VNA & Hospice of the Southwest Region Inc

EIN: 030185024 501(c)(3)

Rutland, VT

Total Revenue
$30,301,898
Total Expenses
$28,718,257
Total Assets
$32,189,315
Net Assets
$27,187,772
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
VT
Principal Officer
Jessica Boutin
Phone
8027750568
Tax Period
2024-01-01 to 2024-12-31

VNA & Hospice of the Southwest Region Inc, founded in 1945, is a mid-sized nonprofit that reported $30.3M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $28.7M left a modest 5% surplus.

Mission

To enhance the quality of life of all we service through comprehensive home and community health services.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,116,409
Program Service Revenue $23,934,921
Investment Income $1,987,844
Other Revenue $262,724
TOTAL REVENUE $30,301,898

Expense Breakdown

Grants Paid $0
Salaries & Benefits $20,404,911
Fundraising Expenses $0
Program Expenses $22,755,064
Other Expenses $8,313,346
TOTAL EXPENSES $28,718,257

Year-over-Year Comparison

2024 2023 Change
Revenue $30,301,898 $21,481,416 +0.4%
Expenses $28,718,257 $22,249,520 +0.3%
Net Income $1,583,641 $-768,104 -3.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
16
Independent Members
16
Employees
346
Volunteers
122

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$489,592
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dante DiBattista President 1.00
Officer Director
$0 $0 $0
Jeff Weld First Vice President 1.00
Officer Director
$0 $0 $0
William Bannerman Second Vice President 1.00
Officer Director
$0 $0 $0
Caitlin Perry Treasurer 1.00
Officer Director
$0 $0 $0
Martha Ide Secretary 1.00
Officer Director
$0 $0 $0
Margaret Donovan Board Member 1.00
Director
$0 $0 $0
Pamela Duchene Board Member 1.00
Director
$0 $0 $0
Peter Fagan Board Member 1.00
Director
$0 $0 $0
Judi Fox Board Member 1.00
Director
$0 $0 $0
Marsha Hance Board Member 1.00
Director
$0 $0 $0
Thomas Huebner Board Member 1.00
Director
$0 $0 $0
Meg Levene Board Member 1.00
Director
$0 $0 $0
Richard Lovett Board Member 1.00
Director
$0 $0 $0
Frank McDougall Board Member 1.00
Director
$0 $0 $0
David Sands Board Member 1.00
Director
$0 $0 $0
Peter Wright Board Member 1.00
Director
$0 $0 $0
Edward Ogorzalek Past Treasurer 1.00
Officer Director
$0 $0 $0
Audrey Dudzik Past Board Member 1.00
Director
$0 $0 $0
Peter Kinder Past Board Member 1.00
Director
$0 $0 $0
Sara C King CEO 37.50
Officer
$296,813 $25,511 $322,324
Laura J Lamarre CFO 37.50
Officer
$147,229 $20,039 $167,268
Jessica Fredette Chief HR Officer 37.50
Highest
$164,434 $14,305 $178,739
Nicole L Moran CCO 37.50
Highest
$187,624 $9,217 $196,841
Jessica A Boutin Chief Quality Officer 37.50
Highest
$158,096 $18,991 $177,087
Lyane Adam-Murnaghan Director of Homecare 37.50
Highest
$142,077 $17,732 $159,809
Tice Francetta Hospice RN 37.50
Highest
$142,316 $1,352 $143,668
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $30,301,898 $28,718,257 $32,189,315 $1,583,641
2023 $21,481,416 $22,249,520 $28,937,312 $-768,104
2022 $24,627,994 $23,146,455 $27,338,440 $1,481,539
2021 $26,795,332 $23,237,544 $30,050,675 $3,557,788
2020 $24,654,163 $22,470,657 $31,132,541 $2,183,506
2019 $23,651,597 $22,583,557 $21,885,707 $1,068,040
2018 $22,874,170 $22,300,491 $19,841,558 $573,679
Explore More Nonprofits
Top 100 Nonprofits in Vermont Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare VNA & Hospice of the Southwest Region Inc with other nonprofits in Vermont and across the country.