SOUTHWESTERN VERMONT COUNCIL ON AGING INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SOUTHWESTERN VERMONT COUNCIL ON AGING INC (EIN 03-0273983)
Tax period
2019-10-01 to 2020-09-30
Filed
2022-01-03
IRS object ID
202200079349300000
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2022-01-03T12:33:10-07:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1capital accounting servicesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1606 West HillAddressLine1Txt
CityNorth MiddlesexCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05682ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030273983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWESTERN VERMONT COUNCIL ON AGING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone8027865990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 Maple StreetAddressLine1Txt
CityRutlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge DavisPersonNm
Person TitleBoard PresidentPersonTitleTxt
Phone8027865990PhoneNum
Signature2021-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personjohn rileyPreparerPersonNm
PTINP02503119PTIN
Phone8022295988PhoneNum
Preparation2021-05-17PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRosemary GreenePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 Maple StreetAddressLine1Txt
CityRutlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,985,353GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.scvoa.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionThe Southwestern Vermont Council on Aging exists to be a community force in creating and sustaining opportunities for elders and caregivers in our region to help assure that elders are able to maintain maximum independence and quality of life.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee41TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,675,088PYContributionsGrantsAmt
CY Contributions Grants$3,726,286CYContributionsGrantsAmt
PY Program Service Revenue$82,740PYProgramServiceRevenueAmt
CY Program Service Revenue$255,283CYProgramServiceRevenueAmt
PY Investment Income$5,573PYInvestmentIncomeAmt
CY Investment Income$3,784CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,763,401PYTotalRevenueAmt
CY Total Revenue$3,985,353CYTotalRevenueAmt
PY Grants And Similar Paid$179,486PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$191,119CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,891,807PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,891,045CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,741CYTotalFundraisingExpenseAmt
PY Other Expenses$1,635,458PYOtherExpensesAmt
CY Other Expenses$1,848,741CYOtherExpensesAmt
PY Total Expenses$3,706,751PYTotalExpensesAmt
CY Total Expenses$3,930,905CYTotalExpensesAmt
PY Revenues Less Expenses$56,650PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$54,448CYRevenuesLessExpensesAmt
Total Assets BOY$2,195,050TotalAssetsBOYAmt
Total Assets EOY$2,398,772TotalAssetsEOYAmt
Total Liabilities BOY$884,553TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,032,478TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,310,497NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,366,294NetAssetsOrFundBalancesEOYAmt
MissionThe Southwestern Vermont Council on Aging exists to be a community force in creating and sustaining opportunities for elders and caregivers in our region to help assure that elders are able to maintain maximum independence and quality of life.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,741,405ExpenseAmt
Grant$127,094GrantAmt
Revenue$0RevenueAmt
DescIndividual advocacy, benefit counseling, long term care, legal assistance, infromation and referralDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,717,473ExpenseAmt
Grant$28,671GrantAmt
Revenue$0RevenueAmt
DescIndependent living, homemaker, congregate and home delivered meals, transportation, nutrition counselingDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$97,811ExpenseAmt
Grant$36,148GrantAmt
Revenue$0RevenueAmt
DescNational family CaregiverDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,556,689TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee41EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRosemary GreenePersonNm
Phone8027865990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 Maple StreetAddressLine1Txt
CityRutlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Rosemary Greene
Business Operations Director400Yes (X)$54,939$0$13,073
Dana McMahon
Rutland Aging Services Director400Yes (X)$55,533$0$12,388
Jennifer Plouffe
Bennington Aging Services Director400Yes (X)$49,000$0$10,492
Christopher Adams
Development & Communications Director400Yes (X)$50,216$0$1,692
Courtney Anderson
Nutrition Director400Yes (X)$46,236$0$2,465
George Davis
President20Yes (X)$0$0$0Yes (X)
Tom Adams
Secretary20Yes (X)$0$0$0Yes (X)
Ron Bower
Treasurer20Yes (X)$0$0$0Yes (X)
Paul Stitelman
Director10$0$0$0Yes (X)
Howard Cohen
Vice President20Yes (X)$0$0$0Yes (X)
Michele Pagen
Director10$0$0$0Yes (X)
Peter Lawrence
Director10$0$0$0Yes (X)
Alison Hill
Director10$0$0$0Yes (X)
Lin Lavallee
Director10$0$0$0Yes (X)
Elizabeth Fredland
Director10$0$0$0Yes (X)
Robert Youatt
Director10$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$255,924TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$40,110TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$3,536,328GovernmentGrantsAmt
All Other Contributions$189,958AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$3,726,286TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$255,283TotalRevenueColumnAmt
Related Or Exempt Func Income$255,283RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$255,283TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,784TotalRevenueColumnAmt
Related Or Exempt Func Income$3,784RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,985,353TotalRevenueColumnAmt
Related Or Exempt Func Income$259,067RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$191,119TotalAmt
Program Services$191,119ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$321,047TotalAmt
Program Services$203,198ProgramServicesAmt
Management And General$111,916ManagementAndGeneralAmt
Fundraising$5,933FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,114,650TotalAmt
Program Services$1,037,934ProgramServicesAmt
Management And General$69,702ManagementAndGeneralAmt
Fundraising$7,014FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$27,904TotalAmt
Program Services$25,983ProgramServicesAmt
Management And General$1,745ManagementAndGeneralAmt
Fundraising$176FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$312,878TotalAmt
Program Services$291,344ProgramServicesAmt
Management And General$19,565ManagementAndGeneralAmt
Fundraising$1,969FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$114,566TotalAmt
Program Services$106,681ProgramServicesAmt
Management And General$7,164ManagementAndGeneralAmt
Fundraising$721FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$32,049TotalAmt
Management And General$32,049ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$8,031TotalAmt
Management And General$8,031ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$116,547TotalAmt
Program Services$94,907ProgramServicesAmt
Management And General$20,980ManagementAndGeneralAmt
Fundraising$660FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$85,551TotalAmt
Program Services$65,920ProgramServicesAmt
Management And General$19,222ManagementAndGeneralAmt
Fundraising$409FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$70,460TotalAmt
Program Services$62,634ProgramServicesAmt
Management And General$7,647ManagementAndGeneralAmt
Fundraising$179FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,486TotalAmt
Program Services$27,797ProgramServicesAmt
Management And General$2,503ManagementAndGeneralAmt
Fundraising$186FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,240TotalAmt
Program Services$4,240ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$53,412TotalAmt
Program Services$40,000ProgramServicesAmt
Management And General$13,412ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,545TotalAmt
Program Services$8,732ProgramServicesAmt
Management And General$13,813ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Contract Services$1,419,381$1,390,814$27,101$1,466
board expenses$515$0$515$0
volunteer recongition$5,524$5,386$110$28

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,930,905TotalAmt
Program Services$3,556,689ProgramServicesAmt
Management And General$355,475ManagementAndGeneralAmt
Fundraising$18,741FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$20,704BOYAmt
EOY$15,766EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$921,678BOYAmt
EOY$1,286,030EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$228,292BOYAmt
EOY$126,499EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,603BOYAmt
EOY$12,116EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,312,783LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$354,422LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,011,773BOYAmt
EOY$958,361EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,195,050BOYAmt
EOY$2,398,772EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$441,833BOYAmt
EOY$373,684EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$292,698BOYAmt
EOY$500,389EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$150,022BOYAmt
EOY$158,405EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$884,553BOYAmt
EOY$1,032,478EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,295,811BOYAmt
EOY$1,351,608EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,686BOYAmt
EOY$14,686EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,310,497BOYAmt
EOY$1,366,294EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,195,050BOYAmt
EOY$2,398,772EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$54,448ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$1,349PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,303,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,762,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,412,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,675,088CurrentTaxYearMinus1YearAmt
Current Tax Year$3,726,286CurrentTaxYearAmt
Total$17,879,949TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,303,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,762,853CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,412,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,675,088CurrentTaxYearMinus1YearAmt
Current Tax Year$3,726,286CurrentTaxYearAmt
Total$17,879,949TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$17,879,949PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,303CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,857CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,573CurrentTaxYearMinus1YearAmt
Current Tax Year$3,784CurrentTaxYearAmt
Total$28,319TotalAmt
FieldValueIRS element (for citing)
Total Support$17,908,268TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99842PublicSupportCY170Pct
Public Support PY1700.992PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$8,031DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$8,031TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1FormAndLineReferenceDesc
Explanationcontact with state legislatorsExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,686BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$364InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$364OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$14,686EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,686BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$204InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$204OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$14,686EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,686BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$204InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$204OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$14,686EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,686BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$152InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$152OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$14,686EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,686BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$146InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$146OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$14,686EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$50,000OtherCostOrOtherBasisAmt
Book Value$50,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,068,278OtherCostOrOtherBasisAmt
Depreciation$173,593DepreciationAmt
Book Value$894,685BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$194,505OtherCostOrOtherBasisAmt
Depreciation$180,829DepreciationAmt
Book Value$13,676BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$958,361TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$3,985,353TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$0NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$3,985,353RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,985,353TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,930,905TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,930,905ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,930,905TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2bthe organization provides management for rep payee accounts
Schedule D, Part V, Line 4general program support

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeAssistance to allow elders to remain at homeGrantTypeTxt
Recipient789RecipientCnt
Cash Grant$191,119CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedcashValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationCase managers follow up on use of awardsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11ba copy of the 990 is sent to the board members prior to filing
Form 990, Part VI, Section B, Line 12cthe board annually discusses conflicts of interest at a full board meeting
Form 990, Part VI, Section B, Line 15the board reviews salary vs comparable positions in the state
Form 990, Part VI, Section C, Line 19documents are available on request to the executive director

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1VT Assoc of Area Agencies on AgingBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1875 Roosevelt Hwy Ste 210AddressLine1Txt
CityColchesterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05446ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSupporting OrganizationPrimaryActivitiesTxt
Legal Domicile StateVTLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1VT Assoc of Area Agencies on AgingBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypelTransactionTypeTxt
Involved$54,646InvolvedAmt
Method Of Amount DeterminationcontractMethodOfAmountDeterminationTxt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
Explanationnot aware of electronic filing requirementExplanationTxt

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