(C)(3) · HOSPICE · VT
Directly controlled by D-HH
-
501(C)(3) · HOSPITAL · VT
Directly controlled by D-HH
-
VALLEY REGIONAL HEALTHCARE INC
501(C)(3) · HOSPITAL · NH
Directly controlled by D-HH
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.
-
SOUTHWESTERN VT HEALTHCARE ENTERPRISES
C · HEALTHCARE · VT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512249349302501
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