Nonprofit · EIN 03-0197766
OTTAUQUECHEE HEALTH FOUNDATION INC
Tax-exempt · WOODSTOCK, VT 05091
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $532,114 | $435,012 | $97,102 | $4,596,737 | $6,777 | $4,589,960 |
| December 31, 2023 | 990 | $482,643 | $535,261 | -$52,618 | $4,219,912 | $31,278 | $4,188,634 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $372,562
- of which government grants
- $43,100
- Program service revenue
- $0
- Investment income
- $139,855
- Net rental income
- $16,225
- Net gain from sales of assets
- $16,958
- Net income from fundraising events
- $3,472
- Other revenue
- $19,697
Expenses
- Grants and similar amounts paid
- $182,907
- Compensation of officers, directors and key employees
- $65,976
- Other salaries and wages
- $45,976
- Salaries, compensation and benefits (total)
- $144,103
- Professional fundraising fees
- $0
- Legal fees
- $18,920
- Travel
- $4,525
- Depreciation
- $11,413
- Program services (functional)
- $266,134
- Management and general (functional)
- $120,032
- Fundraising (functional)
- $48,846
Balance sheet and other
- Total assets, start of year
- $4,219,912
- Total assets, end of year
- $4,596,737
- Total liabilities, end of year
- $6,777
- Net assets, end of year
- $4,589,960
- Land, buildings and equipment
- $46,678
- Publicly traded securities
- $4,313,995
- Net assets without donor restrictions
- $4,443,960
- Net assets with donor restrictions
- $146,000
- Gross receipts
- $1,789,818
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HALI ROBINSON | FORMER EXECUTIVE DIR Officer | 32 | $49,101 |
| MARY YOUNG-BREULEUX | INTERIM EXECUTIVE DIR Officer | 32 | $16,875 |
| ANNIE SMITH-JONES | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DANIEL BOLLAG | VICE PRESIDENT/TREASURER Trustee or director, Officer | 2 | $0 |
| KATHERINE MCHUGH | SECRETARY Trustee or director, Officer | 2 | $0 |
| SUE BRYAN | TRUSTEE Trustee or director | 1 | $0 |
| JANET ENGLISH | TRUSTEE Trustee or director | 1 | $0 |
| ALAN FINE | TRUSTEE Trustee or director | 1 | $0 |
| CARLA KAMEL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID MCGUIRE | TRUSTEE Trustee or director | 1 | $0 |
| LOGAN PALUCH | TRUSTEE Trustee or director | 1 | $0 |
| LANA REUSS | TRUSTEE Trustee or director | 1 | $0 |
| VALI STUNTZ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HALI ROBINSON | EXECUTIVE DI Officer | 32 | $47,520 |
| DEBORAH GREENE | FORMER EXECU Officer | 32 | $6,340 |
| MARK BOUTWELL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAUL RIGALI DDS | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| DANIEL BOLLAG | TREASURER Trustee or director, Officer | 2 | $0 |
| KATHERINE MCHUGH | SECRETARY Trustee or director, Officer | 2 | $0 |
| SUE BRYAN | TRUSTEE Trustee or director | 1 | $0 |
| JORDAN HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| CARLA KAMEL | TRUSTEE Trustee or director | 1 | $0 |
| KARI MEUTSCH | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 784, WOODSTOCK, VT 05091-0784
- Principal officer (990 for 2024)
- DANIEL BOLLAG, 30 PLEASANT ST, WOODSTOCK, VT 05091
- Signed the 990
- DANIEL BOLLAG, TREASURER
- Phone
- (802) 457-4188
- Website
- WWW.OHFVT.ORG
- Return prepared by
- SCHIFFMAN DATTILIO & COMPANY PC
Mission
THE FOUNDATION STRIVES TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN NEED WHO LIVE IN THE TOWNS WE SERVE THROUGH FINANCIAL ASSISTANCE, COMMUNITY PARTNERSHIPS, EDUCATION OPPORTUNITIES, AND SUPPORT OF WELLNESS INITIATIVES.
Program accomplishments
- GRANTS AND FUNDING. OHF MADE 12 COMMUNITY GRANTS, INCLUDING FOR A SUMMER ENRICHMENT PROGRAM FOR STUDENTS; FIRST AID TRAINING FOR A MOUNTAIN BIKE TEAM; BIKE HELMETS AS PART OF A "PROTECT YOUR HEAD AT ALL TIMES" PROGRAM; PRE-AND POST-PARTUM DOULA SERVICES FOR FAMILIES; A PROGRAM TO HELP ALLEVIATE HARDSHIPS FACED DURING CANCER TREATMENT; AND FUNDING FOR A SENIOR CENTER'S MONTHLY FOOT CLINIC. OHF APPROVED 214 GOOD NEIGHBOR GRANTS FOR INDIVIDUALS WHO NEED ASSISTANCE PAYING FOR HEALTH AND WELLNESS NEEDS HEARING AIDS, GLASSES, DENTAL CARE, A LIFELINE MEDICAL ALERT SUBSCRIPTION, AND MUCH MORE. OHF APPROVED 25 HOMECARE GRANTS FOR INDIVIDUALS NEEDING HELP WITH ACTIVITIES OF DAILY LIVING BATHING, FOOD PREP, CLEANING, ERRANDS FOLLOWING AN ACUTE MEDICAL EVENT, SUCH AS SURGERY OR A FALL. FINALLY, OHF CONTINUED ITS SCHOLARSHIP PROGRAM WITH GRANTS TO THREE STUDENTS SEEKING TO ENTER THE HEALTH CARE FIELD.Expenses $241,454 · grants $182,907
- WINDSOR CENTRAL HEALTH INITIATIVE & MINDFUL SELF. THE WINDSOR CENTRAL WELLNESS INITIATIVE'S (WCWI) TRAUMA INFORMED SCHOOLS PROGRAM (TISP) CONTINUED AS A VALUABLE PROGRAM WHICH HELPS EDUCATORS WITH STRATEGIES TO COPE WITH CHALLENGING SITUATIONS AND ALSO HELPS STUDENTS WHO ARE DEALING WITH TRAUMATIC SITUATIONS RECEIVE THE SUPPORT THEY NEED.Expenses $24,680
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0197766
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,596,737
- Income (IRS master file)
- $1,789,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $532,114 | $435,012 | $4,596,737 | XML |
| 990 | December 2023 | $482,643 | $535,261 | $4,219,912 | XML |
| 990 | December 2022 | $297,267 | $448,822 | $3,878,097 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0197766).
Questions about OTTAUQUECHEE HEALTH FOUNDATION INC
- What is the EIN of OTTAUQUECHEE HEALTH FOUNDATION INC?
- The employer identification number (EIN) of OTTAUQUECHEE HEALTH FOUNDATION INC is 03-0197766.
- Is OTTAUQUECHEE HEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to OTTAUQUECHEE HEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTAUQUECHEE HEALTH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OTTAUQUECHEE HEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTTAUQUECHEE HEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OTTAUQUECHEE HEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names DANIEL BOLLAG.
- Who are the officers and directors of OTTAUQUECHEE HEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 13 people; 2 received compensation from the organization, the highest $49,101 (HALI ROBINSON, FORMER EXECUTIVE DIR).
- How much revenue does OTTAUQUECHEE HEALTH FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $532,114, expenses of $435,012 and total assets of $4,596,737 at year end.
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