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Nonprofit · EIN 03-0293103

MERTENS HOUSE INC

Tax-exempt · WOODSTOCK, VT 05091

Financials

$1.3M$2.9M2023$3.6M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of MERTENS HOUSE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,639,589$2,940,283$699,306$32,386,041$175,540$32,210,501
December 31, 2023990$1,302,313$2,917,386-$1,615,073$30,791,514$197,169$30,594,345
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,325
Program service revenue
$1,519,104
Investment income
$2,110,160
Net gain from sales of assets
$1,228,701
Other revenue
$0

Expenses

Grants and similar amounts paid
$423,232
Compensation of officers, directors and key employees
$161,480
Other salaries and wages
$1,232,788
Salaries, compensation and benefits (total)
$1,652,473
Professional fundraising fees
$0
Legal fees
$17,930
Accounting fees
$21,500
Occupancy
$70,779
Depreciation
$131,097
Program services (functional)
$2,255,671
Management and general (functional)
$684,612

Balance sheet and other

Total assets, start of year
$30,791,514
Total assets, end of year
$32,386,041
Total liabilities, end of year
$175,540
Net assets, end of year
$32,210,501
Land, buildings and equipment
$1,003,350
Publicly traded securities
$31,261,019
Net assets without donor restrictions
$1,534,491
Net assets with donor restrictions
$30,676,010
Gross receipts
$11,817,819
Employees
41
Volunteers
11
Year formed
1984
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.

NameTitleHours / weekCompensationOther / benefits
HEATHER PRESCHEXECUTIVE DIRECTOR
Officer
40$161,480$13,749
BRUCE SEELYPRESIDENT
Trustee or director, Officer
1.5$0$0
ISABELLE BRADLEYVICE PRESIDENT
Trustee or director, Officer
1.5$0$0
GINNY EAMESTREASURER
Trustee or director, Officer
1.5$0$0
MARY COSTELLASECRETARY
Trustee or director, Officer
1.5$0$0
RICHARD ATWOODTRUSTEE
Trustee or director
1$0$0
RAY BOURGEOISTRUSTEE
Trustee or director
1$0$0
SANDY GILMOURTRUSTEE
Trustee or director
1$0$0
ANNE MARINELLOTRUSTEE
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
HEATHER PRESCHEXECUTIVE DIRECTOR
Officer
40$155,538$12,731
BRUCE SEELYPRESIDENT
Trustee or director, Officer
1.5$0$0
ISABELLE BRADLEYVICE PRESIDENT
Trustee or director, Officer
1.5$0$0
RICH KOZLOWSKITREASURER
Trustee or director, Officer
1.5$0$0
REBECCA TALCOTTSECRETARY
Trustee or director, Officer
1.5$0$0
RICHARD ATWOODTRUSTEE
Trustee or director
1$0$0
RAY BOURGEOISTRUSTEE
Trustee or director
1$0$0
SANDY GILMOURTRUSTEE
Trustee or director
1$0$0
ANNE MARINELLOTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
73 RIVER ST, WOODSTOCK, VT 05091-1226
Principal officer (990 for 2024)
HEATHER PRESCH, 73 RIVER STREET, WOODSTOCK, VT 05091
Signed the 990
BRUCE SEELY, BOARD PRESIDENT
Phone
(802) 457-4411
Return prepared by
A M PEISCH & COMPANY LLP

Mission

A 14 BED LONG TERM CARE FACILITY PROVIDING INDIVIDUALIZED CARE 24 HOURS A DAY IN A HOME LIKE SETTING.

990 for the year ended December 31, 2024

Program accomplishments

  • NURSING SERVICES - RESIDENTS ARE GIVEN A CARE PLAN BASED ON THEIR SPECIFIC NEEDS. THE NURSING STAFF PROVIDES ALL RESIDENTS WITH INDIVIDUALIZED CARE WHILE ENCOURAGING AS MUCH INDEPENDENCE AS POSSIBLE.
    Expenses $1,833,635 · grants $423,232 · revenue $1,519,104
  • DIETARY SERVICES - THE REGISTERED DIETICIAN CUSTOMIZES LIBERAL, GERIATRIC MENUS AND FOLLOWS ANY SPECIAL PHYSICIAN ORDERED DIETS, WHILE ALSO CONSIDERING INDIVIDUAL LIKES AND DISLIKES.
    Expenses $286,684
  • ACTIVITIES - THE ACTIVITIES DIRECTOR PLANS WEEKLY ACTIVITIES FOR THE RESIDENTS, WHICH INCLUDES MUSIC, CRAFTS, POETRY, PET GAMES, REMINISCING, AND FELLOWSHIP.
    Expenses $135,352

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
03-0293103
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Hospital or medical research organization
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$32,386,041
Income (IRS master file)
$11,817,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$1,302,313$2,917,386$30,791,514IRS
990December 2022$2,424,579$2,842,064$28,691,123IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MERTENS HOUSE INC

What is the EIN of MERTENS HOUSE INC?
The employer identification number (EIN) of MERTENS HOUSE INC is 03-0293103.
Is MERTENS HOUSE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to MERTENS HOUSE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MERTENS HOUSE 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 MERTENS HOUSE 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 MERTENS HOUSE 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 MERTENS HOUSE INC?
The 990 for the year ended December 31, 2024 names HEATHER PRESCH.
Who are the officers and directors of MERTENS HOUSE INC?
The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $161,480 (HEATHER PRESCH, EXECUTIVE DIRECTOR).
How much revenue does MERTENS HOUSE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,639,589, expenses of $2,940,283 and total assets of $32,386,041 at year end.

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