SOUTHWESTERN VERMONT HEALTH CARE AUXILIARY (EIN 222563243) - 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

1984

Legal Domicile

Principal Officer

THOMAS DEE

Phone

8024426361

Tax Period

2020-10-01 to 2021-09-30

SOUTHWESTERN VERMONT HEALTH CARE AUXILIARY, founded in 1984, is a small nonprofit that reported $200K in total revenue in fiscal year 2020. Revenue decreased 7% compared to the prior year. Expenses of $237K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE ORGANIZATION SERVES AND ASSISTS SVHC AND WORKS TO PROMOTE THE HEALTH AND WELFARE OF THE COMMUNITY THROUGH THE OPERATION OF THE EMERGENCY RESPONSE SYSTEM.

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,666

Program Service Revenue $185,967

Investment Income $8,407

Other Revenue $376

TOTAL REVENUE $200,416

Expense Breakdown

Grants Paid $52,100

Salaries & Benefits $90,735

Fundraising Expenses $0

Program Expenses $222,262

Other Expenses $93,819

TOTAL EXPENSES $236,654

Year-over-Year Comparison

	2020	2019	Change
Revenue	$200,416	$216,080	-0.1%
Expenses	$236,654	$302,417	-0.2%
Net Income	$-36,238	$-86,337	-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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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

N/A

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

$1,414,989

Total Directors

$858,402

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS A DEE	SVHC CEO/TRUSTEE	1.00	Officer Director	$0	$321,014	$858,402
BEVERLY PETRELIS	TRUSTEE	1.00	Director	$0	$0	$0
LILA CESTONE	PRESIDENT/BOARD CHAIR	12.00	Officer Director	$0	$0	$0
MARGARET BARATTO	TRUSTEE/TREASURER	1.75	Officer Director	$0	$0	$0
MAUREEN LOY	TRUSTEE/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY WHITTEN	TRUSTEE	2.90	Director	$0	$0	$0
THEODORA PETRELIS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARGORIE ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN D MAJETICH	VP CFO	1.00	Officer	$0	$99,147	$556,587

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
2021	$200,416	$236,654	$153,995	$-36,238
2020	$216,080	$302,417	$189,015	$-86,337
2019	$225,347	$328,529	$295,481	$-103,182
2018	$266,035	$376,323	$408,280	$-110,288

SOUTHWESTERN VERMONT HEALTH CARE AUXILIARY