Wake Robin
Legal name: Wake Robin Corporation
Nonprofit profile at a glance
- EIN
- 222535376
- IRS 990 coverage
- 2010–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025
- Location
- Shelburne, VT, US
- Phone
- 802-264-5100
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Supportive Housing for Older Adults
Reported finances
- Revenue
- $44,731,243
- Expenses
- $37,725,485
- Assets
- $151,700,597
- Liabilities
- $154,364,819
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
25 people listed
Executive titles in this filing
- MEAGAN BUCKLEY (PRESIDENT, CEO)
Highest reported compensation
- MEAGAN BUCKLEY (PRESIDENT, CEO): $326,980 total reported compensation
- MARYSUE KELSEN (CFO, SECRETARY & TREASURER): $235,326 total reported compensation
- HEATHER FILONOW (DIRECTOR OF HEALTHSERVICES): $183,215 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Wake Robin is a Life Plan Community in Shelburne, Vermont, providing independent living, health services, and support for older adults.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Earned-program. 90% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 72
- Transparency & Controls: 93
- Accountability: 95
- Sustainability: 62
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76.4%; rating input score 76
- Program expense ratio: 90.1%; rating input score 90
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 93.3%; rating input score 93; 16th percentile among comparable filings
- Pay-setting controls: 5 of 6 controls in place; rating input score 83
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 15.7%; rating input score 69; 69th percentile among comparable filings
- Total-asset coverage ratio: 4.02; rating input score 73; 73rd percentile among comparable filings
- Liabilities to assets ratio: 1.02; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 3.7%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 46th percentile among comparable filings
- Revenue growth: 5.9% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: 4.9% per year; rating input score 100; 33rd percentile among comparable filings
Details
- What they do: 1 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 76.4% of revenue deployed · 90.1% of spending went to programs
- Governance: 15 of 15 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $34M in reported program spending
- Leadership: top reported pay $327K · 25 people listed · 5 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $5.4M reported
- Consistency: 32 of 33 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2010 to 2025
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- High — Sustainability: Liabilities to assets ratio scored 2/100.
- Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.