Nonprofit · EIN 03-0346513
COMMUNITY HEART & SOUL INC
Tax-exempt · SHELBURNE, VT 05482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $776,174 | $3,676,378 | -$2,900,204 | $22,482,025 | $393,550 | $22,088,475 |
| December 31, 2024 | 990-PF | $3,129,564 | $3,348,524 | -$218,960 | $22,883,213 | $182,893 | $22,700,320 |
| December 31, 2023 | 990-PF | $3,237,228 | $2,841,506 | $395,722 | $21,667,313 | $185,662 | $21,481,651 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $223,814
- Interest
- $148,861
- Net gain from sales of assets
- $403,163
- Other income
- $336
Expenses
- Grants and similar amounts paid
- $220,000
- Compensation of officers, directors and key employees
- $453,825
- Salaries, compensation and benefits (total)
- $1,147,084
- Disbursements for charitable purposes
- $3,419,741
- Excise tax on investment income
- $8,921
Balance sheet and other
- Total assets, start of year
- $22,883,213
- Total assets, end of year
- $22,482,025
- Total liabilities, end of year
- $393,550
- Net assets, end of year
- $22,088,475
- Fair market value of assets
- $22,482,025
- Qualifying distributions
- $3,419,741
- Net investment income
- $783,730
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SHERMAN 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | PRESIDENT | 40 | $260,794 | $13,147 |
| ALFRED GETLER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VP - MARKET DEVELOPM Highest-paid employee | 40 | $191,004 | $9,081 |
| JUSTIN SAMUEL 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VP COMMUNICATIONS Highest-paid employee | 40 | $145,066 | $7,823 |
| SARA LIGHTNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. DIRECTOR OF TRAI Highest-paid employee | 40 | $137,830 | $7,026 |
| CAROL BERTRAND 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR OF FINANCE | 40 | $124,986 | $6,525 |
| LEANNE TINGAY 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $107,972 | $5,495 |
| JOAN WAGNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $104,776 | $5,267 |
| TONY WOOD 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $2,000 | $0 |
| NANCY VAN LILLIGEN 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $2,000 | $0 |
| ROBERTA MAYER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $2,000 | $0 |
| LYMAN ORTON 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | CHAIR | 4 | $0 | $0 |
| CHRISTOPHER BYRNE 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SECRETARY/TREASURER | 2 | $0 | $0 |
| JANICE IZZI 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VICE-CHAIR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SHERMAN 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | PRESIDENT | 40 | $242,640 | $20,670 |
| ALFRED GETLER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VP - MARKET DEVELOPM Highest-paid employee | 40 | $180,333 | $10,974 |
| SARA LIGHTNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. DIRECTOR OF TRAI Highest-paid employee | 40 | $128,093 | $15,872 |
| JUSTIN SAMUEL 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VP COMMUNICATIONS Highest-paid employee | 40 | $117,357 | $26,645 |
| CAROL BERTRAND 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR OF FINANCE | 40 | $112,309 | $41,358 |
| JOAN WAGNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $99,785 | $7,519 |
| LEANNE TINGAY 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $97,198 | $22,945 |
| TONY WOOD 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $3,000 | $0 |
| JODY FRIED 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $3,000 | $0 |
| LYMAN ORTON 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | CHAIR | 4 | $0 | $0 |
| CHRISTOPHER BYRNE 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SECRETARY/TREASURER | 2 | $0 | $0 |
| JANICE IZZI 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VICE-CHAIR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK SHERMAN 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | PRESIDENT | 40 | $235,000 | $16,926 |
| SARA LIGHTNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. DIRECTOR OF TRAI Highest-paid employee | 40 | $125,000 | $37,701 |
| CAROL BERTRAND 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR OF FINANCE | 40 | $104,479 | $28,676 |
| LEANNE TINGAY 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $93,000 | $28,010 |
| JOAN WAGNER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. ASSOC. - TRAININ Highest-paid employee | 40 | $93,000 | $7,380 |
| ALFRED GETLER 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VP - MARKET DEVELOPM Highest-paid employee | 40 | $87,500 | $791 |
| KYLA CONNELLY 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SR. COMMUNICATIONS A Highest-paid employee | 40 | $70,720 | $21,162 |
| TONY WOOD 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $3,000 | $0 |
| JODY FRIED 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | DIRECTOR | 2 | $3,000 | $0 |
| LYMAN ORTON 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | CHAIR | 4 | $0 | $0 |
| CHRISTOPHER BYRNE 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | SECRETARY/TREASURER | 2 | $0 | $0 |
| JANICE IZZI 120 GRAHAM WAY 126, SHELBURNE, VT 05482 | VICE-CHAIR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 GRAHAM WAY STE 126, SHELBURNE, VT 05482-7217
- Signed the 990-PF
- MARK SHERMAN, PRESIDENT
- Phone
- (802) 495-0864
- Return prepared by
- MCSOLEY MCCOY & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0346513
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A33)
- Assets (IRS master file)
- $22,482,025
- Income (IRS master file)
- $3,399,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $776,174 | $3,676,378 | $22,482,025 | XML |
| 990-PF | December 2024 | $3,129,564 | $3,348,524 | $22,883,213 | XML |
| 990-PF | December 2023 | $3,237,228 | $2,841,506 | $21,667,313 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 03-0346513).
Questions about COMMUNITY HEART & SOUL INC
- What is the EIN of COMMUNITY HEART & SOUL INC?
- The employer identification number (EIN) of COMMUNITY HEART & SOUL INC is 03-0346513.
- Is COMMUNITY HEART & SOUL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to COMMUNITY HEART & SOUL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does COMMUNITY HEART & SOUL INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COMMUNITY HEART & SOUL INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY HEART & SOUL INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of COMMUNITY HEART & SOUL INC?
- The 990-PF for the year ended December 31, 2025 lists 13 people; 10 received compensation from the organization, the highest $260,794 (MARK SHERMAN, PRESIDENT).
- How much revenue does COMMUNITY HEART & SOUL INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $776,174, expenses of $3,676,378 and total assets of $22,482,025 at year end.
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