Totals
- Total revenue
- $363,750,875
- Total expenses
- $346,551,851
- Contributions and grants received
- $5,045,278
- Grants paid
- $797,020
- Program service revenue
- $345,299,730
- Investment income
- $13,195,016
- Other revenue
- $210,851
- Total assets, end of year
- $402,560,088
- Total liabilities, end of year
- $111,971,723
- Net assets or fund balances, end of year
- $290,588,365
- Program services expenses (Part IX)
- $295,763,086
- Management and general expenses
- $50,274,946
- Fundraising expenses
- $513,819
- Program service expenses (Part III)
- $295,763,086
Program services were 85.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Denise A Clark
Vice Chair End 04/24; Chair Beg 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joan F Gamble
Secretary End 04/24; Vice Chair Beg 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Margo Jones
Director End 04/24; Secretary Beg 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark K Foley Jr
Chair End 04/24; Director Beg 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Alison Davis MD
Director Beg 05/24
- Total calculated
- $516,880
- From this org
- $458,624
- From related orgs
- $0
- Other
- $58,256
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $415,927
- Bonus
- $40,546
- Other
- $2,151
- Deferred
- $28,050
- Nontaxable benefits
- $30,206
- Filer's total
- $516,880
-
Bill Olsen
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Daniel Doenges
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dick Courcelle
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edward J Merrens MD
Director End 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jonathan Huntington MD
Director Beg 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Kraus
Director End 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark Alderman
Director Begin 04/24
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mark Bisanzo MD
Director Beg 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Mary M Beerworth MD
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Matt Kinsman
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael Dimeola MD
Director
- Total calculated
- $592,925
- From this org
- $563,991
- From related orgs
- $0
- Other
- $28,934
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $517,001
- Bonus
- $42,000
- Other
- $4,990
- Deferred
- $18,266
- Nontaxable benefits
- $10,668
- Filer's total
- $592,925
-
Michael Gardner
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michele Nelson
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Paul Gallo
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Phillip R Lapp MD
Director End 05/24
- Total calculated
- $485,434
- From this org
- $421,270
- From related orgs
- $0
- Other
- $64,164
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $304,102
- Bonus
- $91,674
- Other
- $25,494
- Deferred
- $34,650
- Nontaxable benefits
- $29,514
- Filer's total
- $485,434
-
Renee Bousquet
Director Beg 04/24
- Total calculated
- $0
- Hours/week
- 1
-
Robert Riley
Director End 10/23
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
S Patrick Bender MD
Director End 11/23
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sara King
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer A Bertrand
CFO Beg 12/23
- Total calculated
- $13,462
- From this org
- $13,462
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 1 related
-
Judi K Fox
INTERIM CFO END 12/23; PRESIDENT / CEO
- Total calculated
- $737,373
- From this org
- $635,518
- From related orgs
- $0
- Other
- $101,855
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $631,482
- Bonus
- $1,414
- Other
- $2,622
- Deferred
- $67,400
- Nontaxable benefits
- $34,455
- Filer's total
- $737,373
-
Brian Kerns
VP Human Resources
- Total calculated
- $327,447
- From this org
- $284,232
- From related orgs
- $0
- Other
- $43,215
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,098
- Bonus
- $0
- Other
- $9,134
- Deferred
- $13,101
- Nontaxable benefits
- $30,114
- Filer's total
- $327,447
-
Elizabeth A Kyhill
VP Medical Group Operations
- Total calculated
- $237,994
- From this org
- $225,676
- From related orgs
- $0
- Other
- $12,318
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,222
- Bonus
- $12,000
- Other
- $454
- Deferred
- $10,183
- Nontaxable benefits
- $2,135
- Filer's total
- $237,994
-
Jonathan Reynolds
VP Clinical Services
- Total calculated
- $348,514
- From this org
- $300,340
- From related orgs
- $0
- Other
- $48,174
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $290,081
- Bonus
- $4,735
- Other
- $5,524
- Deferred
- $13,929
- Nontaxable benefits
- $34,245
- Filer's total
- $348,514
-
Kelly O Watson
VP Chief Nursing Officer
- Total calculated
- $318,255
- From this org
- $281,846
- From related orgs
- $0
- Other
- $36,409
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $281,212
- Bonus
- $0
- Other
- $634
- Deferred
- $6,297
- Nontaxable benefits
- $30,112
- Filer's total
- $318,255
-
Mitchell E Baroody
VP, Chief Legal Officer
- Total calculated
- $300,230
- From this org
- $267,200
- From related orgs
- $0
- Other
- $33,030
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $266,651
- Bonus
- $0
- Other
- $549
- Deferred
- $3,361
- Nontaxable benefits
- $29,669
- Filer's total
- $300,230
-
Rick Hildebrant MD
Chief Medical Information Officer
- Total calculated
- $476,988
- From this org
- $421,214
- From related orgs
- $0
- Other
- $55,774
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $410,274
- Bonus
- $10,000
- Other
- $940
- Deferred
- $21,450
- Nontaxable benefits
- $34,324
- Filer's total
- $476,988
-
Roger F Wakeman
VP Support Services End 07/24
- Total calculated
- $288,082
- From this org
- $266,834
- From related orgs
- $0
- Other
- $21,248
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $264,320
- Bonus
- $0
- Other
- $2,514
- Deferred
- $10,431
- Nontaxable benefits
- $10,817
- Filer's total
- $288,082
-
Eric Marsh MD
Orthopedics
- Total calculated
- $1,318,826
- From this org
- $1,266,288
- From related orgs
- $0
- Other
- $52,538
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $593,989
- Bonus
- $670,801
- Other
- $1,498
- Deferred
- $28,050
- Nontaxable benefits
- $24,488
- Filer's total
- $1,318,826
-
Lindsay T Kleeman-Forsthuber MD
Orthopedics
- Total calculated
- $871,331
- From this org
- $826,432
- From related orgs
- $0
- Other
- $44,899
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $529,860
- Bonus
- $296,046
- Other
- $526
- Deferred
- $14,850
- Nontaxable benefits
- $30,049
- Filer's total
- $871,331
-
Melbourne D Boynton MD
Orthopedic Surgeon
- Total calculated
- $1,294,332
- From this org
- $1,238,632
- From related orgs
- $0
- Other
- $55,700
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $732,923
- Bonus
- $475,685
- Other
- $30,024
- Deferred
- $34,650
- Nontaxable benefits
- $21,050
- Filer's total
- $1,294,332
-
Michael Robertello MD
Cardiology
- Total calculated
- $1,039,900
- From this org
- $981,540
- From related orgs
- $0
- Other
- $58,360
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $521,734
- Bonus
- $424,197
- Other
- $35,609
- Deferred
- $28,050
- Nontaxable benefits
- $30,310
- Filer's total
- $1,039,900
-
Veronika Jedlovszky MD
Physician / Medical Director Pulmonary & Sleep Center
- Total calculated
- $945,009
- From this org
- $893,380
- From related orgs
- $0
- Other
- $51,629
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $459,881
- Bonus
- $408,990
- Other
- $24,509
- Deferred
- $21,450
- Nontaxable benefits
- $30,179
- Filer's total
- $945,009
-
Andrew P DeNicco MD
Physician, Former Assistant Medical Director
- Total calculated
- $369,524
- From this org
- $333,778
- From related orgs
- $0
- Other
- $35,746
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $323,409
- Bonus
- $9,725
- Other
- $644
- Deferred
- $21,450
- Nontaxable benefits
- $14,296
- Filer's total
- $369,524
-
Claudio Fort
Former President / CEO
- Total calculated
- $844,931
- From this org
- $834,628
- From related orgs
- $0
- Other
- $10,303
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $71,096
- Bonus
- $0
- Other
- $763,532
- Deferred
- $10,303
- Nontaxable benefits
- $0
- Filer's total
- $844,931
-
Thomas E Frank
Former VP Medical Group Operations
- Total calculated
- $149,360
- From this org
- $142,598
- From related orgs
- $0
- Other
- $6,762
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,102
- Bonus
- $0
- Other
- $1,496
- Deferred
- $6,350
- Nontaxable benefits
- $412
- Filer's total
- $149,360
-
Thomas Huebner
Former President
- Total calculated
- $200,000
- From this org
- $200,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $200,000
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $200,000
-
Todd Gregory MD
Physician, Former Medical Director
- Total calculated
- $575,072
- From this org
- $525,819
- From related orgs
- $0
- Other
- $49,253
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $516,892
- Bonus
- $6,746
- Other
- $2,181
- Deferred
- $28,050
- Nontaxable benefits
- $21,203
- Filer's total
- $575,072
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 · Written employment contract
- 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
- 5a · Pay contingent on this organization's revenues
Answered no
- 4c · Equity-based compensation arrangement
- 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)
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- DURING 2023, CLAUDIO FORT RECEIVED A SEVERANCE PAYMENT OF $741,125.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- CLAUDIO D. FORT AND JUDI FOX WERE COVERED WITH A 457(F) SUPPLEMENTAL RETIREMENT AGREEMENT (SERP). FOR 2023 CALENDAR YEAR WHICH FALLS WITHIN THE FY 2024, A CONTRIBUTION OF $7,106 WAS MADE FOR CLAUDIO FORT AND $32,750 FOR JUDI FOX.
- Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization
- PHYSICIANS EARN COMPENSATION BASED UPON THEIR PRODUCTIVITY AGAINST ESTABLISHED TARGETS. INCREASED RODUCTIVITY IS DIRECTLY RELATED TO INCREASED REVENUES FOR 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
-
COMM HEALTH IMPROVEMENT
-
COMM HEALTH IMPROVEMENT
-
COMM HEALTH IMPROVEMENT
-
Rutland United Methodist Church
$60,000
COMM HEALTH IMPROVEMENT
-
$52,500
COMM HEALTH IMPROVEMENT
-
$47,155
COMM HEALTH IMPROVEMENT
-
$46,550
COMM HEALTH IMPROVEMENT
-
$36,894
COMM HEALTH IMPROVEMENT
-
$36,350
COMM HEALTH IMPROVEMENT
-
COMM HEALTH IMPROVEMENT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
RUTLAND REGIONAL HEALTH SERVICES INC
501(c)(3) · HOLDING CO · VT
Directly controlled by NA
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ELDER CARE · VT
Directly controlled by RRHS
-
ELDER CARE · VT
Directly controlled by RRHS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 August 2025
- IRS schema version
- 2023v6.0
- Source object
- 202512239349301721
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.