EASTVIEW AT MIDDLEBURY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EASTVIEW AT MIDDLEBURY (EIN 20-3537263)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349304561
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T10:42:57-00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264046110PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wisehart Wimette Associates PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1159 River RoadAddressLine1Txt
CityEssex JunctionCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05452ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203537263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EastView at Middlebury IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEASTBusinessNameControlTxt
Phone8029897500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 EastView TerraceAddressLine1Txt
CityMiddleburyCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAndrew H DixPersonNm
Person TitleDirector of FinancePersonTitleTxt
Phone8029897500PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKirk P WisehartPreparerPersonNm
PTINP00533236PTIN
Phone8028791055PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAndrew H DixPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 EastView TerraceAddressLine1Txt
CityMiddleburyCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,776,084GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.eastviewmiddlebury.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or Mission1. EastViews mission is to provide a resident-centered retirement community that fosters independence and freedom, promotes a high quality of life, and is respectful of and open to all persons.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee162TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$205,058PYContributionsGrantsAmt
CY Contributions Grants$624,439CYContributionsGrantsAmt
PY Program Service Revenue$7,177,162PYProgramServiceRevenueAmt
CY Program Service Revenue$7,829,492CYProgramServiceRevenueAmt
PY Investment Income$179,685PYInvestmentIncomeAmt
CY Investment Income$322,153CYInvestmentIncomeAmt
PY Other Revenue$201,302PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,763,207PYTotalRevenueAmt
CY Total Revenue$8,776,084CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,950,134PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,921,221CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,727,688PYOtherExpensesAmt
CY Other Expenses$4,126,157CYOtherExpensesAmt
PY Total Expenses$7,677,822PYTotalExpensesAmt
CY Total Expenses$8,047,378CYTotalExpensesAmt
PY Revenues Less Expenses$85,385PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$728,706CYRevenuesLessExpensesAmt
Total Assets BOY$31,861,506TotalAssetsBOYAmt
Total Assets EOY$32,820,288TotalAssetsEOYAmt
Total Liabilities BOY$36,551,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$36,757,727TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$4,690,488NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,937,439NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Mission1. EastViews mission is to provide a resident-centered retirement community that fosters independence and freedom, promotes a high quality of life, and is respectful of and open to all persons.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$7,488,275ExpenseAmt
Revenue$7,829,492RevenueAmt
DescEastView at Middlebury is a nonprofit 501c3 organization located near Middlebury College in the heart of Middlebury, Vermont. EastView offers a residential community that provides daily engagement, dining, a continuum of care, and a variety of other supportive services for its residents. Currently, EastView provides 99 residences on a beautiful 40-acre campus next door to UVM Health Networks Porter Medical Center and Helen Porter Healthcare and Rehabilitation Center. At least one resident in each home at EastView must be 62 years of age or older. Continued on Schedule ODesc
Total Program Service Expenses$7,488,275TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee162EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAndrew H DixPersonNm
Phone8029897517PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 EastView TerraceAddressLine1Txt
CityMiddleburyCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05753ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Constance Leach
CEO/President/Executive Director040.00Yes (X)Yes (X)$161,567$0$13,835
Andrew Dix
Treasurer001.00Yes (X)$87,649$0$4,420Yes (X)
Edward Dunakin
Secretary001.00Yes (X)$67,785$0$10,947Yes (X)
Robert H Alberts
Director Emeritus/Founder001.00$0$0$0Yes (X)
Sarah Peluso
Co-Chair001.00Yes (X)$0$0$0Yes (X)
John Phinney
Co-Chair001.00Yes (X)$0$0$0Yes (X)
Mary Cullinane left during 2024
Member001.00$0$0$0Yes (X)
Joanie Donahue left during 2024
Member001.00$0$0$0Yes (X)
Evan Langfeldt
Member001.00$0$0$0Yes (X)
Russ Leng
Member001.00$0$0$0Yes (X)
Chris Metzler
Member001.00$0$0$0Yes (X)
Ian Phair
Member001.00$0$0$0Yes (X)
Benjamin Putnam
Member001.00$0$0$0Yes (X)
Diana Barnard
Member001.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$317,001TotalReportableCompFromOrgAmt
Total Other Compensation$29,202TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

ServicesServicesDescCompensationCompensationAmt
Carpet Warehouse
Repairs and maintenance$113,420
Control Technologies
Repairs and maintenance$148,382
Royal Group
Repairs and maintenance$109,317
TLC Nursing Associates
Contract for Health Services$505,723
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$624,439AllOtherContributionsAmt
Noncash Contributions$212,366NoncashContributionsAmt
Total Contributions$624,439TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,829,492TotalRevenueColumnAmt
Related Or Exempt Func Income$7,829,492RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,829,492TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$322,153TotalRevenueColumnAmt
Exclusion$322,153ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,776,084TotalRevenueColumnAmt
Related Or Exempt Func Income$7,829,492RelatedOrExemptFuncIncomeAmt
Exclusion$322,153ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$317,001TotalAmt
Management And General$317,001ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,930,996TotalAmt
Program Services$2,856,783ProgramServicesAmt
Management And General$74,213ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$69,312TotalAmt
Program Services$56,201ProgramServicesAmt
Management And General$13,111ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$352,697TotalAmt
Program Services$336,497ProgramServicesAmt
Management And General$16,200ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$251,215TotalAmt
Program Services$221,948ProgramServicesAmt
Management And General$29,267ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,796TotalAmt
Management And General$1,796ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,973TotalAmt
Management And General$17,973ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$106,642TotalAmt
Program Services$106,642ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$50,944TotalAmt
Program Services$41,986ProgramServicesAmt
Management And General$8,958ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$84,045TotalAmt
Program Services$17,770ProgramServicesAmt
Management And General$66,275ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,719TotalAmt
Program Services$46,719ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,061,355TotalAmt
Program Services$1,061,355ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$492,347TotalAmt
Program Services$492,347ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$911,981TotalAmt
Program Services$911,981ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$131,790TotalAmt
Program Services$131,790ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Program supplies$1,202,713$1,202,654$59
Miscellaneous$17,852$3,602$14,250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,047,378TotalAmt
Program Services$7,488,275ProgramServicesAmt
Management And General$559,103ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$540,757BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,515,999BOYAmt
EOY$9,038,512EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$92,241BOYAmt
EOY$10,703EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,494BOYAmt
EOY$84,674EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,209,966LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,301,244LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,567,602BOYAmt
EOY$19,908,722EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$15,799BOYAmt
EOY$691,479EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,122,614BOYAmt
EOY$3,086,198EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,861,506BOYAmt
EOY$32,820,288EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$212,159BOYAmt
EOY$235,033EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$964,944BOYAmt
EOY$1,207,369EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,011,325BOYAmt
EOY$10,755,856EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,363,566BOYAmt
EOY$24,559,469EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,551,994BOYAmt
EOY$36,757,727EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$5,139,098BOYAmt
EOY-$4,050,963EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$448,610BOYAmt
EOY$113,524EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$4,690,488BOYAmt
EOY-$3,937,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,861,506BOYAmt
EOY$32,820,288EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$728,706ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$27,452NetUnrlzdGainsLossesInvstAmt
Investment Expense-$3,109InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$919,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$205,058CurrentTaxYearMinus1YearAmt
Current Tax Year$624,439CurrentTaxYearAmt
Total$2,063,811TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,223,198CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,625,211CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,614,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,177,162CurrentTaxYearMinus1YearAmt
Current Tax Year$7,829,492CurrentTaxYearAmt
Total$34,469,347TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,142,228CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,652,630CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,902,149CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,382,220CurrentTaxYearMinus1YearAmt
Current Tax Year$8,453,931CurrentTaxYearAmt
Total$36,533,158TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$36,533,158PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,188CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,685CurrentTaxYearMinus1YearAmt
Current Tax Year$322,153CurrentTaxYearAmt
Total$549,044TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,188CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,372CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,646CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,685CurrentTaxYearMinus1YearAmt
Current Tax Year$322,153CurrentTaxYearAmt
Total$549,044TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$7,920CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$197,302CurrentTaxYearMinus1YearAmt
Total$205,222TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,163,416CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,659,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,929,715CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,759,207CurrentTaxYearMinus1YearAmt
Current Tax Year$8,776,084CurrentTaxYearAmt
Total$37,287,424TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97980PublicSupportCY509Pct
Public Support PY5090.98700PublicSupportPY509Pct
Investment Income CY0.01470InvestmentIncomeCYPct
Investment Income PY0.00720InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,223,580OtherCostOrOtherBasisAmt
Depreciation$10,498,101DepreciationAmt
Book Value$19,725,479BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$977,214OtherCostOrOtherBasisAmt
Depreciation$803,143DepreciationAmt
Book Value$174,071BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,172OtherCostOrOtherBasisAmt
Book Value$9,172BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$19,908,722TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Operating lease right of use asset - current$36,415
Operating lease right of use asset - long-term$3,049,783
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,086,198TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
Federal income taxes
Priority list deposits$282,000
Resident security deposits$290,653
Current portion of operating lease payable$440
Operating lease payable, less current portion$3,193,866
Resident refundable entrance fees$20,792,510
Resident funds
FieldValueIRS element (for citing)
Total Liability$24,559,469TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,800,427TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$27,452NetUnrealizedGainsInvstAmt
Revenue Not Reported$27,452RevenueNotReportedAmt
Revenue Subtotal$8,772,975RevenueSubtotalAmt
Investment Expenses Not Incld$3,109InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,109RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,776,084TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,047,378TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$8,047,378ExpensesSubtotalAmt
Total Expenses Per Form990$8,047,378TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceX 2FormAndLineReferenceDesc
ExplanationThe Organization annually files an IRS Form 990, Return of Organization Exempt Form Income Tax, tax return in the U.S. federal jurisdiction. The Organization is no longer subject to U.S. federal income tax examination by tax authorities for the years prior to 2021 In the normal course of business, the Organization is subject to examination by various taxing authorities. Although the outcome of tax audits is always uncertain, the Organization believes it has taken no uncertain tax positions that could have an effect on its financial statements at December 31, 2024 and 2023.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonConstance LeachPersonNm
TitleCEO/President/Executive DirectorTitleTxt
Base Compensation Filing Org$158,007BaseCompensationFilingOrgAmt
Bonus Filing Organization$3,560BonusFilingOrganizationAmount
Deferred Compensation Flng Org$6,644DeferredCompensationFlngOrgAmt
Nontaxable Benefits Filing Org$7,191NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$175,402TotalCompensationFilingOrgAmt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1VT Housing Finance AgencyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN030239902BondIssuerEIN
CUSIP924190QC8CUSIPNum
Bond Issued2018-12-27BondIssuedDt
Issue Price$12,870,000IssuePriceAmt
PurposeMortgage revenue bondPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$1,060,513RetiredAmt
Total Proceeds$12,870,000TotalProceedsAmt
Issuance Costs From Proceeds$637,557IssuanceCostsFromProceedsAmt
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$212,366NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4EastViews aging-in-place model includes 4 distinct neighborhoods. EastViews most independent residential setting is a neighborhood of 30 cottages freestanding or two cottages joined by two single car garages. All other residential options are available within our 2-story Inn. For those seeking support and conveniences, EastView provides 32 independent living one and two-bedroom apartments where residents have easy access to a robust calendar of engagement, weekly housekeeping, and a chef-prepared daily main meal as part of their monthly fee. Both the Cottages and Independent Living Apartments are secured with an Entry Fee coupled with a monthly fee. To date, the Entry Fee Agreement provides a 90 refund of the original Entry Fee less a 3-5 refurbishing fee when a resident leaves their cottage or independent living apartment, and a new resident has paid a full Entry Fee for that home. Community spaces in the independent living areas of the Inn include the Terrace Dining Room, a Bistro open for lunchtime meals several times a week, a large Community Room that hosts a wide variety of gathers, plus a library, fitness room, a comfy fireplaced gathering space in the lobby, and art room. In addition, the Inn has two elevators and several public bathrooms. IL Apartment residents may also secure a garage bay for an additional Entry Fee in one of two 4-bay garage units on the EastView campus. Residents seeking care in addition to engagement, dining, and maintenance services, have three distinct neighborhood options for securing this added service. EastView holds a Vermont Residential Care Home license from the Department of Disabilities, Aging Independent Living - Division of Licensing Protection within the Agency of Human Services for 55 licensed beds 22 Residential Care beds, 18 Memory Care beds, and 15 Floating Residential Care License slots. The Residential Care neighborhood MeadowSweet offers 19 apartments ranging from a studio to 1-bedroom and 2-bedroom apartments. MeadowSweet has its own Dining Room, community Living Room, a hub for nurses and caregivers, and a laundry room. GardenSong, EastViews memory care neighborhood, offers 18 studio apartments. It also has its own Dining Room, community Living Room, an activity room, and a secure garden area with walking path off of the Dining Room. EastViews Floating Residential Care License for up to 15 independent living residents who reside in an IL apartment in the Inn, enables EastView to deliver residential care to Independent Living apartment residents without their needing to move immediately upon needing addition support and care with activities of daily living. EastView utilizes staff within our Residential Care and Memory Care neighborhoods to support Residents on Floating License thus the number of active residents on Floating License is dependent on our staffing within our Health Services department. We also offer several other enhanced services such as transportation to appointments or off-site engagements, pet care, tech support, companionship.
Form 990, Part VI, Line 11bPrior to filing, the Finance Committee and the Board of Directors review the Form 990.
Form 990, Part VI, Line 12cFor conflicts of interest that are noted, the Executive Director and the Board evaluate how the conflict can be mitigated and establish appropriate controls and oversign to monitor
Form 990, Part VI, Line 15aBoard of Directors and management review all compensation for all staff annually as part of the budgeting process.
Form 990, Part VI, Line 15bBoard of Directors and management review all compensation for all staff annually as part of the budgeting process.
Form 990, Part VI, Line 19All documents available upon request.

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