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GENESIS FUND

EIN 01-0461436 BRUNSWICK, ME

Revenue 2025
$5,428,902
Expenses 2025
$4,028,935

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
X20J
Classification
1000
Street
22 LINCOLN 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 · 2025

Mission

The mission of The Genesis Fund is to bring together resources to create housing and other economic and social opportunities for underserved people and communities throughout Maine, New Hampshire, and Vermont.

  • In FY26, the Genesis Fund closed 27 loans for over $10 million, increasing the outstanding loan portfolio to more than $50 million. Through this lending, 815 units of housing were created or preserved. In addition, the Genesis Fund's lending reached over 7,500 additional people through support of preserved and expanded food pantries, recovery services, and community development. The Genesis Fund also provided over 2,700 hours of professional guidance to dozens of projects in FY26, helping to create affordable housing and community facilities by sharing professional knowledge to develop these projects.

    Expenses $3,772,030 · Revenue $3,068,349

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Julie Wagoner

    President

    Total calculated
    $0
    Hours/week
    0.5
  • Diane Small

    Vice-President

    Total calculated
    $0
    Hours/week
    0.5
  • Janice de Lima

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5
  • Shima Kabirigi

    Secretary

    Total calculated
    $0
    Hours/week
    0.5
  • Denise Cilley

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Diane Donaldson

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Molly Feeney

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Laurie Miller

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Jeff Mosley

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Heidi Peterson

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Betty Robinson

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Mike Ross

    Director

    Total calculated
    $0
    Hours/week
    0.5
  • Elizabeth Fleming-Ives

    Executive Director

    Total calculated
    $276,904
    From this org
    $241,089
    From related orgs
    $0
    Other
    $35,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,939
    Bonus
    $31,269
    Other
    $881
    Deferred
    $11,898
    Nontaxable benefits
    $23,917
    Filer's total
    $276,904
  • Jennifer Rottmann

    Deputy Director & CFO

    Total calculated
    $221,227
    From this org
    $192,190
    From related orgs
    $0
    Other
    $29,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,134
    Bonus
    $14,175
    Other
    $881
    Deferred
    $9,975
    Nontaxable benefits
    $19,062
    Filer's total
    $221,227
  • Erica Quin-Easter

    Director of Lending

    Total calculated
    $166,151
    From this org
    $143,991
    From related orgs
    $0
    Other
    $22,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,496
    Bonus
    $6,775
    Other
    $720
    Deferred
    $7,352
    Nontaxable benefits
    $14,808
    Filer's total
    $166,151
  • John Egan

    Senior Program Officer

    Total calculated
    $128,686
    From this org
    $111,272
    From related orgs
    $0
    Other
    $17,414
    Hours/week
    40
  • Elyse Tipton

    Communications Director

    Total calculated
    $128,015
    From this org
    $110,707
    From related orgs
    $0
    Other
    $17,308
    Hours/week
    40
  • Steven McDermott

    Senior Loan and Community

    Total calculated
    $127,690
    From this org
    $111,008
    From related orgs
    $0
    Other
    $16,682
    Hours/week
    40
  • Robyn Wardwell

    Chief Program Officer

    Total calculated
    $132,110
    From this org
    $120,097
    From related orgs
    $0
    Other
    $12,013
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $5,428,902
    Expenses
    $4,028,935
    Contributions
    $1,655,792
    Grants paid
    $0
  • 2024
    Revenue
    $7,893,479
    Expenses
    $4,792,709
    Contributions
    $4,473,276
    Grants paid
    $0
  • 2023
    Revenue
    $4,780,412
    Expenses
    $2,908,668
    Contributions
    $2,128,563
    Grants paid
    $0
  • 2022
    Revenue
    $5,492,811
    Expenses
    $3,768,229
    Contributions
    $3,562,447
    Grants paid
    $0

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
    $5,192,917
    Expenses
    $2,096,389
    Assets (EOY)
    $38,143,317
  • 2020 · 990

    Revenue
    $3,745,329
    Expenses
    $2,179,164
    Assets (EOY)
    $32,765,615
  • 2019 · 990

    Revenue
    $3,876,573
    Expenses
    $2,667,642
    Assets (EOY)
    $27,181,863
  • 2018 · 990

    Revenue
    $2,740,892
    Expenses
    $1,386,257
    Assets (EOY)
    $21,871,044
  • 2017 · 990

    Revenue
    $1,804,553
    Expenses
    $1,296,133
    Assets (EOY)
    $17,673,085
  • 2016 · 990

    Revenue
    $1,531,012
    Expenses
    $1,070,014
    Assets (EOY)
    $16,715,651
  • 2015 · 990

    Revenue
    $919,682
    Expenses
    $875,428
    Assets (EOY)
    $15,293,029
  • 2014 · 990

    Revenue
    $686,737
    Expenses
    $782,511
    Assets (EOY)
    $13,901,148
  • 2013 · 990

    Revenue
    $671,268
    Expenses
    $715,549
    Assets (EOY)
    $12,075,046
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $620,471
    Assets (EOY)
    $9,940,116

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

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.