2026-08-11T09:32:49-05:00 2025-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-10-01 222534389 Rutland Regional Health Services Inc RUTL 8027757111 160 Allen Street Rutland VT 05701 Jennifer A Bertrand CFO 8027757111 2026-08-10 1 1 Joseph R Byrne P01289281 2077752387 2026-08-10 2024 2025-03-06 01:10:19Z Judi K Fox 160 Allen Street Rutland VT 05701 2813740 0 X www.rrmc.org X 1984 VT Community healthcare system in New England. 12 12 0 38 0 0 105818 62163 1267782 1221818 2169745 1072351 -246722 457408 3296623 2813740 0 0 0 0 762607 717777 0 0 0 975015 960852 1737622 1678629 1559001 1135111 36646942 41478567 4704342 5319899 31942600 36158668 X To improve the health of the Rutland region and surrounding communities by providing appropriate, superior, integrated, preventative, diagnostic, and therapeutic health services in a caring environment through the strength of our people, technology, and relationships. 0 0 999519 976003 Respiratory services provided at The Pines The Pines at Rutland Center for Nursing and Rehabilitation is affiliated with National Healthcare Associates, a leading provider of rehabilitation and long-term care services in the Northeast. National affiliated facilities are dedicated to the principles of kindness, compassion, service, and excellence. See Schedule O for additional information. 221593 245815 Lifeline - Rutland Regional Medical Center's Lifeline program is a personal response system which allows subscribers to remain in their homes, yet have help available at the touch of a button, 24 hours a day, 7 days a week. See Schedule O for additional information. 145789 The Bridges and Beyond Program offers transportation services to qualified patients living in Rutland County for doctor's appointments, pharmacy visits, and shopping and errands based on availability. Bridges and Beyond ride services are provided by volunteers who have been trained and screened by the hospital. While Bridges and Beyond tries to accommodate all requests, our ability to do so is limited by volunteer availability, and priority is given to medical appointments. See Schedule O for additional information. 1366901 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 25 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X Jennifer A Bertrand 8027757111 160 Allen Street Rutland VT 05701 Denise A Clark Chair 3.00 3.00 X X 0 0 0 Joan F Gamble Vice Chair 3.00 3.00 X X 0 0 0 Margaret Jones Secretary 1.00 1.00 X X 0 0 0 Mark Alderman Director 1.00 1.00 X 0 0 0 Jill Berry Bowen RN Director 1.00 1.00 X 0 0 0 Katherine Brady Director 1.00 1.00 X 0 0 0 Mary M Beerworth MD Director 1.00 1.00 X 0 0 0 Mark K Foley Jr Director 1.00 1.00 X 0 0 0 Matt Kinsman Director 1.00 1.00 X 0 0 0 Michele Nelson Director 1.00 1.00 X 0 0 0 Bill Olsen Director 1.00 1.00 X 0 0 0 Charlene Seward Director 1.00 1.00 X 0 0 0 Daniel Doenges Past Director 1.00 1.00 X 0 0 0 Paul Gallo Past Director 1.00 1.00 X 0 0 0 Judi K Fox President/CEO 1.00 40.00 X 0 669193 150859 Jennifer A Bertrand CFO 1.00 40.00 X 0 359990 3029 0 1029183 153888 0 0 1 0 Cross Country Staffing Inc PO Box 404674 Atlanta GA 303844674 Temporary Staff 617537 Lifeline Systems Company PO Box 403109 Atlanta GA 303843109 Medical Device Systems 139764 2 62163 62163 Net Patient Service Revenue 621400 976003 976003 Lifeline Revenue 900099 245815 245815 1221818 1059937 1059937 19824 0 19824 19824 19824 12414 0 12414 12414 12414 Gain on investments in equity inv 900099 437584 437584 437584 2813740 1221818 0 1529759 X 561060 448548 112512 117725 92609 25116 38992 31737 7255 1302 1302 23661 23661 28647 28647 682499 631636 50863 7563 6698 865 51534 3888 47646 4792 4792 52339 52339 11765 11765 2096 2096 Medical Expenses 68034 68034 Repair & Maintenance 26620 26620 1678629 1366901 311728 0 X 1499850 1093672 24541 28670 388272 296634 1763068 304680 229449 1458388 34504830 38601203 36646942 41478567 112631 214999 4591711 5104900 4704342 5319899 X 31942600 36158668 31942600 36158668 36646942 41478567 1135111 3080957 0 X 0 1 X 1 0 X X 1 Rutland Hospital Inc 030183483 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 542932 542932 913355 41956 871399 306781 262724 44057 1458388 Investments in and advances from equity investees 2787735 Due to affiliates 2317165 5104900 0 1 0 0 0 0 0 0 0 Judi K Fox President/CEO 0 665059 0 1512 0 2622 0 103810 0 47049 0 820052 0 0 Jennifer A Bertrand CFO 0 358923 0 0 0 1067 0 1725 0 1304 0 363019 0 0 Part I, Line 4b Judi Fox, President/CEO partcipated in a 457(f) supplemental retirement agreement (SERP) during the calendar year. For the 2024 calendar year, which falls within FY2025, a contribution of $67,616 was made to Ms. Fox's plan. Schedule J, Part I, Line 3 Rutland Regional Medical Center, a related party of the organization, uses the following to establish the compensation of Rutland Regional Health Services' management official: written employment contract, compensation survey or study, and approval by the board or compensation committee. Form 990, Part I, Line 6: The total number of volunteers includes non-compensated members of the Board of Directors. Board members compensated through a related organization are considered volunteers, as their compensation is not contingent on them being a Rutland Regional Health Service board member. Form 990, Part III, Lines 1 - 3: Rutland Regional Health Services (RRHS) is a collaborative system of health care providers offering education, specialty clinics, inpatient and outpatient acute care, rehabilitation, and assisted living housing. RRHS is the holding company of Rutland Hospital, Inc., DBA Rutland Regional Medical Center (RRMC). Information about the organization's exempt purpose achievements is provided below. In addition, the RRMC FY 2024 Community Benefit Report is included. Lifeline - Rutland Regional Medical Center's Lifeline program is a personal response system which allows subscribers to remain in their homes yet have help available at the touch of a button, 24 hours a day, 7 days a week. Respiratory Services Provided at The Pines - The Pines at Rutland Center for Nursing & Rehabilitation is affiliated with National Healthcare Associates, a leading provider of rehabilitation and long-term care services in the Northeast. National affiliated facilities are dedicated to principles of kindness, compassion, service, and excellence. The center offers state-of-the-art pulmonary rehabilitation consisting of an individualized, interdisciplinary treatment model designed to maximize the functional abilities and self-care skills of persons with pulmonary disorder. Early intervention focuses on medical management and stabilization of the underlying disease process. A specially trained respiratory therapist performs an initial evaluation on each patient that encompasses their clinical needs and rehabilitation potential. This individualized analysis allows for the integration of specific respiratory care goals into the patient's overall treatment plan. In addition to the three largest program services described above, the organization also has program service activities at The Meadows at East Mountain and The Gables at East Mountain. The Meadows is a unique, planned community designed to provide senior adults with the comforts of home while offering a variety of quality services that will allow them to live graciously and independently. We provide assisted living arrangements for those who may need some help with their everyday lives, and medical attention is available 24 hours a day. Services include transportation, social and recreational planning, beauty parlor, library, courtyard, entertainment, games, arts & crafts, and exercise programs. The community holds a special care unit that specializes in meeting the needs of dementia victims and also services those residents who have increased physical demands. The Gables is a retirement community where individuals have the amenities and services to allow them to age happily and comfortably. Services include a full meal program, housekeeping, local transportation, maintenance, activity programs, a wellness coordinator, and an emergency response system. Rutland Regional Medical Center FY 2024 Community Benefits Report: Rutland Regional Medical Center is committed to providing superior, integrated, diagnostic, therapeutic, and preventative health services and to promoting overall community health and well-being. Community benefits are the activities and services Rutland Regional engages in and supports that go beyond the routine patient care services. Documenting these efforts is part of what differentiates tax-exempt from taxable health care organizations. Free and Discounted Care Rutland Regional provides low and no-cost care for eligible residents of our area through a financial assistance program. The free care provision for 2025 totaled $11,750,570. RRMC is addressing the key issues that have the most significant impact on the community health and well-being, which include the following: Clinical Care - Continuing to address the drug problem in the community through mental health and substance abuse services for adults and youth, including treatment, aftercare, and prevention. - Continuing to improve access to care for all community members by continuing focused provider recruitment and retention activities. Healthy Behaviors - Improving and promoting healthy choices and activities to support a healthy community in which to live and raise a family, by supporting and promoting life skills development for and by youth, and physical activity and healthy eating by adults and youth. Social & Economic Determinants - Improving the health and well-being of the community, making it an attractive place to live and work. Physical Environment - Improving infrastructure to support a healthy community with access to work, recreational opportunities, and services. For more details on these activities and the work performed by Rutland Regional with community partners, please review the progress report on http://www.rrmc.org/about/community-health-needs-assessment/. In addition to these activities, Rutland Regional is now required by federal regulations to conduct a community needs assessment every three years. The Rutland County Health Needs Assessment Steering Committee worked hard to be inclusive, both in the information collected and reviewed, and by broadly requesting input from around our communities. From start to finish, the assessment takes about one year to complete, and includes compilation of secondary data from other sources, collecting individual input through consumer surveys and through focus group meetings. All of the information gathered is reviewed and prioritized by a broad, community-based committee. A final report has now been published with the findings. This report is made publicly available on http://www.rrmc.org. The purpose of the assessment is to: - Describe the health status of the community - Identify the community's health needs - Compare the needs to those identified previously Conducting assessments periodically for more than 15 years, we have seen some health indicators improve and others decline. By monitoring these changes, the committee is able to identify where additional resources are needed. Organizations, including Rutland Regional, use this important information to guide their planning. For Rutland Regional specifically, it helps with the development of new hospital services and community programs. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm based on the audited financial statements and information provided by the accounting department of the organization. A draft copy is then reviewed by top management. Once a final draft is complete, it is electronically available to each member of the Executive Finance Committee. The committee meets to review and discuss the return with a tax advisor. After approval, a final 990 draft will be provided to all board members. Form 990, Part VI, Section B, line 12c Annually, all organization leaders review the system-wide Conflict of Interest Policy to ensure all conflicts are made known. See the policy below. Policy - Duty to Disclose In connection with any actual or possible conflicts of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the directors and members of committees with board-delegated powers, or other individuals who, on behalf of the corporation, are considering the proposed transaction or arrangement. - Duty to Voice Concern In the event that an interested person becomes concerned that another interested person who is a board member, principal officer, or member of a committee with board-delegated powers has an undisclosed financial interest, this concern should be raised with the chair of the appropriate board or committee or, if involving a member of leadership council, a director or manager or other interested person, an appropriate corporate officer. - Determining Whether a Conflict of Interest Exists After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon by the remaining board or committee members. However, in no event shall an interested person participate in the deliberation and/or determination of compensation that he/she will receive from the corporation for employment, professional contract, or otherwise. - Definitions Interested Person For the purposes of this policy, an interested person is any board member, principal officer, member of the leadership council, director, or member of a committee with board-delegated powers, who has a direct or indirect financial interest. If any individual is an interested person with respect to any entity in the RRMC/RRHS health care system, he or she is an interested person with respect to all entities in the health care system. - Procedures Procedures for addressing the conflict of interest: An interested person may make a presentation at the board or committee meeting, but after such presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in the conflict of interest. The chairperson of the board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, including a consideration of independent comparability data, valuations, or appraisals, the board or committee shall determine whether the corporation can obtain a more advantageous transaction or arrangement with reasonable effort from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances not producing a conflict of interest, the board or committee shall determine whether the transaction or arrangement is in the corporation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement. - Annual Statements Awareness/Compliance with Policy Each interested person shall annually sign a statement which affirms that such person has received a copy of this Conflicts of Interest Policy, has read and understands the policy; has agreed to comply with the policy; and understands that the corporation is a charitable organization and that in order to maintain its federal tax exemption it must be engaged primarily in activities that accomplish one or more of its tax-exempt purposes. Conflict of Interest Survey Each interested person shall disclose on an annual survey form potential conflicts of interest and financial interests relevant to this policy. Form 990, Part VI, Section B, line 15 The following policy applies to the officers and key employees of Rutland Regional Medical Center (RRMC), a related organization who compensates the organization's officers: - It is the policy of RRMC to offer market-competitive pay to attract and retain the best talent from our labor market. - Designation of RRMC's key employees is made in accordance with the prevailing IRS key employee definition. - The RRMC key employee labor market is typically all hospitals with similar revenues, staffed beds, employee full-time equivalents, or regional geography as RRMC. - Key employee compensation is reviewed annually using three sources of independent competitive market data. - Periodically, an independent consultant engaged by the organization will conduct the annual review. Otherwise, the review will be performed by Human Resources. - Jobs held by key employees are matched with similar jobs in market data with an indication of job match strength (weak, moderate, or strong). - The market review produces a report of key employee current total cash compensation vs. market median total cash compensation and any recommended pay actions. - Generally speaking, key employee base pay variances of -5% vs. market median total cash compensation are considered for a base pay increase. - The results of the review and recommended pay actions are reviewed and approved by the organization. - The President and CEO pay is also approved by the Board of Directors. Form 990, Part VI, Section C, line 19 Consolidated financial statements are available annually in the annual report and are also available upon written request. The Conflict of Interest Policy and governing documents are also available upon written request. All requests must be for a legitimate business purpose (as determined by top management), and requested documents will be mailed. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 631,636. Management and general expenses 50,863. Fundraising expenses 0. Total expenses 682,499. Form 990, Part IX, Line 7 & Part V, Line 2: The salaries reported on the Statement of Functional Expenses are paid by a related organization, Rutland Regional Medical Center, acting as a payroll agent. All W-2s are filed by the related organization. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Rutland Regional Health Services, Inc. 160 Allen Street Rutland, VT 05701 EIN: 22-2534389 Rutland Regional Health Services, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Rutland Hospital Inc 160 Allen Street Rutland VT 05701 030183483 Hospital VT 501(c)(3) Line 3 Rutland Regional Health Services Inc 1 The Meadows At East Mountain 240 Gables Place Rutland VT 05701 030330343 Elder Care VT Rutland Regional Health Services Inc Related 102362 1774713 0 1 0.50000 The Gables At East Mountain LLC 200 Gables Place Rutland VT 05701 030358050 Elder Care VT Rutland Regional Health Services Inc Related 121210 667843 0 1 0.50000 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 Rutland Hospital Inc A 19824 FMV