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Nonprofit · EIN 03-0352086

COPLEY WOODLANDS INC

Tax-exempt · STOWE, VT 05672

Financials

$1.3M$1.4M2022$1.6M$1.5M2023$1.8M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of COPLEY WOODLANDS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,808,181$1,532,066$276,115$3,782,792$132,176$3,650,616
September 30, 2024990$1,558,416$1,500,036$58,380$3,504,724$154,992$3,349,732
September 30, 2023990$1,318,012$1,395,182-$77,170$3,410,323$118,971$3,291,352
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,771,047
Investment income
$37,134
Net gain from sales of assets
$6,987
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$484,821
Salaries, compensation and benefits (total)
$667,286
Professional fundraising fees
$0
Accounting fees
$15,700
Occupancy
$172,872
Depreciation
$202,483
Program services (functional)
$1,061,002
Management and general (functional)
$471,064

Balance sheet and other

Total assets, start of year
$3,504,724
Total assets, end of year
$3,782,792
Total liabilities, end of year
$132,176
Net assets, end of year
$3,650,616
Land, buildings and equipment
$2,851,394
Net assets without donor restrictions
$3,650,616
Gross unrelated business income
$30,550
Gross receipts
$2,059,747
Employees
30
Volunteers
5
Year formed
1996
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH WOODINCEO
Trustee or director, Officer
1$0$558,717$29,723
WAYNE STOCKBRIDGECHIEF ADMIN & HR OFFICER
Trustee or director, Officer
1$0$274,889$40,300
JEFFREY HEBERTCFO
Officer
1$0$295,728$8,710
CARL SZLACHETKACHAIR / TRUSTEE END 12/24
Trustee or director, Officer
1$0$0$0
NAN CARLE BEAUREGARDTRUSTEE / CHAIR BEG 03/25
Trustee or director, Officer
1$0$0$0
ADI BARNETTTRUSTEE END 03/25
Trustee or director
1$0$0$0
BETHANY SALVASTRUSTEE BEG 03/25
Trustee or director
1$0$0$0
JANET LARSONTRUSTEE BEG 06/25
Trustee or director
1$0$0$0
SUE GLEINERTRUSTEE
Trustee or director
1$0$0$0
TANA LILIENTHALTRUSTEE END 03/25
Trustee or director
1$0$0$0
990 for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH WOODINCEO
Trustee or director, Officer
1$0$549,417$21,957
WAYNE STOCKBRIDGECHIEF ADMIN & HR OFFICER
Trustee or director, Officer
1$0$249,773$50,539
JEFFREY HEBERTCFO
Officer
1$0$260,707$11,409
CARL SZLACHETKACHAIR / TRUSTEE
Trustee or director, Officer
1$0$0$0
ADI BARNETTTRUSTEE
Trustee or director
1$0$0$0
CINDY FULLERTRUSTEE BEG 12/23 / END 05/24
Trustee or director
1$0$0$0
NAN CARLE BEAUREGARDTRUSTEE BEG 02/24
Trustee or director
1$0$0$0
SUE GLEINERTRUSTEE BEG 05/24
Trustee or director
1$0$0$0
TANA LILIENTHALTRUSTEE
Trustee or director
1$0$0$0
WALTER FRAMETRUSTEE END 02/24
Trustee or director
1$0$0$0
990 for the year ended September 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOSEPH WOODINCEO
Trustee or director, Officer
1$0$611,117$29,046
JEFFREY HEBERTCFO
Officer
1$0$255,919$11,385
WAYNE STOCKBRIDGECHIEF ADMIN & HR OFFICER
Trustee or director
1$0$198,828$45,650
CARL SZLACHETKACHAIR
Trustee or director, Officer
1$0$0$0
ADI BARNETTTRUSTEE BEG 04/23
Trustee or director
1$0$0$0
DEBORAH POMEROYTRUSTEE END 05/23
Trustee or director
1$0$0$0
JIM GRANTTRUSTEE
Trustee or director
1$0$0$0
MARGERY ADAMSTRUSTEE END 08/23
Trustee or director
1$0$0$0
TANA LILIENTHALTRUSTEE
Trustee or director
1$0$0$0
WALTER FRAMETRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
125 THOMAS LANE, STOWE, VT 05672-4870
In care of
% ANGELA LAMELL
Principal officer (990 for 2024)
JOSEPH WOODIN, 125 THOMAS LANE, STOWE, VT 05672
Signed the 990
JOSEPH WOODIN, CEO
Phone
(802) 253-7200
Return prepared by
FORVIS MAZARS LLP

Mission

TO PROVIDE A SAFE, INDEPENDENT HOUSING COMMUNITY FOR SENIORS; SPECIFICALLY DESIGNED TO MEET THEIR UNIQUE NEEDS FOR WELLNESS, HAPPINESS AND SUPPORT AN INDEPENDENT LIFESTYLE.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDE HOUSING, MEALS AND ACTIVITIES FOR SENIOR CITIZENS IN CENTRAL VERMONT. IT HAS 40 UNITS, ALL ARE OCCUPIED AT 9/30/25.
    Expenses $1,061,002 · revenue $1,740,497

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
03-0352086
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
1997
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E112)
Assets (IRS master file)
$3,782,792
Income (IRS master file)
$2,059,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,808,181$1,532,066$3,782,792XML
990-TSeptember 2025–––IRS
990September 2024$1,558,416$1,500,036$3,504,724XML
990-TSeptember 2024–––IRS
990September 2023$1,318,012$1,395,182$3,410,323XML
990-TSeptember 2023–––IRS
990September 2022$1,173,867$1,308,715$3,496,940IRS
990-TSeptember 2022–––IRS
990September 2021–––IRS
990-TSeptember 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 03-0352086).

Questions about COPLEY WOODLANDS INC

What is the EIN of COPLEY WOODLANDS INC?
The employer identification number (EIN) of COPLEY WOODLANDS INC is 03-0352086.
Is COPLEY WOODLANDS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to COPLEY WOODLANDS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COPLEY WOODLANDS 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 COPLEY WOODLANDS INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COPLEY WOODLANDS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of COPLEY WOODLANDS INC?
The 990 for the year ended September 30, 2025 names JOSEPH WOODIN.
Who are the officers and directors of COPLEY WOODLANDS INC?
The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does COPLEY WOODLANDS INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,808,181, expenses of $1,532,066 and total assets of $3,782,792 at year end.

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