GREEN MOUNTAIN UNITED WAY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREEN MOUNTAIN UNITED WAY (EIN 03-0261384)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349303578
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T09:56:13-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030280081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMM & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 463 MOUNTAIN VIEW DR STE 403 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030261384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN MOUNTAIN UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 8026133989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 652 GRANGER ROAD SUITE 6 | AddressLine1Txt |
| City | BARRE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05641 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAWNYA KRISTEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8022299532 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDALL L SARGENT CPA | PreparerPersonNm |
| PTIN | P00136499 | PTIN |
| Phone | 8026555665 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TAWNYA KRISTEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 652 GRANGER ROAD | AddressLine1Txt |
| City | BARRE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $987,303 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GMUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN EVERY COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $525,968 | PYContributionsGrantsAmt |
| CY Contributions Grants | $720,175 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $112,630 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$29,921 | PYInvestmentIncomeAmt |
| CY Investment Income | -$259 | CYInvestmentIncomeAmt |
| CY Other Revenue | $16,610 | CYOtherRevenueAmt |
| PY Total Revenue | $584,947 | PYTotalRevenueAmt |
| CY Total Revenue | $849,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $180,530 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $177,937 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $475,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $481,961 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,846 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $152,655 | PYOtherExpensesAmt |
| CY Other Expenses | $211,888 | CYOtherExpensesAmt |
| PY Total Expenses | $808,312 | PYTotalExpensesAmt |
| CY Total Expenses | $871,786 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$223,365 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$22,630 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $761,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $362,134 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $455,132 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $399,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $418,643 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF EVERY PERSON IN EVERY COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $512,470 | ExpenseAmt |
| Grant | $177,937 | GrantAmt |
| Revenue | $112,630 | RevenueAmt |
| Desc | IN COLLABORATION WITH NONPROFIT ORGANIZATIONS, FAITH-BASED GROUPS, GOVERNMENT AND EDUCATIONAL AGENCIES, GREEN MOUNTAIN UNITED WAY IS COMMITTED TO STRENGTHENING COMMUNITIES BY SUPPORTING AND INITIATING PROGRAMS IN THE AREAS OF ECONOMIC ADVANCEMENT, HEALTH, EDUCATION AND COMMUNITY NEEDS IN ITS FIVE COUNTY SERVICE AREAS IN VERMONT. | Desc |
| Total Program Service Expenses | $512,470 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAWNYA KRISTEN | PersonNm |
| Phone | 8026133989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 652 GRANGER ROAD | AddressLine1Txt |
| City | BARRE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05641 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TAWNYA KRISTEN | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $86,974 | $0 | $18,259 | |
| CHRIS CALDWELL | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RUTH GREENE | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STACY PINARDI | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GAIL PIVETTI | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN MEAD | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DONNA CURTIN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MEG MILLER | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| HEATHER SCHMIDT | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET PINELLO-WHITE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,974 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $18,259 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $237,415 | GovernmentGrantsAmt |
| All Other Contributions | $482,760 | AllOtherContributionsAmt |
| Total Contributions | $720,175 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $112,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $112,630 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $112,630 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,237 | TotalRevenueColumnAmt |
| Exclusion | $16,237 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $121,651 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,147 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,496 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$16,496 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,610 | TotalRevenueColumnAmt |
| Exclusion | $16,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,610 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $849,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,134 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $32,847 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,937 | TotalAmt |
| Program Services | $177,937 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,168 | TotalAmt |
| Program Services | $54,018 | ProgramServicesAmt |
| Management And General | $32,286 | ManagementAndGeneralAmt |
| Fundraising | $19,864 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,360 | TotalAmt |
| Program Services | $177,955 | ProgramServicesAmt |
| Management And General | $80,154 | ManagementAndGeneralAmt |
| Fundraising | $53,251 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,189 | TotalAmt |
| Program Services | $1,856 | ProgramServicesAmt |
| Management And General | $867 | ManagementAndGeneralAmt |
| Fundraising | $466 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,999 | TotalAmt |
| Program Services | $17,260 | ProgramServicesAmt |
| Management And General | $8,772 | ManagementAndGeneralAmt |
| Fundraising | $4,967 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,245 | TotalAmt |
| Program Services | $16,750 | ProgramServicesAmt |
| Management And General | $8,185 | ManagementAndGeneralAmt |
| Fundraising | $5,310 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,357 | TotalAmt |
| Management And General | $71,357 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,062 | TotalAmt |
| Management And General | $4,062 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,868 | TotalAmt |
| Program Services | $4,800 | ProgramServicesAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455 | TotalAmt |
| Management And General | $455 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,781 | TotalAmt |
| Program Services | $6,174 | ProgramServicesAmt |
| Management And General | $21,607 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,324 | TotalAmt |
| Program Services | $1,575 | ProgramServicesAmt |
| Management And General | $6,749 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,000 | TotalAmt |
| Management And General | $21,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,149 | TotalAmt |
| Program Services | $7,176 | ProgramServicesAmt |
| Management And General | $919 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
| Management And General | $196 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,034 | TotalAmt |
| Management And General | $7,034 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,549 | TotalAmt |
| Management And General | $6,549 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $46,936 | $46,936 | ||
| MISCELLANEOUS | $4,892 | $3,958 | $934 | |
| EVENT EXPENSES | $252 | $252 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,786 | TotalAmt |
| Program Services | $512,470 | ProgramServicesAmt |
| Management And General | $274,470 | ManagementAndGeneralAmt |
| Fundraising | $84,846 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,578 | BOYAmt |
| EOY | $183,066 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,303 | BOYAmt |
| EOY | $10,307 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,988 | BOYAmt |
| EOY | $146,458 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,924 | BOYAmt |
| EOY | $2,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,069 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,266 | BOYAmt |
| EOY | $495,990 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,081 | BOYAmt |
| EOY | $35,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,140 | BOYAmt |
| EOY | $873,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,975 | BOYAmt |
| EOY | $57,994 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,078 | BOYAmt |
| EOY | $235,074 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $126,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,081 | BOYAmt |
| EOY | $35,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,134 | BOYAmt |
| EOY | $455,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,417 | BOYAmt |
| EOY | $231,724 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,589 | BOYAmt |
| EOY | $186,919 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,006 | BOYAmt |
| EOY | $418,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,140 | BOYAmt |
| EOY | $873,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$22,630 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,267 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $637,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,175 | CurrentTaxYearAmt |
| Total | $2,991,537 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $536,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $637,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $570,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,968 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $720,175 | CurrentTaxYearAmt |
| Total | $2,991,537 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $246,634 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,744,903 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,237 | CurrentTaxYearAmt |
| Total | $73,888 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $16,610 | CurrentTaxYearAmt |
| Total | $19,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,085,385 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $345,185 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 19,960 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,589 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,589 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,000 | OtherExpendituresAmt |
| End Year Balance | $107,178 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,476 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $16,113 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $113,589 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,016 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$24,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,000 | OtherExpendituresAmt |
| End Year Balance | $87,476 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,994 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $29,022 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $157,016 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,829 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,165 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $127,994 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06700 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,069 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $35,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,700 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $711,424 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $42,267 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $42,267 | RevenueNotReportedAmt |
| Revenue Subtotal | $669,157 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,062 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $175,937 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $179,999 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $849,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $691,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $691,787 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,062 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $175,937 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $179,999 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $871,786 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | IN FISCAL YEAR 2024, GMUW AGREED TO ACT AS THE FISCAL SPONSORSHIP FOR THE BARRE UP PROJECT, A NONPROFIT ORGANIZATION ESTABLISHED TO PROVIDE FUNDS FOR FLOOD RELIEF. GMUW EXPENDED 46,936 OF THE FUNDS RECEIVED DURING FISCAL YEAR 2024. THE FISCAL SPONSORSHIP AGREEMENT WAS TERMINATED AS OF JUNE 30, 2024 AND THE REMAINING BALANCE OF 126,364 WAS TRANSFERRED TO THE SEPARATE ORGANIZATION IN JULY 2024. |
| SCHEDULE D, PAGE 3, PART X | GREEN MOUNTAIN UNITED WAY, INC. BELIEVES IT HAS ADEQUATE SUPPORT FOR ANY TAX POSITION TAKEN AND, AS A RESULT, NO LIABILITY FOR POTENTIAL UNCERTAIN TAX POSITIONS IS NECESSARY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | DONOR-DESIGNATED GIFTS 175,937 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | DONOR DESIGNATIONS 175,937 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CENTRAL VERMONT HOME HEALTH | |||||||
| 600 GRANGER ROAD | BARRE | VT | 05641 | 030186089 | 501C3 | $10,891 | HEALTH |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | 223021942 | 501C3 | $26,767 | FOOD |
| CENTRAL VERMONT HUMANE SOCIETY INC | |||||||
| PO BOX 687 | MONTPELIER | VT | 05601 | 030217066 | 501C3 | $16,197 | ANIMAL WELFARE |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 3579 WATERBURY-STOWE RD | WATERBURY CENTER | VT | 05677 | 020498154 | 501C3 | $5,085 | CHILDREN'S SUPPLIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS OF DONOR DESIGNATIONS AND OTHER AWARDS MUST VERIFY THEIR STATUS AS A PUBLIC CHARITY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWED BY FINANCE COMMITTEE AND AVAILABLE TO ALL BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD REVIEWS CONFLICT OF INTEREST POLICY ANNUALLY. EACH BOARD MEMBERS SIGNS ANNUAL CONFLICT OF INTEREST DISCLOSURE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL OF THE EXECUTIVE DIRECTOR'S SALARY WILL REMAIN A DISCUSSION IN EXECUTIVE SESSION WITH VALUES TO REMAIN CONFIDENTIAL. APPROVAL WILL THEN BE RECORDED IN THE BOARD MINUTES AS HAVING TAKEN PLACE AND VOTED UPON. THE APPROVED SALARY WILL BE INCLUDED IN MINUTES FROM THE BOARD MEETING. THE MINUTES WILL BE PLACED IN THE E.D.'S EMPLOYEE FOLDER ALONG WITH A MEMO SUMMARIZING THE INCREASE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | CURRENTLY BY REQUEST |
| FORM 990, PART XI, LINE 9 | DONOR-DESIGNATED GIFTS -175,937 DONOR DESIGNATIONS 175,937 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNITED WAY WORLDWIDE | ||||||||||
| 701 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | 131635294 | COMMUNITY | VA | 501C3 | 10 | N/A | false |
| UNITED WAYS OF VERMONT INC | ||||||||||
| PO BOX 111 | ESSEX JUNCTION | VT | 05453 | 300192082 | COMMUNITY | VT | 501C3 | 10 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED WAYS WORLDWIDE | ||
| R | $6,849 | CASH |
| UNITED WAYS OF VERMONT | ||
| R | $185 | CASH |
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