Nonprofit · EIN 22-2535376
WAKE ROBIN CORP
Tax-exempt · SHELBURNE, VT 05482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $44,731,243 | $37,725,485 | $7,005,758 | $151,700,597 | $154,364,819 | -$2,664,222 |
| December 31, 2024 | 990 | $38,296,054 | $35,232,530 | $3,063,524 | $140,546,068 | $153,188,103 | -$12,642,035 |
| December 31, 2023 | 990 | $35,393,811 | $33,069,285 | $2,324,526 | $137,379,968 | $155,433,547 | -$18,053,579 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,449,962
- Program service revenue
- $38,581,879
- Investment income
- $3,653,107
- Net gain from sales of assets
- $1,988,124
- Other revenue
- $46,295
Expenses
- Grants and similar amounts paid
- $27,148
- Compensation of officers, directors and key employees
- $562,306
- Other salaries and wages
- $8,130,073
- Salaries, compensation and benefits (total)
- $17,700,941
- Professional fundraising fees
- $0
- Legal fees
- $81,181
- Accounting fees
- $84,890
- Occupancy
- $4,457,646
- Depreciation
- $6,795,532
- Program services (functional)
- $33,972,190
- Management and general (functional)
- $3,753,295
Balance sheet and other
- Total assets, start of year
- $140,546,068
- Total assets, end of year
- $151,700,597
- Total liabilities, end of year
- $154,364,819
- Net assets, end of year
- -$2,664,222
- Land, buildings and equipment
- $84,435,067
- Publicly traded securities
- $54,514,843
- Net assets without donor restrictions
- -$10,032,207
- Net assets with donor restrictions
- $7,367,985
- Gross receipts
- $65,442,858
- Employees
- 471
- Volunteers
- 18
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEAGAN BUCKLEY | PRESIDENT, CEO Officer | 40 | $319,122 | $7,858 |
| MARYSUE KELSEN | CFO, SECRETARY & TREASURER Officer | 40 | $194,611 | $40,715 |
| HEATHER FILONOW | DIRECTOR OF HEALTHSERVICES Highest-paid employee | 40 | $159,501 | $23,714 |
| LESLIE PARKER | DIRECTOR OF EVNVIRONMENTAL SERVICES Highest-paid employee | 40 | $157,486 | $23,714 |
| KATE HAYS | DIRECTOR OF DINING Highest-paid employee | 40 | $143,132 | $23,714 |
| MARYBETH DUDLEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $136,761 | $24,250 |
| TENZIN TSEPHAL | STAFF NURSE-RN Highest-paid employee | 40 | $143,066 | $15,749 |
| JOHN MAITLAND | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN DAVIS | VICE-CHAIR - AS OF JUNE 2025 Trustee or director, Officer | 1 | $0 | $0 |
| BRIGETTE WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS CHASE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOAN LENES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JIM MADISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MEREDITH JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MONTE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER CROUSE | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH TISCHLER | BOARD MEMBER Trustee or director | 1 | $0 |
| SASHA CONROY | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVE SCHONBERG | BOARD MEMBER Trustee or director | 1 | $0 |
| BARB AREL | BOARD MEMBER - AS OF JUNE 2025 Trustee or director | 1 | $0 |
| SARAH COCINA | BOARD MEMBER - AS OF JUNE 2025 Trustee or director | 1 | $0 |
| SARAH MERRITT | BOARD MEMBER - AS OF JUNE 2025 Trustee or director | 1 | $0 |
| ARTHUR WRIGHT | VICE-CHAIR - LEFT JUNE 2025 Trustee or director, Officer | 1 | $0 |
| ROSALYN GRAHAM | BOARD MEMBER - LEFT JUNE 2025 Trustee or director | 1 | $0 |
| TANIA BERTSCH | BOARD MEMBER - LEFT JUNE 2025 Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEAGAN BUCKLEY | CEO & PRESIDENT Officer | 40 | $272,894 | $11,951 |
| MARYSUE KELSEN | CFO, SECRETARY & TREASURER Officer | 40 | $169,115 | $17,893 |
| LESLIE PARKER | DIRECTOR OF ENVIRONMENTAL SERVICES Highest-paid employee | 40 | $154,387 | $11,554 |
| HEATHER FILONOW | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $153,830 | $8,385 |
| MARYBETH DUDLEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $143,331 | $9,400 |
| KATE HAYS | DIRECTOR OF DINING Highest-paid employee | 40 | $139,451 | $8,374 |
| TENZIN TSEPHAL | STAFF NURSE - RN Highest-paid employee | 40 | $136,476 | $11,159 |
| JOHN MAITLAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ARTHUR WRIGHT | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BRIGETTE WHITE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRIS CHASE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOAN LENES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM MADISON | BOARD MEMBER - AS OF JUNE 2024 Trustee or director | 2 | $0 | $0 |
| JOHN DAVIS | BOARD MEMBER - AS OF JUNE 2024 Trustee or director | 2 | $0 | $0 |
| MEREDITH JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MICHAEL MONTE | BOARD MEMBER - AS OF JUNE 2024 Trustee or director | 2 | $0 | $0 |
| ROGER CROUSE | BOARD MEMBER - AS OF JUNE 2024 Trustee or director | 2 | $0 | $0 |
| ROSALYN GRAHAM | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SARAH TISCHLER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SASHA CONROY | BOARD MEMBER - AS OF JUNE 2024 Trustee or director | 2 | $0 | $0 |
| STEVE SCHONBERG | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TANIA BERTSCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DOLLY FLEMING | BOARD MEMBER - LEFT JUNE 2024 Trustee or director | 2 | $0 | $0 |
| SARAH BILLINGS-BERG | BOARD MEMBER - LEFT JUNE 2024 Trustee or director | 2 | $0 | $0 |
| SARAH WEBSTER | BOARD MEMBER - LEFT JUNE 2024 Trustee or director | 2 | $0 | $0 |
| TARA BANKS | BOARD MEMBER - LEFT JUNE 2024 Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MEAGAN BUCKLEY | CEO & PRESIDENT Officer | 40 | $246,293 | $9,063 |
| MARYSUE KELSEN | CFO, SECRETARY & TREASURER Officer | 40 | $165,833 | $39,371 |
| LESLIE PARKER | DIRECTOR OF ENVIRONMENTAL SERVICES Highest-paid employee | 40 | $150,364 | $15,019 |
| HEATHER FILONOW | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $139,431 | $15,019 |
| MARYBETH DUDLEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $138,051 | $15,518 |
| TENZIN TSEPHAL | STAFF NURSE - RN Highest-paid employee | 40 | $124,660 | $24,893 |
| KATE HAYS | DIRECTOR OF DINING Highest-paid employee | 40 | $132,558 | $15,019 |
| MARTHA MAKSYM | CEO & PRESIDENT - LEFT JAN 2023 Officer | 40 | $18,847 | $1,541 |
| JOHN MAITLAND | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ARTHUR WRIGHT | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRIGETTE WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS CHASE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DOLLY FLEMING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEAN LENES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MEREDITH JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROSALYN GRAHAM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH BILLINGS-BERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH TISCHLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH WEBSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE SCHONBERG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TANIA BERTSCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TARA BANKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATIE HAWLEY | BOARD MEMBER - LEFT MAY 2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 WAKE ROBIN DR, SHELBURNE, VT 05482-7569
- Principal officer (990 for 2025)
- MARYSUE KELSEN, 200 WAKE ROBIN DRIVE, SHELBURNE, VT 05482
- Signed the 990
- MARYSUE KELSEN, CHIEF FINANCIAL OFFICER
- Phone
- (802) 264-5100
- Website
- WWW.WAKEROBIN.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
ESTABLISH A SUSTAINABLE DYNAMIC COMMUNITY OF SENIORS THAT HONORS BOTH MUTUAL SUPPORT AND INDEPENDENCE AND ADDRESSES THE HEALTH AND WELLNESS OF EACH RESIDENT.
Program accomplishments
- WAKE ROBIN HAS ONE PRIMARY PROGRAM SERVICE, TO ESTABLISH AND OWN A SUSTAINABLE AND DYNAMIC LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY) FOR OLDER ADULTS THAT HONORS BOTH MUTUAL SUPPORT AND INDEPENDENCE AND ADDRESSES THE HEALTH AND WELLNESS OF EACH RESIDENT. WAKE ROBIN EMBODIES A "RESIDENT DRIVEN" COMMUNITY LIFE, IN WHICH RESIDENTS CAN BE AS ENGAGED AS THEY WANT TO BE BOTH WITHIN AND OUTSIDE OF WAKE ROBIN. WAKE ROBIN PROVIDES RESIDENTS WITH HOUSING, HEALTH CARE SERVICES, FOOD SERVICES, SECURITY AND OTHER ANCILLARY SERVICES. WAKE ROBIN IS COMMITTED TO LIVING OUR CORE VALUES OF COMMUNITY, BALANCE, DIFFERENCE, ENVIRONMENTAL STEWARDSHIP, AND HUMOR. CONTINUED ON SCHEDULE O.THE SINGLE SITE COMMUNITY OFFERS 250 INDEPENDENT LIVING HOMES AND 98 HOMES IN THE LINDEN HEALTH CENTER (41 RESIDENTIAL CARE HOMES, 57 SKILLED NURSING HOMES INCLUDING 18 MEMORY CARE). AT DECEMBER 31, 2025, THE COMMUNITY HOUSED APPROXIMATELY 339 RESIDENTS IN INDEPENDENT HOMES AND 75 RESIDENTS IN THE HEALTH CENTER. WAKE ROBIN ALSO PROVIDES BENEVOLENCE ASSISTANCE FOR ITS RESIDENTS WHO, THROUGH NO FAULT OF THEIR OWN, HAVE EXHAUSTED THEIR FINANCIAL RESOURCES.Expenses $33,972,190 · grants $27,148 · revenue $38,581,879
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 | 990 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
- 22-2535376
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $151,700,597
- Income (IRS master file)
- $65,442,858
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $44,731,243 | $37,725,485 | $151,700,597 | XML |
| 990 | December 2024 | $38,296,054 | $35,232,530 | $140,546,068 | XML |
| 990 | December 2023 | $35,393,811 | $33,069,285 | $137,379,968 | XML |
| 990 | December 2022 | $34,338,892 | $31,851,171 | $131,686,874 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 22-2535376).
Questions about WAKE ROBIN CORP
- What is the EIN of WAKE ROBIN CORP?
- The employer identification number (EIN) of WAKE ROBIN CORP is 22-2535376.
- Is WAKE ROBIN CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WAKE ROBIN CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAKE ROBIN CORP 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 WAKE ROBIN CORP 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 WAKE ROBIN CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WAKE ROBIN CORP?
- The 990 for the year ended December 31, 2025 names MARYSUE KELSEN.
- Who are the officers and directors of WAKE ROBIN CORP?
- The 990 for the year ended December 31, 2025 lists 25 people; 7 received compensation from the organization, the highest $319,122 (MEAGAN BUCKLEY, PRESIDENT, CEO).
- How much revenue does WAKE ROBIN CORP have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $44,731,243, expenses of $37,725,485 and total assets of $151,700,597 at year end.
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- THE WAKE ROBIN GROUP INC EIN 85-3121500 · last filed 990-EZ for 2025
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