Totals
- Total revenue
- $80,091,262
- Total expenses
- $70,117,793
- Contributions and grants received
- $1,264,907
- Grants paid
- $4,121
- Program services expenses (Part IX)
- $59,036,763
- Management and general expenses
- $11,081,030
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $59,036,763
Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALAN C KEILLER
TRUSTEE/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
CATHARINE CRAWFORD MD
MED STAFF PRESIDENT/EX-OFFICIO (AS OF 8/27/25)
- Total calculated
- $251,217
- From this org
- $251,217
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,668
- Bonus
- $0
- Other
- $549
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $251,217
-
JOCELYN CAPLE MD
INTERIM CEO (THROUGH 12/8/24)
- Total calculated
- $441,448
- From this org
- $0
- From related orgs
- $375,731
- Other
- $65,717
- Hours/week
- 19 + 21.5 related
Schedule J breakdown matched by us
- Base
- $0 + $344,543 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $1,188 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $45,017 related
- Filer's total
- $0 + $441,448 related
-
JOHN TANSEY
TRUSTEE/CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JULIANN BARRETT DO
MED STAFF PRES (THROUGH 8/26/25)/CMO
- Total calculated
- $361,305
- From this org
- $336,849
- From related orgs
- $0
- Other
- $24,456
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $306,699
- Bonus
- $25,000
- Other
- $5,150
- Deferred
- $23,000
- Nontaxable benefits
- $1,456
- Filer's total
- $361,305
-
MATTHEW FOSTER
CEO (AS OF 12/9/24)
- Total calculated
- $39,241
- From this org
- $0
- From related orgs
- $37,005
- Other
- $2,236
- Hours/week
- 19 + 21.5 related
-
PATRICIA PUTNAM
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
TERRI DECKER
TRUSTEE/SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BRYAN HUOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
CAROL VIVIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
CHRISTOPHER NESBITT
TRUSTEE (AS OF 8/27/25)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
DEANNA HOWARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
ERIC CRAINICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN GILMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
LISA RICHMOND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MATTHEW S HOUDE
TRUSTEE / DH VP GOV'T RELATIONS
- Total calculated
- $390,154
- From this org
- $0
- From related orgs
- $319,691
- Other
- $70,463
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $285,450 related
- Bonus
- $0 + $30,000 related
- Other
- $0 + $4,241 related
- Deferred
- $0 + $30,985 related
- Nontaxable benefits
- $0 + $39,478 related
- Filer's total
- $0 + $390,154 related
-
MICHAEL FUERST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
PAMELA BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PATRICK F JORDAN III MBA
TRUSTEE (THROUGH 6/21/25)
- Total calculated
- $1,211,968
- From this org
- $0
- From related orgs
- $1,132,708
- Other
- $79,260
- Hours/week
- 0.5 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $875,781 related
- Bonus
- $0 + $180,000 related
- Other
- $0 + $76,927 related
- Deferred
- $0 + $32,970 related
- Nontaxable benefits
- $0 + $46,290 related
- Filer's total
- $0 + $1,211,968 related
-
SAMUEL SHIELDS
TRUSTEE / DH VP - STRTGY
- Total calculated
- $429,207
- From this org
- $0
- From related orgs
- $399,147
- Other
- $30,060
- Hours/week
- 0.5 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $347,386 related
- Bonus
- $0 + $35,000 related
- Other
- $0 + $16,761 related
- Deferred
- $0 + $26,070 related
- Nontaxable benefits
- $0 + $3,990 related
- Filer's total
- $0 + $429,207 related
-
STEPHEN D SURGENOR MD
TRUSTEE / DH DIRECTOR OF ANESTHESIOLOGY
- Total calculated
- $666,978
- From this org
- $0
- From related orgs
- $594,937
- Other
- $72,041
- Hours/week
- 0.5 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $572,073 related
- Bonus
- $0
- Other
- $0 + $22,864 related
- Deferred
- $0 + $32,970 related
- Nontaxable benefits
- $0 + $39,071 related
- Filer's total
- $0 + $666,978 related
-
TOM SULLIVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
VINCENT FUSCA III
TRUSTEE (THROUGH 10/31/24)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
WILLIAM PALMER
TRUSTEE
- Total calculated
- $143,345
- From this org
- $0
- From related orgs
- $138,740
- Other
- $4,605
- Hours/week
- 0.5 + 40 related
-
CELESTE PITTS
INTERIM CFO
- Total calculated
- $0
- Hours/week
- 19 + 23 related
-
HANNAH BIANCHI
CHIEF OPERATING OFFICER
- Total calculated
- $244,997
- From this org
- $0
- From related orgs
- $236,194
- Other
- $8,803
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $202,653 related
- Bonus
- $0 + $13,580 related
- Other
- $0 + $19,961 related
- Deferred
- $0 + $8,803 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $244,997 related
-
FERNANDA MAGALHAES MILETTO MD
INTERNAL MEDICINE PHYSICIAN
- Total calculated
- $338,046
- From this org
- $298,164
- From related orgs
- $0
- Other
- $39,882
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,804
- Bonus
- $30,000
- Other
- $360
- Deferred
- $33,577
- Nontaxable benefits
- $6,305
- Filer's total
- $338,046
-
JAMES H PORTER MD
PHYSICIAN
- Total calculated
- $334,166
- From this org
- $309,083
- From related orgs
- $0
- Other
- $25,083
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $298,178
- Bonus
- $10,729
- Other
- $176
- Deferred
- $23,000
- Nontaxable benefits
- $2,083
- Filer's total
- $334,166
-
JOHN A LEBLANC DO
ORTHOPEDIC SURGEON
- Total calculated
- $673,557
- From this org
- $657,610
- From related orgs
- $0
- Other
- $15,947
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $656,026
- Bonus
- $0
- Other
- $1,584
- Deferred
- $11,973
- Nontaxable benefits
- $3,974
- Filer's total
- $673,557
-
LYNDSY MCINTYRE MSN RN
CHIEF NURSING OFFICER
- Total calculated
- $251,813
- From this org
- $214,304
- From related orgs
- $0
- Other
- $37,509
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,363
- Bonus
- $5,000
- Other
- $4,941
- Deferred
- $32,000
- Nontaxable benefits
- $5,509
- Filer's total
- $251,813
-
WHITNEY HILTON DO
PHYSICIAN
- Total calculated
- $325,884
- From this org
- $290,120
- From related orgs
- $0
- Other
- $35,764
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $289,904
- Bonus
- $0
- Other
- $216
- Deferred
- $23,000
- Nontaxable benefits
- $12,764
- Filer's total
- $325,884
-
JOSHUA R RUDNER MD
FORMER ER PHYSICIAN AND CMO
- Total calculated
- $148,664
- From this org
- $143,117
- From related orgs
- $0
- Other
- $5,547
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $143,086
- Bonus
- $0
- Other
- $31
- Deferred
- $4,054
- Nontaxable benefits
- $1,493
- Filer's total
- $148,664
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
- 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 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
- THE CEO'S COMPENSATION AMOUNT IS DETERMINED BY A RELATED ORGANIZATION, WHICH USES A COMPENSATION COMMITTEE AND AN INDEPENDENT CONSULTANT TO ESTABLISH THE CEO'S COMPENSATION.
- SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS
- INDIVIDUALS LISTED WITH INCENTIVE BONUS AMOUNTS ARE PHYSICIANS WHO UNDER THEIR EMPLOYMENT AGREEMENTS/CONTRACTS HAVE A PROVISION FOR INCENTIVE BONUSES BASED ON QUALITY, PATIENT SATISFACTION AND RELATIVE VALUE UNITS (RVUS) OF SERVICES EXCEEDING A TARGET AMOUNT.
- FORM 990 PART VII SEC A LINE 5 - COMPENSATION PAID BY AN UNRELATED ORG
- CELESTE PITTS SERVES AS THE INTERIM CHIEF FINANCIAL OFFICER AND IS COMPENSATED BY HELMS & CO., AN INDEPENDENT ENTITY ENGAGED BY THE ORGANIZATION. MS. PITTS PERFORMS CERTAIN FINANCIAL AND MANAGEMENT FUNCTIONS UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS. DURING CALENDAR YEAR 2024, VALLEY REGIONAL HEALTHCARE PAID HELMS & CO. A TOTAL OF $179,689 FOR THE INTERIM CFO SERVICES PROVIDED BY MS. PITTS. THE COMPENSATION PAID BY HELMS & CO. TO MS. PITTS FOR HER INTERIM CFO SERVICES RENDERED TO THE ORGANIZATION IS UNKNOWN TO THE ORGANIZATION. PURSUANT TO THE IRS INSTRUCTIONS FOR PART VII SECTION A OF FORM 990, THE FILING ORGANIZATION MUST REPORT PAYMENTS MADE TO AN OFFICER BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION IN THAT PERSON'S CAPACITY AS AN OFFICER OF THE FILING ORGANIZATION ON FORM 990 PART VII SECTION A AS COMPENSATION FROM THE FILING ORGANIZATION IF THE FILING ORGANIZATION HAS KNOWLEDGE OF THE ARRANGEMENT. THE COMPENSATION REPORTED ON FORM 990 PART VII SECTION A FOR MS. PITTS IS ZERO BECAUSE THE ORGANIZATION DOES NOT HAVE KNOWLEDGE OF THE ARRANGEMENT BETWEEN HELMS & CO. AND MS. PITTS REGARDING THE AMOUNT OF COMPENSATION PAID TO MS. PITTS FOR HER SERVICES RENDERED TO THE ORGANIZATION.
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.
-
VALLEY REGIONAL HEALTHCARE INC
501(C)(3) · SUPPORTING ORGANIZATION · NH
Directly controlled by D-HH
-
501(C)(3) · PARENT ORG · NH
Directly controlled by NOT APPLICABLE
-
MARY HITCHCOCK MEMORIAL HOSPITAL
501(C)(3) · HOSPITAL · NH
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
501(C)(3) · PHYSICIAN SERVICES · NH
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
THE NEW LONDON HOSPITAL ASSOCIATION INC
501(C)(3) · HOSPITAL · NH
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
501(C)(3) · HOSPITAL · NH
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
ALICE PECK DAY MEMORIAL HOSPITAL
501(C)(3) · HOSPITAL · NH
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
DARTMOUTH HEALTH HOME CARE INC
501(C)(3) · HOSPICE · VT
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
SOUTHWESTERN VERMONT HEALTH CARE CORPORATION
501(C)(3) · HOSPITAL COOPERATIVE ORG · VT
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
-
501(C)(3) · HOSPITAL · VT
Directly controlled by DARTMOUTH-HITCHCOCK HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2024
- IRS schema version
- 2024v5.1
- Source object
- 202602279349300100
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