OTTAUQUECHEE HEALTH FOUNDATION INC

EIN: 030197766 501(c)(3)

WOODSTOCK, VT

Total Revenue
$482,643
Total Expenses
$535,261
Total Assets
$4,219,912
Net Assets
$4,188,634
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1956
Legal Domicile
VT
Principal Officer
DANIEL BOLLAG
Phone
8024574188
Tax Period
2023-01-01 to 2023-12-31

OTTAUQUECHEE HEALTH FOUNDATION INC, founded in 1956, is a small nonprofit that reported $483K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $535K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE FOUNDATION STRIVES TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN NEED WHO LIVE IN THE TOWNS WE SERVE THROUGH FINANCIAL ASSISTANCE, COMMUNITY PARTNERSHIPS, EDUCATION OPPORTUNITIES, AND SUPPORT OF WELLNESS INITIATIVES.

Program Service Accomplishments

Program 1
Expenses: $287,275

GRANTS AND FUNDING. THROUGH THEIR GOOD NEIGHBOR GRANTS, OTTAUQUECHEE HEALTH FOUNDATION (OHF) IS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO THOSE WHO ARE UNABLE TO PAY FOR NECESSARY HEALTH AND WELLNESS...

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GRANTS AND FUNDING. THROUGH THEIR GOOD NEIGHBOR GRANTS, OTTAUQUECHEE HEALTH FOUNDATION (OHF) IS ABLE TO PROVIDE FINANCIAL ASSISTANCE TO THOSE WHO ARE UNABLE TO PAY FOR NECESSARY HEALTH AND WELLNESS CARE. THE GOOD NEIGHBOR GRANTS SUPPORT NEEDS RANGING FROM MEDICAL AND DENTAL CARE TO MEDICAL AND DENTAL CARE, MEDICAL EQUIPMENT, HEARING AIDS, MENTAL HEALTH COUNSELING, WELLNESS SAFETY AND NUTRITIONAL SUPPORT. THE FOUNDATION ALSO PROVIDES HOMECARE GRANTS TO COORDINATE CAREGIVERS AT HOME, ASSISTING WITH EVERYDAY TASKS OF LIVING. ADDITIONALLY, THE FOUNDATION COLLABORATES WITH OTHER NON- PROFIT ORGANIZATIONS THAT CREATE PROGRAMS TO SUPPORT HEALTH AND WELLNESS OF COMMUNITIES.

Program 2

WINDSOR CENTRAL HEALTH INITIATIVE & MINDFUL SELF. THE WINDSOR CENTRAL WELLNESS INITIATIVE (WCWI) IS A COLLABORATIVE EFFORT OF THE OTTAUQUECHEE HEALTH FOUNDATION (OHF) AND THE WINDSOR CENTRAL MODIFIED...

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WINDSOR CENTRAL HEALTH INITIATIVE & MINDFUL SELF. THE WINDSOR CENTRAL WELLNESS INITIATIVE (WCWI) IS A COLLABORATIVE EFFORT OF THE OTTAUQUECHEE HEALTH FOUNDATION (OHF) AND THE WINDSOR CENTRAL MODIFIED UNIFIED UNION SCHOOL DISTRICT (WCMUUSD) TO BRING TRAUMA-INFORMED, SOCIAL-EMOTIONAL CENTERED WELLNESS PROGRAMMING TO THE STUDENTS, FAMILIES, SCHOOL STAFF, AND COMMUNITY MEMBERS. THE WCWI SEEKS TO ADDRESS RISING LEVELS OF PSYCHOSOCIAL STRESS EXPERIENCED BY TODAY'S YOUTH, DUE IN PART TO PERVASIVE DIGITAL MEDIA AND PRESSING SOCIOPOLITICAL ISSUES, INCLUDING GUN VIOLENCE, POLITICAL CONFLICT, CONCERNS ABOUT CLIMATE CHANGE, AND THE IMPACT OF THE CURRENT COVID-19 PANDEMIC. THE MINDFUL SELF (SOCIAL EMOTIONAL LEARNING FOUNDATIONS) PROGRAM WAS LAUNCHED IN SEVERAL OF OUR DISTRICT'S SCHOOLS THREE YEARS AGO. THE PROGRAM REACHED MORE THAN 400 STUDENTS IN FIVE AREA SCHOOLS. STUDENT REPORTS REVEALED IMPROVED MINDFUL ATTENTION, COMPASSION, KINDNESS, AND CAPACITY TO LEARN. OVER THE NEXT 3-4 YEARS, THE WCWI WILL BUILD UPON THE SUCCESS OF THE MINDFUL SELF PROGRAM BY PROVIDING INTERVENTIONS THAT ADDRESS THE CHALLENGES OF TRAUMATIC STRESS.

Program 3
Expenses: $25,315

OHF IS A PROUD AND ACTIVE PARTNER, ALONG WITH WOODSTOCK COMMUNITY TRUST, OF THE HUB. THE HUB IS AN IMPORTANT NEW INITIATIVE TO BUILD A COLLABORATIVE COMMUNITY-WIDE SYSTEM TO SUPPORT NEIGHBORS IN...

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OHF IS A PROUD AND ACTIVE PARTNER, ALONG WITH WOODSTOCK COMMUNITY TRUST, OF THE HUB. THE HUB IS AN IMPORTANT NEW INITIATIVE TO BUILD A COLLABORATIVE COMMUNITY-WIDE SYSTEM TO SUPPORT NEIGHBORS IN NEED. THE HUB MARSHALS AND COORDINATES THE RESOURCES OF MULTIPLE FUNDING AND SERVICE ORGANIZATIONS, INCLUDING OHF, TO PROVIDE THE BEST RESPONSE TO NEIGHBORS WHO EXPERIENCE SERIOUS DISRUPTION OR CHALLENGE IN THEIR DAILY LIFE. THE HUB REDUCES THE BARRIERS AND STIGMA OF SEEKING AND RECEIVING HELP. IT STRENGTHENS COMMUNITY AND INDIVIDUAL HEALTH, RESILIENCE, AND CARING. THE HUB PROVIDES ACCESS TO A FULL RANGE OF PUBLIC AND PRIVATE RESOURCES AVAILABLE IN OUR REGION.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $299,392
Program Service Revenue $0
Investment Income $166,690
Other Revenue $16,561
TOTAL REVENUE $482,643

Expense Breakdown

Grants Paid $251,051
Salaries & Benefits $154,569
Fundraising Expenses $52,550
Program Expenses $341,843
Other Expenses $129,641
TOTAL EXPENSES $535,261

Year-over-Year Comparison

2023 2022 Change
Revenue $482,643 $337,753 +0.4%
Expenses $535,261 $455,946 +0.2%
Net Income $-52,618 $-118,193 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
3
Volunteers
N/A

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
6
$53,860
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK BOUTWELL PRESIDENT 2.00
Officer Director
$0 $0 $0
PAUL RIGALI DDS VICE PRESIDE 2.00
Officer Director
$0 $0 $0
DANIEL BOLLAG TREASURER 2.00
Officer Director
$0 $0 $0
KATHERINE MCHUGH SECRETARY 2.00
Officer Director
$0 $0 $0
SUE BRYAN TRUSTEE 1.00
Director
$0 $0 $0
JORDAN HARRIS TRUSTEE 1.00
Director
$0 $0 $0
CARLA KAMEL TRUSTEE 1.00
Director
$0 $0 $0
KARI MEUTSCH TRUSTEE 1.00
Director
$0 $0 $0
HALI ROBINSON EXECUTIVE DI 32.00
Officer
$47,520 $0 $47,520
DEBORAH GREENE FORMER EXECU 32.00
Officer
$6,340 $0 $6,340
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
2024 No data No data No data No data
2023 $482,643 $535,261 $4,219,912 $-52,618
2022 $297,267 $448,822 $3,878,097 $-151,555
2021 $349,279 $465,405 $4,832,311 $-116,126
2020 $729,055 $446,106 $4,504,065 $282,949
2019 $404,648 $441,454 $4,291,217 $-36,806
2018 $225,335 $505,932 $3,858,937 $-280,597
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