2026-08-17T13:23:18-05:00 2025-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-10-01 222564588 Southern Vermont Health Service Corp SOUT 8022570341 17 Belmont Street Brattleboro VT 05301 David Sanville Interim CFO 8022570341 2026-08-17 1 1 Melissa Magoon CPA P01712842 2077752387 2026-08-17 2024 2025-03-06 01:10:19Z Dr Tony Blofson MD 17 Belmont Street Brattleboro VT 05301 11349243 0 X N/A X 1983 VT To provide health management services 11 9 5 15 0 0 195978 70961 1036529 1290098 1019264 1812102 2160 14869 2253931 3188030 85208 51344 0 0 779141 920042 1800 0 363863 674306 857556 1540455 1828942 713476 1359088 24952727 27650162 1433160 1827139 23519567 25823023 X The Corporation is organized for charitable, benevolent, scientific and educational purposes, in particular to support and encourage the development of comprehensive, integrated health care related services for the advancement of the health and well-being of the community, through providing financial, management and other assistance to its affiliates and other organizations and through all other relevant means. 0 0 572027 51344 1290098 The Organization's purpose is to assist in developing comprehensive, integrated healthcare-related services by providing financial and management assistance to its affiliates. 572027 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X David Sanville Interim CFO 8022578385 17 Belmont Avenue Brattleboro VT 05301 Sarah Swank Board Chair 1.00 4.00 X X 0 0 0 Chloe Leary Board Vice Chair 1.00 1.00 X X 0 0 0 Carmen Derby Board Secretary 1.00 1.00 X X 0 0 0 Anne Bilodeau Board Treasurer 1.00 1.00 X X 0 0 0 Tony Blofson MD Co-CEO/Board Member/Physician 1.00 40.00 X 0 195492 15163 Paul Boutin MD Board Member 1.00 1.00 X 0 0 0 Rhonda Calhoun Board Member 1.00 1.00 X 0 0 0 Norma Hardy Board Member 1.00 1.00 X 0 0 0 Elizabeth McLarney MD Co-CEO/Board Member/Physician 1.00 40.00 X 0 868198 63745 John VP Meyer Board Member 1.00 1.00 X 0 0 0 Tammy Richards Board Member 1.00 1.00 X 0 0 0 Christopher Dougherty President & CEO 2.00 40.00 X 401260 0 50985 Laura Bruno Past CFO 2.00 40.00 X 189211 0 45814 Regina Pattison Chief of Staff 40.00 0.00 X 125316 0 46666 Jennifer Griffey Former CEO 0.00 0.00 X 126054 0 19403 841841 1063690 241776 4 1 1 0 0 19750 51211 70961 Management Fees 900099 925872 925872 Other Operating Income 900099 364226 364226 1290098 496226 496226 9474268 8158392 1315876 1315876 1315876 17690 19750 2821 14869 14869 3188030 1290098 0 1826971 X 51344 51344 687271 640542 46729 156397 145763 10634 14086 13128 958 25243 23527 1716 37045 34526 2519 18652 18652 395540 150275 1097 244168 339 339 17117 8994 8123 83549 74699 8850 111 111 168678 168678 853 853 Provider Tax 68093 68093 Other Miscellaneous 67048 58085 4741 4222 Minor Equipment & Instr 37576 2082 35494 1828942 572027 893052 363863 X 742264 629530 1063 5942416 5076333 1034761 866083 21369343 24095955 1805296 2058594 24952727 27650162 250205 448655 1182955 1378484 1433160 1827139 X 21873383 24047991 1646184 1775032 23519567 25823023 24952727 27650162 X 1359088 926613 17755 X 0 1 X 1 0 X 312714 346814 261742 195978 70961 1188209 312714 346814 261742 195978 70961 1188209 517090 671119 211046 216324 218734 300195 496226 1442525 2160 14869 17029 2647763 6628623 0.25350 0.29170 X In the tax year ended September 30, 2025, although the organization's public support as calculated in Part II was 25.35%, which is under the 33.33%threshold, the Organization satisfies the 10% facts-and-circumstances test under Treasury Regulation 1.170A-9(f)(3). The Organization maintains a continuous and bona fide program to attract support from the general public, governmental units, and other public charities through ongoing outreach and fundraising efforts. The Organization receives support from multiple sources and is organized and operated to further charitable healthcare-related purposes. The Organization's Board of Directors represents the broad interests of the communities served and provides oversight of the Organization's activities. Through its exempt purpose, the Organization assists in the development of comprehensive, integrated healthcare-related services by providing financial and management assistance to its affiliates, which enhances the availability and quality of healthcare services for the benefit of the general public. Based on its ongoing efforts to secure public support, community-based governance, and its role in supporting organizations that provide healthcare services to the public, the Organization meets the requirements of the 10% facts-and-circumstances test. 38600 38600 5156493 4466929 689564 669047 551641 117406 78276 57763 20513 866083 Cash Surrender Value of Life Insurance 609594 Deferred Compensation 1378484 Due from Affiliate 70516 2058594 Deferred Compensation 1378484 1378484 Benefit Gala 37440 19750 17690 2821 37440 19750 17690 2821 2821 14869 1 Brattleboro Memorial Hospital 17 Belmont Avenue Brattleboro VT 05301 030107300 501(c)(3) 51344 0 Capital Acquisitions 1 0 Part I, Line 2: Grantee is subsidiary of Organization; therefore additional monitoring is not deemed necessary. X X X X X 1 0 0 0 0 1 1 0 0 Elizabeth McLarney MD Co-CEO/Board Member/Physician 0 843118 0 0 0 25080 0 23100 0 40645 0 931943 0 0 Christopher Dougherty President & CEO 348220 0 53040 0 0 0 23100 0 27885 0 452245 0 0 0 Laura Bruno Past CFO 189211 0 0 0 0 0 10307 0 35507 0 235025 0 0 0 Tony Blofson MD Co-CEO/Board Member/Physician 0 195117 0 0 0 375 0 15163 0 0 0 210655 0 0 Regina Pattison Chief of Staff 121093 0 0 0 4223 0 7991 0 38675 0 171982 0 0 0 Jennifer Griffey Former CEO 36944 0 0 0 89110 0 13959 0 5444 0 145457 0 0 0 Part I, Line 4a In 2024, Jennifer Griffey, Former CFO, recevied $58,750 of severance pay. Part I, Line 6 Bonuses paid in calendar year 2024 are mostly contractual, however Brattleboro Memorial Hospital's net earnings are a minor consideration in the senior leadership bonus amounts. Form 990, Part VI, Section A, line 6 The membership of the corporation shall consist of not more than one hundred and fifty (150) members. Form 990, Part VI, Section A, line 7a The Board of Directors shall consist of eleven (11) persons who are members, honorary members or Emeritus members of the Corporation, plus the President ex officio but without power to vote. At least one member of the Board shall be a physician. The incorporator(s) shall divide the initial Directors into three groups. The number of Directors whose terms are expiring at each Annual Meeting shall be elected by the member of the Corporation at each Annual Meeting, following nomination by the Executive Committee. Directors shall hold office for three (3) years and until their successors have been elected and qualified or until their death or resignation. Directors may serve for a maximum of three (3) consecutive three-year terms. Form 990, Part VI, Section B, line 11b The role of SVHSC's Finance and Audit Committee has expanded to include review of the 990. The Finance and Audit Committee engages the auditors and receives the audit and a complete copy of the form 990, including all schedules. The Finance and Audit Committee will report to the Board that the 990 review has occurred. The Board accepts The Finance and Audit Committee reports and the 990. All members of the Board will have access to the 990 prior to filing. Form 990, Part VI, Section B, line 12c Each December, Board members are required to complete a Conflict of Interest Statement. Beginning FY 2010, these statements will be reviewed by outside counsel and reported back to the Board of Directors along with recommendations for action. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee (ECC) of the Board of Directors (BOD) engages an outside compensation consultant to review executive compensation policies, procedures and conduct an independent regional and national market survey for senior leadership positions. The ECC sets the CEO's compensation and reviews the CEO's recommendations for other senior leadership compensation. The actions of the ECC are reviewed and approved by the BOD. Form 990, Part VI, Section C, line 19 Financial statements are published on our website. Our governing documents and conflict of interest policies are not made available to the public. Form 990, Part IX, line 11g Other fees: Program service expenses 150,275. Management and general expenses 1,097. Fundraising expenses 244,168. Total expenses 395,540. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Southern Vermont Health Services Corporation 17 Belmont Avenue Brattleboro, VT 05301 EIN 22-2564588 Southern Vermont Health Services Corporation is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Gain on NPV Adjustment of Insurance Policy 17,755. Brattleboro Memorial Hospital 17 Belmont Avenue Brattleboro VT 05301 030107300 Non-profit hospital VT 501(c)(3) Line 3 Southern Vermont Health Services Corp 1 Healthworks Act LLC 17 Belmont Avenue Brattleboro VT 05301 923655471 Health Support Services VT N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 Brattleboro Memorial Hospital B 51344 Cash Brattleboro Memorial Hospital L 925872 Cash Brattleboro Memorial Hospital J 182064 Cash