Civic Intelligence

Oxbow Senior Independence Program Inc.

EIN 03-0313835 • 501(c)3 • Newbury, VT

Pub. 78 Eligible

Profile

We own and operate three housing projects for the low income elderly and disabled, two of which are federally subsidized.

PO Box 25Newbury, VT 05051

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

1.36x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

95th percentile

2.27x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

54th percentile

6.2%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

37th percentile

-1.3%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$839,082

Down $11,282 (-1.3%) from 2024

Liabilities

Down

$1,143,875

Down $42,638 (-3.6%) from 2024

Net Assets

Up

-$304,793

Up $31,356 (+9.3%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin54th percentile

Revenue

Up

$503,390

Up $49,875 (+11%) from 2024

Expenses

Up

$472,034

Up $39,905 (+9.2%) from 2024

Net Income

Up

$31,356

Up $9,970 (+47%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,557,528Liabilities 2010: $1,463,893Net Assets 2010: $93,6352010Assets 2011: $1,532,277Liabilities 2011: $1,483,451Net Assets 2011: $48,8262011Assets 2012: $1,490,028Liabilities 2012: $1,429,655Net Assets 2012: $60,3732012Assets 2013: $1,501,790Liabilities 2013: $1,429,452Net Assets 2013: $72,3382013Assets 2014: $1,372,727Liabilities 2014: $1,408,168Net Assets 2014: -$35,4412014Assets 2015: $1,277,918Liabilities 2015: $1,397,584Net Assets 2015: -$119,6662015Assets 2016: $1,194,835Liabilities 2016: $1,364,125Net Assets 2016: -$169,2902016Assets 2017: $1,143,038Liabilities 2017: $1,349,142Net Assets 2017: -$206,1042017Assets 2018: $1,123,746Liabilities 2018: $1,351,964Net Assets 2018: -$228,2182018Assets 2019: $1,074,667Liabilities 2019: $1,335,110Net Assets 2019: -$260,4432019Assets 2020: $1,101,605Liabilities 2020: $1,379,020Net Assets 2020: -$277,4152020Assets 2021: $977,844Liabilities 2021: $1,305,464Net Assets 2021: -$327,6202021Assets 2022: $968,902Liabilities 2022: $1,267,460Net Assets 2022: -$298,5582022Assets 2023: $884,685Liabilities 2023: $1,242,220Net Assets 2023: -$357,5352023Assets 2024: $850,364Liabilities 2024: $1,186,513Net Assets 2024: -$336,1492024Assets 2025: $839,082Liabilities 2025: $1,143,875Net Assets 2025: -$304,7932025

Highlighted filing

2025

Assets$839,082
Liabilities$1,143,875
Net Assets-$304,793
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $543,810Expenses 2010: $551,483Net Income 2010: -$7,6732010Expenses 2011: $621,6772011Expenses 2012: $557,0212012Revenue 2013: $592,671Expenses 2013: $580,706Net Income 2013: $11,9652013Revenue 2014: $579,889Expenses 2014: $687,668Net Income 2014: -$107,7792014Revenue 2015: $558,967Expenses 2015: $643,192Net Income 2015: -$84,2252015Revenue 2016: $575,653Expenses 2016: $625,277Net Income 2016: -$49,6242016Revenue 2017: $588,834Expenses 2017: $625,648Net Income 2017: -$36,8142017Revenue 2018: $595,878Expenses 2018: $617,992Net Income 2018: -$22,1142018Revenue 2019: $576,836Expenses 2019: $609,061Net Income 2019: -$32,2252019Revenue 2020: $513,622Expenses 2020: $530,594Net Income 2020: -$16,9722020Revenue 2021: $387,748Expenses 2021: $437,953Net Income 2021: -$50,2052021Revenue 2022: $439,737Expenses 2022: $410,675Net Income 2022: $29,0622022Revenue 2023: $404,423Expenses 2023: $463,400Net Income 2023: -$58,9772023Revenue 2024: $453,515Expenses 2024: $432,129Net Income 2024: $21,3862024Revenue 2025: $503,390Expenses 2025: $472,034Net Income 2025: $31,3562025

Highlighted filing

2025

Revenue$503,390
Expenses$472,034
Net Income$31,356
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$839,082
Liabilities
$1,143,875
Net assets
-$304,793
Revenue
$503,390
Expenses
$472,034
Net income
$31,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.84$1.14$0.30$0.50$0.47$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.85$1.19$0.34$0.45$0.43$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.88$1.24$0.36$0.40$0.46$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.97$1.27$0.30$0.44$0.41$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.98$1.31$0.33$0.39$0.44$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.10$1.38$0.28$0.51$0.53$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.07$1.34$0.26$0.58$0.61$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.12$1.35$0.23$0.60$0.62$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.14$1.35$0.21$0.59$0.63$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.19$1.36$0.17$0.58$0.63$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.28$1.40$0.12$0.56$0.64$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.37$1.41$0.04$0.58$0.69$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.50$1.43$0.07$0.59$0.58$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$1.43$0.06$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$1.48$0.05$0.62
2010Summary only. Only limited summary data is available for this year.$1.56$1.46$0.09$0.54$0.55$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 31, 2026
Return Version
2025v4.1
Gross Receipts
$503,390
Mission and Program Overview

Mission

Adult day services providing

We own and operate three housing projects for the low income elderly and disabled, two of which are federally subsidized.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$658,701$617,088▼ $41,613
Savings and Temporary Cash Investments$145,067$170,233▲ $25,166
Prepaid Expenses and Deferred Charges$21,980$22,819▲ $839
Accounts Receivable$10,585$15,821▲ $5,236
Total Assets$850,364$839,082▼ $11,282
Other Assets Total$14,031$13,121▼ $910
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,142,629$1,108,983▼ $33,646
Accounts Payable and Accrued Expenses$24,217$17,512▼ $6,705
Other Liabilities$14,031$13,121▼ $910
Deferred Revenue$5,636$4,259▼ $1,377
Total Liabilities$1,186,513$1,143,875▼ $42,638
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-336,149$-304,793▲ $31,356
Total Net Assets Fund Balance$-336,149$-304,793▲ $31,356
Total Liabilities and Net Assets / Fund Balance$850,364$839,082▼ $11,282

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$428,753$1,769,766$2,198,519
Land$149,469-$149,469
Equipment$34,733$97,471$132,204
Other Land Buildings$4,133$61,612$65,745
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
M Robin BaronePresident
Christine RogersVice President
Angela ClevelandDirector
Ann DowDirector
Bridget FreudenbergerDirector
Erik BeckerDirector
Frances DayDirector
Janeen WerneckeDirector
Jonathon VergeDirector
Nina TumosaDirector
Penelope CarrierDirector
Randy FosterDirector
Stephen GormanDirector
Susan RetzDirector
Wayne RichardsonDirector
Priscilla ConnollySecretary
Susan GoodellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,003
Program Service Revenue
$414,317
Investment Income
$1,070
Other Revenue
$0
Change in Net Assets
$31,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$503,390
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$503,390
Total Revenue per Form 990
$503,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$472,034
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$105,483--$105,483
Interest$92,829--$92,829
Depreciation Depletion$52,144--$52,144
Fees for Services Management-$36,103-$36,103
Fees for Services Other-$23,009-$23,009
Insurance$20,100--$20,100
Fees for Services Accounting-$11,525-$11,525
Office Expenses-$5,864-$5,864
Information Technology-$4,416-$4,416
Other Expenses$118,337$1,219-$1,219
Advertising-$505-$505
Travel-$500-$500
Total Functional Expenses$388,893$83,141$0$472,034

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$472,034
Total Expenses per Audited Statements$472,034
Total Expenses per Form 990$472,034
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$13,121
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Property management performed by AHEAD.”

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

“Reviewed by President and entire Board of Directors before filing. Approval at a regularly scheduled meeting or unanimous electronic approval is required before filing.”

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

“Directors review and sign a copy of the policy every year at the March quarterly meeting.”

Form 990, Part VI, Section C, line 19

“All documents are available upon request. Most are on file at the OSIP office.”

Filing and Contact Details

Filer

Filer Name
Oxbow Senior Independence Program
EIN
03-0313835
Phone
8028665458
Address
PO Box 25, Newbury, VT 05051

Signing Officer

Name
M Robin Barone
Title
President
Phone
8028665458
Signed
2026-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Robin Barone
Formed
1987
Legal Domicile
Vt
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
1000 Elm Street 4th Floor, Manchester, NH 03101
Preparer
Melissa Magoon CPA
Phone
6036697337
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 10: Land, Buildings, and Equipment

“Section 1.263(a)-3(n) Election: Oxbow Senior Independence Program P.O. Box 25 Newbury, VT 05051 EIN: 03-0313835 Oxbow Senior Independence Program is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/MissionDesc0We own and operate three housing projects for the low income elderly and disabled, two of which are federally subsidized.
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