EastView at Middlebury Inc

EIN: 203537263 501(c)(3) Housing & Shelter

Middlebury, VT

Total Revenue
$7,763,207
Total Expenses
$7,677,822
Total Assets
$31,861,506
Net Assets
$-4,690,488
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
VT
Principal Officer
Dave Donahue
Phone
8029897500
Tax Period
2023-01-01 to 2023-12-31

EastView at Middlebury Inc, founded in 2006, is a community nonprofit in the Housing & Shelter sector that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

1. EastViews mission is to provide a resident-centered retirement community that fosters independence and freedom, promotes a high quality of life, and is respectful of and open to all persons.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $205,058
Program Service Revenue $7,177,162
Investment Income $179,685
Other Revenue $201,302
TOTAL REVENUE $7,763,207

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,950,134
Fundraising Expenses $0
Program Expenses $6,739,600
Other Expenses $3,727,688
TOTAL EXPENSES $7,677,822

Year-over-Year Comparison

2023 2022 Change
Revenue $7,763,207 $6,929,715 +0.1%
Expenses $7,677,822 $7,241,684 +0.1%
Net Income $85,385 $-311,969 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
12
Employees
161
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$194,905
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Constance Leach CEO/President/Executive Director 040.00
Officer
$186,776 $8,129 $194,905
Robert H Alberts Director Emeritus/Founder 001.00
Director
$0 $0 $0
Sarah Peluso Co-Chair 001.00
Officer Director
$0 $0 $0
John Phinney Co-Chair 001.00
Officer Director
$0 $0 $0
Edward Dunakin Secretary 001.00
Officer Director
$0 $0 $0
Andrew Dix Treasurer 001.00
Officer Director
$0 $0 $0
Mary Cullinane Member 001.00
Director
$0 $0 $0
Joanie Donahue Member 001.00
Director
$0 $0 $0
Evan Langfeldt Member 001.00
Director
$0 $0 $0
Russ leng Member 001.00
Director
$0 $0 $0
Chris Metzler Member 001.00
Director
$0 $0 $0
Ian Phair Member 001.00
Director
$0 $0 $0
Benjamin Putnam Member 001.00
Director
$0 $0 $0
Diana Barnard Member 001.00
Director
$0 $0 $0
Jason Robart left in 2023 Co-Chair 001.00
Officer Director
$0 $0 $0
Deb Wales left in 2023 Member 001.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $7,763,207 $7,677,822 $31,861,506 $85,385
2023 $7,763,207 $7,677,822 $31,861,506 $85,385
2022 $6,929,715 $7,241,684 $30,176,695 $-311,969
2021 $6,659,002 $6,631,026 $27,472,460 $27,976
2020 $7,163,416 $6,768,588 $27,588,861 $394,828
2019 $6,602,446 $6,273,059 $26,947,201 $329,387
2018 $6,168,112 $6,329,184 $27,065,235 $-161,072
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