Vista Endowment Fund Inc
Donations deductibleRevenue
$1.5m
year to 30 June 2025
Expenses
$467k
year to 30 June 2025
Total assets
$11.1m
$18k liabilities
Net assets
$11.1m
assets less liabilities
Directors and trustees
8
4.3 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
4
named in Part VII
Vista Endowment Fund Inc's network
8 people3 organisationsi8 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Catherine O'Dwyer | President & Deputy Treasur | 2021 | 5 yrs |
| Donald W Anderson ESQ | Director | 2023 | 3 yrs |
| Elena Patterson | Director | 2019 | 7 yrs |
| Helen Bosch | Chief Executive Officer | 2023 | 3 yrs |
| Leigh Bonney | Treasurer | 2023 | 3 yrs |
| Phillip Krall | Vice President & Secretary | 2022 | 4 yrs |
| Robert Richard | Director | 2023 | 3 yrs |
| William Terribile | Director | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Donald R Frink | VP Finance & Administration | since 2022 |
| Johan Lernmark | VP of Finance | 2025 |
| Robyn Westerkamp | VP of Business Operations & Admin Services | 2025 |
| TOD Van Kirk | VP Programs, Services, Organizational Development | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Helen Bosch | Chief Executive Officer | 4 | $0 | $182k | $5k |
| Catherine O'dwyer | President & Deputy Treasur | 2 | $0 | ||
| Phillip Krall | Vice President & Secretary | 2 | $0 | ||
| Leigh Bonney | Treasurer | 2 | $0 | ||
| Elena Patterson | Director | 2 | $0 | ||
| Robert Richard | Director | 2 | $0 | ||
| William Terribile | Director | 2 | $0 | ||
| Donald W Anderson Esq | Director | 2 | $0 | ||
| Johan Lernmark | VP of Finance | 2 | $0 | $77k | |
| Tod van Kirk | VP of Programs, Services & Org. Development | 2 | $0 | $149k | $36k |
| Robyn Westerkamp | VP of Business Operations & Admin Services | 2 | $0 | $140k | $11k |
About
- Legal name
- Vista Endowment Fund Inc
- EIN
- 550862938
- Address
- 107 Bradley Rd, Madison, CT, 06443-2601
- State
- Connecticut
- 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. (as filed on the Form 990)
- Activity (NTEE)
- P80 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 2005
- Principal officer
- Helen Bosch (as named on the Form 990)
- IRS ruling date
- 1 August 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedTRAINING, SUPPORT, RESOURCES TO INDIVIDUALS WITH DISABILITIESVista Life Innovations IncRelatedSUPPORTING ORGANIZATION OF VISTA LIFE INNOVATIONSVista Advocacy Services Inc
Longest observed on the filings
≥7years on the filingsElena Patterson
≥5years on the filingsCatherine O'Dwyer
≥4years on the filingsPhillip Krall
≥3years on the filingsDonald W Anderson ESQ
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $11.1m
- Total liabilities
- $18k
- Net assets or fund balances
- $11.1m
- Contributions and grants received
- $1.2m
- Program service revenue
- $0
- Employees
- 0
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $1.5m | $455k | $1m |
| 2022 | $615k | $424k | $191k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Vista Endowment Fund, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
- State
- Connecticut
- Entity type
- Non-Stock
- Status
- Active
- Formed
- 16 January 2004
- Registered agent
- Donald Anderson (city and state not held)
Officers (8)
- Donald Anderson Officer
- Elena Patterson Officer
- Katie O'dwyer Officer
- Leigh Bonney Officer
- Mary Clarke Corcoran Officer, Director
- Phillip Krall Officer
- Robert Richard Officer
- William Terribile Officer
City and state of officers are not held in this extract.