Skip to content
Nonprofiteer
← ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC

Form 990 for tax year 2022

Filed by ONECARE VERMONT ACCOUNTABLE CARE ORGANIZATION LLC.

Totals

Total revenue
$24,067,959
Total expenses
$23,167,154
Contributions and grants received
$0
Grants paid
$94,757
Program services expenses (Part IX)
$18,474,270
Management and general expenses
$4,692,884
Fundraising expenses
$0
Program service expenses (Part III)
$18,474,270

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VICTORIA LONER

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $538,406
    From this org
    $484,306
    From related orgs
    $0
    Other
    $54,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $378,316
    Bonus
    $96,094
    Other
    $9,896
    Deferred
    $21,350
    Nontaxable benefits
    $32,750
    Filer's total
    $538,406

  • SARA BARRY

    VP & CHIEF OPERATING OFFICER

    Total calculated
    $393,251
    From this org
    $358,310
    From related orgs
    $0
    Other
    $34,941
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,297
    Bonus
    $58,834
    Other
    $5,179
    Deferred
    $20,758
    Nontaxable benefits
    $14,183
    Filer's total
    $393,251

  • THOMAS BORYS

    VP OF FINANCE, ACO

    Total calculated
    $306,826
    From this org
    $267,445
    From related orgs
    $0
    Other
    $39,381
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $218,732
    Bonus
    $44,084
    Other
    $4,629
    Deferred
    $15,617
    Nontaxable benefits
    $23,764
    Filer's total
    $306,826

  • CARRIE WULFMAN MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $285,708
    From this org
    $253,249
    From related orgs
    $0
    Other
    $32,459
    Hours/week
    25

    Schedule J breakdown matched by us

    Base
    $192,161
    Bonus
    $58,275
    Other
    $2,813
    Deferred
    $18,493
    Nontaxable benefits
    $13,966
    Filer's total
    $285,708

  • JOAN ZIPKO

    DIRECTOR ACO OPERATIONS

    Total calculated
    $249,976
    From this org
    $204,190
    From related orgs
    $0
    Other
    $45,786
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $171,061
    Bonus
    $17,715
    Other
    $15,414
    Deferred
    $16,127
    Nontaxable benefits
    $29,659
    Filer's total
    $249,976

  • MARTITA GIARD

    DIRECTOR ACO STRATEGY&PLANNING

    Total calculated
    $237,714
    From this org
    $193,971
    From related orgs
    $0
    Other
    $43,743
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,736
    Bonus
    $17,380
    Other
    $6,855
    Deferred
    $20,980
    Nontaxable benefits
    $22,763
    Filer's total
    $237,714

  • JOSIAH MUELLER

    DIRECTOR VALUE-BASED CARE

    Total calculated
    $224,058
    From this org
    $182,504
    From related orgs
    $0
    Other
    $41,554
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,153
    Bonus
    $17,000
    Other
    $351
    Deferred
    $11,934
    Nontaxable benefits
    $29,620
    Filer's total
    $224,058

  • GREGORY DANIELS

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $222,336
    From this org
    $181,667
    From related orgs
    $0
    Other
    $40,669
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $155,521
    Bonus
    $16,189
    Other
    $9,957
    Deferred
    $11,515
    Nontaxable benefits
    $29,154
    Filer's total
    $222,336

  • AMY BODETTE

    DIRECTOR PUBLIC AFFAIRS

    Total calculated
    $202,807
    From this org
    $159,751
    From related orgs
    $0
    Other
    $43,056
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,408
    Bonus
    $15,034
    Other
    $309
    Deferred
    $10,682
    Nontaxable benefits
    $32,374
    Filer's total
    $202,807

  • DEREK RAYNES

    DIRECTOR PAYMENT REFORM

    Total calculated
    $192,469
    From this org
    $180,049
    From related orgs
    $0
    Other
    $12,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,334
    Bonus
    $16,214
    Other
    $501
    Deferred
    $11,390
    Nontaxable benefits
    $1,030
    Filer's total
    $192,469

  • KIMBERLEY DOUGLAS

    DIRECTOR ACO FINANCE & ACCNTG

    Total calculated
    $190,925
    From this org
    $145,688
    From related orgs
    $0
    Other
    $45,237
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $133,470
    Bonus
    $0
    Other
    $12,218
    Deferred
    $12,939
    Nontaxable benefits
    $32,298
    Filer's total
    $190,925

  • BETSY DAVIS

    TRUSTEE

    Total calculated
    $1,650
    From this org
    $1,650
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • SIERRA LOWELL

    TRUSTEE

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • CYNTHIA TURNER

    TRUSTEE UNTIL 05/22

    Total calculated
    $450
    From this org
    $450
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DANIEL BENNETT

    TRUSTEE, AUDIT COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL COSTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS DEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STEVEN GORDON

    TRUSTEE UNTIL 02/22

    Total calculated
    $0
    Hours/week
    2

  • COLEEN CONDON

    TRUSTEE (formerly KOHAUT)

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN LEBLANC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TOBY SADKIN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN SAYLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CLAUDIO FORT

    TRUSTEE UNTIL 12/22

    Total calculated
    $0
    Hours/week
    2

  • JOHN BRUMSTED MD

    BOARD & EXEC CHAIRMAN TIL 4/22

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEN GILWEE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TOM HUEBNER

    BOARD VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • STUART MAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ADRIANE TROUT MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RICK VINCENT

    TRUSTEE UNTIL 06/22

    Total calculated
    $0
    Hours/week
    2

  • TERESA FAMA MD

    TRUSTEE AS OF 08/22

    Total calculated
    $0
    Hours/week
    2

  • ANYA RADER WALLACK

    BOARD CHAIR AS OF 05/22

    Total calculated
    $0
    Hours/week
    2

  • SHAWN TESTER

    TRUSTEE AS OF 07/22

    Total calculated
    $0
    Hours/week
    2

  • KRISTI CROSS

    TRUSTEE AS OF 02/22

    Total calculated
    $0
    Hours/week
    2

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

  • 1a · Personal services (maid, chauffeur, chef)
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
PERSONAL SERVICE COMPENSATION CERTAIN ONECARE OFFICERS AND KEY EMPLOYEES RECEIVED COMPENSATION OF $1,400 TO COVER PREPARATION AND FINANCIAL ADVISORY SERVICES. WHILE THERE IS NO ORGANIZATION-WIDE WRITTEN POLICY REGARDING PAYMENT, THE AMOUNT IS INCLUDED IN THE RESPECTIVE INDIVIDUAL'S EMPLOYMENT CONTRACT WHICH IS DETERMINED THROUGH ANNUAL REVIEW (AS DISCUSSED IN SCHEDULE O). PERSONAL SERVICE COMPENSATION IS A FLAT AMOUNT INCLUDED IN THE INDIVIDUAL'S RESPECTIVE FORM W-2 AS TAXABLE INCOME. NO REIMBURSEMENT IS MADE UNDER AN ACCOUNTABLE PLAN, THEREFORE SUBSTANTIATION OF EXPENSE IS UNNECESSARY.
SCHEDULE J PART I, LINE 3
CEO COMPENSATION METHOD ONECARE VERMONT RELIES ON UNIVERSITY OF VERMONT HEALTH NETWORK TO ESTABLISH CEO COMPENSATION VIA PERIODIC MARKET ANALYSIS AND COMPENSATION COMMITTEE REVIEW.
SCHEDULE J, PART I, LINE 7
NONFIXED PAYMENTS ONECARE VERMONT LEVERAGES THE UVM MEDICAL CENTER'S COMPENSATION PROCESS WHICH RESULTS IN PAID AWARDS TO CERTAIN MEMBERS OF UPPER MANAGEMENT (DIRECTORS, VICE PRESIDENTS AND SENIOR EXECUTIVES) THROUGH ITS ANNUAL VARIABLE PAY PLAN, AS THE PLAN'S PERFORMANCE MEASURES ARE MET. MEASURES, WHICH INCLUDE FINANCIAL, POPULATION HEALTH & QUALITY, AND OPERATIONAL ELEMENTS, ARE REVIEWED AND APPROVED BY ONECARE'S BOARD OF MANAGERS.

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

Provenance

Return type
form_990
Tax year
2022
Filed
26 October 2023
IRS schema version
2022v5.0
Source object
202333079349300533

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.