2024-11-05T07:40:16-06:00 2023-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2023-01-01 030184240 OM FISHER HOME INC OMFI 8022231068 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 CLAUDIA BROUSSEAU TREASURER 8022231068 2024-11-01 1 0 CONNIE FELLION P01875413 8026581808 2024-11-01 2023 2024-10-15 13:58:12Z X 16850310 X 250607 60399 60399 60399 77302 976398 77302 0 3633677 0 3633677 4021985 137701 3694076 209909 0 209909 0 1841429 0 1841429 0 186305 0 186305 0 41388 0 41388 0 13675 0 13675 0 19178 0 19178 0 53462 0 53462 0 402309 0 402309 0 479868 0 479868 505428 0 505428 0 1108439 0 -58875 363756 4861390 0 3694076 363756 0 0 4861390 0 3694076 363756 -839405 137701 0 186291 523364 523364 61344 61344 219463 12194 219463 219463 122443 105214 105214 296342 407781 407781 2333308 2027116 2027116 227410 99019 99019 69305 0 0 20380214 7658213 4791413 12722001 12722001 2357956 685008 685008 10396662 16850310 16850310 632797 928166 2469337 9030699 5847730 6141276 8949864 16100141 X 1431798 735169 15000 15000 1446798 750169 10396662 16850310 1446798 -839405 142776 750169 0 750169 FIXED ASSETS P 403342 561632 -158290 -158290 PUBLICLY TRADED SECURITIES 976398 740806 235592 235592 77302 0 X 1989-01-01 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 1 0 0 0 1 WWW.WESTVIEWMEADOWS.COM DAWN PALOWSKI 8022231068 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY MARTIN 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 PRESIDENT 1.00 0 0 0 ROBERT LORD JR 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 CLAUDIA BROUSSEAU 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TREASURER 1.00 0 0 0 JAMES MCQUESTON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 VICE-PRESIDENT 1.00 0 0 0 BEVERLEE HILL 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 WAYNE LAMBERTON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 HANS ASOERA 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 MICHAEL DELLIPRISCOLI 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 BRIAN GREARSON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 TRUSTEE 1.00 0 0 0 DAWN PALOWSKI 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 EXECUTIVE DIRECTOR 40.00 149512 3604 0 ERIKA MAYO 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 BUSINESS MANAGER 40.00 60397 23101 0 OLIVIA L PETERSON 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RC DIRECTOR 40.00 91599 0 0 SARAH S SADOWSKY 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RFS DIRECTOR 40.00 88730 2662 0 CHARLES MEEKS 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 MAINT. DIRECTOR 40.00 76469 12027 0 MARY BETH WATT 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RN/MANAGER 40.00 79519 2386 0 SUSAN SCOTT 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 RC COORDINATOR 40.00 63263 1897 0 0 NONE 0 WESTVIEW MEADOWS - INDEPENDENT LIVINGTHE INDEPENDENT LIVING WING OF WESTVIEW MEADOWS HAS 36 INDEPENDENT LIVING APARTMENTS. ALL APARTMENTS OFFER A SPACIOUS LIVING ROOM, FULLY APPLIANCED KITCHEN, AND COMFORTABLE DINING AREA FOR THE RESIDENTS. 24-HOUR EMERGENCY RESPONSE SERVICE IS PROVIDED FOR CAREFREE LIVING. 1523551 WESTVIEW MEADOWS - RESIDENTIAL CARETHE RESIDENTIAL CARE WING OF WESTVIEW MEADOWS HAS 16 RESIDENTIAL CARE APARTMENTS. ALL APARTMENTS ARE COMPLETE WITH DINING ROOM, COUNTRY KITCHEN, AND ACTIVITY AREA. STAFF IS AVAILABLE AROUND THE CLOCK FOR ANY NEEDED ASSISTANCE. RESIDENTIAL CARE RESIDENTS, IN ADDITION TO THE SAME SERVICES OFFERED TO WESTVIEW MEADOWS INDEPENDENT LIVING RESIDENTS, ALSO RECEIVE THREE NUTRITIOUS DAILY MEALS AND WEEKLY LAUDRY SERVICE. SERVICES ALSO INCLUDE, BUT ARE NOT LIMITED TO, NURSING OVERSIGHT, AND MEDICATION MANAGEMENT. 1307005 GARY RESIDENCE - RESIDENTIAL CARETHE ENTIRE GARY RESIDENCE IS A FULLY-LICENSED RESIDENTIAL CARE HOME WHICH HAS 13 PRIVATE SUITES AVAILABLE. STAFF IS ON SIGHT 24/7 TO HELP RESIDENTS WITH THEIR DAILY LIVING NEEDS. SERVICES ALSO INCLUDE, BUT ARE NOT LIMITED TO, NURSING OVERSIGHT, MEAL SERVICE, HOUSEKEEPING, LAUNDRY SERVICE, AND MEDICATION MANAGEMENT. 1522645 0 2777361 366429 16800000 19943790 0 0 19943790 299157 19644633 982232 X 363756 0 363756 1989-01-01 X 0 0 0 0 0 0 0 0 0 0 363756 673150 784168 628941 2450015 0 0 0 0 0 363756 673150 784168 628941 2450015 0 0 654821 608336 553553 535971 2352681 0 0 0 0 X 0 0 NONREFUNDABLE DEPOSITS 174600 OTHER INCOME 15150 14 60399 18 77302 RENTAL INCOME - NONINVEST 3101440 COMMUNITY FEE 23250 PERSONAL SERVICE INCOME 7800 INSURANCE PROCEEDS 311437 0 137701 3633677 3771378 1A NONREFUNDABLE DEPOSITS OF UNITS ACQUIRED BY NEW TENANTS. 1B INCOME FROM MEALS AND REIMBURSEMENT OF CABLE FROM RESIDENTS. 11A RENTAL FEES FROM RESIDENTS. 11B COMMUNITY FEES FROM RESIDENTS. 11C PERSONAL SERVICE FEES FROM RESIDENTS. 11D INSURANCE PROCEEDS FROM FLOOD DAMAGE TO PROGRAM RELATED ASSETS. 0 0 0 0 0 0 0 0 0 0 X X 1 NANCY MARTIN 171 WESTVIEW MEADOWS ROAD MONTPELIER VT 05602 5000 X 2 THE MONTPELIER FOUNDATION PO BOX 364 MONTPELIER VT 05601 10000 X 3 STATE OF VERMONT - ECONOMIC DEVELOPMENT DEPARTMENT NATIONAL LIFE DRIVE MONTPELIER VT 05620 225611 X ACCOUNTING FEES 13675 0 13675 0 50,000 WHOLE FOODS MKT INC DUE 12/03/25 5.200% 50189 50189 50,000 WALT DISNEY CO DUE 08/30/24 1.750% 48830 48830 112SH THERMO FISHER SCIENTIFIC INC 59449 59449 640SH TJX COS INC 60038 60038 110SH VISA INC 28639 28639 2,169SH WARNER BROS DISCOVERY INC 33902 33902 635SH ABB LTD ADR 28142 28142 255SH ACCENTURE PLC IRELAND 89482 89482 1,000SH ENBRIDGE INC 36020 36020 250SH VANGUARD MID-CAP VALUE ETF 36253 36253 215SH VANGUARD SMALL CAP VALUE ETF 38694 38694 175SH FIRST SOLAR INC 30149 30149 340SH SYSCO CORP 24864 24864 45SH LAM RESEARCH GROUP 35247 35247 96SH MASTERCARD INC 40945 40945 350SH NEXTERA ENERGY INC 21259 21259 315SH NIKE INC CL B 34200 34200 773SH PFIZER INC 22255 22255 550SH REALTY INCOME CORPORATION 31581 31581 850SH TRUIST FINL CORP 31382 31382 140SH UNION PACIFIC CORP 34387 34387 140SH EATON CORP PLC 33715 33715 60SH COSTCO WHOLESALE CORPORATION 39605 39605 665SH RTX CORPORATION 55953 55953 249SH MICROSOFT CORP 93634 93634 300SH VANGUARD SHORT TREM INFLATION PROT SECS ETF 14247 14247 581SH ABBOTT LABORATORIES 63950 63950 392SH ABBVIE INC 60748 60748 200SH AIR PRODUCTS & CHEMICAL INC 54760 54760 635SH ALPHABET INC CAP STK CL A 89119 89119 440SH AMAZON COM INC 66854 66854 110SH AMERICAN TOWER REIT 23747 23747 335SH PALO ALTO NETWORKS INC 98785 98785 464SH APPLE INC 89333 89333 192SH ANALOG DEVICES INC 38124 38124 195SH AUTODESK INC 47479 47479 200SH BECTON DICKINSON & COMPANY 48766 48766 82SH BLACKROCK INC 66568 66568 130SH CME GROUP INC 27378 27378 200SH CONSTELLATION BRANDS INC 48350 48350 265SH CVS HEALTH CORP 20924 20924 123SH HONEYWELL INTL INC 25794 25794 385SH JP MORGAN CHASE & CO 65489 65489 265SH LOWES COMPANIES INC 58976 58976 2,225SH AT&T INC 37336 37336 375SH ISHARES CORE S&P SMALL-CAP ETF 40594 40594 407781 407781 0 0 LEGAL FEES 41388 0 41388 0 ASSETS NOT IN SERVICE 2357018 685008 685008 DUE FROM EMPLOYEES/RESIDENTS 938 ACTIVITIES 16256 0 16256 0 BANK & CREDIT CARD FEES 286 0 286 0 CABLE TV 33650 0 33650 0 DATA PROCESSING 159442 0 159442 0 GAS - COOKING 10737 0 10737 0 GROCERIES 229956 0 229956 0 IN-SERVICE TRAINING 18999 0 18999 0 INSURANCE 113691 0 113691 0 LINEN SERVICE 17132 0 17132 0 MEETINGS/ADVERTISING 137606 0 137606 0 MISCELLANEOUS 8119 0 8119 0 SUPPLIES 100538 0 100538 0 TELEPHONE 61383 0 61383 0 FLOOD EXPENDITURES 200644 0 200644 0 EXPENSES EXCEEDING INCOME - ACCRUAL 0 0 -1167314 0 EXPENSES EXCEEDING INCOME - CASH 0 0 0 363756 NONREFUNDABLE DEPOSITS 174600 174600 OTHER INCOME 15150 15150 RENTAL INCOME - NONINVEST 3101440 3101440 COMMUNITY FEE 23250 23250 PERSONAL SERVICE INCOME 7800 7800 INSURANCE PROCEEDS 311437 311437 UNREALIZED GAIN ON INVESTMENTS 142776 REFUNDABLE DEPOSITS 5729314 5917764 ACCRUED WAGES 69546 169152 PREPAID RENT 48870 54360 INVESTMENT MANAGEMENT FEES 19178 0 19178 0 PAYROLL TAXES 183039 0 183039 0 PROPERTY TAXES 219270 0 219270 0