2026-03-24T17:23:50-05:00 2025-06-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2024-07-01 272759990 Battenkill Valley Health Center Inc BATT 8023756566 PO Box 61 Arlington VT 05250 Kayla Davis Co-Executive Director 8023756566 2026-03-20 1 1 Melissa Magoon CPA P01712842 6036697337 2026-03-20 2024 2025-03-06 01:10:19Z Kayla Davis PO Box 61 Arlington VT 05250 4958852 0 X www.battenkillvalleyhealthcenter.org X 2010 VT Battenkill Valley Health Center provides compassionate, comprehensive, affordable healthcare. 12 12 53 18 0 0 1819580 2194389 2650032 2674941 87196 77652 2894 2667 4559702 4949649 0 0 0 0 3653855 3543138 0 0 76435 932266 1295350 4586121 4838488 -26419 111161 5095577 5505788 888242 1187292 4207335 4318496 Battenkill Valley Health Center provides compassionate, comprehensive, affordable healthcare. 0 0 3663916 2674941 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-Substance Use Disorder Services 3663916 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 21 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 VT X Kayla Davis 8023756566 PO Box 61 Arlington VT 05250 Anje Van Berckelaer Physician/Co-Executive Director 40.00 X 290003 0 23842 Jeremy Clover Dentist 40.00 X 217261 0 47099 Kayla Davis Project Director/Co-Executive Director 40.00 X 152398 0 20599 Kelly Davis Psychiatric Nurse-Practitioner 40.00 X 125174 0 44579 Katherine Bryan Director of Development 40.00 X 114487 0 44107 Patricia Econome Past Director of Finance 40.00 X 98228 0 4119 Janet Hollner Director of Finance 3.00 X 9516 0 134 Dana McCloskey Director of Finance 40.00 X 0 0 0 Brian Cunningham Chair 2.25 X X 0 0 0 Peter King Vice Chair 1.63 X X 0 0 0 Jim Martinez Interim Treasurer 1.63 X X 0 0 0 Carol Gottlieb Secretary 1.63 X X 0 0 0 James Blanchard Board Member 1.04 X 0 0 0 Christine Bongartz Board Member 1.75 X 0 0 0 Mary Ann Carlson Board Member 1.49 X 0 0 0 Carol Kirkland Board Member 1.38 X 0 0 0 Thomas Lenkowski Past Treasurer 1.63 X X 0 0 0 Russell Leslie Board Member 1.38 X 0 0 0 C Sebastian Massey Board Member 1.38 X 0 0 0 Joseph O'Dea Board Member 1.38 X 0 0 0 Kimberly Tenner Board Member 1.38 X 0 0 0 1007067 0 184479 5 0 1 0 Hunter Excavating Inc 2218 Vermont Route 100 South Londonderry VT 05155 excacation and blacktop a new parking lo 259299 1 15350 1952209 226830 2194389 Patient service revenu 624110 2674941 2674941 2674941 77652 77652 11870 15350 9203 2667 2667 4949649 2674941 0 80319 598839 291110 307729 2217989 1804687 366120 47182 61047 49358 10382 1307 458628 353858 96389 8381 206635 154768 48345 3522 15032 15032 49864 49864 222881 203873 17717 1291 492 369 115 8 70611 52887 16520 1204 141194 105753 33034 2407 171631 128550 40156 2925 8786 6581 2055 150 2755 2063 645 47 37530 28110 8780 640 154528 115740 36154 2634 37251 27901 8715 635 Program Supplies 209019 209019 Other Expenses 151183 113236 35370 2577 Equipment Rental/Repair 21433 16053 5015 365 Fundraising expense 1160 1160 4838488 3663916 1098137 76435 X 200 200 2121536 2529634 124059 159519 265091 195627 30581 37199 3548605 1069291 2275146 2479314 3811 2905 275153 101390 5095577 5505788 309425 363190 16115 5439 562702 818663 888242 1187292 X 4179013 4292919 28322 25577 4207335 4318496 5095577 5505788 111161 0 X 0 1 X 1 1 1 X 2666965 2046457 2357221 1819580 2194389 11084612 2666965 2046457 2357221 1819580 2194389 11084612 11084612 147 70 28651 87196 77652 193716 4104 6178 3618 2894 2667 19461 11297789 12380154 0.98110 0.98740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 466599 466599 2815707 845809 1969898 266299 223482 42817 2479314 X 4958852 9203 9203 4949649 0 4949649 4847691 9203 9203 4838488 0 4838488 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 9,203. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 9,203. Golf Tournament 27220 15350 11870 150 393 5550 3010 100 27220 15350 11870 150 393 5550 3010 100 9203 2667 X X X 0 0 0 0 0 0 0 1 0 Anje Van Berckelaer Physician/Co-Executive Director 284086 0 5000 0 917 0 8705 0 15137 0 313845 0 0 0 Jeremy Clover Dentist 216902 0 0 0 359 0 6699 0 40400 0 264360 0 0 0 Kayla Davis Project Director/Co-Executive Direct 152398 0 0 0 0 0 4595 0 16004 0 172997 0 0 0 Kelly Davis Psychiatric Nurse-Practitioner 124638 0 0 0 536 0 3939 0 40640 0 169753 0 0 0 Katherine Bryan Director of Development 99487 0 15000 0 0 0 3723 0 40384 0 158594 0 0 0 Part I, Line 7 Katherine Bryan, until FY 2025, was paid under a bonus structure. Beginning in FY 2025, this will be paid out through her base salary and the current year bonus model will be retired. Anje Van Berckelaer received a bonus based on her performance review. 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 B, line 15 The board's Executive Committee reviews the Co-Executive Directors' salaries in a closed session. The board's Executive Committee researches and provides the board with summary memos comparing the salary level to positions at other non-profits regionally. Any changes made to Co-Executive Directors' salaries are documented in updated contracts or employment letters prior to the new salaries going into effect. The organization conducted a market study on salaries for all positions within the organization, which is documented in a spreadsheet. All raises were documented in updated letters to employees prior to the new salaries going in effect. Compensation is approved by the Co-Executive Directors and presented to the board of directors during the budget review process for their approval of the budget compensation line item. 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).