Nonprofit · EIN 20-0183445
VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION
Tax-exempt · WILLIAMSTOWN, VT 05679
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $145,846 | $139,168 | $6,678 | $475,212 | $0 | $475,212 |
| December 31, 2023 | 990 | $80,649 | $134,497 | -$53,848 | $429,212 | $0 | $429,212 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $75,515
- Program service revenue
- $46,700
- Investment income
- $23,631
- Net gain from sales of assets
- $10,231
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,320
- Travel
- $3,672
- Program services (functional)
- $133,535
- Management and general (functional)
- $5,633
Balance sheet and other
- Total assets, start of year
- $429,212
- Total assets, end of year
- $475,212
- Total liabilities, end of year
- $0
- Net assets, end of year
- $475,212
- Publicly traded securities
- $471,333
- Gross receipts
- $215,861
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2003
- 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 |
|---|---|---|---|
| RYAN SEXTON | DIRECTOR Trustee or director | 0.1 | $0 |
| HOWARD SCHAPIRO | DIRECTOR Trustee or director | 0.1 | $0 |
| WENDY DAVIS | DIRECTOR Trustee or director | 0.1 | $0 |
| REBECCA BELL | DIRECTOR Trustee or director | 0.1 | $0 |
| RICHARD PAGE | DIRECTOR Trustee or director | 0.1 | $0 |
| KATIE MARVIN | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| MARK FUNG | SECRETARY-TREASURER Trustee or director, Officer | 0.1 | $0 |
| NAIIM ALI | DIRECTOR Trustee or director | 0.1 | $0 |
| AIDA AVDIC | DIRECTOR Trustee or director | 0.1 | $0 |
| PEG BOLTON | DIRECTOR Trustee or director | 0.1 | $0 |
| BRENT WHITE | DIRECTOR Trustee or director | 0.1 | $0 |
| TERRY STEIN | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES MACLEAN | DIRECTOR Trustee or director | 1 | $0 |
| JOSHUA PLAVIN | DIRECTOR Trustee or director | 1 | $0 |
| SIMHA RAVVEN | DIRECTOR Trustee or director | 1 | $0 |
| NAIIM ALI | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD PAGE | DIRECTOR Trustee or director | 1 | $0 |
| AIDA AVDIC | DIRECOTR Trustee or director | 1 | $0 |
| PEG BOLTON | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA BELL | DIRECTOR Trustee or director | 1 | $0 |
| WENDY DAVIS | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD SCHAPIRO | SECRETARY-TREASURER OUTGOING Trustee or director, Officer | 1 | $0 |
| RYAN SEXTON | PRESIDENT OUTGOING Trustee or director, Officer | 1 | $0 |
| MARK FUND | TREASURER INCOMING Trustee or director, Officer | 1 | $0 |
| KATIE MARVIN | PRESIDENT INCOMING Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 153, WILLIAMSTOWN, VT 05679-0153
- In care of
- % KATIE MARVIN
- Mailing address (990-N for 2011)
- PO Box 1457, Montpelier VT 056011457
- Principal officer (990 for 2024)
- KATIE MARVIN MD, PO BOX 153, WILLIAMSTOWN, VT 05679
- Principal officer (990-N for 2011)
- Colleen Magne, PO Box 1457, Montpelier VT 056011457
- Signed the 990
- KATIE MARVIN MD, PRESIDENT
- Phone
- (802) 223-7898
- Website
- www.vmsfoundation.org
- Return prepared by
- Pace & Hawley LLC
Mission
THE VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION IS A 501C3 NONPROFIT CHARITABLE ORGANIZATION SPONSORED BY THE VERMONT MEDICAL SOCIETY ORGANIZED TO SUPPORT CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES IN THE FIELD OF HEALTH.
Program accomplishments
- PURSUE FUNDING FROM FOUNDATIONS AND OTHER ORGANIZATIONS FOR SUPPORT OF HEALTH EDUCATION AND RESEARCH.Expenses $133,535 · revenue $46,700
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
- 20-0183445
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $475,212
- Income (IRS master file)
- $215,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $145,846 | $139,168 | $475,212 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $80,649 | $134,497 | $429,212 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $200,625 | $114,192 | $476,031 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Colleen Magne | December 31, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 20-0183445).
Questions about VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION
- What is the EIN of VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION?
- The employer identification number (EIN) of VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION is 20-0183445.
- Is VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION 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 VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION 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 VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION 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 VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 names KATIE MARVIN MD.
- Who are the officers and directors of VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does VERMONT MEDICAL SOCIETY EDUCATION AND RESEARCH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $145,846, expenses of $139,168 and total assets of $475,212 at year end.
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