Civic Intelligence

Vista Endowment Fund Inc

EIN 55-0862938 • 501(c)3 • Madison, CT

Profile

The primary purpose of vista endowment fund, inc. Is to support the exempt purpose of vista vocational & life skills center, inc. And specifically to manage assets of the restricted endowment fund.

107 Bradley RoadMadison, CT 06443

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$186,909

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

35th percentile

0.5%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$11,106,317

Up $1,520,273 (+16%) from 2024

Liabilities

Up

$18,113

Up $603 (+3.4%) from 2024

Net Assets

Up

$11,088,204

Up $1,519,670 (+16%) from 2024

Revenue

Up

$1,489,317

Up $8,092 (+0.5%) from 2024

Expenses

Up

$466,783

Up $11,396 (+2.5%) from 2024

Net Income

Down

$1,022,534

Down $3,304 (-0.3%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $1,596,280Liabilities 2011: $1,596,280Net Assets 2011: $02011Assets 2012: $1,622,624Liabilities 2012: $1,622,624Net Assets 2012: $02012Assets 2013: $1,765,057Liabilities 2013: $2,700Net Assets 2013: $1,762,3572013Assets 2014: $3,524,666Liabilities 2014: $5,560Net Assets 2014: $3,519,1062014Assets 2015: $3,846,821Liabilities 2015: $5,700Net Assets 2015: $3,841,1212015Assets 2016: $4,408,062Liabilities 2016: $6,815Net Assets 2016: $4,401,2472016Assets 2017: $5,149,352Liabilities 2017: $5,400Net Assets 2017: $5,143,9522017Assets 2018: $5,618,876Liabilities 2018: $3,700Net Assets 2018: $5,615,1762018Assets 2019: $6,095,613Liabilities 2019: $0Net Assets 2019: $6,095,6132019Assets 2020: $6,541,262Liabilities 2020: $0Net Assets 2020: $6,541,2622020Assets 2021: $8,260,420Liabilities 2021: $18,058Net Assets 2021: $8,242,3622021Assets 2022: $7,292,671Liabilities 2022: $21,320Net Assets 2022: $7,271,3512022Assets 2023: $8,282,631Liabilities 2023: $17,000Net Assets 2023: $8,265,6312023Assets 2024: $9,586,044Liabilities 2024: $17,510Net Assets 2024: $9,568,5342024Assets 2025: $11,106,317Liabilities 2025: $18,113Net Assets 2025: $11,088,2042025

Highlighted filing

2025

Assets$11,106,317
Liabilities$18,113
Net Assets$11,088,204

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $77,6982011Expenses 2012: $54,9162012Expenses 2013: $65,0412013Revenue 2014: $1,640,097Expenses 2014: $99,780Net Income 2014: $1,540,3172014Revenue 2015: $501,946Expenses 2015: $119,693Net Income 2015: $382,2532015Revenue 2016: $647,774Expenses 2016: $125,418Net Income 2016: $522,3562016Revenue 2017: $621,553Expenses 2017: $173,267Net Income 2017: $448,2862017Revenue 2018: $484,405Expenses 2018: $197,579Net Income 2018: $286,8262018Revenue 2019: $601,834Expenses 2019: $226,992Net Income 2019: $374,8422019Revenue 2020: $428,226Expenses 2020: $263,437Net Income 2020: $164,7892020Revenue 2021: $529,719Expenses 2021: $317,311Net Income 2021: $212,4082021Revenue 2022: $944,948Expenses 2022: $365,403Net Income 2022: $579,5452022Revenue 2023: $614,651Expenses 2023: $423,574Net Income 2023: $191,0772023Revenue 2024: $1,481,225Expenses 2024: $455,387Net Income 2024: $1,025,8382024Revenue 2025: $1,489,317Expenses 2025: $466,783Net Income 2025: $1,022,5342025

Highlighted filing

2025

Revenue$1,489,317
Expenses$466,783
Net Income$1,022,534

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.1$1.49$0.47$1.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.02$9.57$1.48$0.46$1.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.28$0.02$8.27$0.61$0.42$0.19
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.02$7.27$0.94$0.37$0.58
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.02$8.24$0.53$0.32$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$0.43$0.26$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.10$0.00$6.10$0.60$0.23$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.48$0.20$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.01$5.14$0.62$0.17$0.45
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.01$4.40$0.65$0.13$0.52
2015Detailed filing. Detailed filing data is available for this year.$3.85$0.01$3.84$0.50$0.12$0.38
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.01$3.52$1.64$0.10$1.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.76$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$1.62$0.00$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.60$0.00$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Gross Receipts
$1,489,317
Mission and Program Overview

Mission

The primary purpose of vista endowment fund, inc. Is to support the exempt purpose of vista vocational & life skills center, inc. And specifically to manage assets of the restricted endowment fund.

To support the exempt purpose of vista life innovations , inc. And specifically to manage assets of the endowment fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,677,612$9,763,082▲ $1,085,470
Pledges and Grants Receivable$833,505$1,326,137▲ $492,632
Cash and Non-Interest-Bearing Accounts$74,844$17,015▼ $57,829
Prepaid Expenses and Deferred Charges$83$83→ $0
Total Assets$9,586,044$11,106,317▲ $1,520,273
Liabilities
Accounts Payable and Accrued Expenses$17,510$18,113▲ $603
Total Liabilities$17,510$18,113▲ $603
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,833,826$10,353,496▲ $1,519,670
Net Assets With Donor Restrictions$734,708$734,708→ $0
Total Net Assets Fund Balance$9,568,534$11,088,204▲ $1,519,670
Total Liabilities and Net Assets / Fund Balance$9,586,044$11,106,317▲ $1,520,273

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,568,534$915,103▲ $1,025,490-$11,088,204
2023$8,265,631$915,927▲ $804,316-$9,568,534
2022$7,271,353$497,326▲ $895,624-$8,265,631
2021$8,242,362$537,070▼ $1,142,676-$7,271,353
2020$6,541,262$266,171▲ $1,752,240-$8,242,362
Compensation and Service Providers

Employees

NameTitleOtherTotal
Tod Van KirkVP of Programs, Services & Org. Development$185,613$185,613
Robyn WesterkampVP of Business Operations & Admin Services$150,746$150,746
Johan LernmarkVP of Finance$77,000$77,000

Board Members and Trustees

NameTitle
CATHERINE O'DWYERPresident & Deputy Treasur
Phillip KrallVice President & Secretary
Donald W Anderson EsqDirector
Elena PattersonDirector
Robert RichardDirector
William TerribileDirector
Helen BoschChief Executive Officer
Leigh BonneyTreasurer
Robyn WesterkampVP of Business Operations & Admin Se
Tod Van KirkVP of Programs, Services & Org. Deve
Revenue and Support

Revenue Composition

Contributions and Grants
$1,182,926
Program Service Revenue
$0
Investment Income
$306,391
Other Revenue
$0
All Other Contributions
$1,142,233
Change in Net Assets
$1,022,534

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,443,457
Revenue Not Reported on Financial Statements
$45,860
Revenue Not Reported on Form 990
$497,136
Total Revenue per Audited Statements
$1,940,593
Total Revenue per Form 990
$1,489,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$466,783
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
Payments to Affiliates$390,055--$390,055
Fees for Service Investment Mgmnt Fees$45,860--$45,860
Fees for Services Accounting-$21,798-$21,798
Fees for Services Management$9,070--$9,070
Total Functional Expenses$444,985$21,798$0$466,783

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$466,783
Expenses per Audited Statements$420,923
Total Expenses per Audited Statements$420,923
Expenses Not Reported on Financial Statements$45,860
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7B

The number of directors of vista endowment fund, inc. Shall be determined from time to time by action of the board of directors of vista life innovations, inc.

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

Form 990 is reviewed by the governing body.

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

Annual disclosures of conflicts of interest are required by the board of directors and key employees.

Form 990, Part VI, Section B, Line 15

Approval by the board or compensation committee.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Vista Endowment Fund Inc
EIN
55-0862938
Phone
8603998080
Address
107 BRADLEY ROAD, MADISON, CT 06443

Signing Officer

Name
CATHERINE O'DWYER
Title
President
Phone
8603998080
Signed
2026-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Bosch
Formed
2005
Legal Domicile
Ct
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Edward Engberg
Phone
8605223111
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Present value discount on pledges -267,823.

Form 990 Part XII, Line 2C

The organization did not change its oversight or selection process during the year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Present value discount on pledges -267,823.

Raw XML AppendixShowing 400 of 534 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017510
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018113
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS , INC. AND SPECIFICALLY TO MANAGE ASSETS OF THE ENDOWMENT FUND.
IRS990/AllOtherContributionsAmt01142233
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08603998080
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0107 BRADLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006443
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt074844
IRS990/CashNonInterestBearingGrp/EOYAmt017015
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01182926
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0306391
IRS990/CYOtherExpensesAmt0466783
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01022534
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0466783
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01489317
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO MANAGE ENDOWMENT INVESTMENTS TO FURTHER THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0734708
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0734708
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0444985
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021798
IRS990/FeesForServicesAccountingGrp/TotalAmt021798
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt09070
IRS990/FeesForServicesManagementGrp/TotalAmt09070
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt045860
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt045860
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt138.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt238.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt338.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05311
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt936247
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1010510
IRS990/Form990PartVIISectionAGrp/PersonNm0HELEN BOSCH
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHERINE O'DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm2PHILLIP KRALL
IRS990/Form990PartVIISectionAGrp/PersonNm3LEIGH BONNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4ELENA PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT RICHARD
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM TERRIBILE
IRS990/Form990PartVIISectionAGrp/PersonNm7DONALD W ANDERSON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHAN LERNMARK
IRS990/Form990PartVIISectionAGrp/PersonNm9TOD VAN KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBYN WESTERKAMP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0181598
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt877000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9149366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10140236
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & DEPUTY TREASUR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP OF PROGRAMS, SERVICES & ORG. DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP OF BUSINESS OPERATIONS & ADMIN SERVICES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01489317
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0306391
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0306391
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08677612
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09763082
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PRIMARY PURPOSE OF VISTA ENDOWMENT FUND, INC. IS TO SUPPORT THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS. INC. AND SPECIFICALLY TO MANAGE ASSETS OF THE ENDOWMENT FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09568534
IRS990/NetAssetsOrFundBalancesEOYAmt011088204
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0764959
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08833826
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010353496
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-267823
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0390055
IRS990/PaymentsToAffiliatesGrp/TotalAmt0390055
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0833505
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01326137
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt083
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083
IRS990/PrincipalOfficerNm0HELEN BOSCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01133755
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0347470
IRS990/PYOtherExpensesAmt0455387
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01025838
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0455387
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01481225
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01022534
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt040693
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0223106714
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0390055
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0A) VISTA LIFE INNOVATIONS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0390055
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/BoardDesignatedBalanceEOYPct00.93400
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0420923
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09568534
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0915103
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011088204
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01025490
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0417340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08265631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0915927
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09568534
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0804316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0398672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07271353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0497326
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08265631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0895624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0365403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08242362
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0537070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07271353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1142676
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0317311
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06541262
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0266171
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08242362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01752240
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt045860
IRS990ScheduleD/ExpensesSubtotalAmt0420923
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt045860
IRS990ScheduleD/InvestmentExpensesNotIncldAmt045860
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0764959
IRS990ScheduleD/OtherRevenueAmt0-267823
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.06600
IRS990ScheduleD/RevenueNotReportedAmt0497136
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt045860
IRS990ScheduleD/RevenueSubtotalAmt01443457
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRESENT VALUE DISCOUNT ON PLEDGES -267,823.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0466783
IRS990ScheduleD/TotalRevenuePerForm990Amt01489317
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01940593
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0420923
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0181598
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1149366
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2140236
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt14383
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt2165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt131864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt210345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HELEN BOSCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TOD VAN KIRK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ROBYN WESTERKAMP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP OF PROGRAMS, SERVICES & ORG. DEVE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP OF BUSINESS OPERATIONS & ADMIN SE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0186909
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1185613
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2150746
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE NUMBER OF DIRECTORS OF VISTA ENDOWMENT FUND, INC. SHALL BE DETERMINED FROM TIME TO TIME BY ACTION OF THE BOARD OF DIRECTORS OF VISTA LIFE INNOVATIONS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL DISCLOSURES OF CONFLICTS OF INTEREST ARE REQUIRED BY THE BOARD OF DIRECTORS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESENT VALUE DISCOUNT ON PLEDGES -267,823.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.