2024-02-27T09:13:00-06:00 2023-06-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2022-07-01 272759990 Battenkill Valley Health Center Inc BATT 8023756566 PO Box 61 Arlington VT 05250 Kayla Davis Co- Executive Director 8023756566 2024-02-26 1 Kayla Davis 999009999 1 Melissa Magoon CPA P01712842 6036697337 2024-02-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kayla Davis PO Box 61 Arlington VT 05250 4789338 0 X www.battenkillvalleyhealthcenter.org X 2010 VT Battenkill Valley Health Center provides compassionate, comprehensive, affordable healthcare. 12 12 53 33 0 0 2046457 2357221 2256939 2390428 70 28651 6178 3618 4309644 4779918 0 0 0 0 3057050 3367187 0 0 69097 964897 1015256 4021947 4382443 287697 397475 4778485 5270568 942206 1036814 3836279 4233754 Battenkill Valley Health Center provides compassionate, comprehensive, affordable healthcare. 0 0 3475385 2390428 Battenkill Valley Health Center provides comprehensive healthcare to Arlington, Vermont and surrounding communities through the following services offered:-Primary and Preventative Health Care-Behavioral Health Services-Dietitian Services-Nurse Case Management-Laboratory Services-Dental Services-Psychiatric Services 3475385 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 VT X Kayla Davis 8023756566 PO Box 61 Arlington VT 05250 Brian Cunningham Board Chair 2.25 X X 0 0 0 Peter King Vice Chair 1.63 X X 0 0 0 Carol Kirkland Secretary / Treasurer, Finance Chair 1.63 X X 0 0 0 Carol Loeffler Gottlieb Board Member/Secretary 1.63 X X 0 0 0 MaryAnn Carlson Board Member 1.49 X 0 0 0 Russell Leslie Board Member 1.38 X 0 0 0 James Blanchard Board Member 1.04 X 0 0 0 Christine Bongartz Board Member 1.75 X 0 0 0 James Martinez Board Member 1.38 X 0 0 0 Meg Harrington Board member 1.38 X 0 0 0 Joseph O'Dea Board member 1.38 X 0 0 0 Thomas Lenkowski Board Member 1.38 X 0 0 0 Lee Spivey Past Treasurer/Finance Chair 1.38 X X 0 0 0 Kayla Davis Project Dir./Co-Exec. Director 40.00 X 136945 0 16720 Janet Hollner Director of Finance 40.00 X 97757 0 25814 Anje Van Berckelaer Physician/Co-Executive Dir. 40.00 X 265684 0 19666 Mary K Howard Physician 34.00 X 186279 0 17361 Jeremy Clover Dentist 40.00 X 202037 0 36997 Kelly Davis Psychiatric Nurse-Practitioner 40.00 X 117132 0 35353 Courtney Bell Nurse-Practitioner 32.00 X 103032 0 25033 Katherine Bryan Director of Develpoment 40.00 X 103493 0 34071 1212359 0 211015 7 0 1 0 0 16552 2198995 141674 2357221 Patient service revenu 624110 2390428 2390428 2390428 28651 28651 13038 16552 9420 3618 3618 4779918 2390428 0 32269 562586 268423 294163 2232242 1916595 269764 45883 54525 43828 9528 1169 313141 273900 33192 6049 204693 161991 39265 3437 1554 1554 62100 62100 218248 196824 19699 1725 892 706 171 15 55926 44259 10728 939 109468 86631 20999 1838 102099 80798 19587 1714 5952 4710 1142 100 12320 9750 2363 207 21911 17340 4203 368 128592 101766 24667 2159 38579 30531 7400 648 Program Supplies 165414 165414 Other Expenses 45446 35962 8720 764 Equipment Rental/Repair 45436 35957 8716 763 Fundraising expense 1319 1319 4382443 3475385 837961 69097 X 1216508 457649 774559 2043904 159638 172850 236349 286398 26424 29059 2761560 799435 2071768 1962125 293239 318583 4778485 5270568 282004 327211 27011 111060 633191 598543 942206 1036814 X 3825370 4226681 10909 7073 3836279 4233754 4778485 5270568 397475 0 X 0 1 X 1 1 1 X 1759209 1780212 2666965 2046457 2357221 10610064 1759209 1780212 2666965 2046457 2357221 10610064 10610064 3597 1073 147 70 28651 33538 5065 2227 4104 6178 3618 21192 10664794 10716074 0.99490 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33000 33000 2444290 622862 1821428 278870 176573 102297 5400 5400 1962125 Due from third party payer 318583 318583 X 4789338 9420 9420 4779918 0 4779918 4391863 9420 9420 4382443 0 4382443 Part X, Line 2: The Organization is a public charity under Section 501(c)(3) of the Internal Revenue Code. As a public charity, the Organization is exempt from state and federal income taxes on income earned in accordance with its tax exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Organization's tax positions and concluded that the Organization has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. Part XI, Line 2d - Other Adjustments: Fundraising Expenses 9,420. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 9,420. Golf Tournament 29590 16552 13038 1292 1428 3600 2904 196 29590 16552 13038 1292 1428 3600 2904 196 9420 3618 X X X 0 0 0 0 0 0 0 0 0 Anje Van Berckelaer Physician/Co-Executive Dir. 264801 0 0 0 883 0 7944 0 11722 0 285350 0 0 0 Jeremy Clover Dentist 201691 0 0 0 346 0 6194 0 30803 0 239034 0 0 0 Mary K Howard Physician 186153 0 0 0 126 0 5639 0 11722 0 203640 0 0 0 Kayla Davis Project Dir./Co-Exec. Director 136945 0 0 0 0 0 4131 0 12589 0 153665 0 0 0 Kelly Davis Psychiatric Nurse-Practitioner 116616 0 0 0 516 0 3668 0 31685 0 152485 0 0 0 Form 990, Part VI, Section A, line 4 During fiscal year 2023 the organization amended its bylaws to include the following changes or additions: Article II Purpose (a) - Updating the purpose to include the primary medical, mental health, and dental care services to the residents of Bennington County and surrounding areas; Article III Board of Directors, Section 3.1 General Powers: - The board, at its discretion, may declare a co-executive directorship. In the event of a co-executive directorship, the duties assigned to the Project Director and Clinical Director below would stand, but organization-level decisions would be made jointly by the co-executive directors (Project Director and Clinical Director) rather than by the CEO. - Section 3.2 Chief Executive Officer or Project Director: The Chief Executive Officer or Project Director shall be an authorized signer on all BVHC bank accounts. - Section 3.3 Clinical Director: In the event of a co-executive directorship, the Clinical Director shall be an authorized signer on all BVHC bank accounts. - Section 3.5 Number and Terms of Board Members: Board Membership shall commence on the date in which they are appointed to the board. There shall be no term limits in place for board membership. Article V Officers: - Section 5.5 Chairperson: The chairperson shall be an authorized signer on all BVHC bank accounts. - Section 5.8 Treasurer: The Treasurer is no longer authorized to sign disbursement checks. Form 990, Part VI, Section B, line 11b The Co-Executive Director of Administration (Project Director) and the Director of Finance review the 990 extensively, request clarifications from the accounting firm and suggest revisions as necessary before providing the draft 990 to the Finance Committee of the Board. The Finance Committee reviews and approves the draft 990 before it is finalized and filed. Form 990, Part VI, Section B, line 12c BVHC does have a Conflict of Interest policy and procedure (COIP&P). The COIP&P pertains to directors, officers, employees, interns, and volunteers. Individuals who partake in the procurement process, and board members are required to fill out and submit a Conflict of Interest Disclosure Statement annually, and any time there is an update to the policy. All other employees complete a Disclosure Statement upon hire and anytime there is a change to the policy. The Disclosure Statements from employees are given to the Project Director (CEO). The Disclosure Statement from the CEO is given to the Board Chair. The Statement from the Board Chair is given to the Vice Chair, and Disclosure Statements from Board Members are given to the Board Chair. If the potentially conflicted person is a Board Member or the CEO, that person may make a presentation to the Board and answer questions related to the potential conflict. The potentially conflicted person must leave the meeting for any discussion of, or vote to determine, if a conflict does exist. If a conflict is determined to exist, the conflicted person must leave the meeting during any discussion of, and voting on, the transaction or arrangement that involves the conflict. In the same way, individuals involved with procurement who have a conflict of interest shall be recused from any and all applicable discussions regarding the procurement and shall not participate in any way with the procurement involved with the conflict. If an individual is deemed to have failed to disclose a conflict of interest and a reasonable explanation cannot be made, corrective action up to and including dismissal from employment or position on the Board will be taken. In the case of material continuing or pervasive conflicts of interest, an individual may be required to withdraw from their position with the Health Center unless the individual (or their family member or business associate) chooses to disassociate from the outside position that causes the conflict of interest. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part X, Line 10: Land, Buildings & Equipment Section 1.263(a)-3(n) Election: Battenkill Valley Health Center, Inc. PO Box 61 Arlington, VT 05250 EIN: 27-2759990 Battenkill Valley Health Center, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).