Civic Intelligence

Ottauquechee Health Foundation Inc

EIN 03-0197766 • 501(c)3 • Woodstock, VT

Profile

The foundation strives to improve the health and well-being of people in need who live in the towns we serve through financial assistance, community partnerships, education opportunities, and support of wellness initiatives.

PO Box 784Woodstock, VT 05091

www.ohfvt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$49,101

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

10%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,596,737

Up $376,825 (+8.9%) from 2023

Liabilities

Down

$6,777

Down $24,501 (-78%) from 2023

Net Assets

Up

$4,589,960

Up $401,326 (+9.6%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin71st percentile

Revenue

Up

$532,114

Up $49,471 (+10%) from 2023

Expenses

Down

$435,012

Down $100,249 (-19%) from 2023

Net Income

Up

$97,102

Up $149,720 (+285%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,746,367Liabilities 2011: $21,427Net Assets 2011: $2,724,9402011Assets 2012: $3,134,000Liabilities 2012: $50,545Net Assets 2012: $3,083,4552012Assets 2013: $3,956,063Liabilities 2013: $32,420Net Assets 2013: $3,923,6432013Assets 2014: $3,952,327Liabilities 2014: $25,786Net Assets 2014: $3,926,5412014Assets 2015: $3,799,625Liabilities 2015: $21,980Net Assets 2015: $3,777,6452015Assets 2016: $3,979,432Liabilities 2016: $21,203Net Assets 2016: $3,958,2292016Assets 2017: $4,341,636Liabilities 2017: $20,122Net Assets 2017: $4,321,5142017Assets 2018: $3,858,937Liabilities 2018: $28,925Net Assets 2018: $3,830,0122018Assets 2019: $4,291,217Liabilities 2019: $21,529Net Assets 2019: $4,269,6882019Assets 2020: $4,504,065Liabilities 2020: $56,247Net Assets 2020: $4,447,8182020Assets 2021: $4,832,311Liabilities 2021: $49,798Net Assets 2021: $4,782,5132021Assets 2022: $3,878,097Liabilities 2022: $11,852Net Assets 2022: $3,866,2452022Assets 2023: $4,219,912Liabilities 2023: $31,278Net Assets 2023: $4,188,6342023Assets 2024: $4,596,737Liabilities 2024: $6,777Net Assets 2024: $4,589,9602024

Highlighted filing

2024

Assets$4,596,737
Liabilities$6,777
Net Assets$4,589,960
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $229,929Expenses 2011: $295,564Net Income 2011: -$65,6352011Revenue 2012: $389,241Expenses 2012: $273,902Net Income 2012: $115,3392012Revenue 2013: $686,740Expenses 2013: $297,049Net Income 2013: $389,6912013Revenue 2014: $216,299Expenses 2014: $256,965Net Income 2014: -$40,6662014Revenue 2015: $263,965Expenses 2015: $313,853Net Income 2015: -$49,8882015Revenue 2016: $404,310Expenses 2016: $424,928Net Income 2016: -$20,6182016Revenue 2017: $265,882Expenses 2017: $489,642Net Income 2017: -$223,7602017Revenue 2018: $225,335Expenses 2018: $505,932Net Income 2018: -$280,5972018Revenue 2019: $404,648Expenses 2019: $441,454Net Income 2019: -$36,8062019Revenue 2020: $729,055Expenses 2020: $446,106Net Income 2020: $282,9492020Revenue 2021: $349,279Expenses 2021: $465,405Net Income 2021: -$116,1262021Revenue 2022: $297,267Expenses 2022: $448,822Net Income 2022: -$151,5552022Revenue 2023: $482,643Expenses 2023: $535,261Net Income 2023: -$52,6182023Revenue 2024: $532,114Expenses 2024: $435,012Net Income 2024: $97,1022024

Highlighted filing

2024

Revenue$532,114
Expenses$435,012
Net Income$97,102
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,596,737
Liabilities
$6,777
Net assets
$4,589,960
Revenue
$532,114
Expenses
$435,012
Net income
$97,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.60$0.01$4.59$0.53$0.44$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.22$0.03$4.19$0.48$0.54$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.01$3.87$0.30$0.45$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.83$0.05$4.78$0.35$0.47$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.06$4.45$0.73$0.45$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.02$4.27$0.40$0.44$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.86$0.03$3.83$0.23$0.51$0.28
2017Detailed filing. Detailed filing data is available for this year.$4.34$0.02$4.32$0.27$0.49$0.22
2016Summary only. Only limited summary data is available for this year.$3.98$0.02$3.96$0.40$0.42$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.02$3.78$0.26$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$3.95$0.03$3.93$0.22$0.26$0.04
2013Summary only. Only limited summary data is available for this year.$3.96$0.03$3.92$0.69$0.30$0.39
2012Summary only. Only limited summary data is available for this year.$3.13$0.05$3.08$0.39$0.27$0.12
2011Summary only. Only limited summary data is available for this year.$2.75$0.02$2.72$0.23$0.30$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,789,818
Mission and Program Overview

Mission

The mission of the Ottauquechee Health Foundation is to promote and support programs that identify and help meet the health care needs in Barnard, Bridgewater, Hartland, Killington, Plymouth, Pomfret, Quechee, Reading, and Woodstock.

Striving to improve the health and well-being of people in need who live in the towns we serve.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,967,820$4,313,995▲ $346,175
Savings and Temporary Cash Investments$112,087$123,216▲ $11,129
Cash and Non-Interest-Bearing Accounts$81,348$112,317▲ $30,969
Land, Buildings, and Equipment, Net$58,091$46,678▼ $11,413
Prepaid Expenses and Deferred Charges$507$531▲ $24
Accounts Receivable$59--
Total Assets$4,219,912$4,596,737▲ $376,825
Liabilities
Accounts Payable and Accrued Expenses$31,278$6,777▼ $24,501
Total Liabilities$31,278$6,777▼ $24,501
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,185,098$4,443,960▲ $258,862
Net Assets With Donor Restrictions$3,536$146,000▲ $142,464
Total Net Assets Fund Balance$4,188,634$4,589,960▲ $401,326
Total Liabilities and Net Assets / Fund Balance$4,219,912$4,596,737▲ $376,825

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$37,044$377,790$414,834
Equipment$1,423$41,363$42,786
Leasehold Improvements$5,177$15,217$20,394
Land$3,034-$3,034
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hali RobinsonFormer Executive DirectorPT$49,101$49,101
Mary Young-breuleuxInterim Executive DirectorPT$16,875$16,875

Board Members and Trustees

NameTitle
Annie Smith-jonesPresident
Daniel BollagVice President/treasurer
Alan FineTrustee
Carla KamelTrustee
David McguireTrustee
Janet EnglishTrustee
Lana ReussTrustee
Logan PaluchTrustee
Sue BryanTrustee
Vali StuntzTrustee
Katherine MchughSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$372,562
Program Service Revenue
$0
Investment Income
$139,855
Other Revenue
$19,697
All Other Contributions
$329,462
Change in Net Assets
$97,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$532,114
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$343,336
Total Revenue per Audited Statements
$875,450
Total Revenue per Form 990
$532,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$182,907
Salaries, Compensation, and Employee Benefits$144,103
Other Expenses$108,002
Total Fundraising Expense$48,846
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$182,907--$182,907
Current Officers, Directors, Trustees, and Key Employees$16,494$32,988$16,494$65,976
Other Salaries and Wages$11,494$22,988$11,494$45,976
Fees for Service Investment Mgmnt Fees$6,481$12,963$6,481$25,925
Other Employee Benefits$5,520$11,040$5,520$22,080
Fees for Services Legal-$18,920-$18,920
Depreciation Depletion$9,701$1,712-$11,413
Payroll Taxes$2,518$5,035$2,518$10,071
Office Expenses$1,860$3,720$1,860$7,440
Advertising$1,272$2,542$1,272$5,086
Travel$1,131$2,263$1,131$4,525
Information Technology$1,080$2,158$1,080$4,318
Insurance$551$1,101$551$2,203
Other Expenses$445$888$445$1,778
Fees for Services Other-$1,714-$1,714
Total Functional Expenses$266,134$120,032$48,846$435,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$474,124
Expenses per Audited Statements$435,012
Total Expenses per Form 990$435,012
Expenses Not Reported on Form 990$39,112
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,822
Fundraising Direct Expenses$350
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The president, finance committee, and executive director review the form 990 and related schedules before they are filed.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are documented annually and examined as new boardmembers are proposed.”

Form 990, Part VI, Section B, Line 15A

“The excutive committee deliberates on compensation and comparability datais reviewed periodically.”

Form 990, Part VI, Section C, Line 19

“The foundations governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ottauquechee Health Foundation Inc
EIN
03-0197766
Phone
8024574188
Address
PO BOX 784, WOODSTOCK, VT 05091

Signing Officer

Name
Daniel Bollag
Title
Treasurer
Phone
8024574188
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Bollag
Formed
1956
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
0

Preparer

Firm
Schiffman Dattilio & Company Pc
Address
23 BANK STREET, LEBANON, NH 03766
Preparer
Heidi J St Peter CPA
Phone
6034486655
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The foundation believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the foundation's financial condition, results of operations or cash flows.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense event expense”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense event expense”

Raw XML AppendixShowing 400 of 487 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0GRANTS AND FUNDING. OHF MADE 12 COMMUNITY GRANTS, INCLUDING FOR A SUMMER ENRICHMENT PROGRAM FOR STUDENTS; FIRST AID TRAINING FOR A MOUNTAIN BIKE TEAM; BIKE HELMETS AS PART OF A "PROTECT YOUR HEAD AT ALL TIMES" PROGRAM; PRE-AND POST-PARTUM DOULA SERVICES FOR FAMILIES; A PROGRAM TO HELP ALLEVIATE HARDSHIPS FACED DURING CANCER TREATMENT; AND FUNDING FOR A SENIOR CENTER'S MONTHLY FOOT CLINIC. OHF APPROVED 214 GOOD NEIGHBOR GRANTS FOR INDIVIDUALS WHO NEED ASSISTANCE PAYING FOR HEALTH AND WELLNESS NEEDS HEARING AIDS, GLASSES, DENTAL CARE, A LIFELINE MEDICAL ALERT SUBSCRIPTION, AND MUCH MORE. OHF APPROVED 25 HOMECARE GRANTS FOR INDIVIDUALS NEEDING HELP WITH ACTIVITIES OF DAILY LIVING BATHING, FOOD PREP, CLEANING, ERRANDS FOLLOWING AN ACUTE MEDICAL EVENT, SUCH AS SURGERY OR A FALL. FINALLY, OHF CONTINUED ITS SCHOLARSHIP PROGRAM WITH GRANTS TO THREE STUDENTS SEEKING TO ENTER THE HEALTH CARE FIELD.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11FORMER EXECUTIVE DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12INTERIM EXECUTIVE DIR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt0350
IRS990/FundraisingGrossIncomeAmt03822
IRS990/GainOrLossGrp/SecuritiesAmt016958
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt043100
IRS990/GrantAmt0182907
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0182907
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0182907
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01235549
IRS990/GrossReceiptsAmt01789818
IRS990/GrossRentsGrp/RealAmt054988
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01080
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02158
IRS990/InformationTechnologyGrp/ProgramServicesAmt01080
IRS990/InformationTechnologyGrp/TotalAmt04318
IRS990/InsuranceGrp/FundraisingAmt0551
IRS990/InsuranceGrp/ManagementAndGeneralAmt01101
IRS990/InsuranceGrp/ProgramServicesAmt0551
IRS990/InsuranceGrp/TotalAmt02203
IRS990/InvestmentIncomeGrp/ExclusionAmt0122897
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0122897
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03967820
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04313995
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0434370
IRS990/LandBldgEquipBasisNetGrp/BOYAmt058091
IRS990/LandBldgEquipBasisNetGrp/EOYAmt046678
IRS990/LandBldgEquipCostOrOtherBssAmt0481048
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01218591
IRS990/LessRentalExpensesGrp/RealAmt038763
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION STRIVES TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN NEED WHO LIVE IN THE TOWNS WE SERVE THROUGH FINANCIAL ASSISTANCE, COMMUNITY PARTNERSHIPS, EDUCATION OPPORTUNITIES, AND SUPPORT OF WELLNESS INITIATIVES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04188634
IRS990/NetAssetsOrFundBalancesEOYAmt04589960
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt016958
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016958
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03472
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03472
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt016225
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016225
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0304224
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04185098
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04443960
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01860
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03720
IRS990/OfficeExpensesGrp/ProgramServicesAmt01860
IRS990/OfficeExpensesGrp/TotalAmt07440
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05520
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011040
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05520
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022080
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES AND EX
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt0445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0888
IRS990/OtherExpensesGrp/ProgramServicesAmt024680
IRS990/OtherExpensesGrp/ProgramServicesAmt1445
IRS990/OtherExpensesGrp/TotalAmt024680
IRS990/OtherExpensesGrp/TotalAmt11778
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011494
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022988
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt011494
IRS990/OtherSalariesAndWagesGrp/TotalAmt045976
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02518
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05035
IRS990/PayrollTaxesGrp/ProgramServicesAmt02518
IRS990/PayrollTaxesGrp/TotalAmt010071
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0507
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0531
IRS990/PrincipalOfficerNm0DANIEL BOLLAG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0WINDSOR CENTRAL HEALTH INITIATIVE & MINDFUL SELF. THE WINDSOR CENTRAL WELLNESS INITIATIVE'S (WCWI) TRAUMA INFORMED SCHOOLS PROGRAM (TISP) CONTINUED AS A VALUABLE PROGRAM WHICH HELPS EDUCATORS WITH STRATEGIES TO COPE WITH CHALLENGING SITUATIONS AND ALSO HELPS STUDENTS WHO ARE DEALING WITH TRAUMATIC SITUATIONS RECEIVE THE SUPPORT THEY NEED.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024680
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0299392
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0251051
IRS990/PYInvestmentIncomeAmt0166690
IRS990/PYOtherExpensesAmt0129641
IRS990/PYOtherRevenueAmt016561
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-52618
IRS990/PYSalariesCompEmpBnftPaidAmt0154569
IRS990/PYTotalExpensesAmt0535261
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0482643
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt097102
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt016225
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0123216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0372562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0299032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0215015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0204120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0233812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01324541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0122897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt089650
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0134333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0173334
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0137568
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0657782
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48880
IRS990ScheduleA/PublicSupportPY170Pct00.37320
IRS990ScheduleA/PublicSupportTotal170Amt0968978
IRS990ScheduleA/SubstantialContributorsTotAmt0355563
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0372562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0299032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0215015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0204120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0233812
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01324541
IRS990ScheduleA/TotalSupportAmt01982323
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt037044
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0377790
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0414834
IRS990ScheduleD/EquipmentGrp/BookValueAmt01423
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041363
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042786
IRS990ScheduleD/ExpensesNotReportedAmt039112
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0435012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03034
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03034
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05177
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015217
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020394
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0304224
IRS990ScheduleD/OtherExpensesIncludedAmt039112
IRS990ScheduleD/OtherRevenueAmt039112
IRS990ScheduleD/RevenueNotReportedAmt0343336
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0532114
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSE EVENT EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSE EVENT EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt046678
IRS990ScheduleD/TotalExpensesPerForm990Amt0435012
IRS990ScheduleD/TotalRevenuePerForm990Amt0532114
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0875450
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0474124
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0162777
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt120130
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GOOD NEIGHBOR GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1COMMUNITY GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0346
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt115
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT FUNDS ARE PROVIDED ON A REIMBURSEMENT BASIS, PAID DIRECTLY TO PROVIDERS/VENDORS, AND MONITORED THROUGH RECORD KEEPING AND DATA COLLECTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT, FINANCE COMMITTEE, AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 AND RELATED SCHEDULES BEFORE THEY ARE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST ARE DOCUMENTED ANNUALLY AND EXAMINED AS NEW BOARDMEMBERS ARE PROPOSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXCUTIVE COMMITTEE DELIBERATES ON COMPENSATION AND COMPARABILITY DATAIS REVIEWED PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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