EASTVIEW AT MIDDLEBURY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EASTVIEW AT MIDDLEBURY (EIN 20-3537263)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-29
- IRS object ID
- 201412109349300326
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-29T10:30:26-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TELLING & ASSOCIATES CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 PARK ST STAR MILL BUILDING | AddressLine1 |
| City | MIDDLEBURY | City |
| State | VT | State |
| ZIP Code | 05753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203537263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EastView at Middlebury Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 8029897500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EastView Terrace | AddressLine1 |
| City | Middlebury | City |
| State | VT | State |
| ZIP Code | 05753 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA SCHILL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8029897500 | PhoneNum |
| Signature | 2014-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS TELLING | PreparerPersonNm |
| Phone | 8023883311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERRY KLINCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EastView Terrace | AddressLine1 |
| City | Middlebury | City |
| State | VT | State |
| ZIP Code | 05753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,692,253 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | eastviewatmiddlebury.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Eastview at Middlebury, Inc. operates an elderly housing, retirement community providing independent living, residential care, and memory-impaired residential care to persons ages 62 years and older. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 111 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,700 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,449,110 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,661,391 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,212 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,162 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,477,924 | PYTotalRevenueAmt |
| CY Total Revenue | $3,692,253 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $779,819 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,734,139 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,264,415 | PYOtherExpensesAmt |
| CY Other Expenses | $3,643,317 | CYOtherExpensesAmt |
| PY Total Expenses | $3,044,234 | PYTotalExpensesAmt |
| CY Total Expenses | $5,377,456 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,566,310 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,685,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,635,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,526,037 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,746,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,321,692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,110,452 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,795,655 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Eastview at Middlebury, Inc. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,453,879 | ExpenseAmt |
| Desc | TOTAL PROGRAM SERVICES PERFORMED IN THE EXEMPT ORGANIZATION WERE TO CONTINUE THE MARKETING OF RESIDENTIAL CARE FACILITY AND OPERATE A MULTI-LEVEL RETIREMENT COMMUNITY IN MIDDLEBURY, VERMONT (THE "FACILITY"). THE FACILITY INCLUDES 30 ONE-STORY COTTAGE HOMES, 32 INDEPENDENT LIVING APARTMENTS, 19 TRADITIONAL RESIDENTIAL CARE UNITS, AND 18 RESIDENTIAL CARE UNITS FOR INDIVIDUALS WITH MEMORY LOSS. | Desc |
| Total Program Service Expenses | $4,453,879 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 111 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE STEGEMAN | PersonNm |
| Phone | 8029897502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EastView Terrace | AddressLine1 |
| City | Middlebury | City |
| State | VT | State |
| ZIP Code | 05753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT H ALBERTS | ||||||
| Founder | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERRY KLINCK | ||||||
| Director/Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK GLEASON | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GALE HURD | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARRIE WULFMAN | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMARA CHASE | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MYHRE | ||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAX KRAUS | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DEW Construction | |||||
| 227 Blair Park Road Suite 130 | Williston | VT | 05495 | Project manager | $295,078 |
| Atlantic Retirement Communities | |||||
| 239 Watter Street | Newburyport | MA | 01950 | Development consultant | $195,000 |
| Wake Robin Management LLC | |||||
| 200 Wake Robin Drive | Shelburne | VT | 05482 | Management services | $327,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,700 | AllOtherContributionsAmt |
| Total Contributions | $23,700 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,661,391 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,661,391 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,162 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,692,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,668,553 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,465,324 | TotalAmt |
| Program Services | $1,364,855 | ProgramServicesAmt |
| Management And General | $100,469 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,561 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $164,561 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,254 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $104,254 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,084 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $391,084 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,886 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,850 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,850 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,459 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,459 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,331 | TotalAmt |
| Program Services | $49,472 | ProgramServicesAmt |
| Management And General | $34,859 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,150 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,150 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,672 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $18,672 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,482 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,482 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,835 | TotalAmt |
| Program Services | $966,835 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,013,743 | TotalAmt |
| Program Services | $1,013,743 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,606 | TotalAmt |
| Program Services | $77,201 | ProgramServicesAmt |
| Management And General | $26,405 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Miscellaneous | $4,817 | $0 | $4,817 | $0 |
| Telephone and internet | $18,692 | $0 | $18,692 | $0 |
| Postage and shipping | $2,126 | $0 | $2,126 | $0 |
| Utilities | $200,790 | $200,790 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,794 | TotalAmt |
| Program Services | $780,983 | ProgramServicesAmt |
| Management And General | $27,811 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,377,456 | TotalAmt |
| Program Services | $4,453,879 | ProgramServicesAmt |
| Management And General | $923,577 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584,406 | BOYAmt |
| EOY | $1,596,971 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,347 | BOYAmt |
| EOY | $130,536 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,900 | BOYAmt |
| EOY | $56,323 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,038 | BOYAmt |
| EOY | $74,211 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,312 | BOYAmt |
| EOY | $71,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,026,890 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,491,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,598,534 | BOYAmt |
| EOY | $28,535,460 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,076 | BOYAmt |
| EOY | $61,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,635,613 | BOYAmt |
| EOY | $30,526,037 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,072,294 | BOYAmt |
| EOY | $1,054,671 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,111,792 | BOYAmt |
| EOY | $19,253,542 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,979 | BOYAmt |
| EOY | $2,483,479 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,900,000 | BOYAmt |
| EOY | $11,530,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,746,065 | BOYAmt |
| EOY | $34,321,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,110,452 | BOYAmt |
| EOY | -$3,795,655 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,110,452 | BOYAmt |
| EOY | -$3,795,655 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,635,613 | BOYAmt |
| EOY | $30,526,037 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,685,203 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $20,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,700 | CurrentTaxYearAmt |
| Total | $44,302 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $76,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,449,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,661,391 | CurrentTaxYearAmt |
| Total | $5,228,562 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $76,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,469,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,685,091 | CurrentTaxYearAmt |
| Total | $5,272,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,272,864 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,162 | CurrentTaxYearAmt |
| Total | $31,930 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,162 | CurrentTaxYearAmt |
| Total | $31,930 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,304,794 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98390 | PublicSupportPY509Pct |
| Investment Income CY | 0.00600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $29,367,668 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,325,933 | DepreciationAmt |
| Book Value | $28,041,735 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $659,222 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $165,497 | DepreciationAmt |
| Book Value | $493,725 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,535,460 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,692,253 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,692,253 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,692,253 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,377,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,377,456 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,377,456 | TotalExpensesPerForm990Amt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| VT Housing Finance Agency | ||||||||
| A | 030239902 | 92419PAY2 | 2010-10-29 | $10,300,000 | Mortgage revenue bond | false | false | false |
| VT Housing Finance Agency | ||||||||
| B | 030239902 | 92419PBZ8 | 2012-10-01 | $1,235,000 | Mortgage revenue bond | false | false | false |
| VT Housing Finance Agency | ||||||||
| C | 030239902 | 92149PCA2 | 2012-10-01 | $1,365,000 | Mortgage revenue bond | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|
| A | $10,300,000 | $10,300,000 | false | false | Yes (true) | Yes (true) |
| B | $1,235,000 | $1,235,000 | false | false | Yes (true) | Yes (true) |
| C | $1,365,000 | $1,365,000 | false | false | Yes (true) | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| ROBERT ALBERTS | |||||||
| Founder | Advance for contruction costs | Yes (X) | $20,094 | $48,322 | false | Yes (true) | Yes (true) |
| ROBERT ALBERTS | |||||||
| Founder | Advance for construction cost | Yes (X) | $2,435,157 | $2,435,157 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,483,479 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | Prior to filing,the Board of Directors reviews form 990. |
| Pt VI, Line 19 | Governing Documents Disclosure explanation: upon request EastView at Middlebury |
| Pt VI, Line 19 | would setup a meeting in reasonable time for any request of documents to be completed. |
| Pt VI, Line 3 | The Organization has contracted Wake Robin to perform certain |
| Pt VI, Line 3 | management functions. |
| Pt VI, Line 12c | For the conflicts that are noted the Executive Director |
| Pt VI, Line 12c | and the Board evaluate how the conflict can be mitigated |
| Pt VI, Line 12c | and establish appropriate controls and oversight to monitor. |
| Pt VI, Line 15a | Wake Robin as the management company reviews all compensation |
| Pt VI, Line 15a | for all staff annually as part of the budget process. |
| Pt VI, Line 15b | Wake Robin as the management company reviews all compensation |
| Pt VI, Line 15b | for all staff annually as part of the budget process. |
| Form 990, Part IX, Line 24f | PROPERTY TAXES 299921. 299921. 0. 0. DUES & SUBSCRIPTIONS 4605. 0. 4605. 0. SUPPLIES 74730. 65790. 8940. 0. CLIENT RELATIONS 3449. 0. 3449. 0. SERVICE CHARGE 7621. 0. 7621. 0. EDUCATION 3196. 0. 3196. 0. PROGRAM & EVENTS 9524. 9524. 0. 0. MARKETING 67901. 67901. 0. 0. HEALTHCARE DEPARTMENT EXPENSE 22327. 22327. 0. 0. DIETARY EXPENSE 143627. 143627. 0. 0. FACILITIES EXPENSE 171893. 171893. 0. 0. |
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