Lamoille Health Partners Inc (EIN 043358048) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

Susan Bartlett

Phone

8028880595

Tax Period

2023-10-01 to 2024-09-30

Lamoille Health Partners Inc, founded in 1998, is a mid-sized nonprofit in the Health Care sector that reported $24.7M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

To provide quality integrated health care services and promote wellness for residents of the Lamoille Valley Region.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,151,347

Program Service Revenue $19,551,195

Investment Income $8,719

Other Revenue $0

TOTAL REVENUE $24,711,261

Expense Breakdown

Grants Paid $3,068

Salaries & Benefits $17,053,570

Fundraising Expenses $0

Program Expenses $17,653,553

Other Expenses $9,286,462

TOTAL EXPENSES $26,343,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,711,261	$21,171,770	+0.2%
Expenses	$26,343,100	$22,547,051	+0.2%
Net Income	$-1,631,839	$-1,375,281	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

220

Volunteers

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

$877,288

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shelly Citron	Director	1.00	Director	$0	$0	$0
Mary Paul Loomis	Director	1.00	Director	$0	$0	$0
Richard Westman	Director	1.00	Director	$0	$0	$0
Dave Yacovone	Director	1.00	Director	$0	$0	$0
Susan Bartlett	Chair	1.00	Officer Director	$0	$0	$0
Peter Anderson	Vice Chair	1.00	Officer Director	$0	$0	$0
Josh Smith	Treasurer	1.00	Officer Director	$0	$0	$0
Alison Calderara	Secretary	1.00	Officer Director	$0	$0	$0
Melissa Volansky MD	Chief Medical Officer (end 11/2023)	32.00	Officer	$268,243	$42,780	$311,023
Lance Broy MD	Chief Medical Officer(start 10/2023)	32.00	Officer	$47,233	$6,202	$53,435
Stuart G May	President/CEO	40.00	Officer	$303,632	$24,441	$328,073
David Simmons	CFO (end 2/2024)	40.00	Officer	$177,352	$7,405	$184,757
Evalie Crosby	Interim CFO (start 3/2024)	40.00	Officer	$0	$0	$0
Linda Zamvil MD	Physician	32.00	Highest	$331,879	$38,308	$370,187
Robert Quinn MD	Physician	28.00	Highest	$227,390	$43,529	$270,919
Katherine Marvin MD	Physician	40.00	Highest	$226,699	$42,681	$269,380
Steven Soriano DO	Physician	40.00	Highest	$222,540	$39,868	$262,408
Sara Davis DDS	Dentist	40.00	Highest	$230,762	$33,045	$263,807

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	$24,711,261	$26,343,100	$11,121,535	$-1,631,839
2023	$21,171,770	$22,547,051	$11,294,591	$-1,375,281
2022	$18,451,412	$18,990,687	$11,050,132	$-539,275
2021	$18,793,854	$18,199,564	$11,534,482	$594,290
2020	$15,929,694	$17,066,414	$13,144,527	$-1,136,720
2019	$17,281,655	$17,108,669	$12,409,533	$172,986
2018	$16,481,010	$16,958,893	$13,140,868	$-477,883

Lamoille Health Partners Inc