Civic Intelligence

Vista Endowment Fund Inc.

990 • Fiscal year 2024 • EIN 55-0862938

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 28, 2025

Organization ProfileWWW.VISTALIFEINNOVATIONS.ORG/SUPPORT-VISTA
107 Bradley RoadMadison, CT 06443

(860) 399-8080

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.01x

Higher debt load relative to revenue than 15% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$180,349

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

141%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$9,586,044

Up $1,303,413 (+16%) from 2023

Net Assets

Up

$9,568,534

Up $1,302,903 (+16%) from 2023

Liabilities

Up

$17,510

Up $510 (+3.0%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin95th percentile

Revenue

Up

$1,481,225

Up $866,574 (+141%) from 2023

Expenses

Up

$455,387

Up $31,813 (+7.5%) from 2023

Net Income

Up

$1,025,838

Up $834,761 (+437%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$9,586,044
Liabilities$17,510
Net Assets$9,568,534
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$1,481,225
Expenses$455,387
Net Income$1,025,838
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Gross Receipts
$1,481,225
Mission and Program Overview

Mission

The 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.

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$8,024,888$8,677,612▲ $652,724
Pledges and Grants Receivable$195,238$833,505▲ $638,267
Cash and Non-Interest-Bearing Accounts$12,505$74,844▲ $62,339
Prepaid Expenses and Deferred Charges-$83-
Total Assets$8,282,631$9,586,044▲ $1,303,413
Other Assets Total$50,000$0▼ $50,000
Liabilities
Accounts Payable and Accrued Expenses$17,000$17,510▲ $510
Total Liabilities$17,000$17,510▲ $510
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,530,923$8,833,826▲ $1,302,903
Net Assets With Donor Restrictions$734,708$734,708→ $0
Total Net Assets Fund Balance$8,265,631$9,568,534▲ $1,302,903
Total Liabilities and Net Assets / Fund Balance$8,282,631$9,586,044▲ $1,303,413

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$6,095,613$241,200▲ $467,886-$6,541,262
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Tod Van KirkVP Programs, Services, Organizational Development$170,552$170,552
Donald R FrinkVP Finance & Administration$142,918$142,918

Board Members and Trustees

NameTitle
CATHERINE O'DWYERPresident & Deputy Treasurer
Phillip KrallVice President & Secretary
Donald W Anderson EsqDirector
Elena PattersonDirector
Robert RichardDirector
William TerribileDirector
Helen BoschChief Executive Officer
Leigh BonneyTreasurer
Tod Van KirkVP Programs, Services, Organizationa
Revenue and Support

Revenue Composition

Contributions and Grants
$1,133,755
Program Service Revenue
$0
Investment Income
$347,470
Other Revenue
$0
All Other Contributions
$1,089,052
Change in Net Assets
$1,025,838

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,443,178
Revenue Not Reported on Financial Statements
$38,047
Revenue Not Reported on Form 990
$277,065
Total Revenue per Audited Statements
$1,720,243
Total Revenue per Form 990
$1,481,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$455,387
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$392,294--$392,294
Fees for Service Investment Mgmnt Fees$38,047--$38,047
Fees for Services Accounting-$18,426-$18,426
Fees for Services Management$6,620--$6,620
Total Functional Expenses$436,961$18,426$0$455,387

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$455,387
Expenses per Audited Statements$417,340
Total Expenses per Audited Statements$417,340
Expenses Not Reported on Financial Statements$38,047
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
2025-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helen Bosch
Formed
2005
Legal Domicile
Ct
Voting Board Members
8
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 -217,828.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Present value discount on pledges”

Raw XML AppendixShowing 400 of 508 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/BOYAmt017000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017510
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS , INC. AND SPECIFICALLY TO MANAGE ASSETS OF THE ENDOWMENT FUND.
IRS990/AllOtherContributionsAmt01089052
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/BOYAmt012505
IRS990/CashNonInterestBearingGrp/EOYAmt074844
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01133755
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0347470
IRS990/CYOtherExpensesAmt0455387
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01025838
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0455387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01481225
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/ExpenseAmt0436961
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt018426
IRS990/FeesForServicesAccountingGrp/TotalAmt018426
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt06620
IRS990/FeesForServicesManagementGrp/TotalAmt06620
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt038047
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt038047
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt036.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt138.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt238.00
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/HighestCompensatedEmployeeInd0X
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/OtherCompensationAmt05165
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt87763
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt932650
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/PersonNm8DONALD R FRINK
IRS990/Form990PartVIISectionAGrp/PersonNm9TOD VAN KIRK
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/ReportableCompFromRltdOrgAmt0175184
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8135155
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9137902
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT & DEPUTY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP FINANCE & ADMINISTRATION
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP PROGRAMS, SERVICES, ORGANIZATIONAL DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01481225
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0347470
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0347470
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08024888
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08677612
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/NetAssetsOrFundBalancesBOYAmt08265631
IRS990/NetAssetsOrFundBalancesEOYAmt09568534
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0494893
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07530923
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08833826
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt050000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-217828
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0392294
IRS990/PaymentsToAffiliatesGrp/TotalAmt0392294
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0195238
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0833505
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt083
IRS990/PrincipalOfficerNm0HELEN BOSCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0497327
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0117324
IRS990/PYOtherExpensesAmt0423574
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0191077
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0423574
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0614651
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01025838
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt044703
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/SupportAmt0392294
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0A) VISTA LIFE INNOVATIONS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0392294
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/BoardDesignatedBalanceEOYPct00.91000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0417340
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08265631
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0915927
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09568534
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0804316
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0398672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07271353
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0497326
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08265631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0895624
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0365403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08242362
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0537070
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07271353
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1142676
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0317311
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06541262
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0266171
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08242362
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01752240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0263437
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06095613
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0241200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06541262
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0467886
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt038047
IRS990ScheduleD/ExpensesSubtotalAmt0417340
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt038047
IRS990ScheduleD/InvestmentExpensesNotIncldAmt038047
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0494893
IRS990ScheduleD/OtherRevenueAmt0-217828
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.09000
IRS990ScheduleD/RevenueNotReportedAmt0277065
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038047
IRS990ScheduleD/RevenueSubtotalAmt01443178
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PRESENT VALUE DISCOUNT ON PLEDGES
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0455387
IRS990ScheduleD/TotalRevenuePerForm990Amt01481225
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01720243
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0417340
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0175184
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1137902
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt14280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt128370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HELEN BOSCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1TOD VAN KIRK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP PROGRAMS, SERVICES, ORGANIZATIONA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0180349
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1170552
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 -217,828.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0VISTA LIFE INNOVATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0VISTA LIFE INNOVATIONS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1VISTA ADVOCACY SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0223106714
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1271047331
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING, SUPPORT, RESOURCES TO INDIVIDUALS WITH DISABILITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING ORGANIZATION OF VISTA LIFE INNOVATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0107 BRADLEY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1107 BRADLEY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MADISON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,586,044
Liabilities
$17,510
Net assets
$9,568,534
Revenue
$1,481,225
Expenses
$455,387
Net income
$1,025,838
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
2024Detailed filing. Detailed filing data is available for this year.$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