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Nonprofiteer
← SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC

Form 990 for tax year 2024

Filed by SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$5,954,934
Total expenses
$1,867,254
Contributions and grants received
$5,251,919
Grants paid
$624,930
Program services expenses (Part IX)
$1,460,274
Management and general expenses
$406,980
Fundraising expenses
$0
Program service expenses (Part III)
$1,460,274

Program services were 78.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW W KING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES LAFIURA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CRISTA GANNON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JASON DOHANEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEITH MICHL

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MICHAEL MCKENNA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ROBY HARRINGTON III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SIEDEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS A DEE

    PRESIDENT/CEO SVHC

    Total calculated
    $806,849
    From this org
    $0
    From related orgs
    $665,360
    Other
    $141,489
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,171 related
    Bonus
    $0 + $122,093 related
    Other
    $0 + $6,096 related
    Deferred
    $0 + $108,000 related
    Nontaxable benefits
    $0 + $33,489 related
    Filer's total
    $0 + $806,849 related

  • THOMAS H GREEN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PARKER RICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT LABA

    CFO/TREASURER

    Total calculated
    $385,459
    From this org
    $0
    From related orgs
    $381,669
    Other
    $3,790
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,700 related
    Bonus
    $0
    Other
    $0 + $58,969 related
    Deferred
    $0 + $3,564 related
    Nontaxable benefits
    $0 + $226 related
    Filer's total
    $0 + $385,459 related

  • LESLIE J KEEFE

    V.P. SVHC FOUNDATION

    Total calculated
    $351,331
    From this org
    $0
    From related orgs
    $278,031
    Other
    $73,300
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,821 related
    Bonus
    $0 + $10,100 related
    Other
    $0 + $25,110 related
    Deferred
    $0 + $23,276 related
    Nontaxable benefits
    $0 + $50,024 related
    Filer's total
    $0 + $351,331 related

  • STEPHEN MAJETICH

    FORMER OFFICER

    Total calculated
    $273,605
    From this org
    $0
    From related orgs
    $273,404
    Other
    $201
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $47,250 related
    Other
    $0 + $226,154 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $201 related
    Filer's total
    $0 + $273,605 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

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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

The filer's explanations (Part III)

PART I, LINE 1A
TOP MANAGEMENT OFFICIAL COMPENSATION DETERMINATION: SOUTHWESTERN VERMONT 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, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CERTAIN LISTED INDIVIDUALS PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION ARRANGEMENT IN CALENDAR YEAR 2024. UNDER THE TERMS OF THE PLAN, THE INDIVIDUAL BECOMES VESTED IF THEY REMAINED EMPLOYED THROUGH A TARGETED DATE OF THE PLAN. AMOUNTS VESTED IN THE PLAN DURING THE REPORTING PERIOD ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). AMOUNTS SUBJECT TO VESTED REQUIREMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN(C) AND INCLUDED BELOW: THOMAS A. DEE: $100,000 LESLIE J. KEEFE: $15,276

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

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
2024
IRS schema version
2024v5.5
Source object
202602189349302000

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