Civic Intelligence

The Wake Robin Group Inc.

990 • Fiscal year 2020 • EIN 85-3121500

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 22, 2022

200 Wake Robin DriveShelburne, VT 05482

(802) 264-5109

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$0Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 22, 2022
Return Version
2020v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

To support & further the charitable purposes & activities of wake robin corporation & such other public charities which join the wake robin integrated system of continuing care retirement communities, & other senior living facilities, & related social service organizations

To support and further the charitable purposes and activities of the supported organization(s)

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Katie HawleyPresident
Bill TruexBoard Member
Cathy FrankBoard Member
Christine DunbarBoard Member
Eric HansonBoard Member
Janice GallantBoard Member
Joan LenesBoard Member
Marc TischlerBoard Member
Peter GalbraithBoard Member
Rosalyn GrahamBoard Member
Steve SchonbergBoard Member
Tara BanksBoard Member
John MaitlandSecretary
Arthur WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

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

Wake robin group, inc. Worked closely with its supported organization wake robin corporation during its start-up period. While the application for exempt status is pending, wake robin group, inc.'s board of directors delegated management duties to the ceo and cfo of wake robin corporation, including the ability to set-up financial accounts and signature authority in start-up period. Any activity conducted would be clearly and timely communicated with the board. No activity, other than initial set-up was conducted during the tax period and as such no compensation was paid or accrued during the tax period.

Form 990, Part VI, Section A, Line 6

Wake robin corporation, a related 501(c)(3) supported organization, and each participant organization in the wake robin system are considered members of wake robin group, inc. Based on the internal revenue service definition of member. There were no participant organizations during the tax period.

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

To ensure wake robin group, inc. Is sufficiently accountable to each supported organization and responsive to their needs, more than fifty percent of the board of directors will be delegates appointed by wake robin corporation; and each participant organization is required to appoint at least one representative to wake robin group, inc.'s board. For the initial board of directors, wake robin group, inc. Appointed the entire board of wake robin corporation to serve as the wake robin group, inc. Board.

Form 990, Part VI, Section A, Line 8B

All meetings are documented. There are no committees that are authorized to act on behalf of the organization.

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

The form 990 is prepared by an independent accounting firm. The full board then reviews and approves the form 990 prior to its filing with the irs.

Form 990, Part VI, Section C, Line 19

The governing documents and conflict of interest policy are made available upon request. There was no financial activity in 2020 and therefor no financial statements are available for 2020.

Filing and Contact Details

Filer

Filer Name
Wake Robin Group Inc
EIN
85-3121500
Phone
8022645109
Address
200 WAKE ROBIN DRIVE, SHELBURNE, VT 05482

Signing Officer

Name
Marysue Kelsen
Title
Wake Robin Corporation CFO
Phone
8022645109
Signed
2022-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marysue Kelsen
Formed
2020
Legal Domicile
Vt
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE SUITE 400, PLYMOUTH MEETING, PA 19462
Preparer
Connie M Lira
Phone
2156433900
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WAKE ROBIN CORPORATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WAKE ROBIN GROUP, INC. WORKED CLOSELY WITH ITS SUPPORTED ORGANIZATION WAKE ROBIN CORPORATION DURING ITS START-UP PERIOD. WHILE THE APPLICATION FOR EXEMPT STATUS IS PENDING, WAKE ROBIN GROUP, INC.'S BOARD OF DIRECTORS DELEGATED MANAGEMENT DUTIES TO THE CEO AND CFO OF WAKE ROBIN CORPORATION, INCLUDING THE ABILITY TO SET-UP FINANCIAL ACCOUNTS AND SIGNATURE AUTHORITY IN START-UP PERIOD. ANY ACTIVITY CONDUCTED WOULD BE CLEARLY AND TIMELY COMMUNICATED WITH THE BOARD. NO ACTIVITY, OTHER THAN INITIAL SET-UP WAS CONDUCTED DURING THE TAX PERIOD AND AS SUCH NO COMPENSATION WAS PAID OR ACCRUED DURING THE TAX PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WAKE ROBIN CORPORATION, A RELATED 501(C)(3) SUPPORTED ORGANIZATION, AND EACH PARTICIPANT ORGANIZATION IN THE WAKE ROBIN SYSTEM ARE CONSIDERED MEMBERS OF WAKE ROBIN GROUP, INC. BASED ON THE INTERNAL REVENUE SERVICE DEFINITION OF MEMBER. THERE WERE NO PARTICIPANT ORGANIZATIONS DURING THE TAX PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ENSURE WAKE ROBIN GROUP, INC. IS SUFFICIENTLY ACCOUNTABLE TO EACH SUPPORTED ORGANIZATION AND RESPONSIVE TO THEIR NEEDS, MORE THAN FIFTY PERCENT OF THE BOARD OF DIRECTORS WILL BE DELEGATES APPOINTED BY WAKE ROBIN CORPORATION; AND EACH PARTICIPANT ORGANIZATION IS REQUIRED TO APPOINT AT LEAST ONE REPRESENTATIVE TO WAKE ROBIN GROUP, INC.'S BOARD. FOR THE INITIAL BOARD OF DIRECTORS, WAKE ROBIN GROUP, INC. APPOINTED THE ENTIRE BOARD OF WAKE ROBIN CORPORATION TO SERVE AS THE WAKE ROBIN GROUP, INC. BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEETINGS ARE DOCUMENTED. THERE ARE NO COMMITTEES THAT ARE AUTHORIZED TO ACT ON BEHALF OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FULL BOARD THEN REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THERE WAS NO FINANCIAL ACTIVITY IN 2020 AND THEREFOR NO FINANCIAL STATEMENTS ARE AVAILABLE FOR 2020.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE WAKE ROBIN CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222535376
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ESTABLISH, OWN, AND MAINTAIN CHARITABLE CCRC FOR THE ELDERLY
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0AT THE TIME OF THE ORIGINAL FILING OF THIS INITIAL RETURN, THE APPLICATION FOR PUBLIC CHARITY STATUS WAS STILL PENDING AND AS SUCH IT WAS APPROPRIATELY FILED WITH 'INITIAL RETURN AND 'APPLICATION PENDING' BOXES CHECKED ON FORM 990, PAGE 1, BOX B. IN ORDER TO COMPLY WITH THE E-FILE MANDATE THE ORGANIZATION MADE EVERY EFFORT TO E-FILE THE RETURN, BUT THE E-FILE WAS REJECTED DUE TO THE ENTITY NOT BEING SET-UP IN THE IRS E-FILE SYSTEM YET WHILE THE APPLICATION WAS PENDING. REPEATED CALLS TO THE IRS RESULTED IN NO ANSWER AND THE PHONE LINES BEING SO BUSY THAT THE CALL WAS DROPPED RATHER THAN BEING PLACED ON HOLD. WITH NO ABILITY TO E-FILE AND OUR INABILITY TO GET THROUGH TO THE IRS TO RESOLVE THE ISSUE, THE RETURN WAS FILED VIA PAPER IN ORDER TO DEMONSTRATE A GOOD FAITH EFFORT TO FILE A COMPLETE AND ACCURATE RETURN FOR THE INITIAL SHORT PERIOD, AUGUST 9, 2020 THROUGH DECEMBER 31, 2020.THE RETURN'S ORIGINAL DUE DATE WAS MAY 17, 2021, HOWEVER THE ORGANIZATION BELIEVED NO RETURN WAS DUE UNTIL EITHER ACTIVITY WAS CONDUCTED OR THE PUBLIC CHARITY APPLICATION WAS APPROVED, WHICHEVER CAME FIRST. AS SOON AS IT WAS DETERMINED THAT A FILING OBLIGATION WAS REQUIRED IN THIS INITIAL NO ACTIVITY PERIOD, THE ORGANIZATION TOOK IMMEDIATE STEPS TO PREPARE AND FILE THE RETURN. THE ORGANIZATION WORKED WITH ITS SUPPORTING ORGANIZATION TO IDENTIFY RELIABLE PROFESSIONAL ASSISTANCE FOR THIS AND ANTICIPATED FUTURE RETURN PREPARATION, AND WORKED DILIGENTLY TO PREPARE A COMPLETE AND ACCURATE RETURN. THERE WAS NO INTENTIONAL DISREGARD FOR THE FILING OBLIGATION AND STEPS HAVE BEEN PUT INTO PLACE TO AVOID ANY ISSUES WITH THE TIMING OF ANY FUTURE FILINGS. HAD AN EXTENSION BEEN FILED IN MAY, THE EXTENDED DUE DATE WOULD HAVE BEEN NOVEMBER 15, 2021 AND THE GOOD FAITH ATTEMPT TO FILE WAS MADE IN AUGUST OF 2021, WELL AHEAD OF THE EXTENDED DUE DATE. ONLY AFTER ATTEMPTS TO E-FILE WERE REJECTED AND A LACK OF SUCCESS IN REACHING THE IRS VIA PHONE TO RESOLVE THE E-FILE ISSUE, WAS THE RETURN PAPER FILED. A NOTICE WAS RECEIVED DATED JUNE 9, 2022 INDICATING THAT THE DECEMBER 31, 2020 FORM 990 PAPER FILING WOULD NOT BE ACCEPTED, AND AS SUCH THE ORGANIZATION IMMEDIATELY TOOK ACTION TO RESOLVE THE ISSUE.THE APPLICATION FOR EXEMPTION HAS NOW BEEN APPROVED BY THE IRS AND THE IRS DETERMINATION LETTER HAS BEEN RECEIVED, AS SUCH THE RETURN HAS BEEN UPDATED FROM THE ORIGINAL FILING ATTEMPT TO REMOVE THE CHECKBOX FROM FORM 990, PAGE 1, BOX B 'APPLICATION PENDING AND ANOTHER ATTEMPT AT E-FILING THE DECEMBER 31, 2020 FORM 990 WAS MADE AND WAS SUCCESSFUL. BASED ON THE EXPLANATION ABOVE THE ORGANIZATION REQUESTS THAT ANY PENALTIES OR INTEREST ASSOCIATED WITH THE LATE FILING BE ABATED.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARYSUE KELSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WAKE ROBIN CORPORATION CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08022645109
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE ROBIN GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0853121500
ReturnHeader/Filer/PhoneNum08022645109
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 WAKE ROBIN DRIVE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 W GERMANTOWN PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum02156433900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CONNIE M LIRA
ReturnHeader/ReturnTs02022-06-23T07:26:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARYSUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELSEN
ReturnHeader/TaxPeriodBeginDt02020-08-19
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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