2026-01-29T08:19:29-06:00 2025-06-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2024-07-01 203131747 VERMONT INFORMATION TECHNOLOGY LEADERS INC VERM 8028611800 150 DORSET STREET SUITE 245 PMB 3 SOUTH BURLINGTON VT 05403 CARA CALLANAN CHIEF FINANCIAL OFFICER 8028611800 2026-01-28 1 0 CONNIE FELLION P01875413 8026581808 2026-01-28 2024 2025-03-06 01:10:19Z CARA CALLANAN 150 DORSET STREET SUITE 245 PMB 358 SOUTH BURLINGTON VT 05403 11050876 0 X WWW.VITL.NET X 2005 VT SECURELY AGGREGATE, STANDARDIZE, AND SHARE THE DATA NEEDED TO IMPROVE HEALTHCARE FOR VERMONTERS. 11 11 35 10 0 0 9271754 10707709 460411 170159 198966 173008 0 0 9931131 11050876 0 0 0 0 3689208 4570987 0 0 0 5795742 5832827 9484950 10403814 446181 647062 9387244 9450268 2752618 2168580 6634626 7281688 X VITL'S MISSION IS TO SECURELY AGGREGATE, STANDARDIZE, AND SHARE THE DATA NEEDED TO IMPROVE THE EFFECTIVENESS OF HEALTHCARE FOR VERMONTERS. IN SERVICE OF THIS MISSION, VITL OPERATES THE VERMONT HEALTH INFORMATION EXCHANGE, WHICH ENABLES THE SECURE ELECTRONIC SHARING OF HEALTH-RELATED INFORMATION ACROSS HEALTH CARE ORGANIZATIONS IN VERMONT.VITL'S VISION IS TO BE A LEADER IN COLLABORATIVELY DELIVERING ACTIONABLE DATA THAT LEADS TO BETTER HEALTH.VITL'S WORK INCLUDES DELIVERING DATA NOT ONLY TO CLINICIANS AT THE POINT OF CARE, BUT ALSO TO HEALTH CARE ORGANIZATIONS, PAYERS AND OTHERS ENGAGED IN REFORMING THE DELIVERY OF HEALTH CARE IN VERMONT. 0 0 8922224 170159 VITL IS THE LEGISLATIVELY DESIGNATED OPERATOR OF THE VERMONT HEALTH INFORMATION EXCHANGE ("VHIE"). AS DEFINED BY THE OFFICE OF THE NATIONAL COORDINATOR OF HEALTH INFORMATION TECHNOLOGY, ELECTRONIC HEALTH INFORMATION EXCHANGE (HIE) ALLOWS DOCTORS, NURSES, PHARMACISTS, OTHER HEALTH CARE PROVIDERS TO APPROPRIATELY ACCESS AND SECURELY SHARE A PATIENT'S VITAL MEDICAL INFORMATION ELECTRONICALLY IMPROVING THE SPEED, QUALITY, SAFETY AND COST OF PATIENT CARE.THE VHIE RECEIVES DATA FROM, AND PROVIDES DATA TO, HEALTH CARE ORGANIZATIONS THROUGHOUT THE STATE OF VERMONT, INCLUDING PRIMARY AND SPECIALTY CARE PRACTICES, HOSPITALS, FEDERALLY QUALIFIED HEALTH CENTERS, LABORATORIES, PAYERS, PUBLIC HEALTH, AND OTHERS. DURING FISCAL YEAR 2025, THE VITL ACCESS CLINICAL PORTAL WAS QUERIED OVER 260,000 TIMES AND THE VHIE DELIVERED OVER 1.3 MILLION LAB, RADIOLOGY AND TRANSCRIBED REPORTS TO THE ELECTRONIC HEALTH RECORD SYSTEMS OF VERMONT HEALTH CARE PROVIDERS. THE VITL TEAM CONTINUED FOCUSED EFFORTS TO EDUCATE HEALTH CARE ORGANIZATIONS ABOUT HOW THEY CAN ACCESS PATIENT DATA STEWARDED BY VITL, AND ONBOARDED PROVIDERS TO USE THE VITL'S PROVIDER PORTAL TO ACCESS COMPREHENSIVE PATIENT RECORDS. IN ITS EFFORTS TO EXPAND ITS REACH AND POSITIVE IMPACT ON THE HEALTH OF VERMONTERS, VITL CREATED 39 NEW DATA COLLECTION INTERFACES AND 24 NEW RESULTS DELIVERY INTERFACES DURING THE YEAR. THE VITL TEAM ALSO BEGAN COLLECTING NEW DATA TYPES. DURING THE YEAR, VITL CONTINUED ITS EFFORTS TO SUPPORT IMPORTANT PUBLIC HEALTH INITIATIVES, INCLUDING COMPLETING A PROJECT THAT ENABLES AUTOMATED INTEGRATION OF KEY VITL DATA ELEMENTS INTO WOMEN, INFANTS AND CHILDREN PROGRAM'S (WIC) SYSTEM TO REDUCE THE NEED FOR ON-SITE VISITS BY WIC CLIENTS.FINALLY, THE VITL TEAM CONTINUED EFFORTS TO EDUCATE PATIENTS ABOUT HOW THEIR HEALTH DATA IS SHARED BY VITL, AND TO HELP THEM UNDERSTAND THE CHOICES THEY HAVE AROUND HOW THEIR DATA IS SHARED. 8922224 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 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 0 0 0 0 1 9 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARA CALLANAN 8028611941 150 DORSET STREET SUITE 245 PMB 358 SOUTH BURLINGTON VT 05403 EMMA HARRIGAN CHAIR 2.00 X X 0 0 0 SHAWN BURROUGHS VICE CHAIR 2.00 X X 0 0 0 DEBRA ROYCE TREASURER 2.00 X X 0 0 0 JESSA BARNARD SECRETARY 2.00 X X 0 0 0 JAMES MAURO DIRECTOR 1.00 X 0 0 0 LEAH FULLEM DIRECTOR 1.00 X 0 0 0 SUSAN BESIO DIRECTOR 1.00 X 0 0 0 KELLY CHAMPNEY DIRECTOR 1.00 X 0 0 0 RICK HILDEBRANT DIRECTOR 1.00 X 0 0 0 SARAH LINDBERG DIRECTOR 1.00 X 0 0 0 NORMAN WARD MD DIRECTOR 1.00 X 0 0 0 BETH ANDERSON CEO 40.00 X 219619 0 16476 CARA CALLANAN VP OF FINANCE / CFO 40.00 X 162390 0 30819 ROMAN KHMALADZE LEAD ENTERPRISE ARCHITECT (END 02/25) 40.00 X 176634 0 20600 KRISTINA CHOQUETTE DIRECTOR OF OPERATIONS 40.00 X 166463 0 14772 MAURINE GILBERT DIRECTOR OF CLIENT ENGAGEM 40.00 X 154852 0 20996 JENNIFER STARLING OPERATIONS MANAGER 40.00 X 141530 0 36138 SUSAN FRITZ DIRECTOR OF TECHNOLOGY 40.00 X 173913 0 18474 1195401 0 158275 13 0 1 0 MEDICASOFT 2300 CLARENDON BLVD STE 300 ARLINGTON VA 22201 SOFTWARE LICENSING AND IT SERVICES 932061 CUREOUS INNOVATIONS 60 PINELAND ROAD NEW GLOUCESTER ME 04260 SOFTWARE LICENSING 522587 DESAI MANAGEMENT 11 FLORAL STREET SOUTH BURLINGTON VT 05403 CONTRACT STAFFING 446541 HEALTH CATALYST DEPT CH 17917 PALATINE IL 60055 DATA SERVICES 419255 GALEN HEALTHCARE SOLUTIONS PO BOX 36715 GROSS POINTE MI 48236 CONTRACT STAFFING 351088 12 10707709 10707709 PROGRAM SERVICE FEES 541900 170159 170159 170159 173008 173008 11050876 170159 0 173008 464795 59054 405741 2815191 2406340 408851 63744 58815 4929 948006 761618 186388 279251 213799 65452 2393604 2393604 63655 41514 22141 41753 41753 20096 20096 7566 2364 5202 2796873 2679290 117583 33489 33489 24602 8773 15829 20069 20069 161680 153969 7711 EDUCATION/OUTREACH 113647 71079 42568 TRAINING & DEVELOPMENT 107961 6142 101819 DEFERRED CONTRACT COSTS 45794 45794 MISCELLANEOUS 2038 2038 10403814 8922224 1481590 0 359503 1344019 6531691 4210943 2111899 3679955 345077 196481 359881 344386 35564 15495 3510 3375 9387244 9450268 1309263 1366771 1443355 801809 2752618 2168580 X 6634626 7281688 6634626 7281688 9387244 9450268 647062 0 X 0 1 X 1 0 X 8372622 9277022 7737815 9271754 10707709 45366922 8372622 9277022 7737815 9271754 10707709 45366922 45366922 7355 6592 109854 198966 173008 495775 45862697 3180519 0.98920 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 16608 16608 0 PART II-B, LINE 1: VITL ENGAGED MMR, LLC TO PROVIDE LEGISLATIVE AND OTHER ADVISORY SERVICES, SOME OF WHICH ARE REPORTED AS "LOBBYING". MMR, LLC COLLECTS CERTAIN INFORMATION FROM VITL AND PREPARES THE LOBBYING DISCLOSURES WITH THE SECRETARY OF STATE. DURING THIS FISCAL YEAR (FY25), VITL'S CEO BETH ANDERSON AND MAURINE GILBERT, THE DIRECTOR OF CLIENT ENGAGEMENT, WERE THE ONLY VITL EMPLOYEES WHO WERE REGISTERED AS A LOBBYISTS. 359881 344386 15495 15495 X 10858682 0 10858682 192194 192194 11050876 10211620 0 10211620 192194 192194 10403814 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCORDINGLY, THE ORGANIZATION HAS NOT PROVIDED FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX-EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION ANTICIPATES THAT IT WILL NOT HAVE A CHANGE IN UNCERTAIN TAX POSITIONS DURING THE NEXT TWELVE MONTHS THAT WOULD HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. IF NECESSARY, THE ORGANIZATION WOULD ACCRUE INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECOVERY ON FIXED PRICE CONTRACTS 192,194. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERY ON FIXED PRICE CONTRACTS 192,194. X 0 0 0 0 0 0 0 0 0 BETH ANDERSON CEO 212677 0 6390 0 552 0 8913 0 7563 0 236095 0 0 0 ROMAN KHMALADZE LEAD ENTERPRISE ARCHITECT (END 02/25 175602 0 0 0 1032 0 0 0 20600 0 197234 0 0 0 CARA CALLANAN VP OF FINANCE / CFO 156558 0 4800 0 1032 0 4726 0 26093 0 193209 0 0 0 SUSAN FRITZ DIRECTOR OF TECHNOLOGY 159397 0 4800 0 9716 0 5909 0 12565 0 192387 0 0 0 KRISTINA CHOQUETTE DIRECTOR OF OPERATIONS 160611 0 4820 0 1032 0 0 0 14772 0 181235 0 0 0 JENNIFER STARLING OPERATIONS MANAGER 137112 0 4178 0 240 0 2949 0 33189 0 177668 0 0 0 MAURINE GILBERT DIRECTOR OF CLIENT ENGAGEM 150037 0 4575 0 240 0 6350 0 14646 0 175848 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B VITL'S PROCESS TO REVIEW THE FORM 990 IS TO PROVIDE A COPY OF THE DRAFT TO VITL'S FINANCE COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO FILING. THE APPROVED 990 IS PROVIDED TO THE BOARD AS AN INFORMATIONAL ITEM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C VITL EMPLOYEES AND BOARD MEMBERS ARE BOUND BY VITL'S CONFLICT OF INTEREST POLICY. PER VITL POLICY FIN-11, "[E]ACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTERESTS POLICY, HAS READ AND UNDERSTOOD 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 ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES." IN ADDITION, "[E]ACH INTERESTED PERSON SHALL PROVIDE ON AN ANNUAL SURVEY FORM A LIST OF IMMEDIATE FAMILY MEMBERS, INCLUDING SPOUSE, CHILDREN, GRANDCHILDREN, PARENTS, SIBLINGS AND OTHER PERSON WHO LIVES IN HIS/HER HOUSEHOLD, IN ORDER THAT THE CORPORATION MAY HAVE A RECORD OF ALL INDIVIDUALS WHO MAY BE CONSIDERED DISQUALIFIED PERSONS UNDER INTERNAL REVENUE SERVICE REGULATIONS FOR THE PURPOSE OF ENSURING COMPLIANCE WITH TAX EXEMPT STATUS REQUIREMENTS FOR CHARITABLE ORGANIZATIONS. VITL ALSO REQUIRES NEW EMPLOYEES TO FILL OUT THE SURVEY FORM AS PART OF OUR NEW EMPLOYEE ON-BOARDING PROCESS. VITL'S CEO AND CFO WILL REVIEW ANNUAL STAFF AND NEW EMPLOYEE SURVEY FORMS FOR COMPLIANCE WITH THIS POLICY. THE EXECUTIVE COMMITTEE OF THE BOARD SHALL MAKE PERIODIC REVIEW OF THE COMPLIANCE OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 PER VITL'S COMPENSATION POLICY, BASE COMPENSATION RATES ARE RECOMMENDED FOR EACH POSITION BY THE MANAGER OF THAT POSITION IN CONSULTATION WITH HUMAN RESOURCES AND FINANCE. COMPENSATION WILL BE REASONABLE FOR THE SERVICES RENDERED AND WHEN SETTING COMPENSATION CONSIDERATION WILL BE GIVEN TO MARKET COMPARABLE DATA, INTERNAL EQUITY, FORMAL TRAINING, EXPERIENCE, RESPONSIBILITY, AND ACCOUNTABILITY OF THE CANDIDATE/INCUMBENT. COMPENSATION RATE CHANGES PURSUANT TO A CHANGE IN POSITION DURING THE YEAR WILL BE CONSIDERED AND APPROVED BY THE CEO IN THEIR SOLE DISCRETION. HUMAN RESOURCES WILL RECOMMEND THE BASE COMPENSATION RATES TO THE CEO FOR APPROVAL. ALL EMPLOYEE COMPENSATION RATES WILL BE REVIEWED ANNUALLY BY HUMAN RESOURCES. AT LEAST ONCE EVERY FIVE YEARS, A MARKET ANALYSIS OF COMPENSATION RATES FOR ALL POSITIONS IS PERFORMED. THE BOARD OF DIRECTORS OR BOARD DESIGNATED COMMITTEE SHALL SET THE BASE COMPENSATION AND PERFORMANCE GOALS FOR THE CEO. THE BOARD OF DIRECTORS OR BOARD DESIGNATED COMMITTEE SHALL CONDUCT AN ANNUAL REVIEW OF THEIR PERFORMANCE AND DETERMINE THE AMOUNT OF THE PERFORMANCE INCENTIVE DUE AND MERIT INCREASE BASED ON MARKET COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 VITL MAKES ITS BY-LAWS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE.