Vista Endowment Fund Inc

Nonprofit profile at a glance

EIN
550862938
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Madison, CT, USA
Phone
8603998080
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Official website

Reported finances

Revenue
$1,489,317
Expenses
$466,783
Assets
$11,106,317
Liabilities
$18,113

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • HELEN BOSCH (CHIEF EXECUTIVE OFFICER)
  • CATHERINE O'DWYER (PRESIDENT & DEPUTY TREASUR)
  • PHILLIP KRALL (VICE PRESIDENT & SECRETARY)

Highest reported compensation

  • HELEN BOSCH (CHIEF EXECUTIVE OFFICER): $186,909 total reported compensation
  • TOD VAN KIRK (VP OF PROGRAMS, SERVICES & ORG. DEVELOPMENT): $185,613 total reported compensation
  • ROBYN WESTERKAMP (VP OF BUSINESS OPERATIONS & ADMIN SERVICES): $150,746 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The primary purpose of vista endowment fund, inc. Is to support the exempt purpose of vista life innovations. Inc. And specifically to manage assets of the endowment fund.

What it reported doing in 2024

To manage endowment investments to further the exempt purpose of vista life innovations, inc.

Operating model

Revenue model
Donor-supported. 77% of the money available for current operations came from contributions and gifts.
Distribution model
Affiliate network. The nonprofit sent 88% of its reported program spending through affiliated organizations.

The verdict

SUPPORTED - Most voting board members are independent and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 56
  • Transparency & Controls: 65
  • Accountability: 100
  • Sustainability: 87
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.3%; rating input score 44
  • Program expense ratio: 95.3%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 68.7%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 23.79; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 11.2%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: 13.6% per year; rating input score 100; 72nd percentile among comparable filings
  • Revenue growth: 4.1% per year; rating input score 100; 37th percentile among comparable filings
  • Asset growth: 11.4% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 44.3% of revenue deployed · 95.3% of spending went to programs
  • Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $445K in reported program spending
  • Leadership: top reported pay $187K · 11 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 17 of 17 current checks pass
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.