ADDISON COUNTY COMMUNITY TRUST

As filed

Subsection

03

NTEE code

L20

Classification

1000

Street

272 MAIN ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• PROPERTY OPERATIONS: OPERATION AND/OR STEWARDSHIP OF OVER 750 UNITS OF PERMANENTLY AFFORDABLE HOUSING; THIS INCLUDES: PROPERTY MANAGEMENT FOR 353 MULTIFAMILY TAX CREDIT APARTMENTS; OPERATION OF 340 LOTS IN NINE NONPROFIT AHW-OWNED PARKS FOR OWNER-OCCUPIED MOBILE HOMES; AND DOWN PAYMENT GRANTS FOR MODERATE-INCOME HOUSEHOLDS WITH SUBSEQUENT STEWARDSHIP OF APPROXIMATELY 76 HOMES IN THE SHARED-EQUITY PROGRAM. APPROXIMATELY 800 HOUSEHOLDS WERE SERVED IN 2024.

  Expenses $2,924,156 · Revenue $2,726,025

• REHAB AND DEVELOPMENT: REHAB AND DEVELOPMENT OF NEW AFFORDABLE HOUSING UNITS TO ALLEVIATE THE COUNTY'S LESS-THAN-ONE-PERCENT VACANCY RATE, INCLUDING MULTIFAMILY APARTMENTS AND SINGLE-FAMILY HOMES.

  Expenses $259,156 · Grants $162,550 · Revenue $37,500

• RESIDENT SERVICES: PROVIDING SASH (SUPPORT AND SERVICES AT HOME) SERVICES FOR AHW SENIOR HOUSING RESIDENTS AND RESIDENTS IN THE SURROUNDING COMMUNITIES. APPROXIMATELY 190 SENIORS WERE SERVED IN 2024. ALSO PROVIDING RESIDENT SUPPORT SERVICES AS NEEDED TO FAMILIES AND RESIDENTS IMPACTED BY HOUSING INSTABILITY. APPROXIMATELY 200 HOUSEHOLDS WERE SERVED IN 2024.

  Expenses $351,795

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• ELISE SHANBACKER

  EXECUTIVE DI

  Total calculated

  $127,130

  From this org

  $121,746

  From related orgs

  $0

  Other

  $5,384

  Hours/week

  40

• DAVID HAMILTON

  PRESIDENT

  Total calculated

  $0

  Hours/week

  2

• NATASHA SEN

  VICE PRESIDE

  Total calculated

  $0

  Hours/week

  2

• JAMIE MCKENNA

  TREASURER

  Total calculated

  $0

  Hours/week

  2

• PEGGY NELSON

  SECRETARY

  Total calculated

  $0

  Hours/week

  2

• INGRID PIXLEY

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• JON CRYSTAL

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• JOHN BARSTOW

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• ANNA BURNS

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• KAREN LUEDERS

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• LOUISE SANDBERG

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• MARIE LENNON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• SARAH STAR

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• BRYAN PLANT

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• GABRIEL CALVI

  DIRECTOR

  Total calculated

  $0

  Hours/week

  2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $4,752,796

  Expenses

  $3,836,828

  Contributions

  $2,038,103

  Grants paid

  $162,550

• 2023

  Revenue

  $6,840,267

  Expenses

  $3,163,914

  Contributions

  $4,096,193

  Grants paid

  $24,317

• 2022

  Revenue

  $3,221,130

  Expenses

  $2,872,315

  Contributions

  $730,819

  Grants paid

  $87,124

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $3,367,951

  Expenses

  $2,511,583

  Assets (EOY)

  $12,458,096

• 2020 · 990

  Revenue

  $3,865,074

  Expenses

  $2,442,295

  Assets (EOY)

  $11,822,229

• 2019 · 990

  Revenue

  $3,395,563

  Expenses

  $2,645,454

  Assets (EOY)

  $10,752,612

• 2018 · 990

  Revenue

  $2,537,309

  Expenses

  $2,113,397

  Assets (EOY)

  $10,220,166

• 2017 · 990

  Revenue

  $2,090,529

  Expenses

  $2,296,598

  Assets (EOY)

  $10,323,865

• 2016 · 990

  Revenue

  $2,602,124

  Expenses

  $2,050,584

  Assets (EOY)

  $10,228,328

• 2015 · 990

  Revenue

  $2,208,182

  Expenses

  $2,113,568

  Assets (EOY)

  $10,128,024

• 2014 · 990

  Revenue

  $2,487,846

  Expenses

  $2,771,863

  Assets (EOY)

  $10,369,159

• 2013 · 990

  Revenue

  $2,739,929

  Expenses

  $2,399,003

  Assets (EOY)

  $10,559,961

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $1,994,216

  Assets (EOY)

  $9,826,919

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• CATHEDRAL SQUARE CORPORATION

  $160,976

  2022 · SASH GRANT

• UNITED WAY OF ADDISON COUNTY INC

  $17,674

  2023 · AFFORDABLE HOUSING

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $16,950

  2024 · For grant recipient's exempt purposes

• UNITED WAY OF ADDISON COUNTY INC

  $16,056

  2022 · AFFORDABLE HOUSING

• VERMONT COMMUNITY FOUNDATION

  $12,500

  2024 · ACCT DBA ADDISON HOUSING WORKS 2025-2028 STRATEGIC PLAN AND MERGER INITIATIVE

• GRAPEVINE GIVING FOUNDATION

  $12,250

  2025 · operating fund and general assistance.

• VERMONT COMMUNITY FOUNDATION

  $11,000

  2023 · GENERAL PURPOSE

• VERMONT COMMUNITY FOUNDATION

  $10,500

  2022 · GENERAL PURPOSE

• NATIONAL PHILANTHROPIC TR

  $10,250

  2024 · HUMAN SERVICES

• VERMONT COMMUNITY FOUNDATION

  $10,000

  2022 · GENERAL PURPOSE

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files