2022-09-15T15:23:29-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2021-01-01 853121500 WAKE ROBIN GROUP INC WAKE 8022645109 200 WAKE ROBIN DRIVE SHELBURNE VT 05482 MARYSUE KELSEN WAKE ROBIN CORPORATION CFO 8022645109 2022-09-15 1 MARYSUE KELSEN 999009999 CONNIE M LIRA P00481097 2156433900 2022-09-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARYSUE KELSEN 200 WAKE ROBIN DRIVE SHELBURNE VT 05482 0 0 X N/A X 2020 VT TO SUPPORT AND FURTHER THE CHARITABLE PURPOSES AND ACTIVITIES OF THE SUPPORTED ORGANIZATION(S) 14 14 0 22 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 SUPPORT SUPPORTED ORGANIZATION: NO ACTIVITY TOOK PLACE DURING 2021, AS THE ORGANIZATION IS STILL IN ITS START UP PHASE. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 0 1 0 0 0 1 1 1 0 1 1 0 0 0 X MARYSUE KELSEN 8022645109 200 WAKE ROBIN DRIVE SHELBURNE VT 05482 X KATIE HAWLEY CHAIR 1.00 1.00 X X 0 0 0 JOHN MAITLAND VICE-CHAIR 1.00 1.00 X X 0 0 0 ARTHUR WRIGHT SECRETARY 1.00 1.00 X 0 0 0 TARA BANKS BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH BILLINGS-BERG BOARD MEMBER 1.00 1.00 X 0 0 0 DOLLY FLEMING BOARD MEMBER 1.00 1.00 X 0 0 0 JANICE GALLANT MD BOARD MEMBER 1.00 1.00 X 0 0 0 ROSALYN GRAHAM BOARD MEMBER 1.00 1.00 X 0 0 0 JOAN LENES BOARD MEMBER 1.00 1.00 X 0 0 0 STEVE SCHONBERG BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH TISCHLER BOARD MEMBER 1.00 1.00 X 0 0 0 BILL TRUEX BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH WEBSTER BOARD MEMBER 1.00 1.00 X 0 0 0 BRIGETTE WHITE BOARD MEMBER 1.00 1.00 X 0 0 0 CHRISTINE DUNBAR -LEFT JUN 2021 BOARD MEMBER 1.00 1.00 X 0 0 0 CATHY FRANK -LEFT JUN 2021 BOARD MEMBER 1.00 1.00 X 0 0 0 PETER GALBRAITH -LEFT JUN 2021 BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC HANSON -LEFT JUN 2021 BOARD MEMBER 1.00 1.00 X 0 0 0 MARC TISCHLER -LEFT JUN 2021 BOARD MEMBER 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 X 0 1 X 1 0 X X 1 WAKE ROBIN CORPORATION 222535376 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE CORPORATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. THE CORPORATION FOLLOWS THE PROVISIONS OF THE INCOME TAX ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CORPORATION'S FINANCIAL STATEMENTS. THE CORPORATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 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. 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 WAS CONDUCTED DURING 2021 AND AS SUCH NO COMPENSATION WAS PAID OR ACCRUED DURING 2021. 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 2021. 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 PERIOD OF TIME BEFORE PARTICIPATE ORGANIZATION'S JOIN THE WAKE ROBIN SYSTEM, WAKE ROBIN GROUP, INC. APPOINTS 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WAKE ROBIN CORPORATION 200 WAKE ROBIN DRIVE SHELBURNE VT 05482 222535376 ESTABLISH, OWN, AND MAINTAIN CHARITABLE CCRC FOR THE ELDERLY VT 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0