2025-03-27T06:34:30-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2024-01-01 030313835 Oxbow Senior Independence Program OXBO 8028665458 PO Box 25 Newbury VT 05051 M Robin Barone President 8028665458 2025-03-21 1 1 Melissa Magoon CPA P01712842 6036697337 2025-03-21 2024 2025-03-06 01:10:19Z M Robin Barone PO Box 25 Newbury VT 05051 453515 0 X N/A X 1987 VT We own and operate three housing projects for the low income elderly and disabled, two of which are federally subsidized. 13 13 0 13 0 0 88003 88003 314896 364232 1524 1280 0 0 404423 453515 0 0 0 0 0 0 0 0 0 463400 432129 463400 432129 -58977 21386 884685 850364 1242220 1186513 -357535 -336149 We own and operate three housing projects for the low income elderly and disabled, two of which are federally subsidized. 0 0 183774 178605 15 unit low income housing project for the elderly known as Spear House Apartments. 155670 155901 15 unit low income housing project for the elderly known as Montebello Hill Apartments. 25649 29726 3 unit property located in Wells River, VT known as Spear House. 365093 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 VT X M Robin Barone 8028665458 4621 Main Street S Newbury VT 05051 X M Robin Barone President 6.00 X X 0 0 0 Michael Kolakowski Vice President 1.00 X X 0 0 0 Priscilla Connolly Secretary 2.00 X X 0 0 0 Susan Goodell Treasurer 2.00 X X 0 0 0 Penelope Carrier Director 1.00 X 0 0 0 Chip Conquest Director 1.00 X 0 0 0 Frances Day Director 1.00 X 0 0 0 Michael Heffernan Director 1.00 X 0 0 0 Susan Retz Director 1.00 X 0 0 0 Wayne Richardson Director 1.00 X 0 0 0 Christine Rogers Director 1.00 X 0 0 0 Nina Tumosa Director 1.00 X 0 0 0 Janeen Wernecke Director 1.00 X 0 0 0 0 0 0 0 0 0 0 0 88003 88003 Rental Income 531110 361344 361344 Other Income 531110 2888 2888 364232 1280 1280 453515 364232 0 1280 32004 32004 10334 10334 12844 12844 4534 4534 5266 5266 94445 94445 420 420 95448 95448 50433 50433 16815 16815 Repairs and Maintenance 107892 107892 Miscellaneous 1694 60 1634 432129 365093 67036 0 X 1487 0 151584 145067 12831 10585 18517 21980 2535406 1876705 687211 658701 13055 14031 884685 850364 49586 24217 5921 5636 1173658 1142629 13055 14031 1242220 1186513 X -357535 -336149 -357535 -336149 884685 850364 21386 0 X 0 1 X 1 1 1 X 201668 88003 88003 88003 88003 553680 311404 298915 351224 314896 364232 1640671 513072 386918 439227 402899 452235 2194351 0 107845 123183 157037 149858 181608 719531 107845 123183 157037 149858 181608 719531 1474820 550 830 510 1524 1280 4694 550 830 510 1524 1280 4694 513622 387748 439737 404423 453515 2199045 0.67070 0.71430 0.00210 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 149469 149469 2198519 1722522 475997 121673 93333 28340 65745 60850 4895 658701 Tenant Security Deposits 14031 14031 453515 0 453515 0 453515 432129 0 432129 0 432129 Form 990, Part VI, Section A, line 3 Property management performed by AHEAD. Form 990, Part VI, Section B, line 11b Reviewed by President and entire Board of Directors before filing. Approval at a regularly scheduled meeting or unanimous electronic approval is required before filing. Form 990, Part VI, Section B, line 12c Directors review and sign a copy of the policy every year at the March quarterly meeting. Form 990, Part VI, Section C, line 19 All documents are available upon request. Most are on file at the OSIP office. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Oxbow Senior Independence Program P.O. Box 25 Newbury, VT 05051 EIN: 03-0313835 Oxbow Senior Independence Program is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).