SOUTHWESTERN VERMONT HEALTHCARE FOUNDATION INC

EIN: 453362785 501(c)(3) Health Care

BENNINGTON, VT

Total Revenue
$12,419,853
Total Expenses
$1,238,903
Total Assets
$33,917,902
Net Assets
$32,652,050
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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
2011
Legal Domicile
VT
Principal Officer
THOMAS DEE
Phone
8024475040
Tax Period
2023-10-01 to 2024-09-30

SOUTHWESTERN VERMONT HEALTHCARE FOUNDATION INC, founded in 2011, is a mid-sized nonprofit in the Health Care sector that reported $12.4M in total revenue in fiscal year 2023. Revenue surged 190% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.2M, a strong 90% operating margin.

Mission

THE SVHC FOUNDATION, A PART OF THE SOUTHWESTERN VERMONT HEALTH CARE CORPORATION, OPERATES EXCLUSIVELY TO SUPPORT SVHC AND AFFILIATES, BY FUNDRAISING THROUGH CAMPAIGNS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,031,953
Program Service Revenue $0
Investment Income $3,624,715
Other Revenue $-236,815
TOTAL REVENUE $12,419,853

Expense Breakdown

Grants Paid $217,650
Salaries & Benefits $765,980
Fundraising Expenses $0
Program Expenses $1,065,747
Other Expenses $255,273
TOTAL EXPENSES $1,238,903

Year-over-Year Comparison

2023 2022 Change
Revenue $12,419,853 $4,288,495 +1.9%
Expenses $1,238,903 $2,171,863 -0.4%
Net Income $11,180,950 $2,116,632 +4.3%
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

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Governance

Voting Members
12
Independent Members
9
Employees
N/A
Volunteers
9

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
5
$1,181,622
Total Directors
11
$1,084,408
Key Employees
1
$297,301
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANDREW W KING VICE CHAIR 1.00
Officer Director
$0 $0 $0
CHARLES LAFIURA TRUSTEE 1.00
Director
$0 $0 $0
CRISTA GANNON TRUSTEE 1.00
Director
$0 $0 $0
JASON DOHANEY TRUSTEE 1.00
Director
$0 $0 $0
KATHLEEN FISHER TRUSTEE 1.00
Director
$0 $0 $0
KEITH MICHL CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL MCKENNA SECRETARY 1.00
Officer Director
$0 $0 $0
ROBY HARRINGTON III TRUSTEE 1.00
Director
$0 $0 $0
SCOTT SIEDEL TRUSTEE 1.00
Director
$0 $0 $0
THOMAS A DEE PRESIDENT/CEO SVHC 1.00
Officer Director
$0 $368,407 $1,084,408
THOMAS H GREEN III TRUSTEE 1.00
Director
$0 $0 $0
ROBERT LABA CFO/TREASURER 1.00
Officer
$0 $101 $97,214
LESLIE J KEEFE V.P. SVHC FOUNDATION 24.00
Key Emp
$0 $18,086 $297,301
STEPHEN MAJETICH FORMER OFFICER 1.00
$0 $18,870 $563,960
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 $12,419,853 $1,238,903 $33,917,902 $11,180,950
2023 $4,288,495 $2,171,863 $26,359,447 $2,116,632
2022 $7,749,894 $1,898,486 $26,017,797 $5,851,408
2021 $8,015,068 $1,823,033 $34,164,394 $6,192,035
2020 $5,832,530 $1,835,639 $27,804,848 $3,996,891
2019 $3,581,630 $1,966,842 $24,531,588 $1,614,788
2018 $3,505,376 $2,197,083 $22,475,421 $1,308,293
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